STTCOMP ALC FA Long
331m MC @ 36c
12.5m Cash
Healthcare Technology - putting information in the hands of those decision makers that need it (ie doctors / nurses).
Growing presence in A+NZ but more importantly in UK with sticky customers and constant up-selling upon contract renewals. Recent new FY in the UK should see some more contracts land near term. Recent opening of a new UK branch is indicating confidence of more clients / contract landing. Management top class and always under promising and over delivering.
Recent price growth is no deterrent for LT but thought I would give it a go for ST.
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