I think IVC is one of the best positioned companies to take...

I think IVC is one of the best positioned companies to take right now - as the saying goes there's only 2 certainties in life; Death & Taxes.

As @@sjgot1 mentioned all the reasons above due to corona virus will impact death rates coupled with an already aging population that was getting greyer in Australia.

I'm not trying to make jest of the above situation - no death is a cause for celebration because every death will have an impact on family members, husbands, wives, sons, daughters, brothers & sisters - however the fact that IVC is in the industry and so well established will mean they can cater to the market.

I think management might have erred a little bit on the price of the SPP - could have pushed a little bit higher but having said that still a well managed business.

GLTA - stay safe