ICU Medical, Incorporated Message Board

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Biotech / Medical : ICU Medical, Incorporated

ICUI 152.87

+0.2%

3:59 PM EST

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To: AARON DIDICH who wrote (36)	2/18/1997 5:19:00 PM
From: Sam Pantel	of 80

1. 23% Sales rise 2. $8 or rather $9.5 today and $3.96 in hard cash 3. Insider buying and company is buying back over 10% of stock 4. Phenomenal international prospects this year. (currently only 5% of sales) 5. Earnings are down because of non-reccuring (temporary)charges. 6. Exceptionally low valuations compared to other Medical Eqp stocks. Almost 50% discount. 7. Very niche product and new products/upgrades are on the way. 8. CEO owns 33% of the company and has options worth $7.25 mil which can only be exercised if the stock appreciates at round 10%...basically the stock should go above $25 9. Company has zero debt. Does not even have a lease. They own everything. The are carry the land on their books at acquisition cost. I can bet that over the past years this prime piece of property in Orange County (CA) has appreciated. 10. Stock is over-killed. ----- Following is an update from an analyst who follows the company. ---------------------------------------- Revenue is up 23%, which is about what I expected. I have a call in to the CFO to find out how much of the growth is due to international expansion. EPS is down 39% from Q4 '95. The bad news appears to be centered on litigation costs, which continue to be a drag on earnings (there is a patent case pending which ICU expects to win in the Spring, but the lawyers appear to be getting the best of them right now). On a positive note, margin pressure has eased somewhat in the fourth quarter, compared to Q3. Q4's EPS was lower than analyst expectations, but I think the fact that it was driven by (hopefully) non-recurring items (legal fees) helped to avert a sharp sell-off (the stock was off about 1/4, to 8.25). Also, one anlalyst reiterated a "strong buy" recommendation. In short, I think ICU still has price appreciation potential over the next few months. I'll let you know if I get more info over the next week.

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