shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 2

SHU Portfolio – BioLife: The Story Is Even Better Than We Thought

November 21st, 2018 · No Comments

  • BioLife is a recent addition to the SHU portfolio and one of its highest conviction buys.
  • We were already very positive, but after the Q3CC, we have become more bullish.
  • The rapid growth is still in the very early stages, and with SAVSU, the company could have a first major expansion of its already impressive TAM.
  • Future acquisitions in the fragmented market look set to increase the TAM further, up to 5-10x and create synergies.
  • The company is already profitable, generates cash, and has a healthy balance sheet with no debt.

Source: SHU Portfolio – BioLife: The Story Is Even Better Than We Thought – BioLife Solutions, Inc. (NASDAQ:BLFS) | Seeking Alpha

Tags: BLFS