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PDEX - My Largest Position

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06-27-2017 , 08:04 PM

#226

n00b590

adept

Join Date: Jun 2010 Posts: 978

You'd think they could have somebody spellcheck it..

Quote

06-27-2017 , 08:05 PM

#227

bigt2k4

Carpal \'Tunnel

Join Date: Jul 2005 Posts: 15,296

Quote:

Originally Posted by n00b590

You'd think they could have somebody spellcheck it..

They're saving costs by sharing administrative duties

Quote

06-27-2017 , 08:27 PM

#228

Smokey_The_Bear

old hand

Join Date: Jan 2009 Posts: 1,739

Noticed that too. Laughed.

I guess i'm confused where these next 5 quarter EPS estimates are coming from. *Analyst estimate? What does that mean?

Income from continuing operations last reported was .17 a share right? What am I missing, why are we looking at 4-7 cents a quarter EPS til 2019?

Does give more clarity into the pipeline for the next while which I defintely appreciate, and gives more clarity on the application of how the products they're making are used. I'm not sure what point they're trying to make in the reconstructive bone graph, what do each of the x/y axis represent?

Guess I should've waited a day before talking with Van Kirk.

Quote

06-27-2017 , 08:41 PM

#229

Smokey_The_Bear

old hand

Join Date: Jan 2009 Posts: 1,739

Seem like unreasonably low revenue estimates too, even adjusting for the one time revenue. I almost wonder if they're just utilizing the "analyst's" predictions as a kind of decoy, when their own internal projection may be considerably higher.

Unless i'm missing something, which I likely am, all projected numbers don't seem to correlate to the conversation I had yesterday. I can't remember if the new handpiece was being produced in a finite amount or in perpetuity, but i'm wondering where the loss in revenue and EPS is being generated.

Quote

06-27-2017 , 11:16 PM

#230

BCI23

grinder

Join Date: Jun 2008 Posts: 569

Smokey you need to chill man! There is one firm that covers the company so those are their numbers, as i've pointed out in the past their numbers have been very far off so don't put to much stock in what they have going forward. Its very common for larger companies to include analyst projections in their IR decks but probably wasn't the best idea here when there is only 1 analyst.

Overall the deck was very interesting, sounds like lots of good stuff going on behind the scenes.

Quote

06-28-2017 , 01:23 AM

#231

FloppinPairs

adept

Join Date: May 2008 Posts: 904

I don't expect them to be remotely accurate but it seems downright bizarre to include these analyst estimates in an investor presentation. Thanks for the info from the phone call Smokey.

Quote

06-29-2017 , 01:34 AM

#232

Malachii

Pooh-Bah

Join Date: Feb 2005 Posts: 4,072

Yeah, thanks for sharing Smokey. Since we're all sharing information here, they hired several new engineers in the first part of the year, which I took as a very good sign since engineers aren't cheap and you don't hire them if you don't have the pipeline to support them.

Quote

06-29-2017 , 11:38 AM

#233

BCI23

grinder

Join Date: Jun 2008 Posts: 569

Looks like they updated the investor presentation on their website, fixed the "surical" typo, added a slide on the Monogram investment.

Quote

08-09-2017 , 07:49 AM

#234

Hoggins

newbie

Join Date: Oct 2009 Posts: 18

do they report this week?

Quote

08-09-2017 , 12:17 PM

#235

FloppinPairs

adept

Join Date: May 2008 Posts: 904

Next report will be mid September judging by previous years

Quote

08-09-2017 , 05:29 PM

#236

bigt2k4

Carpal \'Tunnel

Join Date: Jul 2005 Posts: 15,296

I think September 9th according to either that investor presentation or their last 10-Q.

