AHC - Austco Healthcare

[galumay]

Another contract win for AHC, tiny one but its more positive momentum for the business,

 

[divs4ever]

Another contract win for AHC, tiny one but its more positive momentum for the business,


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apart from ( maybe ) the exchange rates , Mexico is not that bad a place to be winning contracts

 

[galumay]

The way the Aussie Peso is falling FX might be an advantage!!

For me FX is just another thing that I ignore in investing, impact is unknowable and unpredictable so therefore irrelevant to my process!
The positive momentum is the element that helps maintain conviction in my thesis for this business, as I said tiny in scale, but it continues a trend of execution from management that is encouraging.

 

[divs4ever]

The way the Aussie Peso is falling FX might be an advantage!!

For me FX is just another thing that I ignore in investing, impact is unknowable and unpredictable so therefore irrelevant to my process!
The positive momentum is the element that helps maintain conviction in my thesis for this business, as I said tiny in scale, but it continues a trend of execution from management that is encouraging.

tiny sometimes translates into growth opportunities

Mexico is part of Latin America , a mostly ignored market unless you are a miner , so what might seem a puddle to CSL is an ocean to a sardine

AND less likely to be smashed it the tariff struggles ( AHC , rather than Mexico itself )

the question for me is , do i have enough patience to buy and lurk here ( and risk being entangled in another take-over play )

i have glanced at this a few times before