Fund Manager Summary
The fund managers believe that Hydration Pharmaceuticals Co Ltd presents a promising investment opportunity due to its recent operational updates. In their opinion, the company’s incredible growth in the Liver Detox product, combined with a strong emphasis on cost management, is driving monthly increases in EBITDA. This trend underpins their confidence in the company’s ability to achieve a sustainable level of profitability for its US operations within the next 12 months. With the share price at approximately $0.02, they see potential for significant upside as the company continues to execute its strategy effectively.
Source: Trading View
Commentary From The Managers
Subscribe To Unlock
Date
Price
Summary
Unlock Recent Updates With ThesisTracker Pro
Don’t let information asymmetry undermine your investment returns. Join other engaged investors on ThesisTracker Pro.
Saville Capital
30 June 2025
$0.01
Summary
- Saville Capital notes that Hydration Pharmaceuticals (HPC) has shown a positive trading update.
- Sales in May increased by 34% compared to April and 18% year-on-year.
- The company's gross margin remains strong at 66.5%.
- EBITDA loss is narrowing, with a 29% improvement from April, marking the fifth consecutive month of growth.
- This growth is promising as the peak summer period in the US has yet to begin.
- Hydration Pharmaceuticals plans to launch two new SKUs in the current quarter.
- If momentum continues or accelerates, the company may achieve positive EBITDA soon.
Text:
Text:
Text:
Summary
-
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua, ut enim ad minim veniam.
-
Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat, sed ut perspiciatis unde omnis iste.
-
Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur, at vero eos et accusamus et iusto odio dignissimos.pedita.
Text:
Text:
Text:
Summary
-
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua, ut enim ad minim veniam.
-
Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat, sed ut perspiciatis unde omnis iste.
-
Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur, at vero eos et accusamus et iusto odio dignissimos.pedita.
Updates are made available to members within 12 hours in accordance with the ThesisTracker Pro Service Level Agreement.
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
Saville Capital
30 June 2025
$0.01
- Saville Capital notes that Hydration Pharmaceuticals (HPC) has shown a positive trading update.
- Sales in May increased by 34% compared to April and 18% year-on-year.
- The company's gross margin remains strong at 66.5%.
- EBITDA loss is narrowing, with a 29% improvement from April, marking the fifth consecutive month of growth.
- This growth is promising as the peak summer period in the US has yet to begin.
- Hydration Pharmaceuticals plans to launch two new SKUs in the current quarter.
- If momentum continues or accelerates, the company may achieve positive EBITDA soon.
Summary
Saville Capital
30 Nov 2024
$0.02
- Saville Capital provides an update on their investment thesis regarding Hydration Pharmaceuticals Co Ltd.
- HPC reported impressive growth in their Liver Detox product.
- There is a strong focus on cost management, which is supporting financial performance.
- This ongoing management effort is linked to monthly increases in EBITDA.
- There is confidence in achieving sustainable profitability for US operations in the next 12 months.
- Saville Capital continues to monitor these developments closely.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"It seems the momentum behind HPC's Liver Detox is not just a flash in the pan; with strategic cost management and rising EBITDA, the path to sustainable profitability appears increasingly tangible over the next year."
Last Updated: 30 Jun 2025
Query The Data
Frequently Asked Questions
Who is investing in Hydration Pharmaceuticals Co Ltd Fully Paid Ord. Shrs (ASX:HPC)?
Fund managers including Saville Capital have invested in Hydration Pharmaceuticals Co Ltd Fully Paid Ord. Shrs (ASX:HPC).
Why do fund managers invest in Hydration Pharmaceuticals Co Ltd Fully Paid Ord. Shrs?
Fund managers are investing in Hydration Pharmaceuticals Co Ltd due to its impressive growth trajectory in the US market, particularly with its Liver Detox product. The company's effective cost management strategies are contributing to consistent monthly increases in EBITDA, indicating a strong potential for achieving sustainable profitability in the next year.
What happened to Hydration Pharmaceuticals Co Ltd Fully Paid Ord. Shrs (ASX:HPC)?
There have been no recent updates from fund managers regarding Hydration Pharmaceuticals Co Ltd Fully Paid Ord. Shrs although fund managers including Saville Capital have previously commented.