EMV 3.27% $2.05 emvision medical devices ltd

EMvision Research Notes, page-919

  1. 3,017 Posts.
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    Nice post vmos. We need to remember that capital sales will only be a part of our income as we may choose a SAAS type business model for certain markets.

    Plus consumables will be a large part of our ongoing revenue and this income will be at margins greater than 80%.

    While we will not follow what NAN did exactly their journey gives some good insights. Especially into the growing compounding nature of the consumables revenue, its stickiness, margins and the need to adapt the business model for different geographies.

    NAN’s capital sales model in the US and Managed Equipment Service (MES) model in the UK and the rental options are great examples.

    So many variables in trying to calculate the possibilities but any back of the envelope calculation shows enormous potential.
    Last edited by Eire2011: 02/04/21
 
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