GMV The Future, page-2760

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24/07/20

00:11

Post #: 46049532
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Originally posted by Galilee13: ↑

The sale of devices is not the main game here. They need the associated infrastructure in place, being partnerships or IDTF facilities to monitor these devices and in turn collect the recurring revenue.

As an example both BEAT and IRTC have many IDTF facilities located all over the US.

Being completely vertically integrated is hugely advantageous and great for margins. Having the IDTF facilities mean they can offer both GMV and third party products. Meaning multiple revenue streams across many devices types.

Do you think Apple would sell there iPhones with the ability to install IOS or Android? Without IOS they could
not sell the phone or provide it at subsidised rates to telcos as they get a kick back from the telco.

Forget about China for now. The opportunity is and IMO has always been the US. From what I can tell the company is very confident in achieving the 3 fold increase in the IDTF numbers by the end of the year.

We will get an update next week. IMO the market will be very happily surprised when the Sept 4c comes out. Look what the company has achieved this year! It is in the best shape of its life. It is executing and the next 6 mths should show that.

Just as side question, can you provide any examples of regulatory approved new to market medical devices that have gone from next to no sales to say $100m in sales over the last 3 months.

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With all respect bud, what makes you think there will be an update next week? I was under the assumption there was going to be one this week?

I'm over updates. They're just rehashed info. If they are going to update... there's still a lot they could discuss that isn't market sensitive such as where the company is truly placed at the moment.

let's see.... I won't hold my breath though.

GMV Price at posting: 5.8¢ Sentiment: Hold Disclosure: Held
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GMV The Future, page-2760

Top Stories

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