SOLARIS OILFIELD IF INC SOI

May 21, 2018 - 9:42am EST by

member

						2018	2019
Price:		16.69		EPS		0	0
Shares Out. (in M):		47		P/E		0	0
Market Cap (in $M):		789		P/FCF		0	0
Net Debt (in $M):		-26		EBIT		0	0
TEV (in $M):		763		TEV/EBIT		0	0

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8	member 9/26/21 11:11PM SMLR Uplist to NASDAQ (Tuesday) +
After 18 months of teasing, SMLR will finally be uplisting to NASDAQ this coming Tuesday (9/28). We believe the move to NASDAQ will be a material catalyst for the stock, given the strength and quality of... login to read the rest 1 view available tags
7	member 11/13/20 9:45AM Re: SMLR update / results + 6
The third quarter was a watershed quarter for Semler, with the company delivering record revenues and exceptional profitability while announcing minority investments in three undisclosed private companies. Each of the three companies have FDA approved... login to read the rest 2 view available tags
6	member 10/20/20 1:20PM SMLR update / results next week
Semler Scientific is expected to report strong (potentially record) third quarter results next week We believe the set-up in Semler stock is highly asymmetric at current levels. We expect a significant recovery in growth (following the... login to read the rest 1 view available tags
5	member 11/25/19 2:20PM SMLR - Business Update +
Update During the third quarter, SMLR reported 60% revenue growth, 101% growth in operating income and 35% GAAP operating margins. While the company is performing exceptionally well, we were expecting to see even higher growth in... login to read the rest 4 view available tags
4	member 2/28/19 11:48AM Re: QuantaFlo/Bard investigated under False Claims Act in 2017 3
Thanks for the question. Management hasn't commented on Bard/BDX. However, they are still working together and now represent less than 5% of SMLR revenue and they are not really relevant to growth and future of... login to read the rest view available tags
2	member 2/21/19 10:32PM Re: Moat / Defensibility 1
Thanks for the question riskintolerance - Much appreciated. Industry professionals we have spoken to suggested that they chose SMLR's QuantaFlo for the following reasons: (1) ease of use /simplicity; (2) speed of test; and (3) because... login to read the rest view available tags
1	member 2/21/19 3:35PM Moat / Defensibility
Hi rhianik, thanks for this i thought this was a great pitch. Do you have any sense for what their real moat is and how defensible it is / how difficult it would be to... login to read the rest 2 view available tags

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