NAVA er blitt en hyggelig aksje å eie. Overbevisende og målbevisst ledelse. Og sterk vekst med gode marginer. Opp over 8% nå.
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Navamedic ASA launches ForlaxGO® - an innovative on-the-go product for the treatment of constipation
Kursmålene nedjusteres over hele linjen. Verden er i ulage og det får selvfølgelig konsekvenser også for aksjekursene, noe vi bittert har fått føle på en stund nå:
Steady improvements for a calm quarter
Navamedic will announce its 3Q results on November 1st. In a seasonally weaker quarter, we hope to see continuous progress. The company has expanded in the gastro category and launched ForlaxGO in the Nordics. We remain positive on Navamedic and keep our Buy recommendation but after model adjustments lower our TP to NOK 44/sh.
Seasonally slower 3Q to impress YoY
After a Mysimba-fuelled record-breaking 2Q, revenues in the closed quarter are expected to come in at a more modest NOK 92.2m. It should be noted, that NOK 13m out of our estimates come from the Impolin product portfolio and our forecasted YoY organic growth stands at 24% (45% on a reported basis). Further, there is the possibility that pharmacies in 2Q overstocked Mysimba to compensate for the shortage in 1Q, which could add pressure to the seasonally weaker 3Q. EBITDA is seen to continue improving, landing at NOK 9.2m and a 10% margin, compared to NOK 3.7m and a 6% margin a year ago. A decrease in Observe Medical’s share price contributed to a NOK 5.5m reduction in the expected net result.
NAVA fortsetter å levere. Andreassen gjør en glimrende jobb.
Navamedic announced its 3Q results this morning. Revenues were as expected at NOK 92.8m but 37% better result on the EBITDA. Overall, 2022 has been very strong, with 33% organic growth and an almost-reached guided EBITDA margin of 15%. This a very solid report overall that reiterates the turnaround story of Navamedic. (Norne)
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Fantastisk for selskapet at de fikk skilt ut observe
NAVA ble trukket ned av Observe idag.
Jeg har nettopp sett Q3 presentasjonen. En fornøyelse å se Andreassens inspirerende entusiasme.
Og på norsk, mens slidene er på engelsk for eventuelle utlendinger. Et eksempel til etterfølgelse,
Hun har milliardomsetning som et foreløpig mål, men ser det bare som en milepel for videre vekst.
Fantastisk dame!
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Eier nava mye i observe slik at det er en grunn til at de skal henge sammen i kurs?
Nesten 8%
Okei, så det er ikke helt ulogisk da.
Psykologisk kanskje. Men verdien på NAVA fallt jo mye mer enn eierandelen burde tilsi.
Det går gjerne flere prosenter både opp og ned med NAVA. Men trenden er opp på lang sikt.
Norne øker kursmålet:
“Navamedic announced its 3Q results last Tuesday. Revenues were as expected at NOK 92.8m but 37% better result on the EBITDA. Overall, 2022 has been very strong, with 33% organic growth and an almost-reached guided EBITDA margin of 15%. This a very solid report overall that reiterates the turnaround story of Navamedic. Positive stance and Buy recommendation maintained at an increased TP of NOK 48/sh (44).”
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Mysimba maintains a favourable position in the Nordics
Navamedic will announce its 4Q results on February 16th. We expect to see strong financials both on revenues and EBITDA. The company is maintaining its position in the obesity sector, while competitor products have taken a few stumbles. Additionally, Navamedic is continuing its acquisitions with a new product in the antibiotics portfolio. We’re reaffirmed with the company’s current standing and maintain a Buy recommendation at an unchanged TP of NOK 48/sh.
(Norne idag)
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