Estimates are for the current quarter to be one of the last in the red with 270% revenue growth though some of that is through acquisition. Forward EPS right now around 10 with continued growth in the foreseeable future. Microcaps across the board are getting serious haircuts and ASYS has been no exception. If the numbers come in as expected this price is a huge opportunity as we would see a new 52 week high fairly soon.
Last quarter was an exceptional one for SMSI as they beat expectations yet fell like a rock on Q2 expectation of going back into the red. The expectations are for the last two quarters to be much better. If this is confirmed the stock trades above 2 bucks quickly. So SMSI should trade up into earnings.
Everyone seems to have some sort of android device and all the free stuff out there never ends up being free. Either you have to pay real cash for intangible goods, there are ads, or you pay for an upgrade. There is tons of learning content on an android device but very little quality content. The quantity of android and devices out there make up for not selling the hardware on those devices.
ICAD is trending up and news is shaping up for Xoft. 4 was a level of resistance and when broken could rocketvICAD up even more very quickly.
ICAD is making the right long term moves. The government is stressing to move away from radioactive isotopes and ICAD bought great IP in the aqisition of ebx that does not use those but accomplishes the same purpose with Xray. 22 states already require a quantitative breast density measurement and ICAD aquired the technology to do so. Great moves with a hiccup on Xoft but great moves. Stick with ICAD and you will be rewarded as things pan out.
IORT is cheaper than weeks of external radiation treatment. It will prevail. Insurances are not going to kill it so they have to pay more. ebx for slin cancer will also prevail since it is cheapet but will probably have to be done in a hospital setting by a radiation oncologist or something which will limit the number of prosedures per year.
As of now analysts have done little to change expectations. Took the current quarter expectations up a little bit offsetting lowered expectations next quarter. No one really know the implications but the company is proactive with layoffs and a 400k restructuring to bring the Xoft business to break even near term.
Xoft has over 100 million invested into the product with valuable IP in a market worth billions.
CAD is entering the next growth cycle with hundreds of millions in the 3D market and breast density related to yesterdays press release. The upgrade cycle is going to be quite profitable and iCAD has a 40% market share in the CAD market.
ICAD is a 52 week multibagger on a CAD growth story which could command a market cap of 100 million. Xoft certainly should not take away from this but add as a more modest but valuable code is adopted. A reasonable code for Xoft will be adopted but the question is when. The CAD product growth should overshadow this but you have to believe if you want make money.
Holland’s SoLayTec will ship four of its InPassion PECVD tooling to two Chinese Tier 1 manufacturers. One tool is for a new customer’s R&D line, while three will go to an existing customer for volume production.
I would not short the company but I agree with you after seeing the fall to the 80 cents range. I bought that time on the way up around a dollar and sold my 5,000 shares around two bucks soon after. I wish I would have held to the teens but the opportunity may once again arise. Wall Street punishes companies in Leap Frogs position and the cash holdings are more of a trap for value investors. Who knows what that will become a year from now. I've been on the sidelines for some time and am tempted to jump in around these prices but risk/reward be better at a higher price once management has done a better job at proving they are on the right track. Leap TV would never take any share from playstation but I would buy Leap Frog products on the playstation.
Does LF really not plan on rekindling growth until holiday 2017? The cash is an aberration only at the burn rate. The company has been battling the likes of Apple and we truly saw who is winning this last holiday. It's not going back but the company seems to think the same old thing will get them back by 2017. Leap Frog needs a complete restructuring to get them with the times and a move from hardware to software and education through others hardware. This will take at least a 1/2 cut in workforce now or later and many many million dollars of restructuring costs. They wont have the money if a wait and see attitude is taken.
Board of directors in public companies are not Rottweilers and Pinschers they are most often tiny lap dogs like Chiwawas and they are usually smiling.
Board of directors are usually friends and also in the pockets of the company.
