RE: Strong interview29 Jan 2021 11:20
Great post, Tricky. The crucial part in all this is we have the whole logistics chain covered. From beginning to end. The critical bit is that with huge testing demand, all companies involved in testing will suffer shortage of raw materials. With Beckman and the way the automation is set up, we don't need some of the materials(in RNS) and from proactive Beckman have a division that supply the rest. Whilst others will stumble due to shortages, we will not and we'll pick up the slack the others can't fill. DB emphasised the material constraints and how we'll overcome them. So all in all, a very very well thought out strategy and plan. All about execution of the plan. That's why I think this is so undervalued atm. A great entry price, thanks to our known seller.