Pro Medicus Limited

ASX:PME

Pro Medicus Limited

ASX:PME
TradeAdd trade order Follow Unfollow Set Price Alert
$127.35 (-0.5%)
Last close price
#15
Rank
52
Held by
81
Followers
TradeAdd trade order Follow Unfollow Set Price Alert
Reports (15) My Report Forum Investors
Forum Topics PME PME Spotlight Report

Pinned straw:
Strawman
Added 2 months ago

Here's the final report following our deep dive into ProMedicus.

ProMedicus Spotlight Report.pdf

You can also download it from a shared Google Drive here (i'll add all other spotlight reports here).

As always, a big thanks to all our contributors.

My personal view, for whatever that's worth, is what you have here is a classic "great business at a reasonable price". I'd struggle to call it a bargain, but waiting for a steep discount to fair value can be a counter-productive.

After a week or so, I plan on taking a 2% position. If it drops further (which it probably will as soon as i touch it) i'd see that as a chance to build a more significant position.
Strawman
Added a month ago

As mentioned, I'm dipping my toe back in the ProMedicus waters following our recent spotlight session.

Its only a small position. One id like to bulk up if the market gave a better chance. But it's such a high quality business I don't want to regret not taking a nibble after such a big drop.

Anyway, II was just looking at my order history on Strawman and laughed to myself how I thought it was expensive when I sold some 2 years ago at 140, and here I am today with an order to buy back even more at a 7% premium.. it's even worse if you had to account for tax.

8976493d6a70f6cc91691d3b5530e31b9f7805.png

Let's not even get into the sell trades that happened 4 years ago.. :(

22
TycoonTerry
Added a month ago

I have those trades in real life, it hurts everyday.

B30/S60.

It did buy my now wife a pretty exorbitant engagement ring and paid for the trip to Italy to propose. But imagine what could’ve been if I held…… I could be rich, single and miserable!

19
Raseekingalpha
Added a month ago

66ba106f8eeab96ca6ec17a7cc6c21cad00a8f.png

as usual when stranan buys stock goes down????????

13