IPD
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1.85% 5.3¢ impedimed limited

Ann: Investor Presentation, page-28

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  1. Twodogs196
    834 Posts.
    lightbulb Created with Sketch. 349
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    29/08/24
    11:13
    Post #: 75431865
    No EG ..

    my take on what PB said was that US with SAAS is 90% of total Co revenue and to go global they need to change ROW to SAAS as well ( which includes Aus ) .. but work to do there as currently Medicare does not re-imburse SOZO .. so groundwork to be done and then move ROW to SAAS as they can .. which means more $$$$$..

    stay tuned but this is a bit of a long lead project I think.. but planning now so it can happen ..

    cheers ..
    IPD Price at posting: 5.3¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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