Rewatching youtube videos from Tony Keating, just to get an impression of the CEO, less about the information content, my impression is "straight forward" not a ramping CEO type, cautious while selling the companies advances, great technical knowledge and pulls the story together. A guy who ticks off each step, controls the hype, and advances the company.
The video to Morgans, (I think the latest), at about the 10min:30sec mark Tony is talking about sleep apnoea and his thoughts align with mine as to the potential market for this product, and the demand, cost saving, under sung but highly important to peoples lives disease, utility and strategic alignment to Resmed is just compelling.
We will find out very shortly if it is effective in a home environment as opposed to the lab, that is a significant challenge. If the company gets good results, the share will respond strongly.
Worth a listen if you haven't heard before, the horses mouth (sorry Tony)
A new Beginning..., page-2995
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