Very good investor presentation just now from Gianmarco O. Few notes:
- Acquisitions planned this year in Europe, US and Australia
- First HP/Mindesk bundle sales to a Hong Kong business
- Mindesk/Autodesk Revit integration to be released this year
- New Healthcare division to be created within the business
- Top software developers being recruited from across Europe
- Cisco, Olivetti and Trenitalia all progressing well and opportunities identified
- Hospital trials taking their time due to public sector nature
- Mindesk sales to military ship builder
- Significant developments in Northern European automotive sector
- Moving into online 3D product configurators for high-end clients
- Lot happening with Dell/JMC
- Company is leveraging its Italian Government connections
- Opportunities in real estate
- All enquiries regards BM have gone to MD Gianmarco Biagi - no update yet, but apologized for not responding to everyone
- Acknowledged that the website is outdated. Will be improved, but not overhauled until the acquisitions are completed. Confirmed that Vection website doesn't drive sales, but Mindesk does.
The presntation cut out a few times at key points, but all in all, an extremely positive outlook for next 6-12 months.
General Company Chat, page-621
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