Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Underexposed Technical Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Underexposed who wrote (468)	9/1/2019 2:47:20 PM
From: robert b furman	1 Recommendation Recommended By kimberley Read Replies (1) \| Respond to of 914

Hi UE, Fundamental analysis is aged and not relevant. In the end of July BRKS sold off their Cryo unit to Apco for 675 million. That money was used to pay off all debt except 50 million - which is offset by 50 million retained of cash. They are virtually debt free on the balance sheet. The debt was established with the purchase of Gene splicing global company. The cryo business was growing 5-6 % with margins in the 40% range. The gene business called Genewhiz has similar margins but a growth rate of 25-30 percent. With the large saell od the cryo division revenue has taken a hit in it's growth rate. Management indicated the life sciences is growing so fast that after 2019 the revenue will be where it was before the sale and the combined entity will be on a faster growth rate. The more momo oriented stockholders called that dead money and sold off the stock. This is the last quarter of Brks 2019 year (their Q 1 id ending December). Management has been exceptional on delivering growth and not falling in love with anything that does not project out to be growing and have margins above 40%. Their previous semi equipment expertise allowed them to create a new sector of bio sample storage after they redefined the storage of pharm samples. Their equipment is in virtually all of the globe's large pharma makers. Batch samples are retained for possible litigation defense. These samples are never touched by humans. They are stored and moved by robotic pods to their assigned storage space. With new colder capabilities - 170 degrees, they now have branched off into human sample storage required for research. These guys have taken the robotics capabilities learned from semi sector and redefined the storage of medicines and biological storage. It truly is a destructive and enabling innovative break through. They have endeavored to create this new sector for about 5 years. I suspect they'll be on a M&A hunt for complementary businesses ( they have been very acquisitive of late). It's hard to extrapolate how big their market is, but gene sequencing is IMHO, the very first step to diagnosing many forms of cancer. That they know all of the big Pharma's and have equipment in their facilities assures me they have brilliant incites. In my portfolio, this is my second largest holding. I bought them back when they were sub $10.00 - $12.00 as their entry into life sciences was causing a lot of bleeding. screencast.com I consider it a buy and hold forever. These guys are the real deal and will have a growth rate that will be exceptional. ALL IMHO Bob

To: Underexposed who wrote (468)	9/1/2019 3:04:10 PM
From: robert b furman	Read Replies (1) \| Respond to of 914

Hi UE, Thank you for that analysis. Very thorough. Every time I read one of your analysis', I learn a bit more on how to view a stock. Your discipline in studying STOCK IS AN EXCELLENT EXERCISE IN CONSISTENCY. Thanks again for sharing your view and I'll be watching it for an upward shot into the future. Bob