LBT 5.56% 1.7¢ lbt innovations limited

Investor Call Details?, page-7

  1. 626 Posts.
    lightbulb Created with Sketch. 52
    Reasonable call, they're confident of their strategy/approach, although I noticed a little 'hesitation' when Paul from PAC Partners asked a couple of his questions about 'competitive tensions' as he put it...

    I myself remain cautiously optimistic, probably going to take a little bit of time for the 'lab-market' to acquire a lasting appetite for the tech, as the 'HR' issue alone (what to do, redundancies, re-purpose human capital into other revenue-building streams, how to maintain workflows and/or business processes when/if automation-systems fails intermittently, etc), is a significant change to most 'operational-models' in most industries...

    I think LBT may be one to slowly accumulate over the next 2-3 years, as the 'lab' sector build an appetite, ASX:SHL and its subsidiaries, will likely be a 'significant' customer at some point, and they're looking to expand globally atm also...

    Watch this space I guess...

    ML
    Last edited by morgenlofting: 10/05/18
 
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