HCT - In A Nutshell - KJ, page-222

I actually don’t really care about getting immediate news, all seems to be working out nicely

there are two massive macro themes which intersect over the next 6-12 months and HCT is at the heart of both of them

1) the second wave of health crisis is no doubt coming. Many people are complacent right now in Australia but the upswing In new cases everyone will change this. Check out South Korea back to 50 new cases a day just as they are letting millions of kids back to school.

its sadly inevitable and will drive massive sales, as much as we can make is my prediction. We already know US production capacity will give around $80m annual revenue

2) the second wave of stock market crashes as the economic crisis bites is also coming. Govts around the world are out of economic firepower, US is heading for 20% unemployment, Aus will be lucky to keep it under 10%, 6-8% is a certainty

when this becomes clearer moneyflow will fly to counter cyclical stocks violently again like it did in March.

both these themes are incredibly depressing, and sad. But what they will do is converge perfectly with the timing of HCT rollout plans for geographies and products.

IMO other than some cash for safety there is no better stick to be in right now and I have ordered my portfolio accordingly