RE:RE:RE:Remember back to Samira's last forecast ...curiousj wrote: What are your thoughts on ROI on current business? Especially, given how low GM% are if you compare to paladin who had >70%. Do you think mgmt will have to renegotiate contracts to make EBITDA margins work?
Curousj ... you are right ... 8 years into Paladin's growth, they were over 70% gross margin.
I don't think you're going to see that here - you're likely going to see it in the 50-60% range and if we really get lucky, maybe higher down the road.
Never say never - I'm just not going to bet on it.
My eyes are on EBITDA and Cash flow at this point. Lots of cash coming in to do some fun things in the future. I also think buy-backs are a good way to improve per share numbers - especially at this price.
We'll talk more about it in 2024 but I think it's partnerships with other companies that could drive higher GM too and open doors into new geographies.
Also - I would think EXELON is a test drug and a way to market what we can do for Big Pharma. I would expect other future partnerships could develop based success here. Just a thought.
Nothing quickly - nothing crazy - nothing exciting until we least expect it. Very - very - very boring 95% of the time. Like watching the hands of a clock. Look at revenue from 300K to $290M in 8ish years. Like watching the hands of a clock ... but it moved considerably in those 8 years. Doesn't mean you'll like it at any given point ... but you'll like where it ends up. IMO.