Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 5 messages. To gain access to more recent message posts signup free for membership.

21	member 8/16/22 5:26PM Re: Re: Re: Author Exit Recommendation 20
are you still following? any thoughts w stock back below $3? view available tags
20	member 4/29/21 10:04AM Re: Re: Author Exit Recommendation 19
The stock was near $9.70 when I hit the close button. It was really a take some off the table call, but the stock fell to $8.20 by the end of the day so I... login to read the rest 1 view available tags
17	member 3/23/21 9:45AM Re: Re: Re: Re: Re: Re: Growth projection 16
How significant do you think the deal with Topcon is in terms of revenue contribution? view available tags
16	member 3/03/21 9:29AM Re: Re: Re: Re: Re: Growth projection 15
rjm59 - Thank you. It will probably be a long time before I find another stock like IRIX, valued at such an amazing discount to fundamental value. view available tags
15	member 3/02/21 5:21PM Re: Re: Re: Re: Growth projection 14
And yet another incredible call, Congrats Bill 2 view available tags
13	member 1/13/21 4:53PM Re: Re: Growth projection 11
Don't disagree w your broad thesis and clearly stock is working (and I'm long in small size and have been for awhile) but how relevant is 40% sequential growth given that's off very depressed levels... login to read the rest view available tags
12	member 1/13/21 9:12AM Re: Price target update? 8
Thanks. I just add 30% to my valuation range so now about $7.80-$22.50. I simply increased my revenue estimates by 30% in line with the beat vs my estimates. With all the variables valuation is... login to read the rest view available tags
11	member 1/13/21 9:04AM Re: Growth projection 9
Thanks. Given the depressed value and comps IRIX could have tremendous upside from these levels. I show the stock now trading at an EV/R of only 0.8x vs the comp at 14x, and a steep... login to read the rest view available tags
10	member 1/13/21 8:53AM Re: Re: IRIX pre-releases very positive results 7
Thanks. I have covered 100s of names over 27 years and keep track of them, waiting for the stars to line up. I have several screens but I would only discuss them in more detail... login to read the rest 1 view available tags
9	member 1/12/21 12:32PM Growth projection
Bill, great call so far. What gives you the confidence for your growth projection of 25%+ for the foreseeable future? Did you just work backwards from the eventual market share that you assume for their G6 system?... login to read the rest view available tags
7	member 1/12/21 10:07AM Re: IRIX pre-releases very positive results 6
Congrats. Unreal how you keep finding these. Curious how you're generally finding these? Is it a particular screen you favor? view available tags
6	member 1/12/21 8:07AM IRIX pre-releases very positive results
IRIX pre-released positive 4Q20 results last night, which vastly outperformed my expectations. IRIX now expects 4Q20 revenues of $12.2-$12.4 mil, which is 40% above consensus expectations of $8.6 mil, and represents sequential growth of 38%.... login to read the rest 2 view available tags
5	member 1/11/21 2:06PM Re: IRIX "other" soft catalysts? 4
Management was easy for me to reach by phone. Management have been busy dealing with Covid 19 impacts on the business, and run the company on a very lean budget, so they have not been... login to read the rest view available tags
3	member 12/29/20 12:06PM Re: dilution? 2
As far as I know they have not commented on a potential equity raise. I strongly beleive they don't want to issue equity unless the stock was much higher. They are a very prudent management... login to read the rest view available tags
2	member 12/29/20 10:46AM dilution?
have they given an indication on whether they will raise equity at current prices to provide more flexibility? view available tags
1	member 12/29/20 9:13AM NOTE FROM AUTHOR - my FY2021 EPS estimate is -$0.50, and not -$50 as mistakenly illustrated on the
To note, my FY2021 EPS estimate is -$0.50, and not -$50 as mistakenly illustrated on the statistics listed above the report. 1 view available tags

load more messages

			2020	2021
Price:	20.50	EPS	3.40	6.00
Shares Out. (in M):	9	P/E	6.1	3.4
Market Cap (in $M):	193	P/FCF	11.6	3.0
Net Debt (in $M):	368	EBIT	85	113
TEV (in $M):	561	TEV/EBIT	6.6	5.0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.