1Semana
I still think they are valued far too highly. The figures aren't that great either. In addition, the family has a huge mountain of debt, although 700 million has now been repaid through the IPO, but just over 1 billion is still outstanding. The Näder family wants to raise the money by selling shares. So another 14 million shares currently held by the family will come onto the market.
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1Semana
@Hotte1909
The products are constantly becoming more expensive due to further developments, which should soon balance out the valuation again. Like every company on the stock market, they will certainly try to satisfy investors. They also benefit significantly from wars. In which they can help on the ground almost simultaneously with the Red Cross through special programs. As prosthesis wearers are very brand loyal, it is almost impossible for the technicians to switch to other brands.
The products are constantly becoming more expensive due to further developments, which should soon balance out the valuation again. Like every company on the stock market, they will certainly try to satisfy investors. They also benefit significantly from wars. In which they can help on the ground almost simultaneously with the Red Cross through special programs. As prosthesis wearers are very brand loyal, it is almost impossible for the technicians to switch to other brands.
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1Semana
@ytkhunter I'm not talking about the margin here... the war in Ukraine has been going on for a few years now. There was also a slight increase in sales. But that should already be priced into the price or the valuation.
Just to be clear, I don't think Ottobock is a bad company. I just think it is valued too high. I think it's fairly valued at around €48-50 and we're currently a long way off that. Then there's the matter of the debt. What will happen to the share price if the Näder family throws another 14 million shares onto the open market to pay off their private debts?
Just to be clear, I don't think Ottobock is a bad company. I just think it is valued too high. I think it's fairly valued at around €48-50 and we're currently a long way off that. Then there's the matter of the debt. What will happen to the share price if the Näder family throws another 14 million shares onto the open market to pay off their private debts?
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