Well, if i specifically said i'd wait to see the FY18 results before revisiting my reasons for owning ONT, and FY18's results are about 9 months away, isn't the answer to your question obvious?
And why is it "the best dentistry stock you can own", particularly given its ROCE is roughly half ONT's (because, you know, ROCE is kind of an important measure of how "good" a business is)? And how do you know it won't disappoint over the next decade? And what if i don't want to own the diagnostics business that comes with it? And what if i didn't want NZ macroeconomic exposure? And why does the EBITDA margin in the forecast you kindly provided magically hockey-stick close to 200bps in the future to settle above 15%, despite it averaging 13% for the last 6 years (as below)?
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 1 2012 2013 2014 2015 2016 2017 2 Revenue 206.4 207 211.1 222.2 213.7 233.5 3 Underlying EBITDA 27.3 28.6 29.1 30.7 27.2 32.1 4 Underlying EBITDA Margin 13.23% 13.82% 13.78% 13.8% 12.73% 13.75% 5 EBITDA 25.7 27.7 27.8 29.6 26.6 31.4 6 EBITDA margin 12.45% 13.38% 13.17% 13.32% 12.45% 13.45%
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Well, if i specifically said i'd wait to see the FY18 results...
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