AZV 0.00% 6.5¢ azure healthcare limited

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  1. 460 Posts.
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    The were areas where he played a bit of politics and provided information he wanted to get out. Looking at those answers were interesting as added a bit if insight as well.

    Also I thought the interview started in a bit of a hostile manner so may have put the CEO on the back foot.

    Yes a director selling is not a good thing but was happy with his explanation and the sp did not drop when he sold indicating the sale was to some insto. AEF have been increasing their holding of late

    Would not be overly concerned at this point on retention, as system upgrades only occur every 5-10 years so probably still too early to get a good handle on retention rates.

    Also a pe of 13 for a growth company looks good to me. Ground floor entry?
    But for me the biggest area of comfort is positive cash flow and no debt.
 
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