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STOCK IS LOSING INTEREST
Always Updating With Current Data
THERE IS NO DAILY ACCUMULATION
There is no Accumulation, because the cl on
most days have been skewed by the practice
of "EOD Tape Painting ", on very low volume.
This gives a false reading. A true reading would
be to throw out the last few minutes of the low
volume "Paint Jobs" at the end of each day.
This calculation should be done by hand, and
reveals a different picture when compared to
data that has been "Skewed", thus showing
many inconsistent results.
It's true. Just keep that in mind when looking
at either of the Accum/Dist Line, MFI, or OBV.
THE FAIREST CONSIDERATION
TO BE ON TRACK FOR $22M REV
AT AN ABSOLUTE MINIMUM
THIS IS NEEDED FOR APRIL
Scripts: 21,477 / 25 W-Days = 859
Rx Rev: 21,477 X $91.79 = $1,971,374
Estimated Service Rev = $12,000
Total Rev Needed = $1,983,374
Calculations Are Too Complex To State.
Taking Any Possible Monthly Increases
That Might Occur, Relative To 2016 .
Not A "Growth" Calculation. Just What Is
Relatively Acceptable To Stay On Track
To Achieve $22M Rev Goal For 2017 .
The Number To Maintain For Measuring
Relative Current "Growth" Is Still 728 .
But Since Reality Is Falling Below Projections,
Due To The First Qtr Falling So Much Behind,
The 859 Number For April Needs To Be 1038 .
WHAT APRIL WILL LOOK LIKE
JUST FOR FUN I WILL PREDICT
THE APRIL CONTRACTION #'s
Scripts: 16,425 / 25 W-Days = 657
Rx Rev: 16,425 X $91.79 = $1,507,651
Estimated Service Rev = $10,000
Total Rev = $1,517,651
Now, They Should Not Be As Bad As 657 !
But Definitely Not Near The 728 Control # .
And Definitely Not Near The 859 Control # .
And No Way Near The Real 1038 Control # .
THE COMPANY INVENTS CATALYSTS
When Nothing Good Is Happening, It Can Be
A Little Frustrating. So What Happens, Is That
The Co Gets Into A Habit Of Trying To Create
A False Perception Of An Impending Catalyst.
This Leads To Big Disappointments When
The Anticipated News Always Falls Short Of
Expectations... Laced With False Intentions.
These Intentions Of "Irrational Exuberance"
Just End Up Being The Co's Worst Enemy.
FALLING BEHIND THOSE PROJECTIONS
Reality Is Falling Way Behind Projections
* No Matter How The Data Is Analyzed *
JMO
THOSE OLD EXCUSES
THE OLD EXCUSES DO NOT HOLD UP
Notice That All Of Those Old Excuses Like
Seasonality, Slow Months, Consolidation,
Do Not Hold Up Under Any Circumstance !
One Example Is The False Excuse Which
Implies That 2 Strong Qtrs Going Into 2
Weak Qtrs Is What Causes Contraction.
The Notion Of "Weak" vs "Strong" Qtrs
Is Nothing More Than A False Premise
To Support Another False Conclusion.
Below, This Is Proven To Be Wrong. As The
Supposed 2 Strong Qtrs Actually Continue
To Show Growth, As They Enter Into The
Supposed 2 Weak Qtrs.
1) Experiencing The Continued Growth
From The Last Half Avg Of 2015, Then
Going Into The First Half Avg Of 2016 .
But Now The Same Scenario Is Proving
That Contraction Is Taking Over Any
Possibilities Of Continued Growth, As
Displayed So Obviously In My Previous
Analysis. Any Other Explanation To The
Contrary Is Pure Nonsense By Amateur
Analysts, Who Simply Ignore Proven Data.
2) While Comparing It To Contraction
From The Last Half Avg Of 2016, Then
Going Into The First Half Avg Of 2017 .
=================================
APRIL WILL ONCE AGAIN PROVE MORE
C - O - N - T - R - A - C - T - I - O - N
GOOD DATA IN, AND NO GROWTH OUT
JUST FOR FUN I WILL PREDICT
THE APRIL CONTRACTION #'s
Scripts: 16,425 / 25 W-Days = 657
Rx Rev: 16,425 X $91.79 = $1,507,651
Estimated Service Rev = $10,000
Total Rev = $1,517,651
Now, They Should Not Be As Bad As 657 !
But Definitely Not Near The 728 Control # .
=================================
WHAT ABOUT SERVICE REVENUE
After 7 Months Of SMA & MSO Contracts, they have nothing to show but potential loses and impending Equity Financing through Dilution. That's why they need to keep adding new layers onto all those other failed "Story-Lines", like "Up-Grading" within the OTC Market. Which is not to be confused with the previous chant of "Up-Listing" to another Market. Those are two different things that are currently trying to be cross-mingled as one.
The Company continues trying to confuse investors, leading them down a trail that will lead to nowhere. Ultimately settling down on an Equity Finance Deal with a lot of Dilution.
But Hey: They think that they deserve it. That's why the recent constant reminder of "No Dilution", since the last cycle of Dilution over a year ago. So they have been carefully planting the seed, and are now thinking that they have deserved it again.
You Know... The Right To Some Dilution !
Because They Are Going To Need It !!!
JUST FOR FUN HERE IS WHAT THE
2017 SERVICE GOAL SHOULD BE
Try To Achieve $15,000 In Rev Per Month
(Currently Running At $10,000 Per Month)
Which Would Be $45,000 Per Quarter
Which Would Be $180K Per Fiscal Year
A Very Small Rev Percentage: About 0.9%
A Lot Of Time, Money, & Resources
Will Be Required To Get This Going
GOOD DATA IN, AND NO GROWTH OUT
JMO
EXPECTED CATASTROPHE
EPS = Neg (0.13)
REV = Only $13M
It is pretty obvious that this Company
is more focused on trying to put their
investors together, than anything else.
Just look at those previous PR's and how
they tried to word things. In order to trick
some into thinking one thing, while then
something bad was happening elsewhere.
Why would they do that? And what about
the timing of those PR's? Always followed
by something Catastrophic. And now this
Quarter Report. And they act like it's just
a game of: Plausible Deniability ... LOL
It's almost as if they want the pps to be
15 cents. They set you up: Then WHAM !
I think everything is imploding on them.
They are probably not meeting certain
criteria that was laid out in those
BAD Collaboration Agreements.
There is no way they will ever meet any
of those lofty Revenue Projection Goals.
. . . But when did they ever ?
The Business Plan is more of a game to
Juggle Bad Debt, while tricking investors
into further Dilutive Equity Finance Deals.
If you want to consider playing their little
Twisted PR P-n-D Game, you better make
sure you start at a very low risk point.
. . . Like Somewhere Around 15 Cents.
The dilution has not ended. They will
have a 250M AS available after the
Reverse-Split. With about a 30M OS.
That's why they kept the AS high.
The AS is their Bank and Salary.
History has proven they are only good at
one thing: Putting Lipstick On A Pig
They will feed you enticing tales of wonderful
associations, with all the incredible possibilities
just to keep those myths in play. Then they will
slice it all up with Catastrophic Events that lead
nowhere, but to More Losses and More Dilution.
