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GHF Portfolio 2020/21 squad
Pot 1. Covid beneficiaries &/ or lockdown resilience
#BOKU
#EKF
#GMR
#OMIP
#PLUS
#SPSY
#TPX
#WEY see thread for rationale...
I’ll post Pot 2. tomorrow & my first portfolio performance update for 2020 at end of week...after all, only 8mths gone!!!😳 Image
#BOKU Rationale:
(1) Strong H1 with TPV +35% (2) Largest DCB payments company & recent acquisition of Fortumo cements global leadership (3) Op gearing emerging (4) Identity side set to scale FY21 (5) New e-wallets provides access to 2bn potential customers with nil in forecastsđŸ‘‡đŸ»
#EKF Rationale:
(1) 4x “ahead” trading updates in FY20 (2) Strong B/S & cash generation (3) Excellent management (4) Primestore collection device in significant demand for COVID testing (5) Value of #RENX stake (5) Possibility of further upgrades in FY20
Read 32 tweets
[CommuniquĂ©] #SĂ©gurdelaSantĂ© : les propositions de l’Ordre des mĂ©decins pour un systĂšme de #santĂ© profondĂ©ment rĂ©novĂ© → conseil-national.medecin.fr/publications/c
 #SĂ©gur Image
#Ségur Nos propositions pour un nveau pacte territorial de la santé

✔Donner la compĂ©tence santĂ© aux communautĂ©s de communes
✔CrĂ©er en leur sein des Conseils territoriaux de santĂ©
✔Faire advenir une dĂ©mocratie sanitaire de dĂ©cision
✔Etendre la dĂ©mocratie sanitaire Ă  l’hĂŽpital Image
#Ségur Nos propositions pour un nouveau pacte entre hÎpital, ville et secteur privé

✔Renforcer l’ouverture des #GHT
✔Faciliter la mixitĂ© des exercices
✔Assurer l’interopĂ©rabilitĂ© des systĂšmes d’information entre ville et hĂŽpital
✔GĂ©nĂ©raliser dĂ©finitivement l’usage du #DMP Image
Read 5 tweets

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