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Lakehouse Small Companies Fund's investment thesis on Nanosonics Limited ($NAN.AX) — Q1 2025 | Buyside Digest

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$NAN.AXNASDAQNanosonics Limited

BULL

Lakehouse Small Companies Fund—NAN.AX

Fund Letter

Q1 2025

Published March 31, 2025

View Fund Profile

$2.76USD

+0.0% vs last month

$4.64Pitched

-40.5% since pitch

Market Cap$1.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Nanosonics obtained FDA clearance for its CORIS system, which automates and improves flexible endoscope cleaning. CORIS faces lower...

— Donny, Erwin, Nick, and the Lakehouse Team

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Forager Australian Shares FundBULL

Pitched Mar 31, 2025

Nanosonics is a high-margin infection prevention equipment maker benefiting from a highly profitable razor-and-blade model. With robust double-digit...

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