Thanks for the article, Sergio. Great points, as always.
The emotional side of investing is very real. It's tough watching a company you believe in report stellar progress, only to get the kind of market reaction we got yesterday. But in the end, that's what creates opportunities. It was either Buffett or Munger who said he'd rather have a lumpy 15% return than a smooth 12%.
Your point about thresholds of coverage is spot on. Each additional coverage announcement will activate additional hospitals and kick them into a much higher growth rate. The more coverage, the more hospitals are activated. The CEO has a history of underpromising and overdelivering, so I take him at his word when he says they're close to adding coverage. I look forward to those good days.
My takeaway from this quarter was that they're still on the path to $50M-$100M revenue and a strategic acquisition that will make patient investors very happy.
Stan, I know you are a long term holder and not a trader. I’m very optimistic that you will be pleased with the outcome here. I am very encouraged by yesterday’s call that my PT will be met. The missing ingredient has been expansion to new hospitals. Adding two major payors will solve that.
Thanks for the article, Sergio. Great points, as always.
The emotional side of investing is very real. It's tough watching a company you believe in report stellar progress, only to get the kind of market reaction we got yesterday. But in the end, that's what creates opportunities. It was either Buffett or Munger who said he'd rather have a lumpy 15% return than a smooth 12%.
Your point about thresholds of coverage is spot on. Each additional coverage announcement will activate additional hospitals and kick them into a much higher growth rate. The more coverage, the more hospitals are activated. The CEO has a history of underpromising and overdelivering, so I take him at his word when he says they're close to adding coverage. I look forward to those good days.
My takeaway from this quarter was that they're still on the path to $50M-$100M revenue and a strategic acquisition that will make patient investors very happy.
Beautiful
Q2 results made me realize the road to PT $25 will take much longer than expected.
I think we need to delay it by 1 year. So instead of the end of 2026, it will be the end of 2027.
For the end of 2026: we will be very lucky if the share price is above $10.
Stan, I know you are a long term holder and not a trader. I’m very optimistic that you will be pleased with the outcome here. I am very encouraged by yesterday’s call that my PT will be met. The missing ingredient has been expansion to new hospitals. Adding two major payors will solve that.