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Auxilio Inc. Message Board

jeffbas 10 posts  |  Last Activity: Jan 21, 2015 12:22 AM Member since: Dec 14, 1997
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  • jeffbas jeffbas Jan 21, 2015 12:22 AM Flag

    At the time of your post (and now) the stock was 30% above the 12 month low.

  • A piece was published on SA today - "Auxilio - Fundamentally Sound with Growth Catalysts Now in Place" - interesting, with a number of comments at the bottom. Immediately after it was published, the stock advanced, reaching the highest price in nearly 4 months. It appears that the recent insider buying of 168K shares absorbed the supply near a dollar and made it easier for the stock to advance.

  • Reply to

    Form 4s

    by jeffbas Dec 19, 2014 3:18 PM
    jeffbas jeffbas Dec 29, 2014 8:58 PM Flag

    A Form 4 has been filed by Director Leonard for another 51,400 shares bought on 12/26 at $1.00. That totals 168,075 shares purchased by 3 Directors in the last half of December. With the quarter ending, that will stop during the coming quiet period, unless a 10b5-1 non-discretionary buying plan has been put into place. (Leonard has used one in the past.)

    Sentiment: Buy

  • Reply to

    Form 4s

    by jeffbas Dec 19, 2014 3:18 PM
    jeffbas jeffbas Dec 24, 2014 4:58 PM Flag

    More filed ... Director Leonard bought 39,700 shares on 12/22 and another 50,000 on 12/23 all at $1.00. In my opinion, anyone selling at this level is selling a stock that will far outperform the general market over the next several years.

    Sentiment: Buy

  • jeffbas by jeffbas Dec 19, 2014 3:18 PM Flag

    The restriction that I believed was in place must have been lifted.
    Director Vanderhoof - 6,000 shares at 83 cents and 11,000 at 85 cents on 12/16.
    Director Leonard - 4,000 shares at 87 cents and 1,100 at 90 cents on 12/17
    Director Pace - 4,875 shares at $1.00 today
    Over 10K shares traded yesterday and today each, so possibly some more Form 4s still to be reported.

    These guys appear to be sending a message. This is a "real" company with very good prospects that does not need financing which, in my opinion, will eventually sell much higher.

    Sentiment: Buy

  • jeffbas jeffbas Dec 17, 2014 6:24 PM Flag

    While your point about the security business is valid, the sales cycle is so long that it may be wishful thinking to expect any material percentage of the business to come from this over the next year or two.

    On the other hand, I did hear that they gave a solid presentation at the recent LD Micro conference. Recall that this was primarily a tech company conference (which Auxilio is not). One quote related to me was that the company is a "yawner", but a $2 stock. What is even more curious is that, given purchases earlier in the year by Directors as high as $1.18-1.20, none were bought during the recent post-earnings buying period. I believe that they were "restricted" from purchase, but why, having already publicly disclosed a couple of pending big contracts and the possibility of making other small security acquisitions?

    Sentiment: Strong Buy

  • Reply to

    Solid results for Q3 out

    by jeffbas Nov 14, 2014 9:24 AM
    jeffbas jeffbas Nov 15, 2014 10:56 AM Flag

    (split into 2 parts since Yahoo "ate" one longer response last night)

    Warren Buffett has said that when you buy a stock you should think of whether or not you would want to own the whole company, something short term investors do not consider. At 95 cents, I definitely would. The company could report 4 cents per quarter now if it did little but service its long term contracts. A couple of calls ago, they said they expected to eventually double the size of the company. Because of leverage, this would be double the EPS per quarter, even with more shares then outstanding. Anyone selling at 95 cents now will then be very sorry (and the security business now offers the possibility of better margins and a higher multiple).

    Sentiment: Buy

  • Reply to

    Solid results for Q3 out

    by jeffbas Nov 14, 2014 9:24 AM
    jeffbas jeffbas Nov 15, 2014 10:30 AM Flag

    1. Reduction in paper volume was estimated to cut revenue, not margins, 1-2% per year or so. Because of "success" for the customer, this often helps penetrate more hospitals in a chain. Serving only 120 hospitals now in a market of 6,700, this does not seem that relevant.
    2. Spending money for growth means things like a couple of extra sales people plus investing money in receivables. For example, $10M more revenue means about $1.3M of cash "invested" in receivables, no big deal when they will have about $5M in cash at the end of 2014.
    3. A negative impact on overall gross margins from new business occurs because the new business initially has a very low gross margin, not a negative one, as discussed on a past call. The second caller brought out the point that since G&A is now relatively fixed new business leverages that fact - any additional gross margin from new business tends to fall directly to the bottom line, so the second $40M of revenue will add more to the bottom line than the first $40M.

    Sentiment: Buy

  • Reply to

    Solid results for Q3 out

    by jeffbas Nov 14, 2014 9:24 AM
    jeffbas jeffbas Nov 14, 2014 4:11 PM Flag

    Someone with no patience appears to have had a block to sell at 95 cents, perhaps to offset gains elsewhere - always a hazard at this time of year. The conference call was good. In particular, they had non-recurring professional fee expense for the Delphiis acquisition in Q3 of $100K; equipment sales will be good in Q4; and they seem excited about the new business prospects for both the core business and the security business.

    Sentiment: Buy

  • Very good results just reported. Despite continuing lower equipment sales, operating income is nearly back to the strong levels of a year ago, with a good outlook. Results included non-recurring professional expenses related to acquiring the Delphiis business, so really are even better on an ongoing basis. I particularly like hearing that they "are in the final stages of negotiating MPS agreements that, if secured, will expand the number of hospitals we serve nationally, provide incremental recurring revenue and further elevate our position as a Tier 1 healthcare service provider". Once 4-5 cent per share quarters can reasonably be projected, the stock should head toward $2+.

    Sentiment: Buy

AUXO
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