Thank you for your analysis . For a small company it is always easy to gain market share. It is a nice business, but not an interesting one to invest in. Too slow market growth over all. Too concentric on two niche segments, while only one is leading to a solid EBIT Margin. Concentrating on only the surgical segment, however, holds many risks. Dont know if their would be other segments where they could entry and also win share.
On the one hand being small it can grow quickly and on the other hand we still don't really know how the company is going to do. There is more uncertainty than a company with a 10-year track record, for example.
What attracts me most about this company is the niche medical market because it has high barriers to entry and I have not been able to find another company in a similar sector.
Now in the short term we can only look at the results of this four-month period to see how it performs, where many other small caps have halted their sales.
Thank you for your analysis . For a small company it is always easy to gain market share. It is a nice business, but not an interesting one to invest in. Too slow market growth over all. Too concentric on two niche segments, while only one is leading to a solid EBIT Margin. Concentrating on only the surgical segment, however, holds many risks. Dont know if their would be other segments where they could entry and also win share.
I agree.
On the one hand being small it can grow quickly and on the other hand we still don't really know how the company is going to do. There is more uncertainty than a company with a 10-year track record, for example.
What attracts me most about this company is the niche medical market because it has high barriers to entry and I have not been able to find another company in a similar sector.
Now in the short term we can only look at the results of this four-month period to see how it performs, where many other small caps have halted their sales.
Ok but with a niche in medical and surgery Surgical Science comes into my mind.