What are your thoughts on Perimeter Medical Imaging AI versus Opsens at this time? Which do you prefer?
PINK has marginal revenue, losses, negative cash flow and not much cash. It has some strong shareholders, but with the stock down 66% this year and market cap of only $88M, it is tough to make a case for it in an uncertain market. We would expect tax loss selling and it will likely need capital soon. OPS is much larger, has a decent revenue base, much more cash and only marginally negative cash flow. Insiders own 5% and it has held up much better in the market decline. There is decent potential, but also plenty of risk. But of the two, we would far prefer OPS over PINK. (5iResearch)