Valuation, page-14

Hello my man and welcome to our thread. Thanks to @saintex for starting her up - I was hoping we would get some other HC members popping in and contributing some thoughts and ideas on stocks that *might* offer a great value proposition or be on the cusp of a re-rate.

I’ll pop over and read your thoughts on BCC.

Just to be clear I’ve understood your med tech thoughts - you’ve done some comparisons in that space & you’re picking PME and M7T as the better value options?

If that’s the case, I’ve got to agree with you 100% they both look fantastic, my nutshell view there was that PME appear to be the incumbent sector leader, larger and more established so with PME you get that bit of extra confidence in terms of runs
on the board.

M7T akin to the new kid on the block, does look very promising but lacking those runs on the board. Does offer the X factor of lower market cap and potential for multi-bag re-rate if they have success.

I went with M7T because I prefer the lower valuation & the risk/reward it brings.