GUD summary Celebrating 10 years just past
- $343M revenues, cash flow & other(EBITDA) all record
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- Exelon expense now normalize fr EBITDA to cash flow
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- Cash Allows more transaction in more countries
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- Added Greenfield Mexico
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- Brazil is almost 1/2 business ***
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- Colombia and Argentina also contributing
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-Brazil is growing faster than entire Canadian market - why GUD went to South America
Strengths:
-oncology & hematology
-infectious diseases
-growing neurology portfolio
-in licensing & developing branded generics
- been growing at 20% yoy
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- EBITDA/share increasing faster.
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- Management sees stock as undervalued
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- WiLL continue NCIIB or start new ones
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- Debt is foreign currency hedge ($60mm?)
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- Value just under $1b
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- Trades at $550 m
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- But trades at only 1x!
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- -insiders continue to buy
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- $345-350 mm guide this year
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- Efforts of past years developments now will start to show
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- Team & management to expect it