Medipharm Labs Corp T.LABS

Communication

[QContinuum1]

Has anyone had any success reaching out and getting a response from anyone at LABS?

It's one thing to not have an investor relation person and field questions yourself, but it's something entirely different if no one responds at all.

[piduks]

I would like to honestly and genuinely share my life experience where I've seen this kind of behavior and what it could imply as it applies to MPL.   I do not want to reveal the source of my life experiences, having experienced it personally in two very different fields of application to maybe help explain their level of secrecy and lack of communication witih retail investors. 

[Solid1]

Keith Strachan follows me on Twitter, and I've already written to him several times and received an answer to my question on the same day

[QContinuum1]

On Twitter or on another platform (or email)? That's positive that he is responsive to you.  I have heard that he is not as much so to others so it seems as if it's hit and miss.

[Solid1]

Communication took place via Twitter Messenger. He is very friendly and always answered my questions in full. 

[Starkicker]

Did you ask why revenue doesn't match exploding international markets? $1.4M in Germany is laughable.

[QContinuum1]

This would be one big question (ie. Germany).  Others in no particular order would be: 1) WTF is happening in Brazil (tangible statements not airy fairy BS) and what are growth targets 2) WTF is happening in Australia (tangible statements not airy fairy BS about Beacon and Australia GMP requirements being great) and what are growth targets 3) WTF is happening with each of the NDA, ANDA and

[CADInvestor12]

I don't disagree with most of your points, but think management deserves until Q2 earnings based on their FY23 performance .. if there is not significant revenue growth (think Acasta Enterprises Q2 2020) or specifics/ truly legitimate reasons as to why the revenue ramp is slow (IE regulatory/ partner delay etc)... then we might all be f**ked ..  I do disagree with point (4), I don't

[QContinuum1]

Q2 has to show a good many things including significant improvements to the income statement from top to bottom.  If not, then you're right, we're pretty much pooched since if the business can't grow in this environment, then wtf. The Q1 MD&A carries a G&A hit of $4.2mil with an explanation that it in part bad debt recovery AND Vivo integration costs as the number two

[subaru1]

Well the market is speaking, MPL worth between $0,07 and $0,075 unless a major surprise on the top and botoom line we will stay there. Management already told us that they will be profitable in 2024 and the market doesn't react to that. It takes more then that it takes a major growth qrt after qrt like a minimum of 30% growth per qrt for at least 5 or 6 qrts, this might move the stock between

[CADInvestor12]

VIVO was not included in Q1/23s results, you have to compare G&A expenses from Q1/24 & Q4/23 .. Q1/24 bad debt recovery + severance are ~$2M, adjust those out and you have G&A of ~$2.2M in Q1/24. Expecting gross margins to approach 40%, and hopeful that Q2 is where we see significant top & bottom line improvements

[Lemoyne]

I doubt G&A ever goes below 3M. It was 4.2M in Q102024 mainly because of the 0.5M severance hit.As in, without that severance, it would've been 3.7M. It could potentially be around 3- 3.5M at some point with Hope facility closure but highly doubtful it goes significantly below 3. The badt debt is for Q12023.

[Lemoyne]

The 1.5M bad debt recovery  concerns Q1 2023. Thats why G&A for Q1 2023 was so low, because they recovered some debt. G&A for Q12023 should've been 3M.

[subaru1]

Well, you can exchange with him on Twitter many times but tell us what you know that we don't already know after your exchange, if he tells you anything that we don't know that becomes insider information as you well know for sure. I do exchange with different I.R. on different stock trying to find some specific information but it is not easy and i dought that Mr. Strachan can write to you

[Solid1]

It was never about insider information, but rather about studies and possible partnerships, which I brought to his attention. But I don't know if they made any effort to do so