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Just as I suspected. What does he own - half the company?
Oh...I stand corrected. My mistake.
And here was me thinking you were being a brazen pumper.
You are excited about a 1.76% gain for the day?
I'd hate to see what happens if it rises by more than 3%.
Heart attack?
Brain hemorrhage?
Yeah, that's it. It's essentially a fake position with no real role. Kevin Rauber just did it for appearances. A COO won't be needed when JBI is REAL big will it? (Perhaps they are anticipating very rapid expansion)
I think you nailed it.
Next.
I should have phrased it better. "Out of the way" meaning not making non-technology decisions. We owe it all to John period.
BTW - I share your optimism.
Unfortunately for your repeated demands that posters give revenue guidance, we are still in unfamiliar and totally new territory. This is totally new technology. Engineering is not simple. I know that I am not even an engineer.
Therefore a lot of longs are now in wait and see mode. And a lot of posters know John exaggerated. This is going of take a lot of time. Is it an excuse - no - just reality. Of course, at some point, even long term investors will demand results.
IMO - you seem to have a trader's mentality. One quarter is long time for you. Nothing wrong with that, but it may make it hard for you to stick with something like this.
The fact these RKT people and other sophisticated high net worth investors got involved, in my view, is proof enough that it will work. They are not gambling based on a few of John's claims. On the contrary, they recognize the technology's potential and wanted John out of the way.
The SAIC audit was the reason the whales got involved.
It'll be great when JBI starts churning out the revenue, if for nothing else to stop this absurd and puzzling focus on irrelevant nonsense.
It is clogging up the board and making it appear there are "issues" when there are none.
Those Pacer updates were always on top of my reading list.
What do you think of the 8-k today loanranger?
Positive development?
Any comments?
Link please
"These initial weeks have reinforced my view of the technology and its highly compelling economics" Kevin Rauber - JBI CEO
A lot of people are making the same mistake you are making.
They have seen some of John's exaggerations and missteps combined with the fact this seems like a "too good to be true" invention to conclude it is a scam.
The problem is, the technology is real and multiple 3rd parties and very well-heeled investors have confirmed it. That is the problem for the short side.
It seems as if the short side's stubbornness is going to cost them big - real big. Saying that, both side's are and have been stubborn, and we have all learnt lessons. I wonder who is going to end up learning the biggest lesson though?????????
I have never doubted the technology is real - the question is can they organize everything to make it produce earnings? John was not the right person for this. This new management team obviously think they can.
We'll see, and a lot of longs now have a more tempered optimism than before.
fourkids,
In your analysis, is the purpose of these hedge funds illegally shorting JBI to actually obtain cheap JBI shares for long terms buys for themselves (through "shaking the tree")
or
is it that they are in so deep with their naked shorting that all they are worried about is trying to cover a huge naked short position?
I wonder if they have any more strategies up their sleeve?
Personally I will want to see good numbers this quarter because, as far as I can see there aren't any reasons left why there shouldn't be. I don't know if I should expect a full quarter production because installation of processor 3 will require shutdown of processor 2 (sorry bueno, that part is unavoidable)
I don't think processor 1 ever worked well.
Processor 2 MUST work well or JBI is in big trouble.
By working well I mean it works as John claims - 75% uptime at least.
The SAIC report gives me a lot of confidence that it will, but the bottom are 10q revenue numbers for me.
The website of one of JBI's investors.
"True North Partners, LLC supports companies that specialize in disruptive technologies and innovations that are changing our world for the better. And our approach is simple: If we believe in the investment and/or the company, we allocate our personal resources, investing our own money prior to engaging outside investors. Essentially, we put our money where our mouths are, making sure the investment model works, before opening it up to our network of private investors.
http://tnp-llc.com/corporate-profile.php
JBI is here
http://tnp-llc.com/projects-investments.php
Amazingly, you never seem to lose on a trade.
You must have magic powers!
Interesting, I wondered what Neil Wallace's angle was.
Thanks for clearing that up.
Based on your extensive DD, this Neil Wallace character sounds like an absolute loser.
It sounds as if he is up to his eyeballs in his own lies coming back to haunt him.
