TSXV:MRS.H - Post by User
Comment by
TriumphSpitSixon Jul 10, 2020 12:02pm
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Post# 31251994
RE:RE:PPE a distraction
RE:RE:PPE a distractionIn January 2025? Ok, no problem, Dim.
mjt2020 wrote: PPE for the general populace in the US will be a need for at least a year after Trump leaves office and someone competent replaces him. The US is world leader in COVID cases and the virus is very entrenched there.
PPE for industrial, medical, and scientific is an ongoing and large market. This is why multinational companies like 3m, Honeywell and Dupont are so invested in PPE.
Yes, they need to also deliver on their FEMA, military and other governement contracts and improve their margins. However military/law enforcement PPE was their focus before COVID and it's not that much of a stretch to extend it to a broad civilian market, particularly in pandemic. IMO this is a lot different than block chain or pot companies suddenly selling masks, test kits or hand sanitizer.
The question remains whether they can deliver though, not whether they can sell.