The stock price will lag if the leadership team does not pull its finger out and provide an update on its specific strategies to grow earnings. Re-hashes of ho hum half year report updates won't cut it.
There was actually an embedded negative in this short presentation, that being there are only 35 doctor partners and that there have not been any new recruits for over a year.In addition, a bullet point mention is made of on-going doctor remuneration issues. We know what happened last time this was raised.
What is the surgery theatre acquisition program and timing?
What is the new doctor recruitment program and timing?
When will dividends recommence?
Which new geographies are being ivestigated and what is the timing of expansion?
How is the surplus cash being used?
Ann: Investor Presentation Slides March 2013 , page-4
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