Here a tiny piece on SPIN featuring Eric Groteke.
Any evaluation of a development stage company based on automated spreadsheets which plug in numbers indicating "profit margins" are very shallow. These kind of "analyses" are a dime a dozen and are all over the internet. It is not real research for serious investors.
JBI is about what happens on profit margins when a number of processors are running.
The longs here realize that.
Good point. Do you think the new investors saw more details than us?
If so, it suggests they liked what they saw because they did indeed make the investment. That is the litmus test on this issue. That they actually DID make the investment.
You do admit that the involvement of this group is a definite positive for JBI- don't you????
No. The entire report has not been made public.
More importantly, the results have. If these results are good enough for millionaire/billionare investors they are good enough for me.
Here are the results. No need to thank me.
"Successful Review of P2O Technology by SAIC
In conjunction with the financing, SAIC Energy, Environment & Infrastructure, LLC (“SAIC”) was engaged to perform an independent review of the P2O technology and its commercial viability. The preliminary report provides a detailed analysis of the technology, process and business model for the Company’s patent pending Plastic2Oil process. The report also contains a pro-forma financial assessment of the capital costs and earnings for the P2O business model based on a scalable roll-out of three unit clusters.
SAIC is a FORTUNE 500® provider of scientific, engineering, systems integration and technical services and solutions.
SAIC was present at the Company’s Plastic2Oil facility in Niagara Falls, NY over a 3-day period, April 25-27, 2012. The role of SAIC was to review the principal aspects of the Company’s P2O process, including the basic engineering design, results from testing and operations at the Niagara Falls facility, and the commercial P2O processor, which is poised for roll-out at the first RockTenn site.
During the 3-day audit, the P2O processor ran in continuous mode, with 121,318 pounds of throughput, producing 10,287 gallons of No. 6 Fuel and 4,269 gallons of Naphtha.
“This independent review is by far the most comprehensive that we’ve undergone to date,” stated John Bordynuik, founder of the Company. “Furthermore, this is the first time we’ve received a pro-forma financial analysis from an independent third party, and we are extremely pleased with the positive conclusions.”
http://plastic2oil.com/site/news-releases-master/2012/05/15/jbi-inc-announces-10-million-financing-successful-independent-engineering-review-of-p2o-technology-by-saic-and-management-and-governance-changes
What was the result of the SAIC audit?
This stock is hilarious.
Black sits at home dreaming up new ways and "exciting avenues" for his array of fake scam businesses.
It's amazing this shit is allowed in America.
Buyer beware indeed!
And Mikey, as I am sure you read and post on this forum for your little scam defrauding naive investors, God sees all.
OPRX (this corporate fact sheet outlines the investment case very well)
This is one of my largest positions.
-no competition
-significant legal and regulatory barriers to entry (software took a few years to develop)
-massive revenue opportunity that is clearly realizable
-extremely conservative valuation If only 30,000 users print or esend one (1) coupon per day @$5.00 per coupon and OPRX retain $2.50 thats $75,000.00 per day in revenue. Medical operations average 265 day years. The rest is some what incomprehensible, but certainly possible. And with operating costs of around $3-3.5m in 2013 on the aforementioned revenue of $19.8m your talking $16m in cash with an NOL of $13M its still around $0.40-$0.50 EPS "fully fully diluted"
Here is a link to a company presentation)
http://files.samplemd.com/OPRX_IR_Presentation_Q1_2012_02162012.pdf
Here is a Seeking Alpha article.
http://seekingalpha.com/article/296409-initiating-coverage-of-optimizerx-corp-at-outperform-with-a-5-price-target
Company opportunity
The company is uniquely positioned as the market leader to leverage two very important trends in the $300 billion annual US pharmaceutical market:
Increasing challenge of promoting products to doctors via restriction of drug reps and drug samples (only 54% of doctors were accessible according to latest research)
Dramatic growth of electronic prescriptions that will reach 2 billion annually.
The company offers health systems and pharmaceutical manufacturers a better alternative to drug samples by adding patient sample vouchers, co-pay coupons and patient education to the electronic prescription — without any interruption to the doctors’ workflow.
