RE: A lot of opportunities right now13 Jul 2023 12:51
As an analyst, this is a great example of my frustration building a financial forecast model. I agree with everything- but I don't know if this is an IP company (and they license to a bulk manufacturer) or if they strike a deal with a distributor. Are there competing products? What market share do I assume? All good problems to have, but with little but my guess on the margin, let alone the timing of revenues/profits, the market can't trade the stock at the real value. I can totally understand the frustration of others with the timing of revenues (Covid seems to have delayed big approvals in the US by years). Love the stock, fully behind it, but airing my frustration!