Spectral Medical Inc T.EDT

The ARC Dialysis win is PARADIGM SHIFTING!!!!!!!!!

[JustCheckingIn]

New Poster, Long time believer in Spectral.

I feel compelled to sign in and post.

The individuals or group that are mentioning financings are a disgusting collection of hard bashers. There has always been a number here. Ignore them, they are meaningless.

Spectral just signed the most impactful commercial deal in their existence by a 1,000 light years.

Their very first SAMI deal is with ARC Dialysis. The largest dialysis provider in Florida!!! Arc operates through12 clinics, a massive hospital netwok and an equally massive network of nursing hone and long term care facilities. AND THEY ALSO OPERATE IN 6 OTHER STATES!!!!
probably  with  the same or similar level of dominant market presence!

Digest, really digest, the magnitude of this incredible win, with  a company that provides an incredble industry foot print, dialysis industry influence and power in the state with the highest incidence of dialysis requirement.

SAMI WILL be ARC's  dialysis technology platform forward! DIGEST THAT TOO!

The magnitude of this win is mind boggling to me as an investor . This could be 300 units, it could be 700 units it could be 3,000 units over their 7 state network I don't know.

But this is just win #1.

Run a quick EDIDITA of a 400 unit deal at XXX per unit - then add a very conservative multiple and the value of this deal alone approaches half their current market cap. Using the 24 times biotech industry multiple in play for 2022 the value of this deal exceeds the current market cap - by a lot.

But I know it is an absolutely, and incredibly impactful FIRST WIN!

what will wins 2 through 250 look like?

Can't wait to find out.

NO ONE KNOWS ANYTHING AT ALL ABOUT EDT. IT IS LIKELY 90% OWNED BY INSIDERS, ASSOCIATES, FRIENDS and FAMILY - Insiders own nearly all the outstanding shares. This news has not even begun to trickle through the investment community and investment media, BUT when it does watch the F'ck out!

'The historical Share price is beyond totally irrelevant  and always has been. The Paradigm Shift has begun, Last week is irrelevant for shareholders let alone the last 5 years.

The here and now is about closing more and more and more MASSIVE SAMI dialysis machine deals!

Spectral cannot and will not build a Dialco sales force. This a 100% END GAME take out target and after this win the Baxters, Da Vita's and Fresenius' of the world have to be Salivating.

THESE ARE THE COMPANIES SPECTRAL BEAT OUT TO WIN THE ARC DEAL!!!!!!!!

And it wil happen again and again  and again until one of the above takes out Dialco at an incredible, incredible Price.

JCI

[Accountprince]

JCI welcome!  Very nice to have another real poster contributing with thoughtful and intelligent commentary.  Much appreciated and looking forward to your continuing contributions. I've always believed that Dialco has huge value and nice to see it being unlocked...finally.  Cheers!

[mercedesman]

Once Dialysis centres adopt SAMI, it will be an easy transistion into DIMI for home use - once the FDA gets around to the pile of (non-Covid related) pending approvals. MM

[JustCheckingIn]

Today's trading , and this week's for that matter, is a lesson in extremely tight insider ownership and an absolute uncaring attitude towards promotion. Insiders couldn't care less whether this was 30 cents or $3.00... They are sitting on a now commercialized BLOCKBUSTER and the day to day 8-10-15% increses are entirely inconsequential to them. The buyout is coming. There are likely

[Accountprince]

JCI - I agree its positioned for a buyout with many suitors lined up.  Out of curiosity what value or range of values do you have for Dialco?  DIMI approval for home use is a red herring in that management has already said home use approval is a when not if.  So Dialco would be the complete package for the ultimate acquiror.

[JustCheckingIn]

That is a tough one AP.. I'm not a CFA so I can only surmise based on what I know. Given the US market size, and bearing in mind its continue accelerated annual growth ...Huh Taken in the context of their absolutely market dominating technology.... and the soon to be approved home device... Hmm, Huh  How about 10 billion. without disclosing an EBIDITA analysis but thinking a

[JustCheckingIn]

AP my 10 Bil figure is for Dialco only...Just wanted to clarify that. PMX is a bit tougher one to value as there is no adopted technology to benchmark it against.

[mercedesman]

Wow.  I thought my valuations were rich. $ 10 B USD? That's $ 33/sh for just tthe Dialco piece, assuming 300M shares o/s.  Or about $ 43/sh CAD. I have never hit a 100 bagger...but I guess there is always a first time. Here's hoping MM

[Accountprince]

JCI - the shareholders on this board would like to hire you to negotiate the deal for us.  At $10 billion there's a sizeable commission in it for you.  Love the thinking and love the number. MM has put forward the historical numbers for other similar deals and they're at $2 billion US value or $2.56 billion Cdn now.  With 300 million shares (diluted) that would be $8.50 Cdn

[JustCheckingIn]

Look at the gap between Spectral's tech and its competitors. That is worth a massive premium. You dont think Baxter and Fresenius etc. were sitting on the sidelines while the ARC deal went down do you??? Ahhh No they would have been all over a deal of that magnitude like a dirty shirt. They lost that deal to Dialco! Yep, Spectral won what I am 100% certain was a highly coveted, highly

[jonnieboy]

The BS here is unreal, sayin all........

[Spamme54321]

Lets see if the SP can pass $1 before the delusions of granduer of $10+.

[smartsob]

Try not to overstate the agreement. South Florida(9 million) is not Florida(21 million)