Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
We'll have to agree to differ on that. This morning's RNS is a good indication of the underlying strategy here. The company is building upon it's strengths and whilst a lot of investors are looking at NHS waiting lists the real traction is in in sports and recreational injuries in the USA using it's enviable nationwide coverage. The building blocks are in place and as soon as the markets 'wakes up" to the prospects here the rebound will happen. Today's RNS may well trigger that research and attention. Patience.
None of us is figuring on an unexpected reversal in elective surgery in the past 2 months but the price is discounting any horizon scanning as covid recedes.....it really is bizarre. Far from being a basket case, Smith and Nephew could certainly confound all the critics and outperform well into this decade. Not one I'm losing any sleep over just pointing out the discrepancy between current MCap and provenance and potential here where the barrier to entry is significant. Patience.
Just how many pointers to outperformance are being totally overlooked here or simply dismissed. This has got gem of 2022 written all over it whatever the overall market does. Look at the provenance and quality and door.
At this level the market is anticipating total stasis in elective surgery yet Spire is commissioned in the background by the government to assist the NHS. It is discounting any increase in the rapidly growing sports injury market and also failing to look at the enormous Malaysian distribution centre scheduled to open this year. Myopic....
Incomprehensible that we are visiting lows as the pandemic recedes and confidence in recovery increases. Of all the shares in the FTSE 100 Smith and Nephew must have the most resilient platform for future growth even if the market crashes. Hips and knees are in massive demand as elective surgery reimerges and accelerates. No brainer up to £18.
With 5 day isolation on the cards and today's news that Spire is helping NHS the outlook is improving daily.
https://www.investegate.co.uk/spire-healthcare-grp--spi-/rns/agreement-in-principle-with-nhs-england/202201100700098485X/
How long can SN. toddle along at this derisory level before the market wakes up to the future prospects here?
Ditto. Been involved in pharmacy, healthcare and primary/secondary care since 1970'S and so know S&N well. The company is transforming and rationalizing it's business rapidly at present and embracing and addressing strong avenues into existing and new markets. I expect a lot and am sure that they have the right team and products now in place to meet or exceed those expectations. I am sure that I am not alone in this and that far bigger players are starting to eye the attractions as interest rate hikes limit upside elsewhere in 2022 and beyond.
Current consensus is understandably conservative given covid pressures. The potential triggers for upgrades in 2022 are myriad. Its easy to see the avenues for significant growth if things go to plan so the forward forecast p/e is pretty undemanding and should be subject to numerous revisions as covid diminishes and baclog is addressed.
Couldn't agree more with the logic but I expect a massively compressed timeframe. Once the covid reaction has eased and the smell of Spring starts to drift there should be a 'significant' rerate here. First movers like ourselves are either already loaded up or are climbing aboard. For me the trigger is Jan opening of LSE as I see a scramble to accumulate S&N as a pretty much solid play for 2022 with oodles of upside given the whopping backlog in the system of operations on hold. A very sweet resilient share and a peach at this price and up to £14.00 before the gap jump to £16/18 plus on news triggers.
Should give more clarity and focus plus hopefully a positive impact on sentiment.
Smith+Nephew (LSE: SN, NYSE: SNN), the global medical technology business, announces that it will be holding a virtual Meet the Management event for institutional investors and analysts from 12:30pm GMT (7:30am EST) on 16 December 2021.
The event will consist of a formal presentation, followed by break-out group meetings with members of the senior leadership team including the Chief Executive Officer, Chief Financial Officer, and Presidents of the global franchises.
Institutional investors or analysts wishing to take part should register on the Smith+Nephew corporate website: www.smith-nephew.com/meetthemanagement .
Additionally, the formal presentation will be streamed live with a replay available after the event.
Assuming......and it's by no means certain yet....that Omicron is indeed less of a problem than the current restrictions indicate, the bounce back for S&N should be decent as we are heading to clear any perceived health service logjam into the New Year. The market should start to preempt that as first movers engage with the Share. All things being even, the 20 day ma should punch through the 50 day (currently 12.42 and 12.77 respectively). If this is a strong thrust upwards on volume, then the scene is set to attack the 200 day ma currently flattening at 14.07. A lot of negative sentiment is piled into the price at present so it would take a distinct shock imo to drop below 12.00 or $32 US adr. We will tread water around this level imo (12-13) before a sharp clic north on positive news......that could be provided by the Meet the Team event for analysts on Dec 16th next week.
S&N is like a coiled spring at present. Pressed down by current covid unknowns it could bounce very quickly indeed as sentiment changes. Pent up demand for hips, knees plus dressings and new compact AI surgery bode for an excellent future unconstrained as other sectors will be. It's purely a waiting game from now on. Predators MUST be eyeing S&N for reliable earnings post pandemic. As the at-risk winter scenario clears, investors (institutional and private) will load up for the rise ahead. The market is huge and growing since joint replacement ensures longer independence and reduces age-related health issues. A no-brainer once the covid mist even begins to clear. The new mega-factory in Malaysia opens in 2022 which should accelerate the growth markedly. Independently or assimilated, Smith and Nephew is a superstock on the runway. Prepare for take-off soon as it's pretty much certain to fill the Share of the Year 2022 list criteria for the paper jocks.
J&J would be better suitor given their objectives. Several private equity firms have been cited especially one wishing to divest Boots to concentrate on growth in US. S&N looks peach at this time.