Ann: Beamtree 1H FY22 business update and financials, page-24

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19/02/22

12:40

Post #: 59678519
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Originally posted by Wagger ↑

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

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Excellent summary

Tim Kelsey & Mike Hill sound very bullish in the Q&A presentation

I'd also like to add, Beamtree are seeing far more demand for services in countries now facing covid recovery than they anticipated

- They're in close negotiations with several large NHS hospital trusts (for coding, decision support applications, Ainsoff products and pathology)

BMT Price at posting: 41.0¢ Sentiment: Buy Disclosure: Held
7 Upvote

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Ann: Beamtree 1H FY22 business update and financials, page-24

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Ann: Beamtree 1H FY22 business update and financials, page-24

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