Just My Opinion
APRIL NOT ON PACE
UPDATED CONTRACTION DATA
Mo ------- Rx -------- Rev ------ $/Rx ------ #
Prev Six Month Control # --------------- 625
Jan --- 15,500 --- $1.30M --- $84.00 --- 646
Feb --- 16,700 --- $1.10M --- $66.00 --- 696
Mar --- 18,600 --- $1.50M --- $83.00 --- 689
Apr --- 16,500 --- $1.40M --- $85.00 --- 635
May -- 17,500 --- $1.40M --- $80.00 --- 700
Jun --- 18,000 --- $1.70M --- $95.00 --- 692
All Months Exceed 625 Control #
Averaged 51 Extra Scripts Per W-Day
Now Creates A New 676 Control #
THEN ANOTHER GROWTH SPURT
New Six Month Control # --------------- 676
July --- 16,600 --- $1.50M --- $90.00 --- 664
Aug --- 20,000 --- $1.75M --- $87.00 --- 741
Sep --- 19,000 --- $1.60M --- $83.00 --- 760
Oct --- 18,600 --- $1.60M --- $86.00 --- 744
Nov --- 18,500 --- $1.70M --- $91.00 --- 771
Dec --- 18,000 --- $1.70M --- $95.00 --- 692
All But July Exceeds 676 Control #
Averaged 52 Extra Scripts Per W-Day
Now Creates A New 728 Control #
GROWTH HAS NOW FLATTENED
New Six Month Control # --------------- 728
Jan --- 17,500 --- $1.60M --- $91.00 --- 700
Feb --- 16,500 --- $1.50M --- $90.00 --- 717
Mar --- 18,500 --- $1.75M --- $94.00 --- 685
Apr --- 00,00? --- $0.0?M --- $00.0? --- 0?0
W-Day 728 Control Number Not Being Met
Scripts Avg Has Decreased 28 Per W-Day
A Topping-Out & Contraction Is Setting In
TREND SHOWS CONTRACTION
WHEN COMPARING 728 CONSTANT
A Number Above 728 = POS GROWTH
A Number Around 728 = NO GROWTH
A Number Below 728 = NEG GROWTH
=================================
NEEDED TO JUST REMAIN NEUTRAL
Jan Thru April Has 100 Working-Days
They Need To Beat 728 Avg Scripts / W-Day
To Continue With Any Kind Of Growth At All
So By End Of April They Should Have At
Least 72,800 Total Script Units (100 X 728)
So Far Jan-Mar Had A Total Of 52,500 Units
Which Means April Needs 20,300 Script Units
(72,800 Total - 52,500 So Far = 20,300 Needed)
And Since April Needs To Produce 20,300 Units
That Would Then Require 812 Scripts Per W-Day
In Order To Balance Out The 728 Control Number
(20,300 Units / 25 W-Days = 812 Needed For April)
Using The Q1 Avg Script $ Per Unit Of $91.79
The Total April Script Rev Should Be About :
(20,300 Units X $91.79 / Script) = $1,863,337
Then Add $10,000 For April "Service" Rev
Total April Revenue = $1,873,337
The 812 Is Needed To Just Remain Neutral
They Need To Exceed 812 To Show Any Growth
Anything Close To 812 Will Show Things Are Flat
Staying Below The 812 Will Show More Contraction
NEEDED FOR APRIL TO STAY FLAT
Scripts: 20,300 / 25 W-Days = 812
Rx Rev: 20,300 X $91.79 = $1,863,337
Estimated Service Rev = $10,000
Total Rev = $1,873,337
WILL APRIL EVEN BE ABLE TO MEET
THE ORIGINAL CONTROL NUMBER ?
Scripts: 18,200 / 25 W-Days = 728
Rx Rev: 18,200 X $91.79 = $1,670,578
Estimated Service Rev = $10,000
Total Revenue = $1,680,578
=================================
NOW WHAT ABOUT $22M FY REV
At An Average Of $91.79 Per Script
The Avg Scripts Needed Per W-Day
Is Far Above The 728 Control Number
And Now Becomes 812 Scripts Per W-Day
But Since Reality Is Falling Below Projections,
The 812 Number For April Needs To Be 1038
This Allows For A Generous $180K In
FY Serv Rev, Which Avgs $15K / Mo
NEEDED FOR APRIL TO
KEEP FY $22M ON TRACK
Scripts: 25,954 / 25 W-Days = 1038
Rx Rev: 25,954 X $91.79 = $2,382,318
Estimated Service Rev = $15,000
Total Revenue = $2,397,318
=================================
* C O N T R A C T I O N *
-------------- AND --------------
FAILED PROJECTIONS
JMO
NOT LOOKING GOOD
Just What I Thought
Rx Rev & Units Below Growth
Service Revenue Is Stagnant
And The Cash Is Dwindling
More Analysis To Come
Meanwhile
Positive sentiment has recently dried up,
as investors continue to leave in droves.
Others will begin to work the pps down
below one cent, and set the company on
it's true course of dilution & contraction.
Up-Grading Is Not An Up-Listing
They desperately need to have a broader access to institutional capital for the purpose of survival. While using the perception of expansion as a means for attaining additional funding, through dilutive equity financing.
As I Have Mentioned Before: There will be no "Up-Listing" to a major national exchange, this year or next. And there will be no mergers or acquisitions either. These are just more "Story-Lines" for the company to drag out.
Seeking only an "Up-Grade" within the same exchange may allow for a broader range of less toxic dilutive equity financing. That's the real and only reason an "Up-Grade" is being considered at all. Plus, it offers another "Story-Line" to act as a diversion from the stalled growth and contraction.
The company is now entering into a period of dormancy, as invented "Catalysts" fall by the wayside. While contraction forces more dilutive equity financing. The only growth that may happen this year will be in the form of the occasional MDFlow Kiosk. Everything else is just another "Story-Line" designed to string along hope... Always adding another magical and mystical thing to talk about.
The Warning From The Audit
Is The Elephant In The Room
WE WILL SEEK
To Raise Additional Funds In The Future,
Which May Be Dilutive To Stockholders
Or Impose Operational Restrictions
JMO
GROWTH HAS SLIPPED AWAY
So They Are Now Forced To Add A New
"Story-Line" To Mold Another Perception
That Will Again Be Dragged Out, In Order
To Compensate For The Stunt In Growth
That Is Now Leading Into More Contraction.
The Otcqb Card Is Being Played To Take
The Eye Off The Real Ball Of Contraction.
They Have No Choice But To Squeeze Out
Another Variable Into The Lack Of Growth
And The Need For Further Equity Financing.
THE OLD EXCUSES DO NOT HOLD UP
Notice That All Of Those Old Excuses Like
Seasonality, Slow Months, Consolidation,
Do Not Hold Up When Compared YoY :
1) Experiencing The Continued Growth
From The Last Half Avg Of 2015, Then
Going Into The First Half Avg Of 2016 .
2) While Comparing It To Contraction
From The Last Half Avg Of 2016, Then
Going Into The First Half Avg Of 2017 .
=================================
NEEDED TO JUST REMAIN NEUTRAL
( No Growth And No Contraction )
Jan Thru April Has 99 Working Days (+/- 1)
They Need To Beat 728 Avg Scripts / W-Day
To Continue With Any Kind Of Growth At All
So By End Of April They Should Have At
Least 72,072 Total Script Units (99 X 728)
So Far Jan-Mar Had A Total Of 52,500 Units
Which Means April Needs 19,572 Script Units
(72,072 Total - 52,500 So Far = 19,572 Needed)
And Since April Needs To Produce 19,572 Units
That Would Then Require 783 Scripts Per W-Day
In Order To Balance Out The 728 Control Number
(19,572 Units / 25 W-Days = 783 Needed For April)
Using Q1 Avg Script Price Per Unit Of $89.01
The Total April Script Rev Should Be About :
(19,572 Units X $89.01 / Script) = $1,742,103.72
Then Add $10,000 For Any April "Service" Rev
TOTAL APRIL REVENUE = $1,752,103.72
Again: This Is Needed To Just Remain Neutral
They Need To Exceed 783 To Show Any Growth
Anything Close To 783 Will Show Things Are Flat
Staying Below The 783 Will Show More Contraction
SUMMARY FOR APRIL TO STAY EVEN
Scripts: 19,572 / 25 W-Days = 783 vs 728
Rx Rev: 19,572 X $89.01 = $1.742M
Estimated Service Rev = $10,000
Total Revenue = $1,752,104
BUT APRIL WON'T EVEN BE FLAT
Scripts: 18,200 / 25 W-Days = 728
Rx Rev: 18,200 X $89.01 = $1.620M
Estimated Service Rev = $10,000
Total Revenue = $1,629,982
=================================
NOW WHAT ABOUT $22M FY REV
( Needed To Just Stay On Track )
At An Average Of $89.01 Per Script
The Avg Scripts Needed Per W-Day
Is Far Above The 728 Control Number
And Now Becomes 812 Scripts / W-Day
This Allows For A Generous $180K In
FY Serv Rev, Which Avgs $15K / Mo
But Since Reality Is Falling Below Projections,
The 812 Number For April Needs To Be 1114
SUMMARY FOR APRIL TO
KEEP FY $22M ON TRACK
Scripts: 27,861 / 25 W-Days = 1114 vs 812
Rx Rev: 27,861 X $89.01 = $2.480M
Estimated Service Rev = $15,000
Total Revenue = $2,494,889
=================================
You Can Now See, As Time Goes By, They
Fall Further & Further Behind What Is Needed
To Achieve Their Own Rev Target Of $22M
MORE CONTRACTION AHEAD
NUMBERS WILL BE RED AGAIN
GROWTH HAS FALLEN BEHIND
AND IT WILL NEVER CATCH UP
Reality Falling Behind Projections
No Matter How Data Is Analyzed
The Hill To Climb Grows Steeper
As The Story Starts Slipping Away
=================================
* C O N C L U S I O N *
FAILED PROJECTIONS
-------------- AND --------------
C O N T R A C T I O N
JMO
CONTRACTION IS CORRECT
They Needed Another Story Line To
Create Buffer To Keep Bid Above 0.01
The Otcqb Card Is Being Played To Take
The Eye Off The Real Ball Of Contraction.
They Have No Choice But To Squeeze Out
Another Variable Into The Lack Of Growth,
For The Need Of Further Equity Financing.
