DNR Capital: Talking Stock – Nanosonics (ASX:NAN)

Founded in 2001 and head-quartered in Sydney, Australia, Nanosonics listed on the Australian Securities Exchange (NAN) in 2007. In 2007 they launched trophon, their unique, automated technology for the HLD of intracavity and surface ultrasound probes.

By 2016 NAN had made it into the S&P/ASX 200 Index, and over the next two years they launched trophon2, the latest innovation in ultrasound probe high level disinfection, as well as trophon Companion Wipes, used to streamline ultrasound probe reprocessing.

Sam Twidale, Portfolio Manager for DNR Capital’s Australian Emerging Companies Fund delves deeper in the accompanying video.

Key points in the video:

  • DNR’s view on the trend of Australian smaller companies expanding offshore
  • How it changes these companies’ earnings profiles
  • The additional risks involved in going global
  • NAN: who they are and what they do
  • Why DNR likes the company

 

Sam Twidale is Portfolio Manager for the Australian Emerging Companies Fund.

Sam has over 15 years of investment experience and joined DNR Capital in September 2017, having previously worked as a European portfolio manager at Schroders in London for over seven years. Prior to this he worked at Citigroup in London as an equity research analyst covering the resources sector. He commenced his career in the advisory division of PriceWaterhouse Coopers in Brisbane. Sam has a Bachelor of Economics and Bachelor of Commerce from the University of Queensland, a Graduate Certificate in Business Administration from the Queensland University of Technology, and is a CFA charter holder.

About Tim McGowen

Tim McGowen is the co-founder of informedinvestor.com.au. He was previously the founder of Fortitude Capital the Hedge fund of the Year in 2008 & 2009. More recently he was a global Portfolio Manager for PM Capital.

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