I liked these two. To the point, pragmatic in responses (incl. to my US distribution question) and not gung ho about 'what this could be'. Under promise, over deliver?
Definitely an impressive FY22>FY23 transition, especially the right sizing of operations and refocusing on strategic priorities. Can always bet on those who've turned ships around to deliver on sustainable growth.
Now, I did find it interesting they gave Hologic more air time than Henry Schein ("ex-US" markets), especially in light of more recent announcements. Perhaps Hologic for US, and HS for the rest?
Interesting times indeed!
GLTAH. DYOR. AIMHO.
LDX Price at posting:
10.5¢ Sentiment: Buy Disclosure: Held
