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Novadaq Technologies Inc. Message Board

  • no.poverty no.poverty Feb 13, 2013 8:01 PM Flag

    To andersongordon Please let us know on what horses U R betting

    so we can just take the field

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    • andersongordon Feb 14, 2013 8:06 AM Flag

      Some institution(s) bought 1.5 million shares at $9.25-9.30 two days ago. Some other institution sold 0.15 million shares yesterday, half at $9.00 and half at $8.60 because there were few matching buyers. The fundametals of the company have not changed. The market for this new technology is still ~2-3 billion $s. It is a new technology and will need to go through the normal growth cycle. I use a three parameter sigmoidal function to estimate the characteristics of Novadaqs growth and related earnings. The difficulty with Novadaq is there are four major sigmoidal functions integrated into the overall function, one for each LifeCell, Intuitive Surgical, Pinpoint and Luna.

      The results of Q4 were very close to my estimates ($0.00 ongoing earnings est vs -$0.007 actual vs -$0.03 analyst average est). The adoption curve is stronger and will translate to earnings sooner than the current backward looking analyst will project. The same happened to ISRG (analyst have underestimated results with few exceptions for 40 quarters). NVDQ will make a lot of money and some early investors very wealthy. I wish I was the one that bought the 1.5 million shares at $9.25. In 5 years they should have 1.5 million share at $92.50@.


      Enjoy the journey.


      Sentiment: Strong Buy

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