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TS03 Inc Trust Units TSTIF



GREY:TSTIF - Post by User

Comment by Drrwongon Jun 08, 2018 9:12am
162 Views
Post# 28144844

RE:RE:RE:RE:RE:Industry Transaction

RE:RE:RE:RE:RE:Industry Transaction@Aimee:  is this one of your fact-finding question again?  It sure smells like a lot of sarcism and cynicism mixed in there, along with numerous factual errors (again).

I will let someone more polite than me (like Eunice, Salley, etc.) to respond to you 

All I can say is:  please either ask a non-loaded question, or do some minimal due diligence before posting a loaded one (e.g.: listening to past TSO3 conference calls, take a look at Fortive/JNJ slides yesterday).
-  We are getting our VP4s from Getinge for $33k/machine, and the ASP on low temp sterilizers (not just ours, but also Steris and Fortive) is anywhere from $100-150k in the US
-  JNJ is making 25% EBITDA margins (yes, this include fat management bonuses) with their ASP division, and their customers are doing much less than 10 cycles/d.

I always try to be polite on this board (just ask others) and always take a look on both side of every story.  But you are making it hard for me to do so with your uninformed and inflammatory posts...
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