Post by
theinvestor22 on Jun 02, 2023 10:25am
A few points...
mingzhu: I like your approach here. Makes perfect sense. There might be a bit more delay in getting to your revenue estimate because of normal lag time and unknown amount of time to see your compromise adherence level reflected in financials. Also, there is a small compliance loss (5-10%?) for patients who aren't qualified in any given month due to illness requiring either hospitalization or in-home care. Still, if they sell the hardware, that plus increasing adherence absolutely should lead to much greater SaaS revenue.
Mitch43: You should know that Reliq originally did give names of counterparties to contracts but, because shareholders pestered those counterparties relentlessly (even to the point of pretending to be relatives of patients who needed monitoring), Reliq stopped giving out names. And, who could blame them? Their lack of transparency is in part a function of our foolishness.
Comment by
theinvestor22 on Jun 02, 2023 4:56pm
A couple of things I don't do: 1. Conflate what was going on in 2017 with what's going on today. 2. Conflate day to day stock price movements with fundamentals and potential.
Comment by
theinvestor22 on Jun 02, 2023 10:04pm
Your logic escapes me, I'm afraid. Not only are you still conflating different things, but you're conflating different people as well. It's ok to be inexperenced, but irrational doesn't work so well.
Comment by
EdinColorado on Jun 03, 2023 10:35am
"...I have been day tradfing Reliq since 2018." Explains liking volatility.
Comment by
Mitch43 on Jun 03, 2023 11:01am
???? No comprendo!... es posible que tu me lo traduzcas por favor? Gracias!