Company history
The company was founded in 2006 by a group of pharmaceutical veterans and physicians recognizing the poor utilization of available resources by consumers and physicians. A key driving force in forming the company was the escalating cost of drugs for patients, resulting in non- compliance with medication utilization. The founders were also aware that there is a lack of awareness and utilization of free sample vouchers and available free co-pay support on the part of the consumer.
Company highlights
• The company recently received funding at
$1.50 per share (from Vicis Capital).
• Electronic prescriptions will grow by 650%
by 2015 due to medicare mandates and the
subsidies being offered to care providers who
automate the prescription process.
• SampleMD is the only system we are aware
of that automates the process of drug
sample management. This is a key issue as
manufacturers are decreasing the size of their
sales force, as almost half the doctors practices
now will no longer allow drug salesman into
their offices.
• SampleMD’s average inventory was
approximately 45 different drug samples or
ecoupon offers at a time in mid-to-late 2011.
The company now has closer to 70 offers and
are adding 40,000-60,000 new users to their
network in Q1 2012-Q2 2012. By the end of
Q2 2012 they expect the number of different
drug offers to be close to 100.
• The company currently has $3m-$4m in open
purchase orders to issue samples or co-pay
discounts from over 60 of the biggest brand
names in the drug industry. The key was
building up an inventory of a wide variety of
drugs that are top sellers. The system will now
be “stickier” for new users coming into the
system.
• The software can be fully integrated with
any electronic medical record application or
electronic prescription writing application —
which is a booming sector by itself.
• By having a growing amount of drug offers
on widely prescribed drugs, and even 10,000
potential active users, the financial projections
can be startling.
Company’s future: SampleMD
In 2010, the company developed their flagship software known as SampleMD — a proprietary software-as-a-service (SaaS) application.
SampleMD has quickly become a market leader for providing electronic drug discount coupons, drug sample vouchers, and complete electronic patient support tools that can be fully integrated with any electronic prescription writing application or electronic medical records application.
SampleMD enables healthcare providers to review, add, and print coupons as well as electronically notifying the pharmacy of available co- pay discounts and free drug sample offerings ? applied via electronic ecoupons or on site printed vouchers submitted to the pharmacy by the patient. All of these features along with drug safety, and sales information & patient education materials are in this fully integrated software module, which resides right within the care provider’s e-prescribing or EHR workflow software.
The company generates revenue each time a care provider prints or electronically sends a coupon or sample voucher to a pharmacy. The drug manufacturer then pays the company $5.00 for every ecoupon
or esample that is issued. There are also additional setup and reporting fees for each brand.This equates to 18-20% retention by patients, and is far higher than the more customary coupon utilization rates of 5-6% for coupons mailed or downloaded via the internet.
The SampleMD system was initially designed to be an enabling technology that integrates with the networks of leading closed or
restricted health systems. The closed or restricted practices do not allow drug sales personnel into their offices — significantly limiting their access to drug samples that historically helped them get patients onto the correct medication. SampleMD is enabling these care providers to now search for available samples vouchers, coupon savings, patient educational support and formulary information for the types of medications they wish to prescribe directly from their desktop or Electronic Medical Record (EMR) systems. This ability to print sample vouchers for patients these closed systems are now better able to help patients get on and stay on their prescribed
medications.
The integration capabilities of SampleMD have enabled the company to partner with existing software companies that already provide
electronic prescription applications or electronic health record (EHR) systems. This will provide a valuable and efficient marketing tool for the company in that it provides for large scale distribution opportunities for SampleMD in terms of care provider coverage.
In an earlier test of its capabilities, SampleMD was integrated with select components of the ePrescribe application operated by
Allscripts Inc. (NASDAQ:MDRX). This integration provided access to more than 10,000 healthcare providers searching for a better way to access patient savings and support from within their ePrescribing workflow. The company’s initial success with this opportunity has resulted in Allscripts now integrating SampleMD (mid 2012) into all of their ePrescribe workflow applications that serve 80,000physicians.
