Former market darling offers compelling value

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Markets tend to overreact on both the upside and the downside. Two years ago, Sirtex was trading at $40 per share and expectations were running high. Following several disappointing announcements, it’s now trading around $15. In this video, Matthew Booker from Spheria explains why they think it offers great value.

Key reasons to like Sirtex:

  • Penetration rates are low and should rise over time
  • The company generates $50 million in free cashflow per annum
  • A strong balance sheet with net cash
  • An attractive price

For further information on Spheria Emerging Companies Limited (ASX:SEC), please click here


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