Archives: Questions And Answers
Dear Team MM
4D Medical (4DX) has been on a phenomenal upward trajectory during the last couple of weeks (doubling in price in less than a week!), based on a series of positive news reports such as:
– FDA approval for its flagship CT:VQ product
– Contracts with the Royal Melbourne hospital, Spectrum in NSW, and a major Brazilian pharmaceutical company
– Distribution partnerships with Phillips and Pro Medicus
– A $10 million strategic investment by Pro Medicus
A number of commentators are very bullish on the counter, with one going as far as predicting its potential to become a 100-bagger, based very much on the precent set by Pro Medicus.
I would like to hear the Market Matters view on 4DX. What are the chances of this company becoming a second Pro Medicus? And lastly, would you, if you had no 4DX shares, start a position at these levels, or would you wait for the dust to settle a bit before you start a position at lower levels?
Looking forward, as always, to hear your views.
Kind regards
Lambertus
Hi,
I was wondering if you could provide some comment on the Lendlease vs Stockland as far as valuation and future business would look like. Forgetting the past regarding Lendlease and look at it as a company restructured that owns property as well as develops Australian property. At a high level this is similar to Stockland (but with different property development and ownership) but the valuation is significantly lower. For example LLC is 15% discount to NTA SGP is about 50% premium.
Frank
Hi Guys,
What are your current views on MFG. They seem to have gone out of the news lately and things appear quite settled on the surface. Are they a reasonable risk at current prices
The Health Care Index has been under some pressure of late and has fallen rapidly sense mid-August. With this in mind, can you give me your thoughts on the index and EBO in particulate please.
Looking for your thoughts on Salesforce. It is trading at its lowest PE multiple for as long as one can remember. What are your views on their AgentForce module released in the past 12 months or so. Does this drive the next leg of revenue and margin growth moving forward? Revenue growth is somewhat lacklustre at cords 9%, but EPS growth north of 20%.
Hi MM,
Hey James and Team