In late 2011, the company entered into strategic licensing agreements with other leading EHR software and e-prescribe software platforms. This will enable SampleMD to reach up to 250,000 health care providers. This is will allow SampleMD to expand its leadership position in distributing patient savings and support to more providers right within their
prescribing workflow.
SampleMD is now enabling the widest reach for drug manufacturers desperately seeking new ways to reach doctors due to traditional
drug reps being restricted or limited to appointment only. Of equal importance is ePrescribing expected to grow another 600% by
2015—reaching 2 billion annually — in a market where SampleMD is the clear leader.
Leveraging SampleMD’s integrated technology within the prescribers’ workflow presents a very unique opportunity to engage
prescribing clinicians with the over 200+ Electronic Health Record (EHR) systems to provide relevant information and patient support
right at point of prescription. This includes informing doctors if an ecoupon is in the system at the same time the formulary displays, and allowing the prescriber to review and distribute patient savings; product information and educations support program(s).
OPRX (this corporate fact sheet outlines the investment case very well)
This is one of my largest positions.
-no competition
-significant legal and regulatory barriers to entry (software took a few years to develop)
-massive revenue opportunity that is clearly realizable
-extremely conservative valuation If only 30,000 users print or esend one (1) coupon per day @$5.00 per coupon and OPRX retain $2.50 thats $75,000.00 per day in revenue. Medical operations average 265 day years. The rest is some what incomprehensible, but certainly possible. And with operating costs of around $3-3.5m in 2013 on the aforementioned revenue of $19.8m your talking $16m in cash with an NOL of $13M its still around $0.40-$0.50 EPS "fully fully diluted"
Here is a link to a company presentation)
http://files.samplemd.com/OPRX_IR_Presentation_Q1_2012_02162012.pdf
Here is a Seeking Alpha article.
http://seekingalpha.com/article/296409-initiating-coverage-of-optimizerx-corp-at-outperform-with-a-5-price-target
Company opportunity
The company is uniquely positioned as the market leader to leverage two very important trends in the $300 billion annual US pharmaceutical market:
Increasing challenge of promoting products to doctors via restriction of drug reps and drug samples (only 54% of doctors were accessible according to latest research)
Dramatic growth of electronic prescriptions that will reach 2 billion annually.
The company offers health systems and pharmaceutical manufacturers a better alternative to drug samples by adding patient sample vouchers, co-pay coupons and patient education to the electronic prescription — without any interruption to the doctors’ workflow.
Company history
The company was founded in 2006 by a group of pharmaceutical veterans and physicians recognizing the poor utilization of available resources by consumers and physicians. A key driving force in forming the company was the escalating cost of drugs for patients, resulting in non- compliance with medication utilization. The founders were also aware that there is a lack of awareness and utilization of free sample vouchers and available free co-pay support on the part of the consumer.
Company highlights
• The company recently received funding at
$1.50 per share (from Vicis Capital).
• Electronic prescriptions will grow by 650%
by 2015 due to medicare mandates and the
subsidies being offered to care providers who
automate the prescription process.
• SampleMD is the only system we are aware
of that automates the process of drug
sample management. This is a key issue as
manufacturers are decreasing the size of their
sales force, as almost half the doctors practices
now will no longer allow drug salesman into
their offices.
• SampleMD’s average inventory was
approximately 45 different drug samples or
ecoupon offers at a time in mid-to-late 2011.
The company now has closer to 70 offers and
are adding 40,000-60,000 new users to their
network in Q1 2012-Q2 2012. By the end of
Q2 2012 they expect the number of different
drug offers to be close to 100.
• The company currently has $3m-$4m in open
purchase orders to issue samples or co-pay
discounts from over 60 of the biggest brand
names in the drug industry. The key was
building up an inventory of a wide variety of
drugs that are top sellers. The system will now
be “stickier” for new users coming into the
system.
• The software can be fully integrated with
any electronic medical record application or
electronic prescription writing application —
which is a booming sector by itself.
• By having a growing amount of drug offers
on widely prescribed drugs, and even 10,000
potential active users, the financial projections
can be startling.
