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Post by dreamboatcruise on Feb 8, 2018 18:27:58 GMT -5
Mike said at Noble conference " volume of the company will come ex US". We need projected diabetic population penetration rates, yearly sales figures and timeline for Brazil and other near term countries. Without international expansion I do not see any other way to break even in the near term, so Mike and friends, can we please move it along That is a statement that worries me somewhat. It's not as if ex US volume is going to appear anytime soon, so whether he intended it or not it is easy to interpret this as meaning US volume will not be meaningful anytime soon. I wish he would clarify, as I believe it was only meant to address the long term COGS and profitability and not a statement on US market share development.
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Post by slugworth008 on Feb 8, 2018 22:18:42 GMT -5
Eventually what we need to do is beat guidance three earnings calls in a row and have the analysts that used to cover us come back. Then Wall Street will be talking about the amazing turnaround. But the pps will start to move up way before that. IMO Then when we’re in the 20s Cramer will scream buy buy buy! Been waiting on that train to get rolling for what seems to be an eternity.
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Post by dreamboatcruise on Feb 9, 2018 3:15:21 GMT -5
Eventually what we need to do is beat guidance three earnings calls in a row and have the analysts that used to cover us come back. Then Wall Street will be talking about the amazing turnaround. But the pps will start to move up way before that. IMO Then when we’re in the 20s Cramer will scream buy buy buy! I will be thrilled with besting guidance one earnings call accompanied by strong guidance for following quarters.
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