Tristel has been on a strong upwards trajectory of late. I'm wondering if it has got a lot to do with the situation in China. They received a license to sell some of their products on the mainland fairly recently. If the products gain traction during the crisis then the punchy value could be justified. US licensing, which is taking forever imo will just be a bonus.
Tristel (LON:TSTL) reports on Monday, so we should have some hint then. I hold, despite the punchy valuation way outside my normal comfort zone, on expectation of the US potential. There has been much debate about the adverse impact of the Coronavirus, including in Paul's interview yesterday. But I had been trying to identify who wins from this tragedy. If the outbreak is long-lasting, it will be companies able to source from locations other than China; another will be those producing equipment and consumables to fight the outbreak. Does Tristel's infection control work against this virus? I don't know; I imagine it does, in which case it becomes a significant upside as authorities around the world ramp up their stocks- with the potential for over stocking once the threat eventually passes.