VALUABLE CONTRACTION DATA
$ / Rx = Subtract Est Service Rev
Then Round Off To Nearest Dollar
Mo ------- Rx -------- Rev ------ $/Rx ------ #
Prev Six Month Control # --------------- 625
Jan --- 15,500 --- $1.30M --- $84.00 --- 646
Feb --- 16,700 --- $1.10M --- $66.00 --- 696
Mar --- 18,600 --- $1.50M --- $81.00 --- 689
Apr --- 16,500 --- $1.40M --- $85.00 --- 635
May -- 17,500 --- $1.40M --- $80.00 --- 700
Jun --- 18,000 --- $1.70M --- $94.00 --- 692
All Months Exceed 625 Control #
Averaged 51 Extra Scripts Per W-Day
Now Creates A New 676 Control #
THEN ANOTHER GROWTH SPURT
New Six Month Control # --------------- 676
July --- 16,600 --- $1.50M --- $90.00 --- 664
Aug --- 20,000 --- $1.75M --- $87.00 --- 741
Sep --- 19,000 --- $1.60M --- $84.00 --- 760
Oct --- 18,600 --- $1.60M --- $86.00 --- 744
Nov --- 18,500 --- $1.70M --- $91.00 --- 771
Dec --- 18,000 --- $1.70M --- $94.00 --- 692
All But July Exceeds 676 Control #
Averaged 52 Extra Scripts Per W-Day
Now Creates A New 728 Control #
GROWTH HAS NOW FLATTENED
New Six Month Control # --------------- 728
Jan --- 17,500 --- $1.60M --- $91.00 --- 729
Feb --- 16,500 --- $1.50M --- $90.00 --- 717
Mar --- 18,500 --- $1.60M --- $86.00 --- 685
W-Day 728 Control Number Not Being Met
Extra Scripts Per W-Day Are Decreasing
A Topping-Out & Contraction Is Setting In
TREND SHOWS CONTRACTION
WHEN COMPARING 728 CONSTANT
A Number Above 728 = POS GROWTH
A Number Around 728 = NO GROWTH
A Number Below 728 = NEG GROWTH
MORE CONTRACTION AHEAD
This Data Shows A Topping-Out And The
Beginning Of Contraction In Each Category.
Which Is Revealed In The Monthly Avg #'s .
Any Subtle Increase In The $ Of Scripts Is
Mostly Due To Inflation And Increasing Costs.
Which Will Show Up In Revenues, Thus Giving
A False Reading For Any Sustained Growth.
Also, Any Sporadic Up & Down Script Prices
Will Reflect Occasional Higher Priced Items.
Such As: Prescribed Scooters, Wheel Chairs,
Beds, Oxygen Tanks, Special Monitors, Etc.
Many Similar Medical Items Like These Exist.
JMO
What Will The Company Do
Story-Lines
One thing they will continue trying to do is develop more Story-Lines like up-listing to the otcqb, which also falls well short of what was expected, in order to try and increase the pps through the use of perception. This way they may get more money when diluting shs.
If You Buy Now You Will
Be Buying At The Top
Pandering
The company may not always do what the shareholders want them to do. For example: There will most likely be no share buy-back or insider purchase. They may not even be able to afford paying down their own debt. Usually, there will just be more debt and more dilution.
Risk Tolerance
The risk tolerance for this stock will cause the pps to head towards $0.005. It may be an agonizing grind to get there, as the Story-Lines all begin to fall apart. Selling pressure is starting to build again as well, which may affect the minimum bid of $0.01. The $812K cash savings is really not that much, and may have dwindled some since the beginning of the year.
Time To Short Again
The $22M revenue goal is the main Story-Line myth for this year. Which maylead to problems when finally realized it will be missed by several million dollars. And this company does not seem to be on track to becoming cash flow positive for this year either. And the most important factor to be concerned about, is the company not maintaining the Valuable 728 Control Number, month after month. Especially as they continue to fall further and further behind, thus making it more and more difficult to catching back up, as time goes on.
THE 728 CONTROL NUMBER
The Growth Spurt Last Year Yielded
A Target Avg Of 728 Scripts Per W-Day
This 728 Number Is The Barometer By
Which Changes In Growth Are Measured
But April Actually Needs To Achieve 783
To Bring The Jan+Feb+Mar Low 710 Avg
Back Up To Even, Or Over 728 For Growth
And Remember March Was A Low 685
Using The Q1 Avg Script Price Of $89.01
In Order To Help Estimate April Numbers
NEEDED FOR APRIL TO STAY EVEN
Scripts: 19,572 / 25 W-Days = 783 vs 728
Rx Rev: 19,572 X $89.01 = $1.742M
Estimated Service Rev = $10,000
Total Revenue = $1,752,104
BUT APRIL WON'T EVEN HIT 728
Scripts: 18,200 / 25 W-Days = 728
Rx Rev: 18,200 X $89.01 = $1.620M
Estimated Service Rev = $10,000
Total Revenue = $1,629,982
MORE CONTRACTION AHEAD
NUMBERS WILL BE RED AGAIN
GROWTH HAS FALLEN BEHIND
AND IT WILL NEVER CATCH UP
Reality Falling Behind Projections
No Matter How Data Is Analyzed
The Hill To Climb Grows Steeper
As The Story Start Slipping Away
JMO
3.75 BILLION AUTHORIZED SHS
New Voting Proxy Proposal :
April 27th SEC FILING = DEF-14A
6) The approval of an amendment to our Certificate Of Incorporation to effect, at the discretion of our Board Of Directors, a 15-To-1 Reverse Stock Split of all of the Outstanding Shs of our Common Stock, Par Value $0.0001 per Share. The OS Will Be Approx 30M
7) Subject to the approval of Proposal Six, the approval of an amendment to our Certificate Of Incorporation to effect, at the discretion of our Board of Directors, a reduction in the total number of Authorized Shs of our Common Stock from 500,000,000 to 250,000,000 .
INCREASING AUTHORIZED SHS
This 250M Post-Split Authorized Share Number Is The Same As Having A Staggering 3.75 BILLION Shs, When Calculated To The Relative Pre-Split Number. This Is Calculated By Using The Split Multiple Of "15", Then Multiplying That By The 250M.
They Have A Special Proxy To Keep The "AS" High, While Adjusting It To 250M. Those Shs Are Their Bank. That's Their Salaries. They Just Have To Trick Someone Into Buying Them.
ENTITIES INVLOVED WITH DILUTION
CONTROL THE 51% OR BETTER PROXY
VOTES NEEDED TO APPROVE THE
15-TO-1 REVERSE-SPLIT
THEY MAY HAVE AGREED TO NOT SELL
THEIR CONTROLLING INTEREST UNTIL
AFTER THE PROXY VOTE FOR THE
REVERSE-SPLIT
THEN THERE MAY BE EVEN MORE
DILUTION COMING AFTERWARDS
JMO
EXCUSES DO NOT HIDE FACTS
EXCUSES DO NOT HOLD UP
Notice That All Of The "Excuses", Like
Seasonality, Do Not Hold Up When :
1) Experiencing The Continued Growth
From The Last Half Avg Of 2015, Then
Going Into The First Half Avg Of 2016 .
2) While Comparing It To Contraction
From The Last Half Avg Of 2016, Then
Going Into The First Half Avg Of 2017 .
* * * * * * * * * * * * * * * * * * * * * * * *
This Is Just One Of The Many Many Facts That
Continue To Debunk All The Garbage Analysis
That Have Relentlessly Failed At Proving Any
Continued Growth In A Contraction Scenario
* * * * * * * * * * * * * * * * * * * * * * * *
EXCUSES DO NOT WORK
The 1st Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Slow Months
The 2nd Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Seasonality
The 3rd Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Expansion
The 4th Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Compounding
The 5th Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Consolidation
Will There Be A 6th ? . . . Y E S ! ! !
The 6th Excuse For The W-Day 728 Number
Not Being Met Is Because Of: The Inaccurate
Meaning Behind The Quarterly Rotation Of
Revenue, When Comparing Q < Q < Q < Q .
And To Then Compare Year-Over-Year.
SOPHISTICATED INVESTORS KNOW
Any Sophisicated Investor Knows That The
Real Reason Behind "This Company's" Rev
Growth Is The Increasing Costs. Which Are
Handed Down To The Consumer, Skewing
The ACTUAL Results. Eventually Showing
Up As A Disappointingly Low Net Income.
Or Most Likely: A Net Loss.
CONSOLIDATING SCRIPT SUPPLIES
So Then: How Could The Price Per Script Be
Topping-Out And Now Showing Contraction,
If There Has Been A Recent Transition To
Consolidate The Customer 30 Day Script
Supply To A 60 Or 90 Day Supply ?
Wasn't It Implied By Some, That The Price
Per Script Was Suppose To Go Up As The
Amount Of Script Units Flattened-Out, Or
Went Down? Like Some Sort Of Trade-Off ?
