I was at the investor briefing yesterday, about 30 people packed into the room and that was certainly the generally feeling Stotes. Hard to gauge but based on the questions people were asking, a mix of current holders and potential new investors who seemed pretty satisfied with the answers Ray and Kate provided to the point where one chap said we look like a start-up but with 'blue-chip' credentials. Had a chat with the WE Buchan folk afterwards and a broker report should be out soon.
Lots of tenders in the pipeline and the focus is on consolidating the acquisition and leveraging the opportunities provided to cross-sell products. Prioritising growth potential in public hospitals across UK, NZ and Australia promoting value proposition of using our full suite of products, especially AI and predictive capacity as this is where Ray feels we have a unique value add over competitors.
I'll try to post some more reflections when I get a chance...
Cheers,
Dice
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