Quote

08-17-2017 , 02:44 PM

#237

Bobble_Wobble

centurion

Join Date: Jul 2008 Posts: 122

Interview with CEO Rick Van Kirk on uptick. Haven't listened to it, but imagine that's behind the massive spike in volume today.

https://upticknewswire.com/featured-...-nasdaq-pdex-2

Quote

08-17-2017 , 02:57 PM

#238

BCI23

grinder

Join Date: Jun 2008 Posts: 569

Company should report in the next month. Expecting $5-5.7m revenue for Q4, 35-36% GP %, $950k-$1.2m EBITDA compared to $4.98m Rev, 27% GP %, $270k EBITDA in Q4 last year so the headline should be very good. Theres at least some chance the GP% starts touching 40% as well which would be great, ebitda would probably be $1.4m in that case. Market seemed to call the bluff on the strong operating margins last quarter, I think they will repeat the 20% ebitda margins and people will realize this is the new normal and not an anomaly and the stock will move higher. Could be wrong though.

Also a new interview with the CEO: https://upticknewswire.com/featured-...-nasdaq-pdex-2

Last edited by BCI23; 08-17-2017 at 03:12 PM.

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08-17-2017 , 03:22 PM

#239

calmasahinducow

old hand

Join Date: Jan 2005 Posts: 1,807

Massive uptick (hah!) in volume b/c of that interview.

Quote

08-17-2017 , 05:16 PM

#240

bigt2k4

Carpal \'Tunnel

Join Date: Jul 2005 Posts: 15,296

BCI, they predicted from backlog alone that they would do $4.8 million in revenue next quarter. Wouldn't 5 million be a very low estimate or do you expect very little revenue other than the backlog?

Quote

08-17-2017 , 06:48 PM

#241

Smokey_The_Bear

old hand

Join Date: Jan 2009 Posts: 1,739

Awesome interview, Rick gives us a ton of info here. Thanks for your estimate BCI, this is going to be a great couple months for this stock

Quote

08-17-2017 , 08:08 PM

#242

Malachii

Pooh-Bah

Join Date: Feb 2005 Posts: 4,072

Quote:

Originally Posted by BCI23

BC: Remember that $24 million sales order their largest customer placed last year that they were going to start delivering against in the 2nd half of 2017 and throughout 2018? Is that factored into your revenue estimate?

Thanks!

Quote

08-17-2017 , 09:47 PM

#243

BCI23

grinder

Join Date: Jun 2008 Posts: 569

Quote:

Originally Posted by bigt2k4

BCI, they predicted from backlog alone that they would do $4.8 million in revenue next quarter. Wouldn't 5 million be a very low estimate or do you expect very little revenue other than the backlog?

$5m is the absolute floor as there is always some non-backlog revenue in the quarter, ceiling is probably $6m, if i had to pick a number i'd say $5.4m.

Quote

08-17-2017 , 09:50 PM

#244

BCI23

grinder

Join Date: Jun 2008 Posts: 569

Quote:

Originally Posted by Malachii

Yes this started to hit in the 2nd half of FISCAL 2017 (calendar Jan-Jun 2017). They delivered $3.1m under this order in Q3 that they reported in May and i'm assuming they will ship $2.9-$3m in this quarter they report in September. This is also a major driver of the increase GP % we saw in May earnings.

Quote

08-18-2017 , 02:58 PM

#245

dolphiNny5

Pooh-Bah

Join Date: Sep 2012 Posts: 4,523

What do you see as the potential for this stock?

Quote

08-18-2017 , 07:52 PM

#246

BCI23

grinder

Join Date: Jun 2008 Posts: 569

Read the thread

Quote

09-05-2017 , 04:27 PM

#247

BCI23

grinder

Join Date: Jun 2008 Posts: 569

Quote:

Originally Posted by BCI23

Results Out: $5.6m Rev, 35.5% GP, $960k ebitda

Quote

09-05-2017 , 05:15 PM

#248

Smokey_The_Bear

old hand

Join Date: Jan 2009 Posts: 1,739

Excellent results. What a quarter! Spot on again, thanks BCI, and congrats to everyone else who's been in this. What do you make of them releasing early?