It Seems Like A "Convenient Shift", To Now
Focus The Attention On "Consolidation" When
The "Script Count" Was "So Important" Before.
However, The Separate & Independent
Trend In "Script Units" Or "Price", Both
Overwhelmingly Confirm The Prevalent
Existence Of: CONTRACTION
JMO
THE CONTROL NUMBER WORKS
THE "FAIREST" CONSIDERATION
TO BE ON TRACK FOR $22M REV
Calculations Too Complex To State. Taking
Into Account Any Possible Increases That
Might Occur Mo-To-Mo, Relative To 2016 .
AT AN ABSOLUTE MINIMUM
THIS IS NEEDED FOR APRIL
Scripts: 22,147 / 25 W-Days = 886
Rx Rev: 22,147 X $89.01 = $1.97M
Estimated Service Rev = $12,000
Total Rev Needed = $1,983,333
Not A "Growth" Calculation. Just What Is
Relatively Acceptable To Stay On Track
To Achieve $22M Rev Goal For 2017 .
The Number To Maintain For Measuring
Relative Current "Growth" is still 728 .
THE COMPANY AND CATALYSTS
The Company Attempted To Invent A Catalyst.
And To Then Keep Feeding That "Story-Line",
Trying To Keep The $22M Myth Alive, As Well
As Others, Which None Will Happen. Only To
Backfire, Leading To More Disappointment.
When Nothing Good Is Happening, It Can Be
A Little Frustrating. So What Happens, Is That
The Co Gets Into A Habit Of Trying To Create
A False Perception Of An Impending Catalyst.
This Leads To Big Disappointments When
The Anticipated News Always Falls Short Of
Expectations... Followed With Poor Excuses.
These Intentions Of "Irrational Exuberance"
Just End Up Being Their Own Worst Enemy.
=================================
The Beauty Of The W-Day Control Number Is
That It Takes Into Account All Variables And
All Of The Perceived Excuses That Are Used
EXCUSES DO NOT HOLD UP
Notice That All Of The "Excuses", Like
Seasonality, Do Not Hold Up When :
1) Experiencing The Continued Growth
From The Last Half Avg Of 2015, Then
Going Into The First Half Avg Of 2016 .
2) While Comparing It To Contraction
From The Last Half Avg Of 2016, Then
Going Into The First Half Avg Of 2017 .
* * * * * * * * * * * * * * * * * * * * * * * *
This Is Just One Of The Many Many Facts That
Continue To Debunk All The Garbage Analysis
That Have Relentlessly Failed At Proving Any
Continued Growth In A Contraction Scenario
* * * * * * * * * * * * * * * * * * * * * * * *
VALUABLE CONTRACTION DATA
Price / Script = Subtract Est Service
Then Round Off To Nearest Dollar
Mo ------- Rx -------- Rev ------ $/Rx ------ #
Prev Six Month Control # --------------- 625
Jan --- 15,500 --- $1.30M --- $84.00 --- 646
Feb --- 16,700 --- $1.10M --- $66.00 --- 696
Mar --- 18,600 --- $1.50M --- $81.00 --- 689
Apr --- 16,500 --- $1.40M --- $85.00 --- 635
May --- 17,500 --- $1.40M --- $80.00 --- 700
Jun --- 18,000 --- $1.70M --- $94.00 --- 692
All Months Exceeded 625 Control #
Averaged 51 Extra Scripts Per W-Day
Now Creates A New 676 Control #
THEN ANOTHER GROWTH SPURT
New Six Month Control # --------------- 676
July --- 16,600 --- $1.50M --- $90.00 --- 664
Aug --- 20,000 --- $1.75M --- $87.00 --- 741
Sep --- 19,000 --- $1.60M --- $84.00 --- 760
Oct --- 18,600 --- $1.60M --- $86.00 --- 744
Nov --- 18,500 --- $1.70M --- $91.00 --- 771
Dec --- 18,000 --- $1.70M --- $94.00 --- 692
All But July Exceed 676 Control #
Averaged 52 Extra Scripts Per W-Day
Now Creates A New 728 Control #
New Six Month Control # --------------- 728
Jan --- 17,500 --- $1.60M --- $91.00 --- 729
Feb --- 16,500 --- $1.50M --- $90.00 --- 717
Mar --- 18,500 --- $1.60M --- $86.00 --- 685
W-Day 728 Control Number Not Being Met
Extra Scripts Per W-Day Are Decreasing
A Topping-Out & Contraction Is Setting In
WHEN COMPARING 728 CONSTANT
A Number Above 728 = POS GROWTH
A Number Around 728 = NO GROWTH
A Number Below 728 = NEG GROWTH
MORE CONTRACTION AHEAD
This Data Shows A Topping-Out And The
Beginning Of Contraction In Each Category.
Which Is Revealed In The Monthly Avg #'s .
Any Subtle Increase In The Price Of Scripts Is
Mostly Due To Inflation And Increasing Costs.
Which Will Show Up In Revenues, Thus Giving
A False Reading For Any Sustained Growth.
Also, Any Sporadic Up & Down Script Prices
Will Reflect Occasional Higher Priced Items.
Such As: Prescribed Scooters, Wheel Chairs,
Beds, Oxygen Tanks, Special Monitors, Etc.
Many Similar Medical Items Like These Exist.
THESE EXCUSES DO NOT WORK
The 1st Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Slow Months
The 2nd Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Seasonality
The 3rd Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Expansion
The 4th Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Compounding
The 5th Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Consolidation
Will There Be A 6th ? . . . Y E S ! ! !
The 6th Excuse For The W-Day 728 Number
Not Being Met Is Because Of: The Inaccurate
Meaning Behind The Quarterly Rotation Of
Revenue, When Comparing Q < Q < Q < Q .
And To Then Compare Year-Over-Year.
SOPHISTICATED INVESTORS KNOW
Any Sophisicated Investor Knows That The
Real Reason Behind "This Company's" Rev
Growth Is The Increasing Costs. Which Are
Handed Down To The Consumer, Skewing
The ACTUAL Results. Eventually Showing
Up As A Disappointingly Low Net Income.
Or Most Likely: A Net Loss.
CONSOLIDATING SCRIPT SUPPLIES
So Then: How Could The Price Per Script Be
Topping-Out And Now Showing Contraction,
If There Has Been A Recent Transition To
Consolidate The Customer 30 Day Script
Supply To A 60 Or 90 Day Supply ?
Wasn't It Implied By Some, That The Price
Per Script Was Suppose To Go Up As The
Amount Of Script Units Flattened-Out, Or
Went Down? Like Some Sort Of Trade-Off ?
It Seems Like A "Convenient Shift", To Now
Focus The Attention On "Consolidation" When
The "Script Count" Was "So Important" Before.
However, The Separate & Independent
Trend In "Script Units" Or "Price", Both
Overwhelmingly Confirm The Prevalent
Existence Of: CONTRACTION
MORE CONTRACTION AHEAD
THE 728 CONTROL NUMBER
The Growth Spurt Last Year Yielded
A Target Avg Of 728 Scripts Per W-Day
This 728 Number Is The Barometer By
Which Changes In Growth Are Measured
But April Actually Needs To Achieve 783
To Bring The Jan+Feb+Mar Low 710 Avg
Back Up To Even, Or Over 728 For Growth
And Remember March Was A Low 685
Using The Q1 Avg Script Price Of $89.01
In Order To Help Estimate April Numbers
NEEDED FOR APRIL TO STAY EVEN
Scripts: 19,572 / 25 W-Days = 783 vs 728
Rx Rev: 19,572 X $89.01 = $1.742M
Estimated Service Rev = $10,000
Total Revenue = $1,752,104
BUT APRIL WON'T EVEN HIT 728
Scripts: 18,200 / 25 W-Days = 728
Rx Rev: 18,200 X $89.01 = $1.620M
Estimated Service Rev = $10,000
Total Revenue = $1,629,982
NUMBERS WILL BE RED AGAIN
GROWTH HAS FALLEN BEHIND
AND IT WILL NEVER CATCH UP
The Hill To Climb Grows Steeper And Steeper
As The Stories For Growth Start Slipping Away
JUST FORGET ABOUT THE $22M
Reality Is Falling Way Behind Projections
* No Matter How You Analyze The Data *
JMO
TOO EXPENSIVE
WHY WOULD ANYONE WANT TO
BUY THIS BETWEEN 0.015 & 0.02
WHEN IT CAN BE BOUGHT AT 0.005
WITH A LOT LESS DOWNSIDE RISK
WHERE IS THIS HEADED
SOMEWHERE IN BETWEEN
TWENTY & TWENTY-FIVE
* * * * * C E N T S * * * * *
SLEIGHT OF HAND DILUTION
They Are Not Reducing Any Debt.
They Just Added A Bunch More Of
Debt, Convertible Notes, & Warrants.
