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Ann: Appendix 4C & Quarterly Activities Report, page-96

  1. 733 Posts.
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    yes .. down down down as you say.. my biggest fear for IPD for some time is an opportunistic buyout offer.. something the market has no idea of yet is .. as much as they can make form the SAAS revenue of the device for oncology, heart and real .. no one has cottoned on et that the data they are collecting and collating is worth several times the SAAS revenue.. by the end of this calendar year they will likely have over 2 bn data points and counting .. I was recently told that a renal co in the US that had $400m revenue a year was bought out for $28bn... because of the data they had .. I can supply no other details on this however the info came from a reliable source shall I say ...

    I have spoken with management on the buyout protection and and while nothing can stop it entirely.. the focus is on growing the co and share price for existing investors.. what actually happens..?? stay tuned .. but my take would be if they get an offer which is really low ball.. they'd tell them to go away .. my take and mine alone ..

    I'm in here to buy an island .. not make a few pennies..

    whale hunter ..
 
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