Lonza: The Market Is Pricing The Phasing, Not The Return On Capital (OTCMKTS:LZAGY)
· seekingalpha.com
Lonza is transitioning into a pure-play CDMO, with capital efficiency improving and ROIC reaching 13.2%. I rate LZAGY stock a buy. Read my full analysis now.
For many years, Lonza ( LZAGY ) appeared to be a money pit that had been rewarded by the market with a premium valuation. The capital required to produce each d...