Hamilton Thorne Ltd

HTL-X

Analysis and Opinions about HTL-X

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
December 17, 2019
Fertility is a booming industry, growing 10% annually in developed countries. HTL generates solid free cash flow and are making accretive tuck-in acquisitions. They acquire diligently. Eventually will be a take-out candidate by a private equity firm. They have few publicly traded peers in North America, so little competition.
Show full opinionHide full opinion
Hamilton Thorne Ltd (HTL-X)
December 17, 2019
Fertility is a booming industry, growing 10% annually in developed countries. HTL generates solid free cash flow and are making accretive tuck-in acquisitions. They acquire diligently. Eventually will be a take-out candidate by a private equity firm. They have few publicly traded peers in North America, so little competition.
PARTIAL BUY
PARTIAL BUY
December 12, 2019
They have executed very well and he recently initiated a position. They supply to fertility clinics. They have been consolidated smaller companies in the same business. He bought half a position.
Show full opinionHide full opinion
Hamilton Thorne Ltd (HTL-X)
December 12, 2019
They have executed very well and he recently initiated a position. They supply to fertility clinics. They have been consolidated smaller companies in the same business. He bought half a position.
TOP PICK
TOP PICK
November 26, 2019
A small company that is very unique in the in vitro market. Has great long term growth fundamentals. The reproductive assistance space is set to grow globally. They don’t own the clinics, but they sell the products into clinics. One of the few public companies in the space. (Analysts’ price target is $1.52)
Show full opinionHide full opinion
Hamilton Thorne Ltd (HTL-X)
November 26, 2019
A small company that is very unique in the in vitro market. Has great long term growth fundamentals. The reproductive assistance space is set to grow globally. They don’t own the clinics, but they sell the products into clinics. One of the few public companies in the space. (Analysts’ price target is $1.52)
TOP PICK
TOP PICK
October 30, 2019
They are involved in in-vitro fertilization. The industry is about $1 billion and they are the top 10 companies. As more women wait to have their first pregnancy, he thinks it will benefit by future demand. It trades at 10 times EBITDA, compared to the industry leader that trades at 30 times. It can grow through acquisition or organically or could also be a take out target. Yield 0% (Analysts’ price target is $1.55)
Show full opinionHide full opinion
They are involved in in-vitro fertilization. The industry is about $1 billion and they are the top 10 companies. As more women wait to have their first pregnancy, he thinks it will benefit by future demand. It trades at 10 times EBITDA, compared to the industry leader that trades at 30 times. It can grow through acquisition or organically or could also be a take out target. Yield 0% (Analysts’ price target is $1.55)
COMMENT
COMMENT
September 14, 2017

This is in intro fertilization, and they supply a lot of the supplies. Have been growing both organically and by acquisition. Thinks it will continue to make acquisitions.

Show full opinionHide full opinion
Hamilton Thorne Ltd (HTL-X)
September 14, 2017

This is in intro fertilization, and they supply a lot of the supplies. Have been growing both organically and by acquisition. Thinks it will continue to make acquisitions.

Showing 1 to 5 of 5 entries
  • «
  • 1
  • »