Zynex Inc. (ZYXI)

[Twinsoul]

Yes, when issuing the 10K I hope they'll come up with a guidance for the year.
2021 will be the year (IMHO) that ZYXI will come out of the woods. A clear guidance would be helpful for the investment community to understand the correlation between (the pace of) hiring reps, related costs and lagging orders / revenues.
The math is quite easy to be honest. But you have to dig into the business model and once you do that, you can define progress and future earnings reasonably easy.
And that is why I am extremely bullish on this stock.

[penn33c]

I see they are going to report year end numbers on the 25th then a conference call anyone can listen to after that

[penn33c]

I need tires and stock to go to 65 bucks

[Twinsoul]

I've been hiring salespeople all my working life, as a manager and as a CEO of very successful companies.
And you know what counts when hiring salespeople? The sales skills.
You either have them or you don't.
These cannot be taught if you don't already have it in your genes.

The products a salesperson sells are entirely secondary to the salesperson's intrinsic competencies.
The specific product information and "technicals," as well as the market position of the company you represent, as well as the potential customer problems you can solve? This knowledge can be learned.
And guess what? That's exactly where the initial costs at Zynex come from: education and training.

And you know what? I've been analyzing and valuing companies for over 30 years too....

Let me say this once again about ZYXI: KABOOM!!! (TO THE UPSIDE).
Whether you believe it, or whether you understand it, or not

JMHO

[LW89]

disagree. they aren’t hiring people w deep med tech experience...they are just putting bodies on the street. I mean, one of the recent hires was selling at my local tire dealership until a few months ago.

[penn33c]

There making money after eating all that cost for sales people Should be unbelievably strong going forward

[Twinsoul]

Hi Penn... What made you more bullish?

[penn33c]

I'm starting to agree 65 bucks
in less than 18 months

[Twinsoul]

Answers to your questions:
1. No
2. Yes!
IMHO

[Twinsoul]

OK, 41 days later... $20+. (Much) more to come IMHO...
Sorry... I was 10 days off with my prediction. But then again, we even reached $22 today and made a 57% run since my Dec 17 post.
On track to reach my $50 target in 2021

[sokrman14]

I always love to see a bull run....but any news the last 2-3 days to support this?? Is this just the beginning of the big run we have been waiting for?

[penn33c]

Man this thing looks strong overnight well 25 min from now will know

[Twinsoul]

Zynex, Inc. (NASDAQ:ZYXI) – B. Riley raised their Q4 2020 earnings estimates for shares of Zynex in a report issued on Wednesday, January 13th. B. Riley analyst M. Wiesenberger now forecasts that the company will earn $0.06 per share for the quarter, up from their prior estimate of $0.05. B. Riley also issued estimates for Zynex’s Q1 2021 earnings at $0.06 EPS, Q2 2021 earnings at $0.14 EPS, Q3 2021 earnings at $0.16 EPS and Q4 2021 earnings at $0.22 EPS.

https://www.themarketsdaily.com/2021/01/14/zynex-inc-nasdaqzyxi-to-post-q4-2020-earnings-of-0-06-per-share-b-riley-forecasts.html

[penn33c]

Nice news today!!! They are not feeling the pain of paying all those rookie sales people (Back up the brinks truck)

[Twinsoul]

Everybody could have seen this move coming if they would have done some solid DD... Mr. Sandgaard has an open window until May 1 to sell 400,000 shares. But only in a minimum price range between $26.10 and $33.10.
Why would he set this range when the stock was lingering at $13 for a long time at the time he adopted the sales plan (December 3, 2020)...

I know I loaded the truck in a VERY heavy way...

The good news for everybody at the sidelines: WE ARE ONLY AT THE BEGINNING OF A HUGE RUN IMHO!!!!!

[Twinsoul]

Remember my December 12 post...:

No, this will say KABOOM in the not too distant future...!!!

https://flashalert.me/?symbol=ZYXI&source=SEC&referer=https://stocktwits.com/&url=https://www.sec.gov/Archives/edgar/data/846475/000110465920132844/tm2037755d1_8k.htm&s3=ZYXI/2020-12-07/16-06-28_000000/8-K/afa8c9d88383a9eef668a27cbc8d0802/tm2037755d1_8k.htm

On December 3, 2020, Thomas Sandgaard, Chief Executive Officer and Chairman of Zynex, Inc., a Nevada corporation (the “Company”), adopted a written sales plan in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended (the “Plan”) for the sale of up to 400,000 shares of the Company’s common stock owned by Mr. Sandgaard and his affiliated entity during the period beginning December 15, 2020 and ending on May 1, 2021, subject to applicable securities laws, including Rule 144. The Plan replaces a previously terminated plan that was adopted on May 4, 2020. In addition, the Plan provides for the sale of the shares at minimum prices ranging from $26.10 to $33.10.

[Twinsoul]

And it was up today
Glorious trend starting IMHO.
I would not be surprised if this stock will surprise everybody in an extremely positive way!!!!!!!

[penn33c]

stock seems to be up after hours

[Twinsoul]

It is taking off today.
The fun part is about to start IMO
I stay with my prediction of $50.- within 1 year from now.

[penn33c]

2econd patent issued on blood volume monitor!!!!!!!!!!!!

[penn33c]

Well I am very excited also

The regular stock owner looks at one thing the bottom line!!

But costs are already basically in place I agree with

straight up

BO BABY GO!!!!!!!!

