They will sign many new deals in my opinion. One really important thing I’ve learned is that money makes more money. When you look at what’s going on in this niche Halo has so much more money and cash flow then any other company there is really no way, short of total stupidity and absolute incompetency that Halo won’t be able to trounce the competition. Take a good look at this last quarter and the projections for 2024 and tell me how a startup is going to have any impact on Halo. It takes so long to get approvals and dilutive capital raises and bumpy results along the way that Halo will be way larger or sold for a big number by the time they collect their first dime. I bought halo 17 years ago and here we are today finally a cash flow machine with a very solid management team that’s built billions of value and will continue to do so.
I attribute the poor stock performance to the fact that Halo is heavily owned by index funds and institutional buyers that reduce the public float. It’s easy for hedge funds to manipulate the stock in a quiet period, bring down the price and know they will make money at earnings time when the stock goes up.
I also feel that Halo is in an unusual position with their clients that they can’t make announcements without permission. A few months of secrecy may make a huge difference in very competitive situations and Halo clearly is not at liberty to talk. I can’t think of Halo announcing anything regarding a client that wasn’t done in conjunction with the client.
All that being said it takes money to make money and we are making lots of it for years to come. I disagree that Helen needs to be replaced, she has made very good decisions and runs a very low overhead very profitable easily scalable business. I’ve always thought she was going to sell the commercial Antares business and still think that. It’s becoming more valuable and may bring 1 billion some day and the AI business will have been purchased for free.
To sum it up:
Great cash flow
No real competition in the foreseeable future
A growing market with a scalable low overhead model
Solid management
Solid balance sheet
Many more deals to come just have to wait for clients to want to announce which makes it difficult to get news. Have to do research on your own and most of us are too lazy.
And a very low stock price. I think it’s worth what Bio thinks it is. It will get there and more but it will take time. I’ll never sell this one because I love cash flow. My share of net GAAP income equals what I originally invested every year. That’s a 100 percent return every year. Just doesn’t show up in the stock price yet but it will. I’m very optimistic. This is going to be a breakout year.
News 
Market Data 
Discover 
AI
