PME 2.82% $116.29 pro medicus limited

This contract could well be the watershed. Yes, the dollar value...

  1. 651 Posts.
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    This contract could well be the watershed. Yes, the dollar value is so much bigger, but it is because it bundles the PACS with Visage. I'd like to see a breakout of what Visage alone would be. I estimate $5-$8 million. If one extrapolates that across only their existing contract book over the next 3 years todays price action makes sense.

    The development costs are substantially covered. That means margin should explode to 80%+ in that time frame.
 
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