There's been a jump in members on the MDR dis cord channel, so...

There's been a jump in members on the MDR dis cord channel, so perhaps your nose is onto something GB, with a tipping service providing the recent interest.

A 30% jump is nothing on the ASX. They and ASIC are still in Noosa this time of year, so the only compliance resource is the work experience kid. The recent bounce wouldn't raise an eyelid.

I still think the intrigue in MDR is perhaps revenue clipping the top range of their estimate from late November. Management skipped a late December announcement which last year alerted/confirmed to the market the 4C target.

Market cap has skipped to ~$160M. FY24 revenue is unlikely to reach $160M, but MDR isn't aiming for the moon, it's targeting cash flow positive. As per PVM commentary, US markets add 5x revenue to valuations. Perhaps it is the tight register that has held us back, as comparable ASX health care stocks have traded well above revenues.

With $75M+ locked away for H1, maybe there's another $60M+ for H2 across AU/NZ, US and UK.

Locally, there's some argy bargy with SIG and CWH (potentially) merging.
Could MedAdvisor/EBOS benefit?

UK they've taken a stake in Charac.
Is there more to come?

The US TAM is infinite.
Ratliff knows the audience over there, so comfortable with this appointment.

We then have new(ish) experience with Magun(US), Hill and Linda appointed.
Is the company positioning itself as a M&A candidate locally and elsewhere?
This normally comes at a premium (+40% from today's price?)

Still at least 2 weeks before they publish December revenues, so hope 'the newbies' (do your research folks) stick around for the future and not a quarter.