I agree to some extent, but there are some counter arguments. From what I understand, the DWL/Neuroscan divisions are largely stand alone. I don't believe there are any great synergistic benefits between CMP's different business units (other than the fact they are all generally brain/sleep related).
Given that, the argument can then be raised if the business units aren't improving one another, why not maximize the capital of the business units that can provide the biggest return. Again, just from my understanding I think management have come to the conclusion there is huge potential growth in eHealth and the Somfit system.
That being said, I do agree there seems to be a lot of unlocked value in DWL/Neuroscan. Although I wonder whether it just seems that way given management would be advertising their benefits to potential buyers.
But overall, completely agree with the value of CMP right now. It seems pretty fairly valued for where we are today, but there is some real potential upside that can be unlocked in a number of ways.
CMP Price at posting:
27.5¢ Sentiment: Buy Disclosure: Held
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