Not a lot of new info at first glance in this presentation….will have to wait for more I think… A lot to like though, -Substantial stock and consumables onshore in US already, ready for install. -US production options. -No upfront cost, and contracts in place for more locations exceeding targets. -15 installs per month required to meet projections - very achievable. -Poised for exponential growth. -Well funded, no surprises
As for 4DX, This is not a 2 Horse race… I don’t know why they are being mentioned at this stage… there are a lot more considerations for medical departments than promises of ‘image quality’… they are not photographers, 4DX punters might misunderstand their market.
It is easy to sell a camera that promises more megapixels or cloud connectivity because of who you are selling it to and what they are using it for. Lung imaging is not performed so you can frame it hang it up in your lounge room and brag to your mates about the picture quality.
CYC Price at posting:
$1.22 Sentiment: Buy Disclosure: Held
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