Investor Presentation10 Dec 2020 11:36
What were the positives and negatives of the Presentation? My view of proceedings.
Lets get out the negativity first.
I was disappointed that it was primarily a P.R operation skewed towards prospective clients and not shareholders. Of the 55 minute podcast around 40 minutes was a sales pitch outlining what we as shareholders already knew. The introduction of live discussion was obviously stage managed probably with only pre submitted questions chosen. I would be interested to hear from anyone who wished to ask a question 'live'.
Now for the positive 15 minutes of discussion.
Taking into account the constraints of the company being unable to divulge any really meaningful insight without an RNS, I found as a previous blogger questions about the company appearing on NADAQ promising. I will look forward to seeing whether this actually occurs before the next podcast. And if not why not!
Also a very good move in my opinion, is to bring in a third party to oversee the leasing of our products. Money up front and repeat clients, and a small cost....what's not to like?
Projected acceptance from TAS following ongoing tests regarding screening at airports. Once accepted I can see this being rolled out across the world.
Very low payback 6-12 months for employee screening at large distribution hubs. Surely this is a 'no brainer', as accepted business practice is taking up any capital payback period under 2 years.
Opening of a European office in Holland. Another promising area for growth in the present climate.
Altogether a very good outlook , with Covid-19 and social distancing the 'icing on the cake', although a different route to expansion would have been infinitely preferable.
This company has great potential, that much is obvious with the present share price well under water. Expect exponential growth for the foreseeable future.