Company’s future: SampleMD
In 2010, the company developed their flagship software known as SampleMD — a proprietary software-as-a-service (SaaS) application.
SampleMD has quickly become a market leader for providing electronic drug discount coupons, drug sample vouchers, and complete electronic patient support tools that can be fully integrated with any electronic prescription writing application or electronic medical records application.
SampleMD enables healthcare providers to review, add, and print coupons as well as electronically notifying the pharmacy of available co- pay discounts and free drug sample offerings ? applied via electronic ecoupons or on site printed vouchers submitted to the pharmacy by the patient. All of these features along with drug safety, and sales information & patient education materials are in this fully integrated software module, which resides right within the care provider’s e-prescribing or EHR workflow software.
The company generates revenue each time a care provider prints or electronically sends a coupon or sample voucher to a pharmacy. The drug manufacturer then pays the company $5.00 for every ecoupon
or esample that is issued. There are also additional setup and reporting fees for each brand.This equates to 18-20% retention by patients, and is far higher than the more customary coupon utilization rates of 5-6% for coupons mailed or downloaded via the internet.
The SampleMD system was initially designed to be an enabling technology that integrates with the networks of leading closed or
restricted health systems. The closed or restricted practices do not allow drug sales personnel into their offices — significantly limiting their access to drug samples that historically helped them get patients onto the correct medication. SampleMD is enabling these care providers to now search for available samples vouchers, coupon savings, patient educational support and formulary information for the types of medications they wish to prescribe directly from their desktop or Electronic Medical Record (EMR) systems. This ability to print sample vouchers for patients these closed systems are now better able to help patients get on and stay on their prescribed
medications.
The integration capabilities of SampleMD have enabled the company to partner with existing software companies that already provide
electronic prescription applications or electronic health record (EHR) systems. This will provide a valuable and efficient marketing tool for the company in that it provides for large scale distribution opportunities for SampleMD in terms of care provider coverage.
In an earlier test of its capabilities, SampleMD was integrated with select components of the ePrescribe application operated by
Allscripts Inc. (NASDAQ:MDRX). This integration provided access to more than 10,000 healthcare providers searching for a better way to access patient savings and support from within their ePrescribing workflow. The company’s initial success with this opportunity has resulted in Allscripts now integrating SampleMD (mid 2012) into all of their ePrescribe workflow applications that serve 80,000physicians.
In late 2011, the company entered into strategic licensing agreements with other leading EHR software and e-prescribe software platforms. This will enable SampleMD to reach up to 250,000 health care providers. This is will allow SampleMD to expand its leadership position in distributing patient savings and support to more providers right within their
prescribing workflow.
SampleMD is now enabling the widest reach for drug manufacturers desperately seeking new ways to reach doctors due to traditional
drug reps being restricted or limited to appointment only. Of equal importance is ePrescribing expected to grow another 600% by
2015—reaching 2 billion annually — in a market where SampleMD is the clear leader.
Leveraging SampleMD’s integrated technology within the prescribers’ workflow presents a very unique opportunity to engage
prescribing clinicians with the over 200+ Electronic Health Record (EHR) systems to provide relevant information and patient support
right at point of prescription. This includes informing doctors if an ecoupon is in the system at the same time the formulary displays, and allowing the prescriber to review and distribute patient savings; product information and educations support program(s).
OPRX (this corporate fact sheet outlines the investment case very well)
This is one of my largest positions.
-no competition
-significant legal and regulatory barriers to entry (software took a few years to develop)
-massive revenue opportunity that is clearly realizable
-extremely conservative valuation If only 30,000 users print or esend one (1) coupon per day @$5.00 per coupon and OPRX retain $2.50 thats $75,000.00 per day in revenue. Medical operations average 265 day years. The rest is some what incomprehensible, but certainly possible. And with operating costs of around $3-3.5m in 2013 on the aforementioned revenue of $19.8m your talking $16m in cash with an NOL of $13M its still around $0.40-$0.50 EPS "fully fully diluted"
Here is a link to a company presentation)
http://files.samplemd.com/OPRX_IR_Presentation_Q1_2012_02162012.pdf
Here is a Seeking Alpha article.
http://seekingalpha.com/article/296409-initiating-coverage-of-optimizerx-corp-at-outperform-with-a-5-price-target
Company opportunity
The company is uniquely positioned as the market leader to leverage two very important trends in the $300 billion annual US pharmaceutical market:
Increasing challenge of promoting products to doctors via restriction of drug reps and drug samples (only 54% of doctors were accessible according to latest research)
Dramatic growth of electronic prescriptions that will reach 2 billion annually.