This Just Added A Bunch Of Dilution.
They Just Could Not Help Themselves.
They Are Diluting As Much As Possible
Before The 1-for-15 Reverse-Split .
Just What I've Always Said
And These People Are Crooks
JMO
CLOSE ENOUGH
A Late Response To Post #3632
Form-4 Selling Or Insider Selling Makes No Difference. In Fact, Institutional Selling
Holds Even More Weight. Especially When They Hold A Lot Of Shares !
If Temasek Is Such A "Troubled Company", Then It Is Partly Because Of Their Bad Business Decision To Get Involved With This Company. No Wonder They Re-Evaluated Their Position, And Then Started To Sell.
And What's Even Worse, They Are Holding Shs At A Par Value Of $0.0001 Per Share. The Common Investor Just Gets Taken For A Ride, Again And Again. While The "Insiders" Take Advantage Of Them. That Little P-n-D That Happened A While Ago Is Starting To Make Even More And More Sense Now... Thanks A Lot !!!
It's Funny Though... Temasek Use To Be Viewed And Pumped As A "Big Positive", Because They Were Considered Such A Large Shareholder. And That It Must Have Meant It Was Because They Were "So Smart".
But Now... There Are Only "Excuses" As To Why They Are Selling. Excuses To Prop Up A "Failing Myth". When They Probably Realized They Just Made A Really Big Mistake ... LOL ... A 1-For-15 Reverse-Split Is Now Coming.
And Today... It Looks Like They Gave Away More Of The Company For Notes, Warrants, And A Lot Dilution... As Usual. This Was NOT A Choice. This Is What They Were FORCED To Do, Just To Hang On.
IS THAT CLOSE ENOUGH
FALLING BEHIND PROJECTIONS
Reality Is Falling Way Behind Projections
* No Matter How You Analyze The Data *
THEIR NUMBERS ARE NOT FACTS
March 2016 Revenue Was $1.5M
March 2017 Revenue Was $1.6M
YoY March Revenues Increased 6.7%
And Not The - 10% - As They Stated
They Just Rounded The Percentage Upward
To Falsely State A "10%" Increase Number
But Either 6.7% Or 10% Still Shows Weakness
Another Example How "Truth & Facts" Lie !
THE SCRIPT COUNT WAS LESS
AND THOSE COSTS WERE MORE
March 2016 = 18,600 Scripts At $80.52 / Script
March 2017 = 18,500 Scripts At $85.95 / Script
It Was The Scrip Price That Increased 6.7%
If The Script Prices Remained The Same
This March Revenues Would Have Been Less
The Increase In Revenue Just Reflects
The Increase In Costs And Inflation, Etc
Being Passed On To The Consumer
Last Q1 Will Have Very Little Net Income
In Fact, There May Be Another Net Loss
FIRST QUARTER WAS NOT GOOD
APRIL WILL CONFIRM THE LOSS
C O N T R A C T I O N
-------------- AND --------------
FAILED PROJECTIONS
MINIMUM NEEDED FOR
APRIL TO STAY EVEN
Scripts: 19,572 / 25 W-Days = 783 vs 728
Rx Rev: 19,572 X $89.01 = $1.742M
Estimated Service Rev = $10,000
Total Revenue = $1,752,104
APRIL WON'T EVEN GET THIS
Scripts: 18,200 / 25 W-Days = 728
Rx Rev: 18,200 X $89.01 = $1.620M
Estimated Service Rev = $10,000
Total Revenue = $1,629,982
NUMBERS WILL BE RED AGAIN
GROWTH HAS FALLEN BEHIND
AND IT WILL NEVER CATCH UP
The Hill To Climb Grows Steeper And Steeper
As The Stories For Growth Start Slipping Away
AND FORGET ABOUT THE $22M
Reality Is Falling Way Behind Projections
* No Matter How You Analyze The Data *
JMO
ALWAYS SELLING
INSIDER FORM-4 SELLING
Oct 2016 - Apr 2017
20,053,445 Shs By Maxwell Ltd
Which Is Temasek Holdings
Nov 2016 - May 2017
210,058 Shs By Management
TOTAL SOLD = 20,263,503
OUTSTANDING SHS
Approx OS = 293,785,994 As Of Apr 2017
The OS Was 140,374,297 Last Sept 2015
RECENT FORM-D & S-3 & 8-K
Approx Sh Equiv = 187,743,855
TOTAL OS EQUIV = 481,529,849 SHS
ATM (At The Market) DILUTION
On March 8, 2016 the Co entered an ATM
Issuance Sales Agreement with FBR, which
the Co may sell Shs of its Stock, having an
offering of up to $50M... From time to time.
ATM Could Be Another 100,000,000 Shs
Diluted Into OS And Float At Today's PPS
REVERSE-SPLIT IS ON THE WAY
Just My Opinion
A KIOSK IS NOT GROWTH
This Is Now Their New Version Of Growth.
That Happens When The Dormancy Sets In,
While They Look For More Equity Financing.
AND IT IS ALREADY MAY
It's May, And Absolutely Nothing Is Going On.
All Numbers Hit A Plateau, And Now Declining.
Half The Year Is Almost Over, While They Only
Repeat The Same Things Over And Over.
NOTHING WILL EVER HAPPEN
Smart Medical Alliance Will Add Nothing.
Those Meager Revs Will Not Cover Costs.
Another Reason For Dilutive Financing.
THEY RAN OUT OF STORIES
Perception Is Wearing Thin On Those Stories.
Can't Keep Telling Same Stories Over & Over.
" Mergers, Acquisitions, Licenses, Up-Listing "
Non Of These Have Ever Come Through At All.
All They Did Was To String Everyone Out For
A Year, And Buying A Robot They Didn't Need.
Then They Did The Same Thing With An Audit,
But That Was Only For Financing Purposes.
WHEN ALL ELSE FAILS JUST
INVENT YOUR OWN CATALYST
When Nothing Good Is Happening, It Can Be
A Little Frustrating. So What Happens, Is That
Some Get Into The Habit Of Trying To Create
A False Perception Of An Impending Catalyst.
This Leads To Big Disappointments When
The Anticipated News Always Falls Short Of
Expectations... Laced With False Intentions.
These Intentions Of "Irrational Exuberance"
Just End Up Being One's Own Worst Enemy.
FAILED PROJECTIONS
-------------- AND --------------
C O N T R A C T I O N
MINIMUM NEEDED FOR
APRIL TO STAY EVEN
Scripts: 19,572 / 25 W-Days = 783 vs 728
Rx Rev: 19,572 X $89.01 = $1.742M
Estimated Service Rev = $10,000
Total Revenue = $1,752,104
BUT APRIL WON'T EVEN GET THIS
Scripts: 18,200 / 25 W-Days = 728
Rx Rev: 18,200 X $89.01 = $1.620M
Estimated Service Rev = $10,000
Total Revenue = $1,629,982
NUMBERS WILL BE RED AGAIN
GROWTH HAS FALLEN BEHIND
AND IT WILL NEVER CATCH UP
The Hill To Climb Grows Steeper And Steeper
As The Stories For Growth Start Slipping Away
AND FORGET ABOUT THE $22M
Reality Is Falling Way Below Projections
JMO
INSIDER SELLING
Management Form-4 Selling
May 2017 - Weaver - Sold = 5,360 At $0.52
May 2017 - J Melo - Sold = 53,238 At $0.52
May 2017 - Cherry - Sold = 25,053 At $0.52
Total Sold On May 1st = 83,651 Shs
Recently Sold By Management
From Nov 2016 - May 2017 = 210,058 Shs
APRIL NOT LOOKING GOOD
THE 728 CONTROL NUMBER
The Growth Spurt Last Year Yielded
A Target Avg Of 728 Scripts Per W-Day
This 728 Number Is The Barometer By
Which Changes In Growth Are Measured
But April Actually Needs To Achieve 783
To Bring The Jan+Feb+Mar Low 710 Avg
Back Up To Even, Or Over 728 For Growth
Using The Q1 Avg Script Price Of $89.01
In Order To Help Estimate April Numbers
NEEDED FOR APRIL TO STAY EVEN
Scripts: 19,572 / 25 W-Days = 783 vs 728
Rx Rev: 19,572 X $89.01 = $1.742M
Estimated Service Rev = $10,000
TOTAL REV = $1,752,104
=================================
NOW WHAT ABOUT $22M FY REV
At An Average Of $89.01 Per Script
The Avg Scripts Needed Per W-Day
Is Far Above The 728 Control Number
And Comes To 812 Scripts Per W-Day
This Allows For A Generous $180K In
FY Serv Rev, Which Avgs $15K / Mo
But Since Reality Is Falling Below Projections,
The 812 Number Needs To Become 1114
THIS IS WHAT APRIL NEEDS
TO KEEP FY $22M ON TRACK
Scripts: 27,861 / 25 W-Days = 1114 vs 812
Rx Rev: 27,861 X $89.01 = $2.480M
Estimated Service Rev = $15,000
TOTAL REV = $2,494,889
You Can Now See, As Time Goes By, They
Fall Further & Further Behind What Is Needed
To Achieve Their Own Rev Target Of $22M
=================================
* C O N C L U S I O N *
FAILED PROJECTIONS
-------------- AND --------------
C O N T R A C T I O N
JMO
WHEN ALL ELSE FAILS
Follow-Up On An Old PR
WHEN NOTHING TO DO
Copy Someone Else
The Mysterious Supply Of Perception
It is always a "Perception vs Reality" game when Public Companies talk to their Shareholders. It has always been a common practice for Public Pink-Sheet Companies to Pander to their Shareholders. Because, It Is Much Easier To Sell Intentions Than It Is To Actually Achieve Them.
