RE:RE:Interesting article on Q2 F/S -realistic on fundamentals?Agree Carlito...as we pointed out many times after the deal was announced, all this was highly perdictable......Good thing they did the financing or they would dead in the water by now. However, going forward...they don't have much room do to any meaningful aquistions, without more financing. They still have a lot of current debt to pay with little to no FCF. Thus why they felt the need for the ATM...IMO
As far as bad debt per previous post---high bad debts are part of the business. Even 5% of revenue is high when compared to other businesses. I think that was his point. Usually Quipt's bad debt, is the client portion of the co-pay.
IMO
All for now.
GLTA