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Ann: CM8 signs 3-year exclusive agreement with MD-Complete, page-174

  1. 1,474 Posts.
    lightbulb Created with Sketch. 424
    understand your reservation around insuretech. On balance:

    new management showed a pretty good hand in most areas to date. Imagine they will cover all bases in this space prior to any launch. They are not adding channels unless their is volume and good margins.

    the process seems to be that of laying great ground work before heading to market. Big tick.

    imo these guys are going to surprise to the upside.

    Talking the talk early raised some negative commentary but they are actually walking the walk.

    we have growth coming. Interesting however in 2021 is how fast the growth comes and sustainable growth.That’s the real winner for shareholders who stick for longer term.

    and undervalued factors will not be so topical.


 
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