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they repurchased 310,00 shares in Q3, or 2% of all stock in just 1 Q for a small cap OMFG
buy HIIQ calls. earnings tonight. I expect stock to pop to 70 in November.
Looks like 60m earnings 2018 here and approaching 80m in 2019 on 30% profit growth due to overall 20% growth plus people on the plans staying a lot longer now that the 3 month term length made 36 month allowable.
Clould argue the lifietime value of a sale will double moving forward.
80m earnings 15 pe gives 1.2b value or pps 80
May see 20 pe or pps 100 per share shortly
i'm about to start chatting over on hiiq as well... I expect them to announce tonight $60M 2018 earnings. I don't think we get 2019 earnings, but they should be around $75M. I expect PPS to shoot into the 70s in November or December...
LOL not really but I do know Medicare. EHTH will have about $30M earnings for 2018. I expect 2019 to be around $60M which they will announce on their Q1 call in January.
If you look at HIIQ, who does around $60M in earnings this year, they traded up to $950M cap last month. That is $50 per share here.
Look for $50 price target soon IMO
Cmon. Its worth at least 800 to support 500b cap but not that low. Its funny how analysts think a company who profits 10b per year is worth over 1t. Ridiculous. Profit would have to be 30b to 40b per year to supporrt that.
True. But if you wanted to buy this company so that you could live off of its future profits for your benefit would you pay 125b? The first 9 years it would take just to pay off their debt with 2b profit per year. Maybe they get to 3 or 4b per year profit. But would still take 40 years to pay off 125b you paid. Value here isnt more than 60b. They cant increase their profit margin to support 125b.
Potential here is what. They ramp to 15b yearly profits, not in 2019, but 2020 or 2021 with not much more possible after that. How is that worth a trillion? Selling other peoples stuff and ensuring prompt delivery isnt a good business to be in. Their other businesses will be the 15b per year in profit, eventually. Any analyst taklk about cloud and how majority of companies can soon get a cloud in a box next to the stereos on the shelf at best buy.
500b company here
Borrowing billions for content making? Steaming is not profitable. Cant be u less they own the isps delivering it. Doesnt matter what they do. Its lipstick on a pig. Yes they can make 10% profits but not worth 125b. This is a 3b profit per year company max who has to to pay 18b in debt. Worth 150 per share
Nope. Streaming not a profit maker no matter how many subscribed. The internet providers control the profits and will always take what they want leaving nflx with marginal profits. Data streaming will get a lot more expensive year over year as well. Any price hike by nflx goes straight to the isp.
Costs increasing rapidly. Not profitable shipping boxes across the world. Can buy cloud at best buy soon enough for many small and medium businesses. Look for lowereing profits even though profits ramped last 2 years. In other words profit has peaked for at least a few years
Aws is high margin no doubt. A lot of those profits have to sustain the package delivery business though as well as other endeavors.
Cloud is like 10 years old. In 10 years from now may be something better than cloud. Cant bank on anything tech wise.
Soon can buys clouds at bestbuy for small and medium sized businesses.
1000 tops valuation for a few years here imo.
Cloud margins should shrink with competion as well.
Start with the fact that its not profitable to sell and deliver other peoples goods. How many years would it take them to profit $1t? 100 years? They could easily start losing money selling and shipping in the future so hopefully 9ne of these other bus8nesses they are trying can earn more. Cant be worth more than $1000 here
Been saying it here for a long time. Its not profitable streaming video. Only ones making money are the internet service providers who allow the streaming to occur in the first place.
Its a huge expense to a clinic to meet safety protocol. None will bear that. Plus, existing methods used in humans already used for animals. There are many injections on the market already. They are about 5 years too late.
https://www.veterinarypracticenews.com/hdr-brachytherapy-center-pets-targets-tumors/
Says who? Vets and 30k salary techs dont want daily exposure to a radioactive material. Ask any vet center who gets a proposition to use isopet. Theve made it as safe as can be to admin but vets arent taking a chance. Why do you think there are 0 sign ups. Only testing.
The reason why the product doesnt sell is because no vet wants to handle radioactive material on a daily basis. The product kills cancer, but it wont be deployed anywhere. Would need a decade of study on the people who handle the chemicals nevermind dogs or injected people.
Just not a profitable business to be in. Too many costs...
True. Coming though. Note holders gonna make bank as they sell because they are converting under .0020 as there is no financing. Id expect the current holders to be the new financing though with their coming windall. I bet they sell 100m next week for 2m bucks
After the 10th day will current note holders sell? Yes. Also new note holders created now as they need cash. Will they sell. Yes. This is a great trade as the note holders may be pushing it up. But be out of this way before the 10th day imo.
EHTH is the largest Medicare Advantage seller in the world. Who knew Medicare for all would be good for them? I did
https://www.jsonline.com/story/opinion/contributors/2018/09/13/we-can-have-both-medicare-all-and-consumer-choice/1205407002/
Should be 45 here by now but really 70 on medicare alone
interested to hear what empire has to say about this error
interested to hear what empire has to say about this error
if it is revoked how would NV recognize a corporate action?
the AS changed from 2.5B to 5.0B a corporate action so the question is who did that and why
do you know who updated OTC markets on 7/24/18? The OS and AS were updated. the A/S changed as well...so who is making corporate changes?
i'm gonna beat this drum until they are at 100....40 to 45 this year IMO, 60 next, 80, then 100.
I have aug 30 and 35 lottos from months ago wowsa!
In cavuto 4 minutes in mention landmark followed by meger talk. http://video.foxbusiness.com/v/5822379290001/?#sp=show-clips
40 pt out chardan
Chit gapping premarket
Cavuto interview golden
http://video.foxbusiness.com/v/5822379290001/?#sp=show-clips
Nflx 2b profit nc 150 b i will take 200m profit here 15b mc
This company needs almost no more money. If you said to me we need $50m over the next 6 months until we are breakeven and we have 3m subs in a viral environment it would be worth billioons as a company.
They only need $50m max more and have 3 months to get it. Thats nothing.
Remember, in a househild 1 nflx sub but you can get 3 or 4 mp subs. Much larger mp market then nflx.
I have a bunch of aug 30s too
They only use cash as $7m per month general and burn $20m. Burn headed to 0.
Aug total cash needed $22m
Sep $15m
Oct $10m
Nov $7m
Dec $4m
Jan $1m
Feb profitable
Or worse case
24m
18m
13m
10m
7m
4m
1m
Profitable
they will have to vote for a r/s, but only when the company is in much better standing. possibly in the November timeframe. IMO dilution will continue, but really slow down as they all know the PPS has to move up for them to sell. I figure 1B O/S by November.
thanks ya what is happening is people see a $124M loss and figure $40/M loss. not correct. any cost of a subscription is a 3 year cost due to ASC 606 accounting. they have to report what the loss is if the sub stays on the books for 3 years or the expected lifetime loss. so the loss is amplified its not like they actually spent $124M in just the quarter as a loss. they would definitely lost $124M or spend $124M if those subs stayed for 3 years and they did not update to a 3/mo max.
Issue was it was 1.7 tickets used/mo/sub on the current model. 15% were superusers who account for 40% of all tickets. The new model brings it close to 1.0 tickets used/mo/sub as the average mp holder goes 1x/mo.
Burn/loss was $20M May at peak, and is probably in the $15M area this month. Burn is headed toward $0 next few quarters leaving only $7m/mo G/A expense.