Timestamps
00:00 Demand picture across key end markets.
06:25 Profit margins & FY’24 revenue cover.
10:00 Opportunity in medical devices with Adaptix Ltd & Magnetica Limited
22:10 Bolt on acquisitions of HES/HEVAC and Slack & Parr.
26:30 Supply chain normalisation, funding & future newsflow.
Disclosure: Vox markets paid me to interview Avingtrans
Stocks owned : EQLS, AGFX, Pfizer, Bristol Myers, Roche, WATR, VCT, MBH, ASTO, IOM, TR25, ESYS, ELCO, IHC, Paypal & AOM Elsewhere, I'm also paid by Vox Markets (as a contractor) to interview interview fund managers, capital market experts & companies (re EQLS, VRCI, BELL, FIN, AVG, AVCT, LLAI, VLG, FADL, SUP, ELCO, LORD , MPAC & ONC). I believe all these stocks are clients of Vox.Lastly my 24 year HIT RATE is only 62%. Meaning 38% of the time I lose money (ie often wrong) - albeit my winners are (on average) 1.5x larger than my losers. Please Do Your Own Research. more »
Uber smart stock picker Simon Thompson at Investors Chronicle reiterates his BUY rating today for Avingtrans.
https://www.investorschronicle...
