a key tell regarding October deadline and whether the Gov't will extend deadline. After read how disruptive the change will be this Oct 2014 I realized that Insurance companies might be a big, really big, beneficierary. Doctors, hospitals, et al are being warned to stockpile ca$h due to delays, lag time, etc. in claim reimbursements due to miscoding etc. Some articles are saying time delays could reach 6-12 months and institutions seeking payment should be prepared for long delays and partial payments, with some loses due to miscoding, mistakes, misdiagnosis, time expirations, outright rejections etc.. Insurance companies will use the excuse to reject claims knowing that over time a lot of the original claims will get lost due to frustration etc.etc. a usual insurance company procedure. IMO if Insurance companies aren't pushing for an extension the deadline might stick and this company and stock should start seeing daylight in the coming months.
just bought the dip. 15k total averaged @ $1. I will ride thru Oct. or news. I most likely will cut and run if halved and if right be one happy puppy. GL
interesting. Article leaves one with more questions than answers. With Obama continually extending deadlines for ACA compliance will he stand for such a disruptive implementation prior to Nov. elections? Lack of preparedness by Gov't and private sector is worrisome. No mention of Insurance companies position ! With their lobby it could be very important IMO...Any idea on their current position regarding implementation in Oct.?
by the street? morning volume @ average daily already and stock price up 4%+. All on the fact that MELA has announced they will host a Conference Call on March 17th. One can only dream if management actually announced something positive..............................
Buy on rumor, sell on news ?
I agree with the prospects of company being large. Checkout not just what the Dr. and sidekick own outright but checkout Frosts investment vehicle and companies that he controls own of the outstanding stock, warrants, loan covenants, options, etc. You will see its rather substantial. IMO he directly/indirectly could control company.
correct me if I'm wrong but doesn't Dr. Frost, his partners, his holdings, etc. own directly/indirectly over 50% of the outstanding float of TRXC? Plus loan covenants, options, etc ?
As a stockholder do you believe that management has a plan, a real viable business plan, that will put the machine in the hands of Derms, hospitals, institutions, etc. that will use it now? If they do and can articulate it clearly the company has a chance to survive. If they come out with the same line of noise we have been hearing for the last couple of quarters be prepared to dump your shares and take your losses, IMO the fat lady has entered the building and is clearing her voice. I still believe that the machine and technology is real and viable BUT has been continuously mismanaged FROM THE START.
20 years from now machines/devices like the MELAFIND will be commonplace and SOP with Dermatologists. Regarding insurance reimbursements, if they put all of the $10million in inventory in the hands of hospitals, cancer institutes, etc. screened every patient for the next 3 months the necessary data could be had. Once technology gets into the marketplace it almost never leaves, just evolves, IMO.
to piss off some big MM's ? On a business model, fundamental, proforma or for that matter any basis, this stock should be trading in the mid to high $50 dollar range. IMO. Some seriously moneyed people have really got a hold of this stock. As an investor and speculator I can make, and play, a long or short case for any stock, but at the present time can not see why this is trading @ current levels. Something should/will change soon, what's happening at present doesn't make business sense it almost seems personal or ideological.
releases real revenue and sales numbers there is no way of knowing anything about this company. Everybody who has done any DD knows the story [ good concept/product, real need ]. The only question is " where's the money". IMO this speculative play is either a total loss vs a 10 bagger [ or a lot more ] with a 6-8 month [ march - sept. ] timetable.
I have been reading with interest the ideas regarding placement at retailers of coffee vs soda machines and product. IMO the reason coffee is more front and center is the fact that it is a much larger and mature product/concept AT PRESENT. People have been making coffee for themselves for generations , 100"s of years. Shelf space is hard to reallocate at retailers. The fact that SODA has such good placement, this early, at so many top retailers, is in itself testament to its acceptance and future success. As the company and the concept continue to grow its space will become more dominate at retailers and soon groceries, bottle refund exchange = CO2 exchange = kcup/concentrate sales. Just as offices have coffee makers and rooms they will in the coming years have SODA appliances for employee usage. As consumers become more health conscience the aftermarket will explode. There will always be a place for cans/bottles but the vast majority of product will be sold in concentrate, kcups, etc.
The present stock price is extremely undervalued and manipulated by traders, SODA float is small at present and easy to play. The growth of this company and industry is enormous and will continue to grow for at least the next decade or more [ double digits per year ]. We are at the early stages of a very disruptive business concept that will make smart people a lot of money. IMO' the games afoot'. GLTA
Has management taken any position regarding their stance on possibly entering the business? It seems a natural and with the current state of legalization and the ecig market starting to gain traction the time seems right for management to comment.
over the last coupla days. Have not been able to get any news from web site etc. except for latest filing regarding reverse split which is weeks old news. Poss. FDA update coming? Dr. Frost et al getting ready to make move? Have been on board since SFES @ $.60.
as per yahoo stats. The company, SODA, has strong double digit revenue growth for the foreseeable future. Coke has conceded that the market for product [ MACHINES ] can not be ignored. SODA is current market leader with access to complete market. Coke and possibly Pepsi still wish to remain proprietary and organic growth is DOA. IMO they will only cannibalise their brands while SODA dominates the market and expands into further appliance avenues.
The short SODA play is over and the smart money will take profits and find greener pastures in the coming quarters, IMO.
Furthermore I think COKE will soon regret the deal they made with GMCR and will wind up selling their own kcups and concentrate to be used in all future appliances/machines of all types......
I could be wrong , multi tasking during interview. Either way stockholders are screwed $wise for the next few quarters at best IMO. Mela is setting up to be 2014 tax loss again, wouldn't mind changing that yearly trend, now if management would only............
will see SODA grow revenues @ 20% per year. NOT COKE OR PEPSI . Even if Coke and gmcr get a machine launched in the next 18 months SODA with no FURTHER partnering will continue to grow at strong double digit numbers. The shorts will take their profits and move to greener pastures, facility expansion will conclude, distribution consolidation will continue, refrigerators will come standard with SODA machine [ just kidding ], etc. etc. and SODA will rise to the $70 ps. Barring any cataclysmic financial events IMO
Enjoy the ride , buy the dips............