MDR 6.00% 26.5¢ medadvisor limited

Ann: MDR and BEN partner to bring conversational AI to patients, page-8

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  1. 3,032 Posts.
    lightbulb Created with Sketch. 1159
    thanks for the research and sharing here

    have to agree that announcement seems to be a beneficial to both parties without having to point to anything concrete (costs etc)

    perhaps the term AI might influence some small retail investors, but the $2m trade at 33c seems to suggest someone taking a reasonable interest in what they have achieved

    Also looking at their presentation today, I'm impressed with how Ratcliff is (at least on the surface) trying to communicate their progress (focusing & explaining not only revenues, ebitda but also cashflow and margins), and then in terms of strategy (culling the UK, extracting more fees from pharmacies from transactions, the QLD investment, the 10-15m investment)......a long way from just the same old generic stuff we had a couple of years ago.

    It still all hinges on the US where this company goes, but at least post guildlink, Aus is seemingly profitable and hard to dislodge with 95% of the market, and now what they need to do is make the US profitable and then grow from there......it appears they are now starting to leverage their platform and footprint a lot better than they used to.

 
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