HMD 0.00% 2.6¢ heramed limited

Ann: HMD Update & COVID-19 Opportunities Conference Call, page-51

  1. vmp
    13,340 Posts.
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    HMD heracare is unique, professional, comprehensive. FDA/TGA approved for a starter.

    There's nothing out there that's offering the same product/service as HMD (other offerings are generic). I think this will fly once the production and shipping constraints are loosened. Meanwhile they'll focus on locations where HMD has advanced presence.

    This is not an overnight success, not a fly by night company. It is playing in a unique field with unique product and progressing it methodically with long term outlook.

    Targets:
    healthcare providers etc. Some discussions are in advanced stage. Expect news soonish I suppose as the customers are pushing for more urgency in view of the crisis

    The current crisis has opened up an accelerated potential adoption by a massive market.

    Takeover target?:
    The size of the company might limit the speed of scale up. A few millions of dollars are needed to the solution. I think this company will be taken over by a biggie that can launch it in a much faster and larger scale because the massive demand is not consistent with the size of the company. It is a very attractive target because it's not easy to obtain FDA approvals etc imoooooo.

    imo
    Last edited by vmp: 26/03/20
 
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