[Twinsoul]

I'm counting on a EPS of 30+ cents in Q4 2021 (run rate).
100% revenue growth yoy. 200+% EPS growth yoy.
Do the math...
This is one of the easiest multibagger bets in the stock market.
And we are having the first lift off, RIGHT HERE, RIGHT NOW

[penn33c]

I think 50 might be a bit optimistic but I agree with everything you have written there FUN FUN FUN Merry Christmas

[Twinsoul]

ATTENTION! ZYXI IS GONNA EXPLODE!
JMHO, but I've been in this stock for many years, did my analysis on the business model (sales reps increase, productivity cycle per rep: flattening increase of sales reps in 2021 and exponentially increasing sales per rep, stable margin model, not even taking into account potential first sales, coming from the BVM). This combination will lead towards an astonishing revenue increase and a flattening costs curve in 2021. Mark my words.
The chart is set up perfectly for a run towards $20+ IMO within 1 month from now. As I type this, the stock is @ $13.99.
A huge bottom has been formed. From here on it will be a dizzying ride upwards. And my guess is we will see $50+ in 2021.
Again: MHO, but I am extremely positive on the next month(s) from now!!!
Have a great Xmas $$$$$

[Twinsoul]

ROFLMAO... 2021 will be FUN! ZYXI-FUN!!!

[penn33c]

AS a country boy would say there about as quiet as a mouse going to the bathroom on cotton

[penn33c]

I have owned for more than 5 years this is fun to watch I wish i had more money but i guess everyone says the same thing

[Twinsoul]

EXACTLY... ZYXI is about to surprise everybody who does not understand the ZYXI business case.
Do some DD and you'll be buying like crazy...
JMHO

[Termite7]

Interesting.....Thanks!!!

[penn33c]

They are being quiet I think it shoots up 3 or 4 bucks when they report year end numbers

[penn33c]

no

[Twinsoul]

No, this will say KABOOM in the not too distant future...!!!

https://flashalert.me/?symbol=ZYXI&source=SEC&referer=https://stocktwits.com/&url=https://www.sec.gov/Archives/edgar/data/846475/000110465920132844/tm2037755d1_8k.htm&s3=ZYXI/2020-12-07/16-06-28_000000/8-K/afa8c9d88383a9eef668a27cbc8d0802/tm2037755d1_8k.htm

On December 3, 2020, Thomas Sandgaard, Chief Executive Officer and Chairman of Zynex, Inc., a Nevada corporation (the “Company”), adopted a written sales plan in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended (the “Plan”) for the sale of up to 400,000 shares of the Company’s common stock owned by Mr. Sandgaard and his affiliated entity during the period beginning December 15, 2020 and ending on May 1, 2021, subject to applicable securities laws, including Rule 144. The Plan replaces a previously terminated plan that was adopted on May 4, 2020. In addition, the Plan provides for the sale of the shares at minimum prices ranging from $26.10 to $33.10.

[Termite7]

Will this return_to_$5, or at least $7??? Thanks!!!

[Daytrader1]

Money rolling in here

[Daytrader1]

Indeed, the dump is way overdone.

Numbers were good.
This could trade at 19 again in a week or 2.

[penn33c]

I dont day trade but for you that was an awesome trade!!! Did you see the volume simply amazing

[Daytrader1]

15,2+ easy money

[Daytrader1]

Bought $14.05 today

[rado]

Revenue grew at 87% and will be between 80-120% and maybe more with all the new sales people and as COVID dissipates. With a p/e in the 50s seems like a good risk reward here.

[penn33c]

oops i should have said 200 million in 2021

[penn33c]

Sales Numbers over the years

2017 23 million
2018 32 million
2019 45.5 million
2020 estimate 85 million

and my guess 200 million

[sokrman14]

I sure hope so. But what makes you think that?

[penn33c]

I think we have a double within 6 months

[Twinsoul]

Exactly.
My take: the ultimate buying opportunity is happening right in front of our eyes!
It spiked to almost 30, so profit taking was in the cards.
The $22.5 private placement could have risen the indication that the stock spiked too fast. (But a discount within a PP is normal, due to trading restrictions on the certificates.)
EBITDA forecast Q3 is lower than the realised Q2 EBITDA. But that makes complete sense because:
-hiring of reps has been going on at an increased pace. Thanks to COVID more salesmen were 'for hire'. 335 reps hired at July 28 (day of CC). If they will be able to hire 40 additional reps / month (like they did in the last months), the ultimate goal of 500 reps will be reached in November 2020. Remember that they indicated to go for 400 sales reps by the end of 2020 in a previous CC!
-these salesmen, when starting their jobs, initially cost more money than they 'deliver'. Think of training costs, while skills have to be developed along the way.

These reps will not be sitting idle. As Sandgaard stated, an experienced sales rep is able to generate revenues of $1 million / year!

Gross margins remain stable. (80+ %)

Hiring pace will decrease at the end of the year and revenues per rep will increase sharply during the end of 2020, but certainly in 2021.

So you do the math…
I stand with my $100.- shareprice in 2021, ultimately 2022.
GLTA. I am loaded with ZYXI

[penn33c]

None at all in conference call on 2econd quarter they said all is better than good

[sokrman14]

Any news as to why we have dropped 50% over the last few months? I know sometimes its just consolidation before another pop, but this seems excessive. Any thoughts?

[penn33c]

I agree but i would be happy with 50 bucks

[Twinsoul]

My take: retracement of 40% after recent high of 29.73 makes a fantastic buying opportunity.
Especially after having bottomed around the 18 dollar mark.
My guess: up from here...
And I really expect $100+ within 2 years from now.
Don't take my word for it, but I would take notice if I were you...

[penn33c]

After hours tonight looks interesting up a lot

[penn33c]

This is more than a steal at this price!! I believe