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Re: chilar4567 post# 7557

Wednesday, 05/19/2021 10:26:24 AM

Wednesday, May 19, 2021 10:26:24 AM

Post# of 8387
I think you and I Chilar remember that the bottom was in many years back when the old CFO was buying shares in the open market (this was when we were sub 1$).

I have not more cash though if I did, likely would have bought a little more in the low 3's.

2022 will be a transition year, PAYS coming out of COVID and gradually restoring plasma volumes to normal levels. While i'm not thoroughly impressed with the guidance, I understand it given the current environment.

In terms of the "Good":

- PAYS "owns" the plasma donation center market and they have added a significant amount of new names and grown centers significantly (Issue is a temporary volume drop ie. feet in the door and management has generally done a good job at growing their base). While I don't think we will get back to our peak volumes per center we should get back close to it by year-end and with the increased center base this will reap benefits).

- New Realodable Card can bring in significant more revenue - though IMO roll-out has been slowed due to COVID and the benefits will likely be seen more in the 2022+ years.

-Pharma/Other Diversification of Revenue: PAYS has strengthened their executive team on the pharma side and has gained traction with some new initiatives - I expect this to continue in the next few years and we expand out of a niche plasma payment processor.


Some things that caused a little slow down but are for the better were the accounting policy change (this means more consistent revenue going forward rather than big swings), and we ramped up our headcount/executive team - this is good for execution though adds SG&A and simply means true operating leverage will only start occurring at higher revenue levels (as seen this year/last) plus I would also assume that we added other costs related to center growth/set-up fees over the last little while (without actually seeing the earnings come in).


All-in all - better times are ahead but I don't expect us to go parabolic, it will be a slow resumption back to normal with the Company likely getting into the higher gear in Q3 or Q4.

Best of luck.

E.


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