When Management says something verbally, which does not match up with what is in "Writing" in an Audit, it is always best to go with what is in "Writing" in an Audit. And you have to pay special attention to how things are worded. Especially when anyone from Management speaks orally. Plus, you have to consider the "Forward-Looking Statements" clause, stated before any spoken CC.
A Warning From The Audit
WE WILL SEEK To Raise Additional Funds In The Future, Which May Be Dilutive To Stockholders Or Impose Operational Restrictions
As I Mentioned Before: An Audit Document may allow for a broader range of Less Toxic, but still Dilutive, Equity Financing. That's the real and only reason an Audit is done at all. The Company is now entering into a long state of Dormancy, as failed "Carrots" and "Catalysts" have fallen by the wayside.
The only growth that may happen at all this year will be in the form of the occasional MDFlow Kiosk. Everything else is just another "Story-Line", which is designed to string along some hope... And to always have a Magical And Mystical supply of "Wonderful Things" to talk about.
There will be no Up-Listing to a major national exchange for this Company this year, or next. And there will be no Mergers or Acquisitions either. These are just more "Story-Lines" for them to drag out. And this Company is not the "Gem" that some speak of. "Gem" is just a word. It's like naming a Pet or something. And there WILL definitely be a Reverse-Split before there is any Up-Listing.
Consolidating Into Contraction
So then... How could the Price Per Script be Topping-Out, and now Showing Contraction, if there has been a recent Transition to Consolidate the 30 Day Script Supply to a 60 or 90 Day Supply? Wasn't it implied by some that the Avg Price Per Script was suppose to Go Up, as the amount of Script Units Flattened-Out, or Went Down? Like some sort of Trade-Off? It just seems like a "Convenient Shift", to now try to Focus the Attention on "Consolidation", when the "Script Count" was "So Important" before.
However, The Independent Trend In Both The "Script Units" And "Script Price", Both Separately And Overwhelmingly Confirm The Prevalent Existence Of . . .
C O N T R A C T I O N
JMO
THEY ARE SQUIRMING
They Are Trying Hard To Put You Together Again. They Even Got Someone To Do Another Pump-Blog On Seeking Alpha. But It Looks Like The P-n-D Is Not Going Very Well. The Sugar Variable "Expects" To Be A Very Long Ways Away, With No Real #'s. And There Is Lots Of Time And Major Competition Out There That Makes This Company's Prospects For Success Look Very Very Weak.
IT LOOKS LIKE SOMEONE NEEDS TO
GET OUT BEFORE THE REVERSE-SPLIT
NEXT Q-REPORT IS NOT GOOD
The "Pump" Is Not Working
The "Dump" Will Be Forced
JMO
VALUABLE 728 CONTROL NUMBER
The Beauty Of The W-Day Control Number
Is That It Takes Into Account All Variables And
Any Kind Of Perceived "Excuses" To Be Used
More Valuable Contraction Data
Price / Script Subtracts Est Service
And Then Rounds Off To Nearest $
Mo ------- Rx -------- Rev ------ $/Rx ------ #
Jan --- 15,500 --- $1.30M --- $84.00 --- 646
Feb --- 16,700 --- $1.10M --- $66.00 --- 696
Mar --- 18,600 --- $1.50M --- $81.00 --- 689
Apr --- 16,500 --- $1.40M --- $85.00 --- 635
May --- 17,500 --- $1.40M --- $80.00 --- 700
Jun --- 18,000 --- $1.70M --- $94.00 --- 692
Old W-Day Growth Control # ---- 676
THEN A SMALL GROWTH SPURT
Averaged 52 Extra Scripts Per W-Day
New W-Day Growth Control # --- 728
July --- 16,600 --- $1.50M --- $90.00 --- 664
Aug --- 20,000 --- $1.75M --- $87.00 --- 741
Sep --- 19,000 --- $1.60M --- $84.00 --- 760
Oct --- 18,600 --- $1.60M --- $86.00 --- 744
Nov --- 18,500 --- $1.70M --- $91.00 --- 771
A Topping-Out & Contraction Is Setting In
Dec --- 18,000 --- $1.70M --- $94.00 --- 692
Jan --- 17,500 --- $1.60M --- $91.00 --- 729
Feb --- 16,500 --- $1.50M --- $90.00 --- 717
Mar --- 18,500 --- $1.60M --- $86.00 --- 685
W-Day 728 Control Number Not Being Met
WHEN COMPARING 728 CONSTANT
A Number Above 728 = POS GROWTH
A Number Around 728 = NO GROWTH
A Number Below 728 = NEG GROWTH
More Contraction Ahead
This Data Shows A Topping-Out And The
Beginning Of Contraction In Each Category
Any Subtle Increase In The Price Of Scripts Is
Mostly Due To Inflation And Increasing Costs
Which Will Show Up In Revenues Thus Giving
A False Reading For Any Sustained Growth
Also, Any Sporadic Up & Down Script Prices
Will Reflect Occasional Higher Priced Items
Such As Prescribed Scooters, Wheel Chairs,
Beds, Oxygen Tanks, Special Monitors, Etc.
Many Similar Medical Items Like These Exist
Company Excuses - Excuses - Excuses
The 1st Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Slow Months
The 2nd Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Seasonality
The 3rd Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Expansion
The 4th Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Compounding
The 5th Excuse For The W-Day 728 Number
Not Being Met Was Because Of: Consolidation
Will There Be A 6th ?
The Valuable W-Day 728 Control Number
The Beauty Of The W-Day 728 Control Number
Is That It Takes Into Account All Variables And
Any Kind Of Perceived "Excuses" To Be Used
Consolidating 30 Day To 60 Or 90 Day
So Then, How Could The Price Per Script Be
Topping-Out And Now Showing Contraction,
If There Has Been A Recent Transition To
Consolidate The Customer 30 Day Script
Supply To A 60 Or 90 Day Supply?
Wasn't It Implied By Some That The Avg Price
Per Script Was Suppose To Go Up, As The
Amount Of Script Units Flattened-Out, Or
Went Down? Like Some Sort Of Trade-Off ?
It Seems Like A "Convenient Shift" To Now
Focus The Attention On "Consolidation", When
The "Script Count" Was "So Important" Before.
However, The Separate & Independent
Trend In "Script Units" Or "Price" Both
Overwhelmingly Confirm The Prevalent
Existence Of CONTRACTION.
MORE CONTRACTION AHEAD
BAROMETER SAYS CONTRACTION
The Growth Spurt Last Year Yielded
A Target Avg Of 728 Scrips Per W-Day
This 728 Number Is The Barometer By
Which Any Change Will Be Measured
NEEDED FOR APRIL 2017
Scripts: 18,200 / 25 W-Days = 728
Rx Rev: 18,200 X $89.01 = $1.620M
Estimated Service Rev = $10,000
TOTAL REV = $1,629,982
But April Actually Needs To Beat 728
To Help Bring 1st Qtr 710 Avg Back Up
And Remember March was a Low 685
Just My Opinion
MORE EVIDENCE OF CONTRACTION
Here Is Some Data
In 2016 The Avg Price Per Script Increased $9 From Q1 To Q2. But There Was Surprisingly No Change In Price From Q2 To Q3. And Then Showing Only A $4 Increase From Q3 To Q4. To Now, An Actual "Decrease" Of Over $1 From Q4 On Into Q1 For 2017.
How Could This Possibly Be
So Then, How Could The Price Per Script Be Topping-Out, And Now Showing Contraction, If There Has Been A Recent Transition To Consolidate The Customer 30 Day Prescription Supply To A 90 Day Supply ?
Wasn't It Implied That The Avg Price Per Script Was Suppose To Go Up, As The Amount Of Script Units Flattened-Out, Or Went Down? Like Some Sort Of Trade-Off ?
