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EBO, EBOS GROUP LIMITED
nipper
post Posted: Jul 2 2018, 05:46 PM
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QUOTE
EBOS has a dual listing on the ASX and the New Zealand Stock Exchange. Mr Cullity said EBOS had invested more than $100 million in highly-automated distribution centres in Sydney, Melbourne and Brisbane to deliver better efficiencies. "The more you can automate the process, the more efficiencies you can drive," Mr Cullity said...
got the Chemist Warehouse gig, off Sigma. $1bill a year.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 31 2016, 05:21 PM
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This Australian wholesaler of a ground-breaking Hepatitis C cure will benefit from the Turnbull government's $1-billion commitment to eradicating the disease over five years. Ebos Group (ASX: EBO) operates a conglomerate business in Australia and New Zealand, where it provides healthcare and animal care products and services. Its core business is in the distribution and supply of medical and pharmaceutical products in Australia and the Asia-Pacific region.

While the business was founded in 1922, its expansion by acquisition only began in the 1990s, and Ebos only reached critical mass in 2007 when it acquired Auckland-based pharmaceutical wholesaler PRNZ.

This was followed in 2013 with the purchase of Symbion, a transaction that elevated Ebos to become the second-largest Australian pharmaceutical wholesaler. This acquisition also accounts for its narrow moat rating.

"The Australian pharmaceutical wholesaler market comprises essentially three players, and is characterised by a high degree of regulation and price-setting by the government through licensing requirements and Medicare," says Chris Kallos, senior equity analyst, Morningstar.

The current excitement around Ebos stems from its involvement in distributing four new Hepatitis C treatments -- Harvoni, Sovaldi, Daklinza and Ibayvr -- which were listed on the Pharmaceutical Benefits Scheme in May.

"They represent medical breakthroughs in this condition, with up to 95 per cent of treated patients cured of Hepatitis C," says Kallos.

The average cost of treatment is estimated at around $100,000, with the estimated number of people affected in Australia pegged at around 230,000. While this is an amazing medical breakthrough and excellent news for those suffering with the condition, Morningstar also believes the buzz is artificially inflating the Ebos share price.

"We consider the shares overvalued and believe this is in part due to the market's overestimation of the impact of a new generation of Hepatitis C drugs on the earnings profile of Ebos," Kallos says. "Despite a current run rate at an industry level of around $200 million per month since listing in May 2016, according to our industry sources, we expect demand to subside over the medium term as patients are cured and the condition eradicated."
- Morningstar



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
macduffy
post Posted: Feb 20 2014, 08:48 AM
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In Reply To: macduffy's post @ Feb 20 2014, 05:21 AM

And a broker's comment on the result.

http://www.stuff.co.nz/business/industries...a-lift-for-Ebos

A company worthy of a bit more attention, IMO. But then, I hold!

smile.gif






 
macduffy
post Posted: Feb 20 2014, 05:21 AM
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A good result from EBO for the half year. The acquisition of Symbion appears to be paying off!









 
ShareScene.com
post Posted: Feb 3 2009, 10:00 AM
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Company:
EBOS GROUP LIMITED

Code:
EBO

Website
http://www.ebos.co.nz/


 
Lizard
post Posted: Aug 22 2008, 07:44 PM
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Disappointing to see EBO provide so little detail in their reporting today, with profit provided in terms of cps and little other detail by which to judge the quality of result. Neither has the result been posted to their web-site.

My initia

 
 



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