IVC continues to suffer from increased competition and subsequent margin compression. The cheaper competitors boldly display their pricing on line while the likes of White Lady ask you to send an enquiry to talk $$’s, in most areas they are double the cost of the newer operators hence we believe the downward spiral has further to go putting the stock squarely into the too hard basket – a classic case of things rarely staying too good for too long before competition surfaces. This also has a flow effect on their growth through acquisition strategy, increasing the competitive landscape to acquire privately held operators.
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Performance update for March, stocks that drove returns & our current positioning
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Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
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Market Matters Research Lead Shawn Hickman with David Koch
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Friday 19th April – DOW up 22pts, SPI down -55pts
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MM has no interest in IVC
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