HMD 4.17% 2.3¢ heramed limited

Ann: Investor Presentation - April 2022, page-16

  1. 1,513 Posts.
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    With the points you raise above DM, plus some of the news out of Ukraine where other devices are being used on the HeraCare platform, this is feeling more and more like the SaaS platform is the main play and the devices are secondary. Importantly the devices work, are getting excellent feedback and create a more completely value proposition, but the scalability and margins on the SaaS element are significantly greater. After the B2C to B2B shift this feels like the most beneficial direction they could take the business. You want HeraCare + HeraBeat? Of course! You already have another ultrasound vendor, no worries, it’s plug and play! I don’t have a crystal ball to predict the outcome, but I really like where they’re taking this, and for a $28M MC company to have the reach into so many big players globally, and to have demonstrated the savvy to pivot in the way they have, gives me a lot of confidence in the team running the show.
    Last edited by Vegantacos: 26/04/22
 
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