all steak (albeit not particularly prime cuts), no smoke but no sizzle either. interest will only rise once they sex things up a bit and have a coherent strategy for competing in a tough genericized market...then executing. I like their fundamentals, but do question their appetite for making a risky play.
like this company, we need more investor interest. not necessarily volume althought volume is generally good. more important than volume we need more institutional interest. they need to do a better job with
Goldman Sachs just upgraded Alere.....If you strip away Trinity's managements salaries and perks TRIB is a really good free cash flow generating company with a real good looking pipeline which Alere would like to control (Meritas) Either they buy Meritas oplatform or the whole company.IMHO
The "inversion" window has passed. Strategically it could make sense, as Alere is simply a larger version of trinity, namely a hodgepodge of companies duct taped together.
Begosh and begora, happy belated St. Paddy's day! I would have gotten back to you sooner, but I am just recovering from my annual 7 day guiness pub crawl. As to yer query, I have a ton of the stock given to me for practically nuthin each year, own all of the Triby facilities receiving a handsome ransom monthly for each, and more perks than a porcupine has quills! Buy more triby, and don't worry, we'll print more....
Are you referring to their new BNP assay which is 15 years late coming to the market? Nifty test platform they are advertising, but they need more than BNP to place systems, so how long before they can get the other tests developed, approved and launched. Their other businesses ELISA, HPLC............................oops sorry I dozed off, lateral flow are all "me-100s" Don't get me wrong, I like their fundamentals but they have a finite time to make some strategic moves to assure their success going forward, or they will be relegated to the IVD antique mall.
TRIB should change name so the street will know this is not a biotech company.
Diagnostics and the materials and devices are the products.
Huge pps buy out is justified, imho.
Sentiment: Strong Buy
Guess we'll have to wait for the end of this week's festivities, to hear whether or not they are ready to start a new chapter at this Dx survivor.
Hopefully they'll have someone onboard soon to implement a serious formal marketing program, which includes "PR."
How did that Johnny Cash song go.....? I hear a train a' comin'.... this little old gem is due for some polishing or even better yet recutting and like my house on the vineyard, the bones are still good so its worth the renovation.