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Novadaq Technologies Inc. Message Board

farfignugen21 6 posts  |  Last Activity: Oct 21, 2014 5:24 PM Member since: Oct 24, 2012
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  • farfignugen21 by farfignugen21 Oct 21, 2014 5:24 PM Flag

    Anncmnt after close - did not garner much attention. But Arun is doing a nice job expanding the co's reach these past 2 weeks w/ formal distribution deals in India and now Japan. This will begin to matter in a material way 2H15, 2016-2017.

  • Reply to

    Weakness

    by farfignugen21 Oct 16, 2014 4:24 PM
    farfignugen21 farfignugen21 Oct 17, 2014 10:58 AM Flag

    Whatever this is - its pretty determined selling w/out much regard to price - and it seems to amplify in the post 3pm window (shorts?). Not fun to see it continue into a strong tape. Short thesis at $10.50? - it used to be valuation which I couldn't really argue with - now that has been excised as point of vulnerability as we near 5.-5.5x EV/'15 sales - and by all accounts - the co is likely to deliver on 40% sales growth in 2015. I may be biased - but seems like lunacy at $10.50 to be short into earnings/analyst day when very high prob mgmt. simply reiterates guidance and optimism for 2015.

  • farfignugen21 by farfignugen21 Oct 16, 2014 4:24 PM Flag

    Anyone? Anyone? ....Bueller?

  • Reply to

    Serena Group

    by andersongordon Sep 30, 2014 9:35 AM
    farfignugen21 farfignugen21 Sep 30, 2014 4:03 PM Flag

    William Blair claims Serena has 30 sites. Plan is to purchase one or more for all 30 centers over time (they already had 2 units). Commitment is said to be in form of "capital sales." Hopefully this will be a catalyst for the 2 larger natl players with 100+ sites each.

  • Reply to

    Serena Group

    by andersongordon Sep 30, 2014 9:35 AM
    farfignugen21 farfignugen21 Sep 30, 2014 2:17 PM Flag

    Agreed that it seems a bit thin on the kind of info the co has to know we all are curious about. I thought Healogics was the big kahuna nationally in terms of # of wound care centers that we have been waiting on - but like also to believe that Luna shipments are not going to be dominated by beta-test units and heavily-discounted OEM deals. There's no significance to this coming on the last day of the quarter, right?

  • Reply to

    Taiwan SPY License granted?

    by buzzybob Aug 19, 2014 12:52 PM
    farfignugen21 farfignugen21 Aug 26, 2014 4:57 PM Flag

    Agree with Buzzybob. They needed reg approval - not a dist partner - they made that choice already. Huge fan of Arun and what they are trying to build - but the bottom line: y/y rev trends down for 2-3 quarters in a row, run-rate has fallen below CEO's promised 40%+ y/y target, analysts have had to tweak ests lower. Thus, no surprise - a 15-20x NTM revenue co now becomes a 9-10x NTM story again. If they want to load the bandwagon again with new buyers - they have to prove they can put up +40-50% y/y #s through Luna/PP direct sales and intl sales.

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