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11/17/14 3:07 PM

#164078 RE: cliffvb #164077

cliffvb, re PESI

I was just about to make a similar post! Great news on the second CEO purchase at $4.58. My guess is he will continue to buy.

And the investor conference very positive too. More a discussion of their business. But you highlighted that comment about the good visibility they have for the next few quarters. He also said that after the initial overhead expenses are met in the treatment division, it becomes "extremely profitable" with 80-90% incremental margins.

Stock price remains an enigma. Don't remember ever seeing a Nasdaq stock with such dramatic improvement in financials/outlook after a rough 2 year stretch, yet the stock price barely moves. You're buying, I'm buying, the CEO is buying...who is selling?? I've been able to buy at the bid most of the day. Weird. Added over 10,000 shares today after listening to the presentation and seeing the CEO buying again.