Tali Health 2020, page-1522

Hi Glenn Smith,

One word................ Revenue.

Shareholders are taking a bath on TD1. Confidence is at an all time low, price is in a holding pattern. The most recent media was old, and based on a 50% discount of Tali Detect ($15) and the premium package at $45.

To make it worse, selling for tax purposes at the end of financial year is occurring, Covid and American stock exchange movements are all impacting TD1 share price.

The support on social media is great however it is typically the same handful of people and does not appear to be customer conversions.

At the core, the market doesn't believe TALi products can make money and have seen massive outlay of $$$ to get the products off the ground. In addition, as per the TALi timeline, another product is slated for the beginning of next year, which will bring new costs and outlay.





There are other concerning signs, like when the content on highly promoted platforms does not work, limited number of reviews from purchases, negative reviews by disgruntled shareholders, old information etc.















To cap it off we have pelicans in our ear, coupled with the constant selling into announcements that squashes any positive news.



Some outside of the box revenue generating ideas that may be worth considering.......

As TALi has a strong relationship with Monash University, TALi should consider approaching it contacts. Typically either in the first year or last uni students are approached or are required to purchase products either because it is written directly into the curriculum or it is heavily discounted and recommended by the lecturer. A 50% discount for a uni student psych/speech pathologist etc would be vary tempting. This could generate recurrent funding on a 6 monthly basis i.e. each time there is an intake of 200 new students (200 students x$45 = $9000 in revenue per six months).

Another revenue generating idea is children's hospitals or more broadly hospitals in general. Hospitals such as the Murdoch Children's which have strong established links with TALi may be a good place to start. Approaching the psych and/or the allied health department, or by targeting long stay child patients with roll out across the wards to maintain their their level of attention whilst in hospital may lead to alternative sources of revenue.



Although, I have all the above concerns and more, I am taking some of the TALi cool aid for now and hoping that there are significant gains being made behind the scenes in June and July 2020 and the TALi ethos will prevail for the good of all.

Hope the revenue is rolling in.

MAX25