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Novadaq Technologies Inc. Message Board

  • andersongordon@ymail.com andersongordon Apr 11, 2014 8:20 AM Flag

    No Earnings Visibility--- Price = E+E

    Without earnings price is determined by estimates and emotions. With the medical industry in flux (ACA), this company is just entering this industries aura with a new product. Arun reiterated just last week 40% revenue growth. But with the market pricing the stock for ~50-60% growth, and the pall of Obamacare draped over the industry, the speculative price for NVDQ has been tamped down. It would be nice to see them exceed the 40% figure by a wide margin for Q1 and talk about the marketing efforts to penetrate hospitals(PINPOINT) and clinics(LUNA). I am not expecting this. I sense a consistent and measured progress will be the theme for the next few quarters. Novadaq is in the "Early Adopter" phase of the curve and that never "explodes" up. "Early Adopters" are won over one at a time or in small batches. These are the vanguard and risk takers. Until we get to ~10-20% of the market potential we should expect steady though significant growth. Currently Novadaq is still in the low single digit portion of the curve. My guess--0.5% or less.

    Great Company. Let it grow.

    GSA

 
NVDQ
10.33-0.03(-0.29%)May 5 4:00 PMEDT