Nosure, to support your point I am taking what was not posted as a vital point - one you brought up and is from the same transcript:
"At the end of the first quarter of 2015, Teligent had 11 SKUs on the market, only in the U.S. Today Teligent has 35 SKUs in the United States and a further 34 SKUs in Canada. As a result, product concentration has dropped significantly as we have executed on our plan. And with 34 AMBS on file in the U.S. and four application pending in Canada, we will continue both to diversify our portfolio and add incremental layers of revenue into our business. To that end, we've launched two products in the first quarter in the U.S., notably cefotetan injection and lidocaine ointment, both of which I'm pleased to say are picking up good steam."
If you listen to Jennifer in previous conference calls, she had been the "governor" to others related to projecting too positive information related to future trending. I thought that the statements by Jennifer are very interesting in the content as well that she would even evoke these statements...she is usually very conservative.
I've been waiting to thank you for ALL of your great insight and sharing as you have. I went back to this post with great pleasure to see all that you had put together. It's not easy to try to figure what's going to happen. Obviously Teligent surpassed your estimate for the first quarter. But believe me, your Conservative approach to estimating what will happen is deeply appreciated.
Great quarter - and more to come! For me , Teligent is teaching the analyst a new level of playing poker - Jason doesn't give it away in the call - the future. What I have learned is that you need to look at the past year to see a very bright future. Make sure you're using your nuclear sun shields! IMHO
I like to compare TLGT's current chart to July 2014 (Nasdaq has a chart that goes way back)...there is a lot in-between (higher peaks - lot higher and higher lows (lots higher). Now, looking at this, wouldn't you think that TGLT is in better position today than the July 2014 valuation? I don't have the numbers but I have heard the history. To me, this stock is being played until it's time to let the rubber band go...I am focusing on the catalyst coming and those that just happened...not the pain resulting from a steep drop. My very human side does feel the pain at time though. I rather be in a stock like this with true growth potential than some of the others you have to use mirrors to see the growth. Once again, good luck to all longs...do your dd and come and share it.
afstas - it was heard on one of the conference calls - I think the 3rd qt.
Good luck, I agree with the comments on the quality of this board...very good. For me, it will take patience but like others here, we see value coming down the road. It's hard to wait but am I hoping it's worth it - actually - I believe so...IMHO & always do your own DD but please share!
I know I appreciate your well thought out perspective of how this will roll out. I love looking at the bigger numbers yet to get 5% of these opportunities...it really would be a nice move for Teligent. Heavans, 5% of 1.5 billion = $75 million. Not a bad year.