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Miningdoctor

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19/10/18

11:27

Post #: 36185406
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Originally posted by Miningdoctor: ↑

One recurring aspect with BCT announcements is the consistency of messaging. Management narrative and commentary remains focused on the growth strategy put in place 18-24mths ago.

Surely, the commentary has become more positive given the material, positive developments over the past year but the core messaging, strategy and execution remains the same. Management knows what they are doing and the direction of the business.

That's rare in the micro cap space where companies flip flop and come up with highly promotional announcements which usually disappoint later. I just see a very different mindset and plan of attack with BCT. It also reflects the high quality of Board and Management, which you'd not typically see with companies in the sub $200m market cap.

With the quarterly behind us and guidance on Labcon sales for the year, I'm looking forward to progress on orders from other customers (30 kits sold and 50 parties in talks) over the coming quarters. I'm also looking forward to see other flagship OEMs like Labcon ( but in other segments outside biobanking) partnering with BCT.

The next 12 months will be pretty exciting for this name and the share price, which is due to a material re-rating imo.

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Next event where BCT will be attending is this one in Boston on 13/14 Nov - Being US centric, this is a great place to advertise/showcase their products and their Labcon partnership.

https://www.slas.org/events/americas-2018-sample-management-symposium/

BCT Price at posting: 6.3¢ Sentiment: Buy Disclosure: Held
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BCT 2.019, page-3

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BCT 2.019, page-3

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