I thought it was solid with no surprises, new addition looks...

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10xYaMoney

182 Posts.

66

06/08/20

18:49

Post #: 46357850
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Originally posted by simplepunter: ↑

Thoughts one the call earlier today? My take:

1) Louis sounded really content with progress and when asked didn't back don from the $100mm ARR question which was once again posed
2) The response to the lack of feedback and regular updates I thought was good.....got nothing to update, then don't do it, work hard to get stuff done so updates are meaningful. There is an ASX materiality requirement too which some may not have understood
3) the new Head of Revenue and the replacement of the Head of HR indicate that they are happy to upskill to get the right people. A pleasant surprise. Can't help but condense the time to bring on B2B customers, and their 30 qualifying leads
4) $4.5mn ARR right now, more clarity in the full year results in a few weeks
5) HRV looking at their own wearable....not sure on this one and why they don't integrate with an existing wearable provider.
6) Addition clinics looking promising
7) IBM.....he led off on this and noted that all way moving in the right way, regular meetings, not just VA related but with other IBM customers.
8) Mental Health Index.....opening doors. Clearly a good initiative.

Others please add anything I've missed. My question re: win/loss ratio wasn't asked, but I think I got enough out of the call.

Reaction: Offer side incredibly thin, the ongoing seller I suspect is done, anyone who bought into that selling will be a happy camper right now. Tightly held register, when it runs it runs and we've seen that past few sessions.

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I thought it was solid with no surprises, new addition looks great

on the other side of the ledger this is wound up tighter than an old pensioners nutsack just prior to his weekly bed bath from the young attractive nurse

there is literally NO supply. This could spring to 60 quicker than an accidental 80 year olds pant explosion

TTB Price at posting: 43.5¢ Sentiment: Buy Disclosure: Held
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