Been thinking about that since 4PM myself. I came to the same conclusion that RAW has, growth exceeds the loss of the one customer.
My concern is this:
Starting in March 2014, we began providing professional utilization review services for a third-party partner, in order to assist them with their increasing volume. We were able to assist the third-party partner to reduce their backlog. At this time we have no means to predict the quantity of overflow business we will continue to receive from this partner in the remaining months of 2014 and for the year 2015. There are no assurances that the overflow business to us will continue at the same level realized during the nine-month period ended September 30, 2014.
UR is a big part of their business, and it doesn't specify how much this third-party partner contributed to their growth in the past two quarters. It also doesn't mean that it will decline, it's just that we don't know and it is the first time that I saw it disclosed.
The earnings were really nice for the quarter, and even if they achieve only half the growth they had in the past quarters, you can make the argument that there is good value at these prices. We'll find out tomorrow if the earnings give this a boost.
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