RE:PMED Shareholders Update Call A big sigh of relief they're pretty much thru their growing pains and can focus on the $ now.
I'm still comforted by the fact that there is LITTLE TO NO COMPETITION for their impairment (alcohol and cannabis) and covid-19 screening technologies. What competition there is, is inferior in terms of functionality. For example, why just check workers for elevated body temperature when you can be checking for so many more symptoms of infectious disease that will help to be more precise in terms of who is infected. The moat they've built will take years for others to penetrate develop as the barriers to entry in each of those verticals is huge.
To me, they are just entering the sweet spot of deployments ("level 9" as Rahul stated). If you sat out the 50% drop from all-time highs, then now is not the time to bail. Unless you are in front of your computer every day and have a crystal ball for when news is coming and can daytrade this and be in it just prior to an announcement, exit, then repeat, well, I think you'll torture yourself as to when the next best time to get in will be.
The pain has already been dealt with their execution delays and now they are entering the period where they will be doing big deployments.