The 3G replacement cycle is definitely a key driver over the next couple of years & will be good for hardware sales as well as Recurring income IMHO.
We shouldn't lose sight though of the bigger picture which is installation of a fully integrated system with TALIUS (the control tower) providing the AI and Data Analytics for the operator(s) as well as the patients/residents. The implementation also assists to address the acute shortage of labour issue in the Aged Care sector.
There are already operators who have contracted HSC to do this, some have contracted them for a couple of sites and have multiple sites to roll out.
The 3G replacement cycle is definitely a key driver over the...
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