RE:RE:RE:It's not Nailoser(Sorry for the subject - was not able to edit it) Not quite the revenues I was hoping for, but not too shabby at the same time. I was hoping for USD 5.5m, but it turned out to be slightly under USD 5.1m. If we could carve out the Covid revenues, would give a good indication of how undervalued/overvalued the company is, but alas, that isn’t carved out.
Company is moving in the right direction in my view, but the cash burn creates uneasiness for me. Would be great to know what amount of the USD 8.9m used for the 2021 operations is recurring. Matt did mention there are one off costs, presumably relating to the Care deal, but I did not hear any mention of how much this was. Maybe it is lumped into the USD 2.4m professional fees?
Also, not sure if I heard correctly, but I thought Matt alluded to possibly releasing a forecast later this year. Maybe they are hoping that Care continues to generate revenues at the same pace it did in Q4 - i.e., USD 1.2m per quarter. I hope that this part of the business grows faster with the recent program launches, but only time can tell what the result will be. Let’s see if Stage can market the company and its offerings better than it did in the past.
Have to agree with many of you that we are likely to see another round of financing shortly, assuming that they have maintained the 2021 current cash burn rate. And as much as I would like to hope that they generated a mind blowing amount of revenues in Q1 of 2022, that is extremely unlikely. Maybe USD 1.5m-2m if we are lucky, as Covid revenues will be minimal.
Anyhow, back to waiting for more news. I hope that we see some meaningful NRs before the Q1 results are released. Would also like to see insider buys, especially from Matt.
Cheers!
NewToInvesting7 wrote: I have no idea whether the share prices would fall or increase based on the 2021 results. And for me, I wouldn't focus on Aristotle sales. Before the Care acquisition, it would make perfect sense. But now, if the 'new' company is as vertically integrated as we are told, and it does offer so much more, it would not be that meaningful to solely focus on Aristotle sales. So for me, the test would be to see growth in total revenues.
The 2021 Q3 financials shows both lab testing revenues and clinical consultation revenues. First, the clinical consultation revenues, at least to me, appears to be 1 month of revenues generated by Care (acquisition closed Sept 2, 2021). So if this revenue stream increases four fold for Dec 2021, then it would be going in the right direction. Anything less than 4 times would personally be disappointing. Any more would be a nice surprise.
Secondly, it would be nice to see lab testing revenues increase by another $1m from the $3.3m reported in Q3. A $1m increase here, while lower than I would like, indicates to me that there were some level of Aristotle sales, as I expect a steep drop in Covid testing during Q4.
TL;DR, if StageZero reports total revenues of approx. $5.5m for 2021, I would be happy.
TrippinAgain123 wrote: If Aristotle revenue ends up being like 60k (which is possible) and overall revenue is flat or even falling on the next financials I would begin to start thinking about a class action and gathering enough people together for it because it will be the total end of the share price for 2022....