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NAN, NANOSONICS LIMITED
doc-gt
post Posted: Mar 3 2019, 03:35 PM
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In Reply To: dr_dazmo's post @ Feb 5 2019, 08:09 AM

Hi dr daz

That was a very handy half year result from NAN. Certainly better than I had expected.

With a trailing PE ratio of nearly 200 a month before the half year results were announced, I think the SP would surely have withered if the NPAT expectations of analysts hadn't been well exceeded.

Interestingly, in the wake of the half year results, the full year NPAT forecasts from the four analysts who cover NAN remain quite conservative, which probably explains why the forward PE ratios for FY19 (that I derived from Friday's NAN closing price of 4.17 and the earnings forecasts of each of the four analysts) remain well over 100.

Bell Potter - 112
CGAU - 116
Morgans - 122
Wilsons - 136

I took a small amount off the table on the back of the half year earnings results and the consequent all time price highs, but still hold more than enough to be watching NAN with keen interest over the next 6 to 12 to 18 months.

This years AGM in November might be a good one to attend as the long awaited and much anticipated new (non-trophon related) disinfection product will be a maximum of 7 months away from being commercially released and by that time you would have to expect that the company would be just about ready to announce what the new product is. Otherwise, there would be a risk that a description of the product would simply seep out from third parties involved in some of the pre-release marketing activities.

If you look at Nanosonics patent library and net out trophon related patents(as the company has said the next disinfection product will not be trophon related), there's not too many new product candidates that seem to have "potential blockbuster" written over them, but there is one that causes me an itch that I find hard to scratch. I'll be interested to hear from you if you can spot it unprompted.

 
dr_dazmo
post Posted: Feb 5 2019, 08:09 AM
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In Reply To: doc-gt's post @ Feb 4 2019, 04:19 PM

Thanks Doc.Watching with interest.
CheersDr_Dazmo




--------------------
Always remember the Golden Rule - Those with the Gold make the Rules!
 
doc-gt
post Posted: Feb 4 2019, 04:19 PM
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In Reply To: doc-gt's post @ Feb 1 2018, 09:21 AM

One year on and another half yearly report is almost due.

In the last 6 weeks, the SP has increased nearly 25% on solid volume, but on no news. And that's despite NAN remaining near the top 20 on Shortmans most shorted stocks list.

Makes me wonder whether the steady accumulators may know or be surmising something positive which is not yet "out there", and if so, whether that will become apparent from the half yearly report, CEO presentation, and subsequent conference call with investors and analysts.

 
doc-gt
post Posted: Feb 1 2018, 09:21 AM
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I understand that the NAN half yearly report will be released on Friday 23 February.

I'm expecting that the global installed base for trophon will have continued to expand at an exciting rate. However, I think two factors will have caused a temporary moderation in the rate of earnings growth:

1) R&D expenditure has been increased substantially to facilitate the commercial development of two new (but as yet unidentified) products.

2) The Managed Equipment Service (MES) model is being used in Britain to grow the installed trophon base in the face of major budgetary constraints for the NHS and the effect of this model on the NAN ledger is basically to recognise capital revenues incrementally over the life cycle of payments for trophon consumables, which means a possible revenue recognition lag will be in play in the short term.



 
doc-gt
post Posted: Oct 22 2017, 08:13 AM
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European guidelines for disinfection of ultrasound transducers have been released: http://www.efsumb.org/safety/resources/201...be_cleaning.pdf

Nanosonics trophon technology gets a favourable mention in the context of the expert committee's recommendations for automated systems of high level disinfection of ultrasound probes for all semicritical procedures.

These guidelines should bode well for uptake of trophon across Europe, particularly in France and Germany.

 
doc-gt
post Posted: Aug 10 2017, 11:12 AM
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The NAN Annual Report has been scheduled for release on Thursday 24 August, with an Investor Conference Call to follow at 11.00am.

 


cooderman
post Posted: Jun 9 2017, 10:39 AM
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In Reply To: cooderman's post @ May 11 2017, 08:50 AM

QUOTE
You may end up being right Mista, but 319 being strong Res. may now turn out to be strong Sup.


How wrong was I. Down 27% from 11th May high of $3.40. Could be another trade in this if current levels hold.
At about 10.30am

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cooderman
post Posted: May 11 2017, 08:50 AM
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In Reply To: mistagear's post @ Feb 23 2017, 04:58 PM

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In the normal life cycle of shares, there should be a spike back up which fails to reach prior high levels, followed by more serious decline then decline and more decline. $1 or even sub $1 is easily possible.


You may end up being right Mista, but 319 being strong Res. may now turn out to be strong Sup.

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doc-gt
post Posted: May 10 2017, 05:22 PM
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In Reply To: doc-gt's post @ Apr 27 2017, 04:12 PM

The market blasted through NAN's $3.19 resistance today on solid volume, with the $3.35 close being just a tick off the intraday high. In the absence of any announcements, I'm guessing that today's trading action reflects a new strong buy recommendation from a decent size broking house, or perhaps a few of today's larger buyers know about some new and positive development with NAN that has not yet been announced to the market. Either way, things should become more apparent over the next couple of days.

 
doc-gt
post Posted: Apr 27 2017, 04:12 PM
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In Reply To: cooderman's post @ Mar 24 2017, 09:35 AM

Hi cooderman

NAN's just about nudging your $3.19 resistance level again today - but unfortunately, I'm struggling to see a likely trigger for a decisive breakout before the August preliminary annual report. Perhaps "left field" might come into play.


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