Firsova - I am not sure who will win here - I must say I think that the market seems to ignore PGC - maybe its because very often they announce on very down days. Really its been a very hard slog for them has it not. People have paid huge amounts for shares like CAJ only for government influence to impact heavily on that here is a company that is doing very well in an industry that needs consolidation and needs technology intervention. Admin in hospitals is a significant cost - spoke to a person in the industry frustrated by the fact that admin and compliance seems to still be growing at the expense of more patient care. So SAP and their systems should be a good platform to create a great reason to deal with them. The Meditron acquisition - that must be hugely synergistic .
So if you asked me who was a shoe-in I would have said PGC but really I would not be surprised if DVA makes up some of the gap after its results.
As far as I can see it has ticked ( PGC) so many boxes - too small - , micro cap needs to be over $100 million. Capital vs Consumables ... National footprint, Technology ...
Its done all of that but has not been exposed enough ... has got some good investment houses as shareholders.
Great dividend ...
You explain it to me maybe its that they need a larger broker to cover their business...
Good luck with the Prada bet...
Also good to see a few more posters on here.
PGC Price at posting:
67.0¢ Sentiment: None Disclosure: Held
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