HALO
I listened to the CC yesterday and came away also impressed. Now I missed my buy point yesterday, but it filled today at $33.99. Here is what I like.
As you said the company is guiding for $3.55-3.90, which is essentially a $3.73 Midpoint up from $2.77-2.80 this past year. So that is solid growth on 915-985 Million in revs, which is essentially 10-15% Revenue growth in fy 2024.
Based on there Presentation and there guidance yesterday is there long-term Revenue and EPS Plan (5 year Plan). Is what really made me excited showing the growth going foward.
Revs
FY 23 827-832M
FY 24 915-985M
FY 25 1,040-1,115M
FY 26 1,265-1,365M
FY 27 1,515-1,640M
FY 28 1,565-1,690M
EPS
FY 23 $2.77-2.80
FY 24 $3.55-3.90
FY 25 $4.10-4.50
FY 26 $5.30-5.80
FY 27 $6.70-7.30
FY 28 $6.90-7.50
If these numbers are hit the stock is absurdly cheap given a recession resistant sector. And the growth in Revs and EPS with guidance look fantastic over the next 5 years. Anyways listening to the CC made me a believer in HALO, and I decided to buy today at $33.99 as I like the risk/reward here a lot. All is just my opinion, and I could always be wrong though.
