AYAL Capital Report - Excerptfound a brief excerpt from the AYAL Capital 'short report' released a few months back if anyone is interested in reading their "thesis". i cannot find the full report anywhere.
CRH management tore this apart on the Q1 conference call, which i've also linked below.
i think once money managers/institutional investors are comforted that billing codes are not materially changing, thus maintaining CRH's high margin cashflows, we should see the stock recover.
AYAL Capital - Short Report Excerpt https://imgur.com/AINqU3c CRH Medical - Q1 F2017 Conference Call Transcript https://investors.crhsystem.com/wp-content/uploads/Q1-2017-Transcript.pdf