Great write up Q, for me I can see improvement on all 3 graphs from previous 4C based on what you have highlighted.
From the last 4C PCK beds increased from 2,160 to 3,564 whilst Aged Care sign up increased by over 100% from 30 to 62 which didn't include COFCO who had a 1,000 bed agreement with 28 facilities. Throw in a potential Allity roll out and include COFCO then we should be approaching around 7-8,000 clients/beds which would result in a 100% increase from previous Quarterly. Also will be interersted to see what the strategic plan will be with Govt roll out.
PCK Price at posting:
16.3¢ Sentiment: None Disclosure: Held
