MYX 3.04% $4.78 mayne pharma group limited

Is MYX a bargain, page-39

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    The other thing potentially going for it is Trump's policy to bring manufacturing back to the U.S as supposingly 85%(?) of generics are manufactured in the subcontinent. If push comes to shove with Trump MYX manufacturing facilities will be well placed to be leveraged from overseas small - medium pharmas for contract services.

    It's also a balanced business where three of four segments are growing circa 10% Specialty explosive growth at 100%. Company is horribly mispriced on current and known information, yes it can be even more mispriced but we are investing in the tomorrow not the yesterday nor today.

    There is active consolidation in the generics sector huge opportunity for MYX to get into high profile partnerships and even merger.

    Razzle Dazzle us Mr Scott Richards.
 
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