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saintex

4,196 Posts.

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28/06/24

17:16

Post #: 74525597
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Originally posted by saintex: ↑

Health supplement sector
EZZ and Biome reached a new 52 weeks high today, in large volumes.

Another stock worth watching in this sector : Vista Life Science (VLS).
Unfortunately, there is a low level of liquidity for this stock, but first impression : it looks cheap (free cash flow yield above 10 %), while they had good results for FY 23 (financial year ends in December for them).

One difference between these 3 companies : their geographic exposure.
Biome almost only in Australia so far, but now expanding globally.
EZZ, mainly in mainland China so far (70 % of sales), but rapidly expanding in other Asian countries and about to enter North America.
Vista seems to be around 50/50 between Australia and Asia (mainly Malaysia and Singapore).

All these 3 companies are driven by a significant top line growth (10 % in FY 23 for Vista) and have already a good level of profitability (Vista and EZZ) or just reached profitability during the last 2 quarters (Biome). Capex requirements seem also quite limited in this sector.

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Sorry the company name for VLS is Vita (not Vista) Life Sciences.
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