NXS 3.64% 26.5¢ next science limited

Mate the preso online today on zoom was excellent byIV. very...

  1. 85 Posts.
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    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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