Breast cancer is the largest of all cancers and is on the rise. Parsortix is in a great place because it is, I believe, one of only two FDA-approved machines. The numbers in the US are just staggering: https://www.breastcancer.org/facts-statistics. Now, look broader at other cancers where the research is gaining momentum with circulating tumour cell (CTC) technology, which is broad yet precise in isolates. It's only a matter of time.
Given the 25% increase in guidance volumes, this could increase to 200-210. Adding to this, the revenue increases in gold prices, and we have an investment gold mine. :-)
Undoubtedly, you are not subjected to Trump tariffs if you have a US-registered company. Otherwise, it would also make US imports expensive. Drop is uncalled for here.
It's a net net in terms of MCAP. Liquidating 13% of the business to acquire £33m Seez with access to 1500 customers with a high-margin business, a no-brainer given that they are already integrated into the PINE business to some degree. Great news for LTH.
Where are you getting the "moderate growth forecast" from? From what I have read, they are off to a flying start for Jan. W7L is worth more today and has a larger footprint than a year ago. Hence, the list of institutional investors with stakes.