I agree @Bloky, we do have a great opportunity to get a slice of the SA pie – I expect that ALC would already be in discussions with the SA Government on areas we can positively contribute to fix the mess of the EPAS.
I do question who would be a potential take-over baddie, as I cannot think of that many of them? Unless you are meaning the likes of Telstra Health, Apple Health or Amazon?
For that to occur we would really have to see some value creation from the next generation AI MIYA Precision platform. Granted this has only very recently been launched. Hopefully we can see some more contracts with this inclusion in future.
This BlueSky overhang will provide an excellent indication on what is instore for us. Even at what price a transaction occurs will be very interesting.
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