NAN 0.66% $3.03 nanosonics limited

Ann: Nanosonics' revised sales model in North America, page-11

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    Yep, it's probably a reaction to FY22 sales being chopped by $13-16m for such a finely-priced business. If I recall correctly, GS said at the AGM that broker consensus was for ~27% growth in revenue for FY22 (which Michael would not be drawn on, beyond "double digit") so dropping sales by that amount - even if it's just a one-off impact - will hurt for now.
 
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