Pretty much spot on S, the 370 mill MC got ahead of itself slightly a few months back, however a forward thinking market would now know this is achievable short term given the rapid roll out which has started over the last few weeks.The initial contract with the Govt sees the 100k roll out timeframe finish approx Oct/Nov 2020, yesterdays update has us at around 32k beds. I think the way the roll out is going the initial 100k beds will be finalised by June/July 2020 because from what I can tell of that 31.5k beds 18k are directly as a result from the govt funding which means 18% has been finished in such a short timeframe.
PCK Price at posting:
18.5¢ Sentiment: None Disclosure: Held
