RE: Upward Trend28 Dec 2024 16:30
Tom. Niox was great for me. I felt it was in a similar place to these companies about four or five years ago. My concern is that bar a takeover they may become like a Bank returning most of their earnings to shareholders but no other product than FeNo to update. They do have the possibility to upscale here and in the US but with the new vaccination , that could also inhibit their market slightly. All supposition on my part. Semi dreading the results! They maybe just be inline though, which is ok but it’s being ahead that counts most for growth valuation.
I think Cog, who have been around for a while are now in a very good place to capitalise on their last two years in particular, be it they may have made a few errors on the way like most do.