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Strategies & Market Trends : The Art of Investing

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Dec 19 4:00 PM EST

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To: Lee Lichterman III who wrote (5068)	8/11/2022 5:29:54 PM
From: Sun Tzu	1 Recommendation Recommended By Lee Lichterman III Read Replies (1) of 10711

Neo is based in Canada - NEO.TO on Stockchart. On the US exchanges it is NOPMF. BFLY has zero debt and ~$350 million in cash. So far this year BFLY has increased revenue 33% and trailing 12m EPS is -0.55. So in terms of survival they are going to last longer than 2 years, especially if they keep growing like they are. And this is assuming they will not take on more debt. Importantly, their business has a subscription component which is growing even faster the rest of the business. Meaning that customers that buy their devices are happy enough to subscribe (you can buy without subscription and just use the basic functionality). FYI - BFLY is opening the door to issue more shares, but as far as I know, they have not announced any plans to issue more shares. I am perfectly fine with them issuing more shares to grow their business. From an investment thesis, I want to see them grow their business and reach critical mass as fast as possible. From a trading thesis, I will take some profits. But today I added some more and ended up making 15% on it before the close. Let's see how far this short squeeze can go.

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