Post by
theinvestor22 on Apr 05, 2023 9:33am
The credibility discount
Keep in mind, in addition to normal discounting (of future cash flows), there is a considerable credibility discount that investors are applying to all those lovely and numerous contract announcements. The latter is so large that even life altering NRs are having little effect on the market value of the company. If that latter discounting changes - and we might be very close to the tipping point on that - then the gloves are off in terms of market recognition of future potential earnings. In other words, look out above.
Comment by
lscfa on Apr 05, 2023 9:48am
The April 12 webinar must provide revenue guidance for 2023 to have any value. Stating that co will have 200,000 patients onboarded by Dec 31 is of no value.
Comment by
mingzhu on Apr 05, 2023 10:10am
some investors cannot differentiate the future of guidance and statements of facts--that is what has already happened. The Webinar is going to give facts for fQ3,: adherence rate and collection of receivables, not future guidance. Unlike established big companies.guidance for small start-up and rapid growing companies are exteremely difficult.