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Old 02-07-2019, 06:03 PM   #401
coordi
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Re: PDEX - My Largest Position

Yeah, just the way my brain works. I'd guess we are in for a nice couple of days
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Old 02-07-2019, 06:53 PM   #402
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Re: PDEX - My Largest Position

Quote:
Originally Posted by coordi View Post
Yeah, just the way my brain works. I'd guess we are in for a nice couple of days
I'm showing a bid - ask of 16.00 - 16.58 right now (via TD Ameritrade) so that's likely why your account is showing a bump.
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Old 02-07-2019, 09:12 PM   #403
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Re: PDEX - My Largest Position

The backlog of 13.3 million expected to be delivered in the remainder of the year is nice, represents about a 5% increase in revenue from this quarter to the next two. There's usually some non backlog revenue as well.
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Old 02-08-2019, 02:04 AM   #404
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Re: PDEX - My Largest Position

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The backlog of 13.3 million expected to be delivered in the remainder of the year is nice, represents about a 5% increase in revenue from this quarter to the next two. There's usually some non backlog revenue as well.
Yep that was most exciting bit in the report to me, they’ve just had their best 6 months ever on $13.3m revenue and they’ve already got that amount locked in again for the next 6 months.

Non backlog revenue could be very significant, their backlog scheduled for fiscal ‘19 has only reduced by $3.8m since last quarter but they delivered $6.4m in revenue.

Also the $3.4m for the thoracic driver isn’t recognised in that backlog since it was only ordered this month, although I would guess that will be going into the first 2 quarters of fiscal ‘20.
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Old 02-15-2019, 05:59 PM   #405
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Re: PDEX - My Largest Position

What do you guys see as potential price at these numbers? Seems like 20-21 should be on the low end, with 25$ being a long shot.

If they can maintain a back log 25 seems much more reasonable
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Old 03-11-2019, 11:48 AM   #406
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Re: PDEX - My Largest Position

60k shares on sale @14 after the drop. Oof
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Old 03-11-2019, 01:11 PM   #407
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Re: PDEX - My Largest Position

Any thoughts re: the insider sales in February?

Raymond E Cabillot (20,749 shares) on Feb 11-12, 2019:

https://www.sec.gov/Archives/edgar/d...0141-index.htm

Nicholas John Swenson (25,561 shares) on Feb 11-12, 2019:

https://www.sec.gov/Archives/edgar/d...4543-index.htm
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Old 03-11-2019, 05:49 PM   #408
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Re: PDEX - My Largest Position

i wouldn't read too much into that. they are up seven- or eightfold on those shares and still own nearly 1.5million. still it's a good thing to keep a look at for every company.

but given the low trade volume those transactions can really move the stock.
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Old 03-21-2019, 12:16 PM   #409
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Re: PDEX - My Largest Position

Up on moderately heavy volume today. Looks to be driven on the Buy Side.
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Old 03-21-2019, 01:17 PM   #410
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Re: PDEX - My Largest Position

The stock tends to draw back to 0 end of day but this is the first time in weeks where a push hasn't ran into limit sells dropping immediately
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Old 03-21-2019, 11:08 PM   #411
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Re: PDEX - My Largest Position

I assume the insiders period to sell is done and now the company is buying back? No one else really buys or sells this thing. Pretty sure all of us are overweight, but don't want to sell and can't responsibly buy more
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