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Lucretious

5,504 Posts.

1706

08/04/21

16:05

Post #: 52335864
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Originally posted by struggling1: ↑

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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This is a firm favourite of mine. Strong tailwinds and demonstrating strength of product will lead to many more NHS Trusts in next 6 months IMO
2 Upvote

0 Great analysis

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