Top five alone will take over 2.5 million of it along with non cash compensation
Mr. John Barbour 683.00K
Mr. Raymond L. Arthur 655.00K
Mr. Gregory B. Ahearn 654.00K
Mr. Kenneth A. Adams 233.00K
Mr. Michael J. Dodd 460.00K
Options granted and exercised but that has a net effect on the shareprice as it gifts a company to executives over time that often don't want it thus selling shares back to new share holders in the open market.
You have to love the public markets if you are an exec
Cash burn is over 100 million and if the rate continues cash could be around 25 million by next year this time. The company will be a buy only with a good restructuring plan later on in the year.
I bought my LeapTV on Amazon so maybe there was a bad batch which was recalled from the stores. I never see any Leap TVs at Target but I don't think its because they were sold out even though there are games.
The volume does not always work but if you reboot it is usually back- never happens on the other consoles. The pointer not very interactive but seems to work if you are a few inches away from the sensor.
Leap TV may be for the kids that were never allowed to play video games on other consoles. Once you have the comparison is pathetic. I guess the games are comparable to the leap pad games but I expected more when its thrown on a large TV.
Leap TV is utter garbage. Its way easier to put my 4 year old in front of a real computer. Glitches up the wazoo on the remotes and the games. Very user unfriendly. Imagine buying a system marketed to be child user friendly and not being able to figure things out yourself. I wonder if Leap Frog will address the problem or keep a bad product going. As a prior investor I bought the system and about 5 games. I should have returned everything but at least I increased LF sales by that much last quarter when I did own shares. There will be lots of returns from angry parents.
That is a very accurate statement and the reason ICAD wont stay around these prices for long. Xoft keeps on making the news for how great the results are without the knife.
"Now we have a non-surgical option to offer our patients that has an outstanding cure rate that gives excellent cosmetic results," says Dr. Marcy L. Street, M.D. the founder and medical director of Doctor's Approach.
Brachytherapy coding has had a history of coding and recoding but in the end it "remains a major treatment modality for many cancer types and is considered a most highly efficacious and economical method of treatment delivery."
Educate yourself by googling Brachytherapy-Coding-Now-and-Then
Here is a bit of a read from it
"In 1994, the Health Care Financing Administration (HCFA)-now the Centers for Medicare and Medicaid Services-banned the use of many procedure codes that urologists had been using to charge for prostate seed implants. This unfortunate decision ostensibly ended prostate brachytherapy. AMAC and Theragenics petitioned and appealed HCFA's decision, which resulted in guidance whereby the urologist would "share" the code 77778 using modifiers 26-62.
This new guidance allowed both the urologist and the radiation oncologist to receive 62.5 percent of the Medicare allowable reimbursement. Use of prostrate seed implants increased but not to pre-1994 levels due to the complexity of the new coding modifiers. In 1996, a new code was released specifically for the urologists, 55859, now 55875; however, it was the Medicare allowable reimbursement low.
Eventually, the Medicare allowable increased appropriately, standard procedures were implemented, and reliable manufacturers emerged. As a consequence, prostate seed implants grew exponentially with manufacturers struggling to keep pace with the demand. In 2002 when intensity-modulated radiation therapy was subsequently introduced, there was a decline in prostate brachytherapy again.
A further advancement in brachytherapy came with the introduction of high-dose rate remote afterloading (HDR), in which a temporary implant of a high-dose iridium 192 source is placed near the tumor site using needles and catheters. The HDR unit was mobile with a remote lead storage receptacle for ease of use. Nucletron Corp. pioneered the early use of HDR. This treatment form was limited, though, because specific procedure codes had
Use the logic on this as insurances want to save money.
The Xoft system saves patients a hospital visit and when needed it takes less treatments. Medicare can't get rid of brachytherapy but wants to pay less since hospital visits and double the treatments are no longer necessary. A new code will come from this. Xoft does what took a big machine in a hospital and does it better while fitting in a corner.
Elderly patients are going to keep on getting skin cancers while on blood thinning medication. iCAD will have a new code and keep growing that less than 1% penetration into the market. The Medicare issue was a hiccup and a buying opportunity. How fast will the stock go up when Xoft gets a new code somewhere in the middle.