WES 0.21% $67.81 wesfarmers limited

Ann: 2024 Strategy Briefing Day presentation, page-2

  1. OMS
    7,111 Posts.
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    this is a pretty good read and gives you a feeling that the growth story is nowhere near done and the future is looking bright

    you could safely say the biggest risk here is taking too much on at the same time and then integrating them into the wider wes 'machine'

    an interesting one is instantscripts which wasnt mentioned much in the preso. I reckon, there is huge potential here in being a front door or channel into wider medical and health services that WES could bring under their wing (i use them for basics like annual blood checks etc)

    ie - Pathology, screening, scanning service providers. they are currently directed to 3rd parties(eg sonic health care, and other pathology service providers etc), however with some smart acquisitions you could bring them under the wes umbrella - and direct users of instant scripts to those service providers(one stop shop, efficiencies, cost control, better margins).

    just some thoughts while we watch the price climbs to 70!
 
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