The Vitasora webinar was quite good, with some interesting additional details that Marjan said verbally. Of note was when he referred to some of the 'Potential Opportunity' clients in slide 12. He said how some of them were a few months away from being contracted. Also interesting was the very positive feedback from current clients and how they expedited rollout to their patient base, which is always great to hear.
However, a noticeable omission compared to the previous presentation slides is any mention of cashflow breakeven in slide 13. I asked whether Vitasora still expects to reach cashflow breakeven for the Q&A but they didn't get to my question. They answered my question regarding medicare and medicaid which I asked after the cashflow breakeven question, so it seems like they didn't want to address the cashflow breakeven topic.
I can confirm that the webinar was recorded this time, so we should hopefully have the recording to watch in the near future.
VHL Price at posting:
4.4¢ Sentiment: Hold Disclosure: Held
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(20min delay)