RE:RE:RE:RE:RE:Moving at paceI would agree that Cloudmd needs to consolidate the business now.
After Visionpros and Oncidium close they will still have $30M cash O/H and a run rate of $125M+. If they close these deals as scheduled it will take 3-6 months to roll them in take advantage of the synergies. I think the more important issue is the focus on organic growth, which IMO could be the "golden ticket" on both these deals.
Based on some of the really odd valuations which are in the market such as CARE and WELL, especially considering Cloudmd will be EBITDA positive, I could easily see them @$4-5.00 by yearend.