RE:RE:RE:Owens & Minors synergies in buying Quipt $15 million? Yeah still a big unknown and potential Black Swan situation. The next earnings call in mid August should hopefully provide some progress updates. I fear the legal spend will still continue at $1mm plus per Q. Key items to watch:
1) Was the $64mm rev last Q truly the bottom as mgmt said. Did they grow off that number?
2) They had a ~$6mm cash drag last Q from Change Healthcare attack. Have collections improved?
3) Why are they not buying back stock if a comp just got bought for 1.8x trailing revs and they trade for 0.9x?