RE:RE:Expectations for Q2gudisgood wrote:
Q2 results include about a month of Exelon profits. I also expect just about everything to have kept on progressing for the better, including drug sales and integration.
So, I'm expecting a decent Q2. Any Q2 result will not change my outlook on the long-term future of this company, however. Although it's always nice to see progress.
Q3 will be better: with three months of Exelon profits, plus an improved covid situation in LatAm (which hopefully keeps moving into current direction), and once again progress with drug sales and integration.
By the end of Q4, some of the market authorizations for Exelon will have transferred over. The integration will be completed. I'll also make a bold prediction: we'll have acquired another fairly meaningful drug/drug portfolio by the end of the year, perhaps even by the end of Q3.
Suggesting the share price stays around this area, we'll also have acquired a meaningful amount of our stock back by year's end. Technically, we can complete the NCIB in around 6 months. Whether this happens obviously depends on the price, available funds, and alternative investment opportunities.
That is to say, I get a positive feeling about our outlook for 2022. With any help from the overall economy (which has been totally working against us for the past couple of years...), it has the potential to be a great one.
The Q2 results will be interesting... but we're running a marathon here, not a sprint. :)
I like your comments, realistic. I think you have the right view, we are some impatient here, having see the company's capital unproductive for so long.