There's no doubt that everyone is waiting for FQ1 revenue numbers, but I do think it's worthy to note that things are quite different than they were a few years ago.
Now, we have...
- A sea change in the remote monitoring landscape in that there is now a big push by government to promote and support remote monitoring, including the expansion of eligible services and related billing codes, plus increased per patient per month funding amounts
- Expanded and enhanced offerings by Reliq to include new services and end-to-end software in which vital administrative gaps have been closed
- Scores of health care parties who have actually signed contracts, with many more to come
- Large parties which are getting closer to contract execution
- Activity over multiple states
- Actual onboarding numbers from the company, those numbers growing dramatically over time
- Revenue guidance for the quarter already in the books,
I get it that there will be a number of “ya, but” type statements from those who are still reluctant to own the stock. That's ok for them. I'm with the statements above. I'll leave it to others to buy into the part that comes after the “ya but”. They'll still have time to acquire shares.