Knight Therapeutics Inc T.GUD

2023 Guidance

[longrun86]

It is very clear that the market is unimpressed with the guidance put out by Management.

To do a repeat of 2022 revenue at the proposed 12% to 15% EBITDA margins in 2023 is equivalent to another year of break-even EPS (or worse, losses).

They need to turn the operations profitable and need to communicate a game plan to do so. I have not yet listenened to the conference call but will this weekend to see if there is anything else of interest.

As I have said before, they need to start executing in order to prove the return profile for GBT is still intact based on the acquisition price.

[EbbFlow88]

At $4.50 the market is pricing the business assets less cash and investments at $150M !! That's nonsensical. Armoyan stepped up yesterday. Samira and Goodman should be buyers today. Even with a similar $40M of cash from ops that's +25% cash returns, or 4X EBITDA

[Chianchin]

The asset that they bough are worthless as they cannot make a profit. 

[porksniffer]

I watch from the sidelins lmao. Sub $4 dollars is around the corner. Then more buybacks. Buybacks are great for JRG and family. They will make the privitization much cheaper. Then sub $3. then a privitization for $3.00 mostly done with company cash. You should have listened to Meir at $8.00. You shoud have listened to Chianchin, you should have listened to porksniffer. Enjoy your losses. More are

[gudisgood]

I agree that they could expand more on how they see the future and how the recent years have been in relation to what they expected and in relation to what the "average" environment is in their mind. I would love to get more commentary on the deal landscape although I understand they don't want to share too much. I would even love to hear just how involved Goodman is nowadays. But