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Nxstage Medical, Inc. Message Board

  • avramj98 avramj98 May 4, 2013 12:46 PM Flag

    This is the quietest board for a co.this size

    I tripled down into earnings and am not disappointed with the market's response. I suspect that the co.'s transition to autonomous sales in the EU will boost revenue beginning in 2 quarters and profitability is one year away. Look to one of the bigger players to start sniffing around for a buyout in 24-36 months. By that time, we will have north of $500 million in annual sales and a market cap north of 1.5 billion, IMO.

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    • avramj98,
      I would be thrilled with those numbers, but they might be too optimistic. Mgmt seems to be spending a lot of $$ on SG&A, but the number of at home patients seems to be stuck at 5K-6K. Not sure they're getting much bang for their buck there, but hopefully the new features (nocturnal, high flow, etc) will help. I think they could be profitable now, but with their spending habits, it might take a while longer than your one year window.

      Sentiment: Buy

    • Yep.

      I don't follow closely anymore.

      The highest priority has always been for mgmt to reward themselves.

      Patients and shareholders - not so much.

      Wasted potential IMO.

      I had recently sold some trading shares and looking at the simple chart on finvix thought it may go lower on ER and was surprised by the bounce.

      Seriousely I don't see these mgmt folsk ever letting the company be profitable. They are jsut gonna milk it as long as they can as they keep adding to their golden parachutes.

      If I were on dialysis or knew someone who was I'd really be annoyed. As an investor I'm just simply annoyed but hang on to some shares to remember to look at the stock from time to time.

      Hopefully someday this stock will reach it's potential.

      Good luck to you.

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