A lot to like here - — Growth really solid and not just the US. Lots of additional growth with existing portfolio and markets but will be exponentially more when emerging markets come on stream. - Seems they are starting to get a new pipeline of products together so won’t be a one trick BTM pony forever. - Demonstrating a clear path to converting sales to profit and cash. Will continue to invest BUT can and will make money with an already well funded Balance sheet - Strong management team in place with a CEO who has worked in the biggest healthcare company in the world in the biggest healthcare market in the world.
Multiple is big but clear path to growing into the valuation and beyond. Been holding since the original Williams Board team came in and started the journey and not been disappointed . Paul Brennan rapid departure concerned me at the time but company didn’t miss a beat and with benefits of hindsight we would never have got here with Paul and Swami was a great “upgrade” for the next part of the journey.
PNV Price at posting:
$2.60 Sentiment: Buy Disclosure: Held
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