RE:RE:RE:RE:CFO Option Exercise July 24 FilingI think the 75/25 effect were fully in Q1 so i don't see an expanding effect. The cyber attack was industry wide and seems to be resolving so they should show some improvement. It may not be fully reflected in June 30 cash balance but CFO should be able to give color on how that has progressed right up until conference call date.
I do think the stock will move higher here, with one caveat. The DOJ inquiry....as long as there is no major negative finding.
I expect that they will highlight the takeout multiple of Rotech on the call and where they trade relative.
Not sure OMI can do another deal near term unless they raise equity as they are pretty levered. AHCO has a big debt refinancing coming up in 2026 so I suspect they don't want to take on anymore, but lets see. Why can't VMD realize on the synergies? Plus, I don't think the market would mind a more diversified model. A share deal would let all parties participate in the upside.