Savvy Trades and Investments

[michael t]

Re: FONR - It is tough to gauge the impact that the mandate will have on results. The demand for MRI's won't be impacted. The question is whether they can meet that demand with the potential reductions in scan capacity. If they have been operating below 100% utilization then they should be able to absorb this challenge without affecting revenue. They might see some short term margin issues due to paying overtime, but that should also be partially offset with a diminished head count.

Furthermore, this is a short term factor. I do believe we are in the last waive of this pandemic and that by next spring/summer this will no longer be a factor. Thus, I don't want to overreact to what appears to be a short term challenge.