Diary of a Private Investor

Share Watch: Bioventix (BVXP)

The folks at ShareSoc very kindly recorded the presentation made by Peter Harrison, CEO Bioventix, at their Richmond Supper this week. It is a very useful presentation for investors wanting to learn more about the BVXP business model, the predictability of their income streams and how they manage to achieve this without patent protection.

BVXP is a strategic holding for me and one that I plan to hold for a very long time, a classic “forever” share. Apart from the predictability of earnings, I like their defensive moat (albeit in niche markets), the strong cashflow, growing dividend yield and the future growth prospects, especially exciting when the Troponin antibody comes on stream.

Watching Peter’s presentation will be an hour of your time well spent and will give you a decent understanding of the business model and the investment case.

 

Disclosure – At the time of writing, I hold a long position in BVXP

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