PESI-- i agree, Cliff. Excellent conf. call with lots of extra color beyond the earnings PR; on that revenue delay from 2nd into 3rd quarter, it sounds from Lou's remarks that it's already been (or being) booked.
Lou was really excited talking extensively with one of the callers, Robert Manning, about the efficacy and market-size for the Tc-99 product. Lou also said ownership of Perma-Fix Medical is now around 60%... that seems higher than what i previously recall.
FDA submission probably around end of year-- Lou thought that THAT event is what could really move the shareprice, even well short of FDA approval down the road and actually getting product to market.
Also, Lou told the first caller that news on one of the big bids should be happening over the next 2-3 months... (that too should move the s/p up big).
I love the improved margins here on the treatment/services segment.
S.Alpha should have the full cc transcript later today.
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