In this fascinating interview, Executive Chairman Jay Lecoque & CFO Tony Ratcliffe of SourceBio International take me through today's record results & positive outlook. Including:
1) Strategic rationale wrt the exciting £18.5m acquisition of LDPath in Mar'22. Start
· Progress on integration. 04:45
· Anticipated growth trajectory for enlarged pathology division? 05:35
· Opportunity to introduce AI to increase speed, throughput & capacity of existing pathologists? 06:30
2) Key takeaways from this morning's 2021 numbers. 06:55
· VAT dispute with HMRC. 08:45
3) Future growth of Genomics & Stability Storage divisions. 09:50
4) Opportunity to repurpose Covid PCR testing resource & equipment. 11:25
5) Possible new organic and M&A investments ? 14:25
6) Q1 trading & 2022 outlook. 17:10
Indicative stock valuation. 19:10
Long term target for Gross & EBITDA margins. 19:45
7) Future news flow. 21:10
Q&A with SourceBio Executive Chairman, Jay Lecoque & CFO Tony Ratcliffe
Apr 5, 2022Disclaimer & Declaration of Interest
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