RE:Moving at pace Would love to get your thoughts on current valuations. It seems like the market isn't "pricing in" these acquisitions and is waiting for them to show up in the financial statements. On Feb 17th WELL announced a $300 million private equity placement, the stock went up 10% but is now down below these levels. Same thing with DOC where we are now looking at 1000+% revenue growth since February and the stock hasn't moved.
Do you think we are just undervalued compared to WELL, so 100% upside which is nothing to stick your nose up at? Or do you think the entire sector is lagging?
Tuatara wrote: Wow, what a huge acquisition. Oncidium is growing at 30% "without" forward cross-sell opportunities.....amazing!
A couple of days ago I said I saw DOC hitting at least $150MM run rate in 2021 and around $8/share........
Today we are around 25% of the valuation of WELL at half their projected revenue....and DOC states it will deliver profitability this year..
Tick Tick Tick....!