Replies to post #105008 on Savvy Trades and Investments

[hweb2]

AMS caught a bid late in the day. Not sure what that was about. Seemed to coincide with the release of the 10Q, but I didn't see anything in there. No questions on the CC, as mandjb said. They mostly repeated stuff from the earnings PR. I was troubled by one thing though. CEO said on the call that the first order would begin installation in September 2023? They'd previously said it was expected to ship in Q2. Now it's the last month of Q3? As planned?? I'll email them next week and try to clear up the apparent bait-and-switch. From today's CC-

"This is what our second order of the year is, as Ray mentioned, a five year agreement extension with an equipment upgrade to the newest Gamma Knife [Esprit]. The Esprit will provide additional treatment capabilities for patients to improve the patient treatment experience, including faster treatment times, and we expect that patient volume will increase as a result. It will be the first Esprits in the US when it is installed in the fourth quarter. In addition, our first order of the year is scheduled to begin installation in September 2023 as planned. Broadly, sales activity is very strong with a number of projects moving through our sales pipeline. This includes the two orders that we've already announced this year. This activity includes Gamma Knife projects worldwide, including the US with MR/LINACs and proton beam radiation therapy centers as well. In addition, given US market trends that point to more consolidation of cancer centers, American Shared is becoming more involved in discussions for US cancer center acquisitions, joint ventures and other creative turnkey financial models, similar to some of our past successes. Although we cannot disclose any further information due to confidentiality agreements, but the point is that these are new and additional projects that have been recently added to our already increasing sales funnel."