Interesting to see those comments, I'm not surprised they would be interested. (for others the article is on stock_head, need to edit the first section of the URL) Interesting to see on the same site that Micro-X is a pick from Scott Power from Morgan Financial as recently as 20 Nov, where we were at a similar share price as now. In terms of Mr Rowland, my feeling is that he is generally positive but honest. Listening through the old investor updates will give you a feel for him. Also, this company has a track record of doing things behind closed doors, and so I think if he has made these comments, then conversations have been had. We can only speculate to how advanced they are, and I don't think we would hear anything official about it till a contract is announced.
In terms of the opportunity with Seimens and Phillips, after some quick research, I think it could be massive. I imagine it would centre around CT scans, which so far Micro-X doesn't have a commercial partner in place. CT scans use X-rays and are basically what is being explored in the stroke alliance work which is awaiting the award of a federal research grant now. (
https://micro-x.com/australian-technology-in-bid-to-delivery-stroke-diagnosis-into-every-ambulance/) It massively shrinks the device "Micro-X’s ‘Ring Scanner’ aims to provide comparable diagnostic imaging to a conventional head CT scan in a unit small enough and at a price point where one can be fitted in every ambulance". So disrupts Siemens/Phillips products completely. Is mobile CT of interest outside ambulances? Siemens seems to think so, but look at how big their device is in comparison with Micro-X's demonstration device. (
https://www.siemens-healthineers.com/press-room/press-releases/pr-onsite.html) Micro-X already has experience signing big contracts to develop technology with large partners (Thales), so I think it is likely we'll see some more on this topic in the future.
But do your own research, this is just my thoughts and not financial advice.