The company offers health systems and pharmaceutical manufacturers a better alternative to drug samples by adding patient sample vouchers, co-pay coupons and patient education to the electronic prescription — without any interruption to the doctors’ workflow.
Company history
The company was founded in 2006 by a group of pharmaceutical veterans and physicians recognizing the poor utilization of available resources by consumers and physicians. A key driving force in forming the company was the escalating cost of drugs for patients, resulting in non- compliance with medication utilization. The founders were also aware that there is a lack of awareness and utilization of free sample vouchers and available free co-pay support on the part of the consumer.
Company highlights
• The company recently received funding at
$1.50 per share (from Vicis Capital).
• Electronic prescriptions will grow by 650%
by 2015 due to medicare mandates and the
subsidies being offered to care providers who
automate the prescription process.
• SampleMD is the only system we are aware
of that automates the process of drug
sample management. This is a key issue as
manufacturers are decreasing the size of their
sales force, as almost half the doctors practices
now will no longer allow drug salesman into
their offices.
• SampleMD’s average inventory was
approximately 45 different drug samples or
ecoupon offers at a time in mid-to-late 2011.
The company now has closer to 70 offers and
are adding 40,000-60,000 new users to their
network in Q1 2012-Q2 2012. By the end of
Q2 2012 they expect the number of different
drug offers to be close to 100.
• The company currently has $3m-$4m in open
purchase orders to issue samples or co-pay
discounts from over 60 of the biggest brand
names in the drug industry. The key was
building up an inventory of a wide variety of
drugs that are top sellers. The system will now
be “stickier” for new users coming into the
system.
• The software can be fully integrated with
any electronic medical record application or
electronic prescription writing application —
which is a booming sector by itself.
• By having a growing amount of drug offers
on widely prescribed drugs, and even 10,000
potential active users, the financial projections
can be startling.
Company’s future: SampleMD
In 2010, the company developed their flagship software known as SampleMD — a proprietary software-as-a-service (SaaS) application.
SampleMD has quickly become a market leader for providing electronic drug discount coupons, drug sample vouchers, and complete electronic patient support tools that can be fully integrated with any electronic prescription writing application or electronic medical records application.
SampleMD enables healthcare providers to review, add, and print coupons as well as electronically notifying the pharmacy of available co- pay discounts and free drug sample offerings ? applied via electronic ecoupons or on site printed vouchers submitted to the pharmacy by the patient. All of these features along with drug safety, and sales information & patient education materials are in this fully integrated software module, which resides right within the care provider’s e-prescribing or EHR workflow software.
The company generates revenue each time a care provider prints or electronically sends a coupon or sample voucher to a pharmacy. The drug manufacturer then pays the company $5.00 for every ecoupon
or esample that is issued. There are also additional setup and reporting fees for each brand.This equates to 18-20% retention by patients, and is far higher than the more customary coupon utilization rates of 5-6% for coupons mailed or downloaded via the internet.
The SampleMD system was initially designed to be an enabling technology that integrates with the networks of leading closed or
restricted health systems. The closed or restricted practices do not allow drug sales personnel into their offices — significantly limiting their access to drug samples that historically helped them get patients onto the correct medication. SampleMD is enabling these care providers to now search for available samples vouchers, coupon savings, patient educational support and formulary information for the types of medications they wish to prescribe directly from their desktop or Electronic Medical Record (EMR) systems. This ability to print sample vouchers for patients these closed systems are now better able to help patients get on and stay on their prescribed
medications.
The integration capabilities of SampleMD have enabled the company to partner with existing software companies that already provide
electronic prescription applications or electronic health record (EHR) systems. This will provide a valuable and efficient marketing tool for the company in that it provides for large scale distribution opportunities for SampleMD in terms of care provider coverage.
