GREY:XEBEQ - Post by User
Comment by
savyinvestor333on Mar 26, 2021 7:33am
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Post# 32884561
RE:RE:RE:Conference Call
RE:RE:RE:Conference CallYes Kurt was definitly more polished than the CFO. As someone previuosly stated not sure if it was his English but he seemed a bit uncomfortable or nervous.
Possibleidiot01 wrote: GGreen
I am happy that you highlighted the section about the 63 minute mark where Kurt talked about Biostream and the limited competition and how sales costs would not go up much with increased business because of offering a standardized product. About that limited competition which at this point in time seems to be you bid and then get the contract award.
It's all about executing their plans ( always that devil in the details).
After that there was a question there was a question about when margins would normalize - the answer was in H2 , 2021 or 2022. i wouldn't expect a lot of stock movement anytime soon.
Here's what I didn't like - I wish somebody had asked about the lenght of time between the termination of the COO and the announcement of the revenue shortfall - maybe it was a discovery period as in they knew it was awful but had no real details to share.
To move forward , you need to put the past behind you .
I also would have liked to see more than a postage stamp of the speaker's faces ( as in a possibleidiot hit every button but could not figure out how to expand the picture size ) - hard to read a person correctly but I did get the impression Kurt was relaxed and I thought he presented better than some people gave the impression he would.
Just my take.