Yes - agreed - much greater level of confidence in the roadmap after listening to the team - so many opportunities - opex to stabilise in H2 - working on a lot of initiatives and they flagged announcements re renewal of Abbott partnership (April) on much more favourable terms - strong pipeline, particularly internationally and said they would be shortly making announcements in this context currently in negotiations with NHS in UK, also US, Italy and HK - Working on Saudi contract extension - Still comfortable with their $50m ARR target - Product very sticky due to efficiencies delivered - hence 100% client retention rate - a cost to actually stop using it - Very comfortable with Potential(x) and Ainsoff integrations - acknowledged that Pot(x) growth not currently at same level as rest of BMT group, but expect to pick up as data acquisition and products deployed internationally - Tim commented logic of acquisition was never to disturb excellent growth of HRT or other networks that Potential(x) had been servicing, but to take its capabilities potential globally DYOR
BMT Price at posting:
41.5¢ Sentiment: Buy Disclosure: Held
