Ann: MDR Record FY24 Performance with Positive EBITDA and NPAT, page-31

  1. 4,217 Posts.
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    I get what you're saying but I'd argue any company can be seen as valuable and critical to their customers.

    And if you're seen as best of the bunch, then customers stick.

    If the backup from digital is paper and conversations, this would be the same for any SaaS going off the air.

    Nowadays uptime is relatively easy to achieve if you're serious about resiliency, redundancy and backups.

    PME is a unicorn with PE trending back to unsustainable highs.

    It's good to dream MDR might get this giddy.

    Screenshot 2024-06-26 at 9.43.58 PM.png

    Is this the same Mark Cuban who is a billion dollar tech bro, who was recently socially engineered to reveal his google account to a hacker over the phone?

    CostPlus looks to be an online only distributor of cheaper and generic, over the counter drugs.

    We have similar here with pharmacysavings.

    I'm not sure MedAdvisor would be complimentary to his startup.

    Not an unsurprising day with the share price.

    Hoping we stay range bound again until the 4C which could bring slightly higher revenues and NPAT than predicted.

    PVM trimmed some in April when the share price was in the 20s, but since then there's been no sub notices with the large cross trades, so it appears most of the Top 20 are holding tight.

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