In an earlier test of its capabilities, SampleMD was integrated with select components of the ePrescribe application operated by
Allscripts Inc. (NASDAQ:MDRX). This integration provided access to more than 10,000 healthcare providers searching for a better way to access patient savings and support from within their ePrescribing workflow. The company’s initial success with this opportunity has resulted in Allscripts now integrating SampleMD (mid 2012) into all of their ePrescribe workflow applications that serve 80,000physicians.
In late 2011, the company entered into strategic licensing agreements with other leading EHR software and e-prescribe software platforms. This will enable SampleMD to reach up to 250,000 health care providers. This is will allow SampleMD to expand its leadership position in distributing patient savings and support to more providers right within their
prescribing workflow.
SampleMD is now enabling the widest reach for drug manufacturers desperately seeking new ways to reach doctors due to traditional
drug reps being restricted or limited to appointment only. Of equal importance is ePrescribing expected to grow another 600% by
2015—reaching 2 billion annually — in a market where SampleMD is the clear leader.
Leveraging SampleMD’s integrated technology within the prescribers’ workflow presents a very unique opportunity to engage
prescribing clinicians with the over 200+ Electronic Health Record (EHR) systems to provide relevant information and patient support
right at point of prescription. This includes informing doctors if an ecoupon is in the system at the same time the formulary displays, and allowing the prescriber to review and distribute patient savings; product information and educations support program(s).
Hank, Thanks for the PM. I sent an email to the company last week to try to set up a time to talk to them. I haven't heard anything back yet.
I want more clarity on various matters including
- the possibility of OTC uplisting
- were current earnings the results of one time lumpy contract wins (to what extent is it recurring)
-the competitive position of the business (moat etc)
Thank you for your very detailed response.
We will see what comes to pass.
4 kids
At what point, according your theroy, do you think those playing this naked short game will cover?
1) Uplisting to a higher exchange
2) On great PRs or 10qs while still on the OTC
3) Never
Of all the companies I have communicated with, and there have been many, I have found Chris Irons to be one of the most professional and communicative IR people around. People who actually communicate with JBI know this to be the case.
I find your name-calling of Mr Irons to be inappropriate and unnecessary.
This is a brazen scam. (as I have always said)
I hope Black is prosecuted.
I just wonder how he has made money off it (if at all).
Please explain why you marked Knight and Canaccord in red.
Questions:
What is the selling price per machine?
What is the expected gross margins per machine?
Is there a recurring revenue element to these machines?
What will be the margin on that?
Thanks, Frank.
Specifically, where is the list Rawnoc made incorrect?
In what way does it not "match up"?
It might have something to do with DD being done on the people using a little company called Google.
I see everyone is still offering financing as the condition for things to get better. I'd say it'll be earnings two quarters from now.
The nice revenue growth points to continued build-out of recurring revenue streams for tubing sets and needles.
One question. Does anyone know whether the new subcutaneous Gammagard drug by Baxter (a competitor to Hizentra) uses multiple infusion sites (thus requiring multiple REPR tubes and needles) or just one?
Second, is the dosing frequncy as high as Hizentra?
Can you put this in layman's language as to what exactly you mean?
Further, can you answer my question which I asked in this post?
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=76045134
Thanks
Am I correct in thinking your JBII naked short thesis hinges on JBII preventing uplisting to a higher level exchange such as the NASDAQ? As long as JBI is on the OTC, the NS method can be used correct?
So, ultimately, on the NASDAQ or AMEX, there is no way the NS you argue is happening with JBI can occur right?
If so, would you therefore agree, if JBI does achieve uplisting that there is a 100% chance of the NS position being unwound? Or could it continue on the NASDAQ too?
Does it therefore mean, that if JBI achieves uplisting, and there is no massive rise in price due to this NS position being hastily unwound, that your entire NS thesis is false?
I am not arguing either way because I know nothing about this. I just want to check the logic of your thought process on this?
I don't know. I think you have to ask other brokerages for help.