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ATRION Corp. Message Board

  • stillwater9999 stillwater9999 Aug 6, 2009 8:23 AM Flag


    The biggest thing that stood out to me was the large (56%) increase in Opthamology. This category has risen 43% in last 6 months. Not sure what is driving that. Good to see some increases in all categories.

    Otherwise good cost management and perhaps some price increases (?) drove the financials once again as cash increased nicely.

    Does not look like any large new R&D efforts underway as those expenses fell. Not much to complain about, but someday would like to see some break out new products through organic development or acquisition.


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    • Other segment share of revenue at an all-time low of 14% compared to 20% a year a go and 25% a few years ago

      Opthalmic segment revenue was highest quarterly total ever.

      Fluid segment quarterly revenue also an all time record

      The 09Q2 quarterly EBITDA margin of 33.3% was the highest I have seen (going back to 2005).

      For comparison, the Q2 quarterly EBITDA margins from 2005 to now are as follows:

      05Q2 23.2%
      06Q2 25.4
      07Q2 29.1
      08Q2 31.7
      09Q2 33.3

      That is simply OUTSTANDING management focus on the basics: selling, cost management, etc.

      With 2 million shares and a $130 stock price the market value is $260 million. Subtract $20 million for cash and investments and its $240 million.

      For the LTM period, Cash from Operations has been $25.25 million and after deducting capex, FCF on a LTM basis has been $20 million.

      Thus valuation is currently 12x FCF.

      When the stock was at $80 a few months ago, it was selling for 8x FCF.


    • Good summary.

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