RE:PSDFinancierSorry for the delayed response here. What a crazy year 2020 has been for CRHM! Company has executed to the best of their ability in what has been an abysmal economic environment. It's a shame that COVID hit the Company right as they were finally getting traction from Mr. Market in Q4 2019 and the first half of Q1 2020.
From an operating standpoint, I have no complaints. Their FCF generation during Q2 2020 was far better than I was expecting. Hearing that they were back to 95% of pre-COVID volumes as of early August was substantially better than I expected. I'd love to see them get revenue/case back up into the low-$300s, and I think that bringing Brian Griffin onboard for their Board of Directors was a great move.
Overall, I have no complaints with the business. Yet Mr. Market refuses to give credit for their strong operations in this abysmal environment. I continue to be comfortable holding, and only wish I had been more aggressive taking advantage at the lows earlier this year. Yet the stock continues to be cheap if you believe that colonoscopies will continue to be necessary.