Company Report
Last edited 3 years ago
PerformanceCommunity EngagementCommunity Endorsement
Performance (71m)
-2.9% pa
Followed by
32
Straws
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#Analysis
stale
Added 3 years ago

Interesting analysis here by Twitter user @downundervalue on Avita. The long and the short of the analysis is that there is now a lot of take up of the Avita ReCell product now and so convincing burns units to use it is less of an issue and so it should turn a corner now. It was good food for thought.

I owned irl for a while but got out a while back just after the share split when it was clear which way the wind was blowing (I still hold in my SM portfolio as I sit and wait for the tide to turn). I have to say the case made me sit up and consider whether it was time to buy back in.

#Value Proposition
stale
Added 5 years ago

Good summary of what they do and why they have such potential upside here: https://www.fraziscapitalpartners.com/podcast/episode/201bb0b7/episode-22-aussie-growth-stocks-for-the-next-decade-mike-and-claude-talk-polynovo-avita-audinate-pro-medicus-and-afterpay