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nottawombat

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17/09/20

11:54

Post #: 47415112
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Originally posted by squaremile: ↑

Recent article from Live Wire;

Matthew Fist, portfolio manager of Firetrail Australian Small Companies Fund has suggested that Aroa Biosurgery Limited is worth looking at.
"In the context ofrequiring careful stock selection in the current environment whilst exploitinginefficiencies in the small cap asset class, Matthew Fist, Portfolio Manager of the Firetrail Australian Small Companies Fund offered two punchy stock ideas
Firetrail is one ofAroa’s largest institutional investors. Fist says the Firetrail team’sconversations with surgeons and a review of scientific evidence has confirmedthe superior technology of Aroa’s products.

“This results intwo things: 1) Lower occurrence rates, and 2) Lower complications compared tothe alternatives. This is extremely important because patients, surgeons andmedical insurance companies aren’t that keen on doing these procedures twicefor obvious reasons.”
Despite thebenefits, Aroa’s products are cheaper when compared to peers yet gross marginsare above 75%. Firetrail expects the company’s revenues to grow strongly (seebelow forecasts) on the back of new and existing products. Fist says while thestock may be expensive, the fundie has a high level of conviction in thescience."

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there is another small cap/emerging fund which I have an interest in which also has arx as a top 5 stock in its portfolio.

It is the "expectation" of sales going parabolic in that graph which has investors engaged .

Of course , risk wise , it relies entirely upon the supply of sheep .....

ARX Price at posting: $1.36 Sentiment: Buy Disclosure: Held
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0 Great analysis

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