Mate the preso online today on zoom was excellent byIV.
very strong realignment strategy, new sales force with variable cost model. Saving 6 m a year! Understand peoples frustration ; but Has taken a 1/4 to reset the structure; more then I thought. But understand.
Yes a short term effect on sales upsets some people but ultimately will create better outcomes this year!
Some key points in zoom iv preso worth portraying are:
already hit 100 payors in April. 92 March
April showing revenue returned growth values already
6 m pa savings in new sales restructure
more clinical data available 24
still BEP 24 and hold guidance 36-40 m
short term debt facility setup - only if necessary
Zero debt the company
I personally accumulate more in 30s. Very bullish - even more now; but I am a LT holder and always a 10 year hold and accumulate for me.
cheers
MTM
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