RE:RE:RE:RE:Q1 Report DayInvestor10X wrote: You certainly like to flip-flop don't you? You originally posted an estimated $10-12 million Q1 at the beginning of the month. What changed?
Yes, I don't expect this years Q1 to be better than last years Q1, as the covid sales may not match last years. If they do match it or come close than that would be outstanding. Their revenue can shrink, but their profit could be way up, as they don't have any debt to pay off like they had last year... and that should translate to a higher share price. Year-over-year the AI will have increased and isn't that what investors are looking for? Because $18 million in covid revenue did nothing for the stock last year, even though it should have. I've never said the covid revenue means nothing, I've always said the market clearly has not given credit for the covid revenue. And therefore, if the market refuses to give credit for that cash, then if there were any decline in covid sales, it shouldn't hurt the stock at all.
Quarters have ups and downs year-over-year. Maybe this year for Q2 or even Q3 DM sees a single $7-10 million dollar AI contract. Then that single contract alone blows last years quarter numbers out of the water. So I don't get overly concerned about a single year-over-year quarter. Not with a company like this when a single AI contract can come at anytime and change the outlook of that quarter and the entire year's runrate for the company.
swyint123888 wrote: Actually anything under 19 million is YOY shrinkage and that would be with increased testing for Jan Feb and Mar....add to this 3.7 million already in the bank for AI and there has to be NDA and or auto renew as Marshal has said so.
So when I say 15 at least it's a 4 million decline from a year ago so good but not great in a "growth" perspective....they should not shrink when covid tests were strong and AI revs are up.....but the general concensous on the board (you included) is that revs will shrink from 2021 Q1.
Your revenue is revenue comment is only good for us shareholders if it translates into a higher share price otherwise it's only good for the company and maybe you want that kind of "shareholder value" but I want to make money and could care less how much the company has to work with, they lost money in Q4 by the way.
AI revs need to bust up over 6 or 7 million or we go nowhere as like you say vocid revs mean nothing
Stock is undervalued covid revenue continues , no respect afforded DM. So we have the share buyback. The more revenue generated from covid the more shares they should buy back. I would and have been promoting for some time that 10 % of revenue should be allocated to share buyback. Again IMHO