EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Biosynex (ALBIO FP) France

Healthcare

What to do with all the cash?! Management’s track record in M&A bodes well for ALBIO - having become a European leader in Covid antigen tests ALBIO now boasts €115m net cash and this war chest is expected to reach c.€150m by the end of the year (representing more than three quarters of the current M/Cap). On FY23 estimates ALBIO is valued at barely 0.2x revenue and 1.1x EBITDA (lowest multiples in the Covid testing industry), French small-caps expert Julien Onillon sees substantial upside. TP €28.00 (55% upside).

Edition: 128

- 04 February, 2022