I like the story here. My concern is that 2018 will not be nearly as rosy as you predict.
The CEO is basically saying GM's are going to contract meaningfully in 2018 to the ~57% range.... login to read the rest
Hi devo,
Thanks for the write-up.
Curious if you have any thoughts on the Q4 press release and any updated thoughts on 2018 #'s?
Gross margins were down again in Q4 (similar to Q3) and the company is... login to read the rest
"Gynemed, in particular, is a stellar business and is over 40% of EBITDA, but because its historical performance was really only disclosed in the business acquisition report"
1. Where do you get 40% margin from? The... login to read the rest
Hi,
Thanks for an interesting writeup.
The company has reported Cash from Operations of $2m YTD as of Q3 2017. Can you please help me understand the difference between this number and your estimate for 2018?
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