Food for thought regarding DLHC's possible Coronavirus work. From their conference call on 2/6/2020:
Austin Moeller, Canaccord Genuity Corp., Research Division - Analyst [15] -------------------------------------------------------------------------------- Okay. And so just to sort of ask about the whole coronavirus epidemic that's going on right now. Given your guys' relationship with the CDC and now the NIH, of course, do you guys foresee contracts coming down for -- to do research studies related to the coronavirus in the near term that you think could be accretive to revenues? -------------------------------------------------------------------------------- Zachary C. Parker, DLH Holdings Corp. - President, CEO & Director [16] -------------------------------------------------------------------------------- We do. We know that some of our customers in both of those areas, quite frankly, are looking at their roles and what -- they are doing some things in-house right now and talking with us and some of our peer companies with regard to potentially some new contracts in that arena. There's -- in some cases, the -- our customers are still working in a somewhat competitive role with folks in the World Health Organization. So they're still trying to rationalize who's on first for a few of those things. Our new -- our recent IDIQ award happens to put us in a pretty good space with regard to the emergency response type of work, such as this. So we're really hopeful that we should see something in the not-too-distant future to support that. -------------------------------------------------------------------------------
Bullish
A
"DLH recently won a $5 million task order contract to provide healthcare services for the Naval Medical Center at Portsmouth (NMCP), Virginia, through a 5-year period." Not sure how it makes sense that the price is down with that news.
W
what is happening today? over 10% drop!
B
New research report – DLH Corporation (DLHC); What Do 3Q19 Results Tell Us About the Combined Company? Full report here: http://bit.ly/DLHC0806
w
Management announced their intention to buy back $1 M worth of stock and the price action in the last few days would suggest that they are doing exactly that. Notice the significant increase in volume that I doubt is due to retail trader buying.
Bullish
A
Big jump on high volume (for DLH). No apparent reason that I can see. Nice, but I'd like to know why. Insider buying would be an encouraging sign.
b
continuation of up to $42m contract...Hellooooooooooooo
B
New research report – $DLHC; An Early Look at the Combined DLH and Social & Scientific Systems. Full report here: http://bit.ly/DLHC0711
channelchek
bit.ly
A
Good conference call. Again, 100% success on contract recompetes, added services to some existing contracts in 2017, and a strong pipeline of proposals on sizable new contracts. Optimism that one or more of these will be awarded in early 2018. DLH will grow, a long term buy and hold.
H
DHLC does COVID vaccine trial to get paid from the government. It is an excellent investment opportunity.
A
Good earnings report. Growing the business, paying down debt at a good clip. Hope to hear about potential new and expanded contracts on the conference call.
M
No posts for 9 months? Bought some yesterday. Any comments would be appreciated.
A
Resolution of federal spending should now enable agencies to commit funds to new contracts. With the blockage removed, the pipeline should begin to flow again.
N
Not a bad day at all...I hope this continues. Insiders are buying and with such a small float, this could move fast.
Starting to look at DLHC and I'm amazed at the low volume here on the message board. This looks like a very good buy at this price...any longs hanging around on this board with target prices?
A
Looks like expectations for tomorrow's earnings are dismal.
s
They just featured DLHC on this sites morning watchlist. (https:// www.tradenow.xyz)
G
Hopefully DLH has started a slow but sustained move back up after the bottom at $3.66 a week ago.
Austin Moeller, Canaccord Genuity Corp., Research Division - Analyst [15]
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Okay. And so just to sort of ask about the whole coronavirus epidemic that's going on right now. Given your guys' relationship with the CDC and now the NIH, of course, do you guys foresee contracts coming down for -- to do research studies related to the coronavirus in the near term that you think could be accretive to revenues?
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Zachary C. Parker, DLH Holdings Corp. - President, CEO & Director [16]
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We do. We know that some of our customers in both of those areas, quite frankly, are looking at their roles and what -- they are doing some things in-house right now and talking with us and some of our peer companies with regard to potentially some new contracts in that arena. There's -- in some cases, the -- our customers are still working in a somewhat competitive role with folks in the World Health Organization. So they're still trying to rationalize who's on first for a few of those things.
Our new -- our recent IDIQ award happens to put us in a pretty good space with regard to the emergency response type of work, such as this. So we're really hopeful that we should see something in the not-too-distant future to support that.
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be appreciated.