Post by
Mongoose on Apr 14, 2021 6:46pm
Only the $ matter
RHT has decided to only divulge financials that appear on any and every accounting quarterly release like any other company. There is no accounting line for number of patients onboarded or how much they charge a customer, etc. All the spreadsheets require and analysts want are the $ per line item for expenses and revenues. From those 2 items, the level of growth or level of BS can be determined. For me, everything else muddies up the water and is irrrelevant. I don't sweat the details regarding their specific business model - just the $ matter.
The SP will appreciate if Q results matches earlier Q guidance provided by mgmt. End of story. Analyst projections for future SPs will come from actual past Q numbers, company's track record and mgmt's guidance for the year, etc.
Comment by
lscfa on Apr 19, 2021 9:54am
Contracts, schmontracts. The best promotional NR possible right now is disclose prelim revenues for March qtr. Why wait until May 31 deadline?
Comment by
Humanist on Apr 19, 2021 10:33am
i hope they hear you iscfa especially if they're good, it would be like magic wand to the stock price.. cheers
Comment by
aaaaaargh on Apr 19, 2021 2:49pm
You would be right if the revenues were surprisingly high. Unfortunately, there are two possible outcomes....you pick which you think is more likely....
Comment by
FanofRHT on Apr 19, 2021 9:17pm
aaaaargh - yes indeed, two possible outcomes, enough said!