Who are their competitors? How wide is their moat?, page-7

Competitors in the US are giants with multi-billion dollar market caps - McKesson, Cardinal Health, Koninklijke Philips, Everwell (may be a Microsoft spinoff), Omnicell. Which means there's plenty of pie to go around. Canaccord announcement state MedAdvisor have commercial relationships with 100% of the 20 biggest pharma groups.

https://www.prnewswire.com/news-rel...nce-and-healthcare-expenditure-302029599.html

WebsterCare prime use case is their 'paks' which they then design software around. With MedAdvisor branching out to government programs, Telstra Health, HealthEngine and FRED, all being Telstra, could be considered a competitor. Canaccord announcement states MedAdvisor is pharmacies preferred partner for expanded scope of practice. 95% penetration in AU pharmacies is huge market share.

Friday's Aus Biz (The Call) had some discussion on MedAdvisor. Richard (from Under The Radar) advised he's already a holder and Luke (Merewether Capital) put a speculative buy. Whoever does their research, may need to include or correct the long term chart. Share price certainly isn't up 700% in 5 years. The spike was 7:1 consolidation in 2019, 5c to 35c, which means the share price has remained flat for a number of years.

Not sure if The Call created the interest in share price on Friday, but increased revenues, margins and the lumpy quarters showing profitability will be key. September is normally a loss. Would love to see this first quarter, kick off FY25 in the right direction. Have realised money isn't made on stocks, it's playing the AFL Grand Final. Katy Perry lip syncing 5 songs for $5M is where the easy money is.

https://******.com.au/media/the-call-friday-september-27th-fex-tdo-ph2-mpv-mdr-fbr-ata-flx-vys-aqc?videoId=38036

NB - far out HC, can't even put Aus Biz as one word for it to be edited out.