HMD 4.55% 2.3¢ heramed limited

HMD Valuation, page-203

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    I bang on a bit about HMD’s tie up with Sheba in Israel and why it’s such a big deal. Today was an announcement from Sheba about offering virtual/Telehealth to UAE. Just remember that Israeli/Arab relations are sometimes less than friendly.. this is a HUGE piece in the puzzle of HMD’s broader market!

    If and WHEN Sheba signs up to HeraBEAT and more importantly HeraCARE and Orion then the platform for growth rolls straight through the desert into the Arab world… Sheba also does HEAPS in Brazil and I’m pretty sure we have a major partner there too…

    it’s awesome watching the price go up but I think that the current movement is a bit more hype than substance and that never ends well.. alternatively maybe we have some larger positions being taken by well informed buyers..

 
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