Thanks for making this write up free. I work in healthcare and have not given much thought to injectable drugs and who makes the containers.
Am new to your Substack, impressed by the quality and clarity of your writing. Will work my way through your past posts. Do you publish an intrinsic value/ fair value for the companies you analyse, 1 year and 3 year price targets?
I don't work with price targets, but I make available a table of my buying ranges so I can automate my purchase decisions. I get to these purchase price target through an inverse DCF!
Not counting on this, but it would most likely benefit the company and with the capacity it's building it would be ready to service it. There are no longer COVID revenues in the mix, though.
Thanks for making this write up free. I work in healthcare and have not given much thought to injectable drugs and who makes the containers.
Am new to your Substack, impressed by the quality and clarity of your writing. Will work my way through your past posts. Do you publish an intrinsic value/ fair value for the companies you analyse, 1 year and 3 year price targets?
I don't work with price targets, but I make available a table of my buying ranges so I can automate my purchase decisions. I get to these purchase price target through an inverse DCF!
Thanks for your hard work!
Thank you for reading!
This is an excellent series of articles!
One thing missing: we are tap-dancing into another pandemic, with H5N1. What would a new pandemic do to Stevanato?
Not counting on this, but it would most likely benefit the company and with the capacity it's building it would be ready to service it. There are no longer COVID revenues in the mix, though.