Here goes...and note the article mentions three companies...LUME, CLZR, and BLTI. But as for BLTI...
"The emerging growth stock in this field is BLTI, developer of a laser that whitens teeth in minutes. This alone would make for an interesting story, but tooth whitening is just the tip of the iceberg: Biolase other main laser, the WaterLase, uses a proprietary "hydrokinetic" technology, in which a laser energizes water droplets to create a cutting surface capable of painless dental work. Imagine: No more needles in gums, no more tense waiting for the drill to touch the one millimeter of nerve that didn't get numb.
A recent study by Bluestone Capital Corp. found that fewer than 3% of dentists currently use this kind of technology. So---assuming the lasers live up to their early billing--it's reasonable to assume that BLTI, the current leader in the field, will grow dramatically in coming years. Recent results bear this out: Despite the cancellation of two major dental tech trade shows in the wake of Sept. 11 attacks, by mid-December BLTI 4th quarter sales were, according to mangement, on track to set another record.
Only a handful of analysts cover BLTI at the moment, which makes it a high-risk proposition. But as the only pure play in what could turn out to be a hot field, and with a minuscule $110 M market cap, its upside potential may match its risk." |