IPD 4.05% 7.7¢ impedimed limited

Ann: Investor Presentation - Annual General Meeting, page-19

  1. 2,820 Posts.
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    Someone has decided they like IPD with some solid buying pressure lately.

    Even if we feel there is some fat cat action on the remuneration front, it may be that we need to provide some incentive for directors to stay the course. There is not much in the way of share option upside(even though that may be on the directors) so the carrot is dangled other ways to keep "talent". The combination of medical and US corporate environments means there are expectations of higher remuneration than the average Co.

    The real conviction argument for me is the technology advantage over current best practice and the potential markets,
    1. Lymphadema prevention - measuring tape: really?? vs sensitive simple, easy to use electronic measurement with historical data evaluation.
    2. Heart failure monitoring - invasive and/or insensitive measurements vs consistent non-invasive (potentially at-home) early warning system

    I do think this will turn around and has significant potential with the subscription and solid uptake numbers staring to show so I'm holding for now. I have topped at $0.14 to get my average down so that obviously make the decision a bit easier than for others.

    All IMHO and DYOR of course.
    GLTAH

    https://hotcopper.com.au/data/attachments/1828/1828532-43fff8797b13631fd27c0ba0821a54d8.jpg
    https://hotcopper.com.au/data/attachments/1828/1828535-9c0ac484ea86fd70bd64c7090bc87593.jpg

 
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