What Is Really Happening
Here's The Thing... There Is No Trade-Off. Offering To Give Customers The Longest Period Of Supply Has Been A Standard Practice Since The Beginning Of Time. It Is A Relative & Normal Flow Of Business. Whether There Are Periods Of Consolidation Or Not. There Is No Foundation That A "Recent Or Sudden" Transition To Consolidation Is Any More Prevalent Than It Has Always Been. All Practices Of Business, Whether Considered Normal Or Abnormal, Always Supply The Consistency For Relative Averages. For The Purpose Of Analysis.
THE FINAL ANALYSIS
This False Concept, or Excuse Of "Consolidating Scripts", In No Way Alters The Analysis Leading To Business Contraction. In Fact, It Only Supports It's Conclusion. Both Of These Separate And Independent Functions: "Script Quantity" And "Unit Price" . . . Both Overwhelmingly Confirm The Prevalent Existence Of Contraction.
Just My Opinion
REVERSE SPLIT
April 27th DEF-14A Proxy Proposals
6) The approval of an amendment to our certificate of incorporation to effect, at the discretion of our Board Of Directors, a Fifteen-to-One Reverse-Stock Split of all of the Outstanding Shs of our Common Stock, par value $0.0001 per share.
They Will Not Split The 500M Authorized Shs Down To 33M, As Stated Below. They Will Just Reduce Them To 250M. They Need To Keep The AS High For Future And Further Dilution.
Because They Are Going To Need It !!!
Very Sneaky !!!
7) Subject to the approval of Proposal Six, the approval of an amendment to our certificate of incorporation to effect, at the discretion of our Board of Directors, a reduction in the total number of Authorized Shs of our Common Stock from 500,000,000 to 250,000,000 .
WHAT DID I TELL YOU !!!
THOUGHTS - UPDATE - COMMENTS
ORGANIC CONTRACTION
I guess they could grow "Organically". I don't believe there is any other way for them to grow. But they don't seem to have any Profitable Benefits to this "Tremendous Revenue" that is spoken of. Which doesn't make it sound that "Tremendous" at all. This is just not a "Great" Company.
There is not any Revenue coming in from anywhere, except from Prescriptions. Scripts are about 99% of the Revenue and Business. The other things mentioned will amount to absolutely nothing. That's why they won't talk about those numbers. And there will be no Acquisitions. At least not without more Debt, Financing, and Dilution. Their definition of "Growth" will be equated to Kiosks. And that "Story-Line" will be dragged out as well.
When Management says something verbally, which does not match up with what is in "Writing" in an Audit, it is always best to go with what is in "Writing" in an Audit. And you have to pay special attention to how things are worded. Especially when anyone from Management speaks orally. Plus, you have to consider the "Forward-Looking Statements" clause, stated before any spoken CC.
It is always a "Prescription vs Reality" game, when Public Companies talk with their Shareholders. Like suggesting they are working on choosing a good IR Company. A totally unnecessary waste of time and money. It is common practice for Public Pink-Sheet Companies to Pander to their Shareholders. It is much easier to Sell Intentions than it is to Actually Achieve them.
This Company is in Contraction. Revenues are in Contraction. The $22M is a "Story-Line", designed to carry "Hope" through to the rest of the year. Just like that "Robotic Dispensing Machine" did last year. When it was perceived to be attained for February, but did not arrive until October. In which the "Story-Line" then slowly switched over to: "The Audit".
There will be no Up-Listing to a major national exchange for this Company this year, or the next. And there will be no Mergers or Acquisitions either. These are just more "Story-Lines" for them to drag out. And this Company is not the "Gem" that some speak of. "Gem" is just a word. It's like naming a Pet or something. And there WILL definitely be a Reverse-Split before there is any Up-Listing.
I think that most of these Posts here have been Debunked by Facts and Educated People, that have Proven that this Company's performance has Weakened Considerably, and is now in Contraction.
UPDATE ON DATA & ANALYSIS
PRESCRIPTION DATA
JAN 2016: 15.5K Rx / 24 W-Days = 646
FEB 2016: 16.7K Rx / 24 W-Days = 696
MAR 2016: 18.6K Rx / 27 W-Days = 689
APR 2016: 16.5K Rx / 26 W-Days = 635
MAY 2016: 17.5K Rx / 25 W-Days = 700
JUN 2016: 18.0K Rx / 26 W-Days = 692
Old AVE: 102.8K Rx / 152 W-Days = 676
THEN A SMALL GROWTH SPURT
Averaged 52 Extra Scripts Per W-Day
JUL 2016: 16.6K Rx / 25 W-Days = 664
AUG 2016: 20.0K Rx / 27 W-Days = 741
SEP 2016: 19.0K Rx / 25 W-Days = 760
OCT 2016: 18.6K Rx / 25 W-Days = 744
NOV 2016: 18.5K Rx / 24 W-Days = 771
DEC 2016: 18.0K Rx / 26 W-Days = 692
New AVE: 110.7K Rx / 152 W-Days = 728
GROWTH HAS NOW FLATTENED
Each New Period Will Pull The Averages
Up Or Down Into Growth Or Contraction
Need To Maintain Average Target = 728
JAN 2017: 17.5K Rx / 24 W-Days = 729
FEB 2017: 16.5K Rx / 23 W-Days = 717
Below AVE: 34.0K Rx / 47 W-Days = 723
TREND SHOWS CONTRACTION
=================================
BAROMETER SAYS CONRACTION
The Growth Spurt Last Year Yielded
A Target Avg Of 728 Scrips Per W-Day
This 728 Number Is The Barometer By
Which Any Change Will Be Measured
NEEDED FOR MARCH 2017
Scripts: 19,872 / 27 W-Days = 736
Rx Rev: 19,872 X $90.47 = $1.798M
Other Service Rev = $12,000
TOTAL REV = $1,809,820
March Actually Needed To Meet 736 To
Bring Jan+Feb 723 Avg Back Up To 728
ACTUAL MARCH 2017 RESULTS
Scripts: 18,500 / 27 W-Days = 685
Rx Rev: 18,500 X $86.49 = $1.60M
Other Service Rev = Included Advantage
TOTAL REV = $1,600,000
WHEN COMPARING 728 / 736 CONSTANT
Number Below At 685 = NEG GROWTH
All Results Were Below What Was Needed
=================================
NEEDED FOR FIRST QTR 2017 RESULTS
Scripts: 53,872 / 74 W-Days = 728
Rx Rev: 53,872 X $90.47 = $4.874M
Other Services Rev = $36,000
TOTAL REV = $4,909,800
THE ACTUAL FIRST QTR 2017 RESULTS
Scripts: 52,500 / 74 W-Days = 710
Rx Rev: 52,500 X $89.52 = $4.699M
Other Services Rev = Included Advantage
TOTAL REV = $4,699,999
WHEN COMPARING 728 CONSTANT
Number Below At 710 = NEG GROWTH
All Results Were Below What Was Needed
COMMENTS ON ANALYSIS & AUDIT
Results Were Below All Growth Avgs
And Now Confirming Solid Contraction
Script Quantities Were Way Below
Script Revenues Were Way Below
Final Results Below 728 Barometer
=================================
Fundamentals Have Topped-Out
Prescriptions Have Topped-Out
Revenues Have Topped-Out
And Service Has No Legs
=================================
March 2016 Revenue Was A
36% Increase Over Feb 2016
But March 2017 Was Only A
6.6% Increase Over Feb 2017
=================================
March 2016 Was $1.5M
And March 2017 Is $1.6M
YoY March Revenues Only
Increased 6.6% ... And Not 10%
They Rounded The Percentage Upward
To Falsely State A "10%" Increase Number
But Either 6.6% or 10% Still Shows Weakness
=================================
Q1 2016 Revenues = $3.9M
Q1 2017 Revenues = $4.7M
This 20% Increase Is Below Expectations
And Shows Contraction Has Already Begun
Quarter Revenues Should Have Been Above
$4.9M To Show Proof Of Sustained Growth
=================================
The Qtr Scripts Only Increased 3.3%
That's 50.8K To 52.5K ... Only 1.7K
Or Only 23 More Scripts Per W-Day.
Down from a 52 Growth-Spurt Ave
What Happened To The Growth ?
=================================
The Reason There Was A 20% Qtr
Increase In Revenue Was Because
The Cost & Price Of Scripts Increased
From About $77.60 to $89.06 ... Or 15%
Those Increases In Costs Were Then
Passed On To The Consumer, And Then
Showed Up As An Increase In Revenue
The Real Growth In Any Net Income
Will Most Likely Be Only Be 5% YoY
Just $4K More In Net Income When
Compared To Last Year's 1st Quarter
That Puts A Damper On Things
=================================
You Have To Be Careful When Getting
Excited About Revenues When The
Costs Are Just Going To Whack Them
Remember ... Scripts Only Increased 3.3%
That's A Relative "No Growth" Scenario
=================================
CEO Stated Q1 Was Better Than Expected
That Statement Is Proof That They Were
Anticipating More Contraction And Are
Still Expecting Even Greater Contraction
=================================
Did Not Break Down Service Revenue
Which Indicates How Insignificant It Is
=================================
The Audit Was For Financing Purposes Only.
