retiredcf wrote: It you look at his comments over the last year (ie. since he made it a top pick), you'll see that he continued to stick with it until only a few months ago. In fact he made it a top pick again 4 months later. Like many here, I suspect that he may finally breathe a sigh of relief when he has to speak about it again and might even renew his favourable opinion. GLTA
CXV-X 2016-10-26 HOLD Bruce Campbell (2)
(Market Call Minute.) If he owned this, he would probably wait to see how their quarter continues to improve.
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Price:
$0.110
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
CXV-X 2016-06-30 BUY Bruce Campbell (2)
They continue to execute fairly well. They have 5 of these pods and are guiding for $80 million of run rate by the end of the year. They have to get up to speed for you to see this level. They have started up a lab for all the samples they take from patients. They are bringing this in-house and it will be a big savings for them from an expense point of view. They are fairly valued, but if you look at the run rate by year end then they look good.
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Price:
$0.205
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
CXV-X 2016-05-17 PAST TOP PICK Bruce Campbell (2)
(A Top Pick May 20/15. Down 54.76%.) A high flyer about a year ago, and probably got ahead of itself. However, they are doing all the right things. He was very close to making this a Top Pick because they continue to execute really well. They’ve opened 4 new clinics in the last 45 days, and have also opened their lab. They are hoping to have a run rate of about 80 million by the end of this year. He still really likes this.
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Price:
$0.285
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
CXV-X 2016-04-13 TOP PICK Bruce Campbell (2)
(A Top Pick April 8/15. Down 57.94%.) Continuing to do everything right and have really good growth. Small caps haven’t been in favour in this market. The “abuse” treatment business is about a $35 billion business in the US, and there is no one competitor that has more than $200 million, so there is huge opportunity for them to capitalize on. Have 4 pods open now, and will have 5 more by the end of this year. Thinks the run rate revenue by the end of this year could be around $100 million.
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Price:
$0.265
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
CXV-X 2016-02-24 COMMENT Bruce Campbell (2)
This is a story about rehabilitation of people who have substance abuse in the US. Originally they were looking at this as an acquisition story, but have changed that and are now doing it organically, and have been growing phenomenally well. As this broke down and hit some technical levels, he trimmed back his position. Recently has been looking to pick up more of this.
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Price:
$0.225
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
CXV-X 2016-01-13 COMMENT Bruce Campbell (2)
Has a small piece of this in his growth fund. This is really a cash flow business. They are in substance rehabilitation. Bought their initial business in LA and are now growing out and making acquisitions, but have also been building and seeing phenomenal growth. Have 2 pods in LA and are going to be adding one in San Francisco. Really high margins. Revenues are all in US$.
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Price:
$0.285
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes