SiNtx Technologies Inc (SINT)

[boston745]

But now our ability to execute this phase of our transformation is more real. And just to give you some color there, we truly will be looking at mission-centric targets because that's the number one criteria. We're also going to be looking for places where we believe our spaces where we believe we can get a path to leadership at least at some point. We're always going to be looking for WAMGR accretive assets, and then those things that as a result of that can drive faster growth and faster EPS growth over time.

To size it, we're probably looking more small- to medium-sized deals, and it would be across three areas. Number one would be to diversify in our faster growth orthopedic markets like extremity sports, CMFT and even even settings like ASC, but also secondly, to diversify our revenue outside of traditional orthopedics with an eye towards those things that are a little less elective in nature. And then inside of recon, we're actually looking to enhance our position in those faster-growth submarkets of recon, so we can bring our WAMGR up there as well, things like data and robotics.

So that's where we're going to focus. And we've been at Phase three for a while. We've got a lot of things that we're interested in. And now we have a little more financial flexibility to move in that direction.

Diversifying is a good idea. Not sure why Hanson thinks Q4 will be a good quarter as covids yearly trend looks to be worsening on a global scale as well as staffing pressures. But the US has had it better so far...so maybe? One caveat is that tracking has dropped off this year so that could be muddying the picture. This makes it hard to tell if US is finally downtrending with covid cases vs summer last year. So far summers wave has been more sustained than summer 2021 which had the usual 2.5month long wave.
Hanson's right about ICU bed capacity not being pressured but it seems, from what my wife is seeing, that there is greater pressure in the step down units. Ortho patients generally do not goto ICUs.
Nurses are being pushed with more patients which will lead to burn out and turnover causing more staffing issues. Any large covid spikes will exacerbate this significantly. Theres predictions that Falls wave could be signficant (100m testing positive).

Coronavirus wave this fall could infect 100 million, administration warns