Allowing For A Broader Range Of Less Toxic,
But Still Dilutive, Equity Financing. That's The
Only Reason They Did An Audit At All
They Will Always Keep Dangling The Audit
And Uplist Carrot, As Well As State Licenses
They Want To Think These Are Possibilities.
But Everything Is Always Possible... Right ?
However, In Reality... Not So Much
=================================
It Is To Always Keep "Something" In The Loop
The Most This Company Can Hope, Is To Get
More Money Through Dilutive Equity Financing
Hopefully Start A Satellite Location In Florida
Everything Is Being Shrunk Down To The Use
Of Virtual Pharmacy Kiosks, For Virtual On-Site
Access To Live Pharmacy Staff For Assistance
& Consultation. Outlined In MOU With MDFlow
The Other Stuff? Just Possible Illusions
=================================
The Growth-Trend Is In Contraction
=================================
Just My Opinion
FROM THE AUDIT BIBLE ITSELF
" We Will Seek To Raise Additional Funds In The Future, Which May Be Dilutive To Stockholders Or Impose Operational Restrictions "
As I Mentioned Before: An Audit Document may allow for a broader range of Less Toxic, but still Dilutive, Equity Financing. That's the real and only reason they did an Audit at all.
The Company is now entering into a long state of Dormancy, as failed "Carrots" and "Catalysts" have fallen by the wayside.
They will try to fund the Small Expansion of their new Start-Up adventure: Smart Medical Alliance. The only expansion plans they are referring to. Raising additional Capital Funds will be a burden for quite some time.
Smart Medical Alliance is Hoping to offset the Declining Growth that is materializing in the Pharmacy Business. Currently 99.8% of the Total.
It Is Much Easier To Sell Intentions
Than It Is To Actually Achieve Them
DEBT DILUTION OR MIDAM (OR BOTH)
GET READY FOR AN 8K !
This Friday Or Early Next Week Toxic Financing Will Probably Include A Lot Of Debt And Dilution. While it may be possible to get an early "Heads-Up" on an upcoming PR or 8K, it is not usually possible to know what the contents may be. So maybe the Debt and Dilution is: A Lot, or A Ton, or INCREDIBLY HUGE, or just a Massive Amount ?!!!
GARBAGE BOUGHT !
It just might also be possible that Midam Ventures may finally be repurchasing those shs that they weren't suppose to sell yet. Does 5 Million shs sound about right ? ... Maybe More? It really wasn't all that much, was it ?
GARBAGE SOLD !
They probably agreed to buy them back before any public disclosure was made. Maybe along with a favor ... lol. And that disclosure may be in an 8K soon. They were probably also allowed to short against the box on those shs. Clever! Clever! Clever ! ... They sold high, then bought back low for less money and a little more change in their pocket. What A Brilliant Move !!!
THAT'S MIDAM FOR YA !
But it's too late to make any Whoopee on that news now. Because, it's pretty much done and over. Everyone was eagerly waiting for a "Heads-Up PR" on all of that ! ... But it appears to have just snuck right on by............. Too Bad .
Nobody Else Thought About That ?
More Importantly... No Comments ?
TRYING TO HELP
Edited
It Is Possible That Terms Like
These Can Be Very Difficult:
Projection - Relative - Average - Data
Analysis - YoY - Qtr - Month to Month
Net - Gross - Income - Revenue - Profit
Employee - Payroll - Salaries - Debt
Dilution - Finance - Reverse Split - Etc
I base my results on very hard work. No suppositions designed to fulfill my fantasy or hopeful dreams. The trend has clearly displayed that a year long contraction is bearing down. And that the relative growth has slowed down tremendously.
Equity Financing is on the way. Debt and Dilution will go hand-in-hand. All climaxing into a Reverse-Split. Not that there is anything wrong with all of that. It's just that sometimes, the only way to grow is at the expense or mercy of the Shareholder.
My Opinions hold Weight. While some may prefer to praise the Greatness of others. But some may be Worried. Because the Truth in the Data and Analysis are perceived to be a Threat.
Pseudo analysis may lead some to look at data with blinders on. Only seeing what is wanted to be seen. While objectivity passes by. Proper analysis is sometimes tough to digest, especially when the data points to a disappointing trend or outcome.
I Hope This Helps
RELATIVE ANALYSIS
Edited
My Statements Are Not Inaccurate. All One
Has To Do Is Look At The Audited Financials.
You Just Can't Make Up Your Own Facts,
And Expect To Create False Perceptions.
My Analysis May Be Over Your Head
Comparing YoY Is Relative. Whether It's A
Slow Time, A Fast Time, Or Whatever The
Heck Time You Want It To Be ! ... LOL
I Am Comparing Month To Month
As Well As Quarter To Quarter
I Sense That Some Do Not Understand
The Definition Of "Relative" Or "Average"
The Payroll Excuse Is A Trick. There Are No
Payroll Cuts That I Expected. In Fact, I Expect
Payrolls To Stay About The Same. Maybe
A Small Increase For The Small Service Bus.
This Company Is In Contraction
EOM
ScriptPro CRS 225 = Waste Of Money
I Guess You Are Telling Me That This System Was A Waste Of Money ?
I mean, if they are transitioning and consolidating Prescriptions (which has been a Pharmacy practice since the beginning of time), then the purchase and cost of this system was premature and a big waste of time and money.
But perhaps they needed a "Story-Line". One that they apparently dragged out for an entire year. And then, it turns out that all the other "Story-Lines" that were suppose to support it, fell by the wayside too.
I Wonder What The Next "Story-Line" Will Be ?
Oh Ya. Wait A Minute... We Already Had It !
The Audit
EOM
Script Counts And 90 Day Supplies
This is nothing new. Pharmacies across the Globe have been in the practice of transitioning Patients to longer day supplies for decades. It's the Business. It's what they do. It's all relatve and ongoing. And it helps to retain Customers.
This is a Bogus Excuse and tactic, used by a CEO to come up with a reason to counter the reality of their own Contraction.
All of these "Public Company" people in Management are sent to the same CEO Schools (especially the Pink ones). They learn how to use "Perception" as a Tool to replace Reality. The sole purpose is to create wealth on the backs of Shareholders, thru Dilution and Debt. And it doesn't matter what the "Widget" is.
The small Growth-Spurt that they had last year is over. Now they are in Contraction, and are in the process of setting-up their next round of Financing, Debt and Dilution. Followed by a Reverse-Split.
EOM
IRRATIONAL REVENUE
Fundamentals Have Topped-Out
Prescriptions Have Topped-Out
Revenues Have Topped-Out
And Service Has No Legs
YoY March Revenues only
increased 6.6%... And Not 10% .
They just rounded 6.6 up to 10 .
But 6.6% or 10%, it is still Weak.
The Qtr Scripts only increased 3.3% .
That's 50.8K to 52.5K. Only 1.7K .
Or only 23 more Scripts per W-Day.
(Down from a 52 Growth-Spurt Ave)
What happened to all that Growth ?
The only reason there was a 20% Qtr
increase in Revenue, was because
The Cost & Price of Scripts increased.
From about $77.60 to $89.06, or 15% .
Those increases in Costs were then
passed on to the Consumer, and then
showed up as an increase in Revenue.
The Real Growth In Net Income was
most likely only 5%, if that. That's
just $4K more in Net Income, when
compared to Last Year's 1st Quarter.
That Puts A Damper On Things
You have to be careful when getting
excited about Revenues. When the
Costs are just going to Whack them.
And remember... The Scripts only
increased 3.3%. That's a relative
"No Growth" Scenario right there.
This May Be Hard For Some To Grasp
But The Growth-Trend Is In Contraction
JMO
Insider Selling Tuesday
Form-4 Coming This Friday
EOM
HOPE IS A FOUR LETTER WORD
TODAY WAS NOT IMPRESSIVE
I have a feeling that Midam executed their
purchase, when GTC orders hit a certain level.
Making a sweep to satisfy a pre-arrangement.
The Truth May Hurt A Little
TRUTH AND OBJECTIVITY IN ANALYSIS
There are 70+ Posts today. And I only have 4 or 5. While many Others have a lot more. My Posts just "Stand Out" more, because of the Credibility. Because the Data and Analysis are so Compelling and Truthful.
My Opinion holds Weight, while others are a mere Dust Particle of Substance. And some here are very Worried. Because the Truth in the Data and Analysis are perceived to be a threat.
Amateur pseudo analysis has led some to look at data with blinders on. Only seeing what they want to see. Always repeating and looking at the same data the same way. While objectivity passes right over their head. Proper analysis is sometimes tough to digest, especially when the data points to a disappointing trend or outcome.
I Hope This Helps