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17	member 2/11/02 5:04AM Gary
Glad to hear you made a few sheckels on RGX. I bailed awhile ago. It went way past my target. I left a lot of money on the table! But as view available tags
16	member 1/02/02 12:50AM hey wan
Hey wan, still holding? This is my biggest winner of the year. Thx view available tags
15	member 8/30/01 9:58PM Sorry, I was saying, SCOR
Syncor has been an acquiror of imaging centers, but apparently on a selective individual basis. They have acquired some of the centers being sold by USDL (slow liquidation in progress), and I think other... login to read the rest view available tags
14	member 8/30/01 9:51PM SCOR
view available tags
13	member 8/30/01 2:35PM SCOR
Any thoughts on SCOR getting into the imaging biz aggresivley. Either way, for RGX or for SCOR. view available tags
11	member 8/02/01 4:04PM Comp Update
OK, hang onto your hats. I just ran the comp numbers for the recently IPOd Alliance Imaging (TIcker: AIQ), which is in a similar business to that of RGX. At $13, AIQ is trading... login to read the rest view available tags
12	member 8/02/01 4:04PM Comp Update
OK, hang onto your hats. I just ran the comp numbers for the recently IPOd Alliance Imaging (TIcker: AIQ), which is in a similar business to that of RGX. At $13, AIQ is trading... login to read the rest view available tags
10	member 8/01/01 3:41PM Agreed
I agree. Folks seem to be waking up to the fact that the dynamics of RGX's industry are not dissimilar to the clinical lab industry. Look at how that has been on fire... login to read the rest view available tags
9	member 8/01/01 1:10PM RGX results-nice idea wan161
Nice work on the original write-up. I assume you liked the recent results esp. the DSO progress and FCF-debt reduction. The industry grows at high s.d. rates, all RGX has to do is get in the... login to read the rest view available tags
8	member 7/31/01 4:28PM Alliance Imaging taken public
In case anyone still cares (and why shouldn't you, RGX is up over 53% since I posted the idea), a comp to RGX was taken public recently. Alliance Imaging (AIQ) was IPO'd by its LBO... login to read the rest view available tags
7	member 4/30/01 11:51AM EBITDA growth
If the 30% growth doesn't reflect business growth, but this is what they actually did last year (if they can't collect the receivables, they weren't real sales and EBITDA should reflect this) how are they... login to read the rest view available tags
6	member 4/30/01 9:37AM To Elmo303
RGX does not factor its receivables. I believe the one time charge was taken to reflect a more conservative accounting approach after assessing the likelihood of collection. I don't think it should be... login to read the rest view available tags
5	member 4/27/01 2:23PM Duff questions
The RGX convert does not trade. It is held by the sellers of a business that RGX bought. It was partial payment ofr the acquisition. The Q4 charge is a big one and is... login to read the rest view available tags
4	member 4/27/01 2:20PM Bad debt provision
Why shouldn't one count the bad debt provision as a deduction from EBITDA in 2000, which would raise the multiple 20%? Also-do they factor any of their receivables? view available tags
3	member 4/27/01 9:34AM Cashflow
To Duff's pt. the cashflow statement has $13 in cash from ops in 2000 with $14 of Capex. Looks like its FCF negative and have been for last three years. Is there reason to believe view available tags
2	member 4/26/01 7:18PM cash flow
Cash Flow from operations was no where near your EBITDA figure in 98-99-or '00, which is a bit worrisome. Is there any easy way to reconcile the difference? Also, profitability seems to have gone... login to read the rest view available tags
1	member 4/26/01 6:55PM debt
Nice idea, nice write-up. How is the convert trading? Any info on the bid and ask? Is RGX opening new stores or expanding in general (apart from same store sales growth)? The 1 time special charge in Q4... login to read the rest view available tags

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			2020	2021
Price:	2.29	EPS	0.14	0.23
Shares Out. (in M):	29	P/E	16	10
Market Cap (in $M):	67	P/FCF	15	8.5
Net Debt (in $M):	18	EBIT	7	10
TEV (in $M):	84	TEV/EBIT	12.4	8.2

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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.

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