IPD 9.24% 6.5¢ impedimed limited

Media, page-258

  1. 813 Posts.
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    yes Frosty .. revenue growth has not really shown up yet as there is some lag from signing to actually $ in the door.. just processing and when the contract actually kicks off.. they ( hospital/clinic ) may sign say this month but installation is contracted to commence next month so they can sort out internal systems/work flow arrangements to run their LPP.. no rule for how this goes but a possible variation from site to site...

    this will change as more TCV is signed.. last Qtr we had $3.4m of TCV ( up 54% on prior Qtr ) .. I expect those contracts should all be running for CF this Qtr ... plus any signed early this qtr as well adding onto that .. so it will be a step change as we go Qtr to Qtr depending on the TCV as we go..

    key for me is to see the TCV ramp up and that will drive all other $ numbers..

    cheers ..


 
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