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Bergycb

12/21/14 5:42 PM

#13413 RE: Bergycb #13412

and when i say expenses i mean operational expenses. from an operational perspective tweed is closer to profitability than mettrum is despite the fact mettrum had more revenue. which is very interesting. the thing to watch for tweed is they had very high stock compensation expense last quarter which they dont list under operational expense (which infers it wont be recurring). its not nec recurring as it was much lower the previous quarter but something to keep an eye on as they claim its not operational.......

Bergycb

12/21/14 5:49 PM

#13414 RE: Bergycb #13412

but ive been wondering why TWD had a higher market cap than MT despite the fact MT has higher revenue and patients. i really believe its mettrums "professional fees" eating into margins that is keeping their market cap down. whatever these fees are. possibly they are patient acquisition costs but if so not sure why they list this as a separate expense from sales and marketing. as i said bed and twd dont have this line item , only mt.