RE:RE:RE:RE:RE:RE:From what I remember in math class… $350M plus $145M = $495MAnd the shorts have not allowed for any growth in revenues through product launches or product acquisitions. You always just paint the whole story with a negative brush becuase it suits your investment position. I, on the other hand, have assumed no growth in revenue precisely to take into account the risks you highlight. No one knows for sure where the final numbers will land, but your thesis (i.e. shorting to zero) assumes a complete collapse of the business on all fronts. That is simply not in the cards with over 200 products and 1,300 SKUs selling around the globe with 60 more products coming online in the next couple of years.
Craigbad wrote: If you should have learned even one lesson so far Lumber, it should have been not to trust managements numbers or understanding of their business landscape. They are haven't allowed any wiggle room for Nhs caps/rollbacks, increased competition/pricing pressure, lawsuits, fines, etc.
Lumberfeverlong wrote: Or Ever!!! Shorts have just been extremely lucky over the last couple of months. Their luck is running out, but they are too greedy to realize it.
MrHulot wrote: All that… plus a $200M revolver credit. Company isn’t going anywhere soon