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Novadaq Technologies Inc. Message Board

farfignugen21 4 posts  |  Last Activity: Jul 10, 2014 4:23 PM Member since: Oct 24, 2012
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  • Reply to

    looking ahead

    by e11ndofwar Jul 9, 2014 8:42 AM
    farfignugen21 farfignugen21 Jul 10, 2014 4:23 PM Flag

    If you believe (as I do - and the mgmt of the co do) that the installed based by 2018 could be 4k+ devices - involved in an annual procedure count in the mid-six figures (Luna and Pinpoint usage are skewing higher already vs SPY), at 65-70%+ GM%, there is every reason to be patient, and not sweat the near-term results or stock gyrations too much - other than to feel they are directionally on the right path as far as education/utilization/ placements. My guess is the Lifecell JV once folded in, will add $15-18m overnight to the annual P&L. And people need to keep in mind - Asian sales in Japan and China - through partners - have not even begun yet (regulatory approvals coming).

  • Reply to

    Does everyone forgot about Extenet study?

    by frankiizhu Jun 19, 2014 8:32 AM
    farfignugen21 farfignugen21 Jun 27, 2014 3:25 PM Flag

    When is the release expected? Has mgmt indicated w/ an specificity? Thx

  • Reply to

    I told you all

    by uvainvestor82 Jun 10, 2014 3:05 PM
    farfignugen21 farfignugen21 Jun 10, 2014 10:34 PM Flag

    Have you ever been in conversation with a child, where the retort or reply to every exchange is: "But why?" or "I know you are but what am I?" The 'don't feed the monkeys at the zoo' maxim was coined for guys like this. Pointless and only spawns more drivel. The stock price will excommunicate him soon enough. Then when its hit $8.50-9.00 he can reenter w/ new alias and start parroting the same b.s.all over again w/ no accountability for having gotten it wrong.

  • Reply to

    nothing in sight;

    by henry_jimbob May 22, 2014 11:55 AM
    farfignugen21 farfignugen21 May 28, 2014 9:16 PM Flag

    Agree with these comments. Aside from just profit taking, look at the 1Q14 13F filings: 8-9m shares in new instl/hedge fund shareholders there who bought in 1Q14 or at least appear to have done so. Marsico, Waddell, New Century, Visium, Janus etc etc - 1Q14 began at $16.30 p/s and ended b/w $22-23, so by definition you have a lot of newbies who bought right into the buzz saw of the post-Sages/post 1Q14 selloff - combined with those who bought the $16 deal last yr also underwater. And then as Endo points out, the 1st Q call raised a lot of ?s about the Lifecell JV, slower Firefly placements, the initial sales ramp for Luna/Pinpoint (which by all accounts is going great YTD). 2Q results are the next big datapoint which seems like a long wait - but I for one am not convinced the fundamental story has changed at all, just mkt sentiment about what it should be worth today. If they manage to buy Lifecell out of the last 12 mos of that JV for a reasonable price - then consolidate another $18-19m in revenue from than JV on the P&L, and control SPY distribution, that would be a nice positive as well.

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