Post by
besttobe on Feb 02, 2022 8:58am
Headwinds discussed during CC....
1. Negative effect of inflation on margins even with 5% raise in medicare fees. Medicare is just a portion of revenue. The 5% raise is not on all revenue. Clarlito was corroect. Dumbass ISFCA was wrong.
2. Covid constraints has caused the delay of 8000 set up's vrs the normal 1000.
3. The Philips recall is causing lack of product to sell to meet demand.
4. They are seeing labor constraints due to tight labor market.
5. LOI's in limbo
6. LOC in limbo
7. Q1-22 sounds like a bust. "Same old"
8. etc etc.....
Great CC questions by analyst's but the answer not so good. IMO.
GLTA
Comment by
sebraz on Feb 02, 2022 9:23am
sad spin. your best and deepest piece of analysis was 8. etc. etc...