Yes the margins are extremely high on a SAAS basis. Adoption could be very quick and I suspect 4DX will be the next big med tech unicorn listed on the ASX.
I saw the ESN Cleer deal which looked very interesting and with an attractive valuation but I passed as there was no clear exit strategy. Some big projected revenue figures. I prefer opportunities that have a clear IPO path.
Atomo will be floated by Cannacord. That one seems a no brainer also. I will be chasing hard for IPO stock but unlikely to get much.
