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mrholty

06/17/11 12:52 PM

#3214 RE: pinkyringcapital #3213

Agreed on all counts.

Facts that we know.

1. Company does exist. It does real revenues and has been in existence for a while.
2. Hospitals who have used the service, like it and appreciate the value.
3. There are lots of smaller players in this market that would be ripe for a larger player in the market. This business is highly scalable and leverage is great.

Things we assume:
1. The financials are still unknown.
2. Management cannot be trusted. Individual phone calls have been made with guidance not met.

Pinkyring's post on the reasons are exactly correct. I have no idea in what they are doing but I know its not in my best interest. I usually have more patience than most with regards to a company going silent/dark before a major reporting but this is bizarre. I am not a pump and dump but more of a LTBH sort of guy.

It pains me to say this but I may need to go back and call the hospitals that I spoke with and see if they have noticed anything (less service contacts lately).