Not sure if anyone stayed until the actual end of the zoom, but for me it was good to see the interaction of Kate and Matthew the CFO after the presentation. "Well done Kate", I believe was what Matthew said to Kate. Little things like that show a team working well together.
Interest at present is more related to patient flow at present as this is the immediate problem the world over. "How can we free up beds" is the issue now.
Leidos / ADF contract I feel will be expanded as will the $$ value if it happens with a greater uptake of modules than the current necessity.
Other than that, I again took away that they are under promising and will over deliver particularly with the addition of Silverlink. Sounds as though this has broadened conversations or made new conversations to a reasonable extent already and something meaningful will happen.
Above is my thoughts from what I saw and heard and extrapolated.
DYOR.
ALC Price at posting:
24.0¢ Sentiment: Buy Disclosure: Held
