Q1 - Q2 '16 NEAR-TERM CATALYSTS
Many have seen the past 30 days or so come and go with low volume, and wonder if all has been priced in or the fun is over..... NOT EVEN CLOSE
The start of Q1 '16 - the end of Q2 '16 will bring this share price close to another 5 BAGGER from these levels. HERES HOW....
First lets rehash what got us to the point we are now....
On 12/9/15 the company PAID OFF a total of $2.4M in debt. That represents ALL OF ITS AGED DEBT! There is NONE on the balance sheet. That took us to an O/S of ~350M .
http://www.otcmarkets.com/stock/RXMD/news/Pro...99&b=y
On 1/6/16 The company submitted its ATTORNEY LETTER with respect to current information...A step towards Yield sign removal .
http://www.otcmarkets.com/financialReportView...;id=149416
On 1/7/16 The company released its annual letter to shareholders which went over accomplishments achieved in '15, and stated goals for '16. This validated the letter issued last year, as the goals stated were achieved...
http://www.otcmarkets.com/stock/RXMD/news/Pro...24&b=y
On 1/8/16 The company officially had the yield sign removed...
http://www.otcmarkets.com/stock/RXMD/news/Pro...24&b=y
On 1/14/16 The company announced a record 180K prescriptions filled in '15...A RECORD...
http://www.otcmarkets.com/stock/RXMD/news/Pro...74&b=y
Each and every announcement here solidified an already solid company by quieting the critics who didnt believe what they were seeing... It also allowed many to truly understand the path we are headed......
The following CATALYSTS have yet to bear fruit, and these next 2 quarters will bear them out:
1) MTM REVENUE .... First mentioned here:
http://www.otcmarkets.com/stock/RXMD/news/Pro...83&b=y
"PharmCo is also quickly increasing its footprint in the Medication Therapy Management (MTM) industry. On a monthly basis, the company is seeing increases in the number of MTM cases provided by Medicare plans. While the company does not expect a material impact on this year's sales from MTM cases, MTM will be an important part of the business in 2016."
This revenue, is not simply a margin spreading catalyst...It also allows for a greater universe of patients, as well as an opportunity to consolidate ALL OF THEIR PRESCRIPTIONS in 1 PHARMACY! Thats a big difference! And they will see increase revenue from EXISTING patients!
2) 340B CONTRACT(S)
" Recently, PharmCo began the process of establishing 340B sales. Both PharmCo and its 340B provider are installing the vendor data necessary to start purchasing inventory for 340B patients. The Company anticipates that we will be realizing sales in this area before the end of the year. " THAT IS NOW
3) PALM BEACH COUNTY EXPANSION
" Due to dramatic increases in demand, PharmCo initiated plans to expand the pharmacy this quarter. The facility currently fills approximately 50,000 prescriptions per quarter with minimal square footage devoted to compounding and long term care operations. The expansion plan would nearly double the amount of general filling space plus expand the compounding department. "
What this actually means, is they are entering some of the busiest doctor offices who actually asked them to come in and fill their prescription needs, as other pharmacies were not getting it done right......Think about the lines, you see at a "good doctors office" and think about ALL THOSE PRESCRIPTIONS
4) NON-DEAL ROAD SHOW
http://www.otcmarkets.com/stock/RXMD/news/Pro...26&b=y
One thing this company has not done, is expose itself to UNREAL EXPECTATIONS (this company doesnt even put its news out on the wires)
It is quite safe to say, that as in the case of the debt payoff - The company is being QUITE CONSERVATIVE in its dealings here...First, the company would NEVER put out a PR about this non-deal roadshow, if it really wasnt TRULY IMPRESSIVE....Since this roadshow the shareprice has more than DOUBLED!
5) NEW ROBOTIC DISPENSING SYSTEM
At first glance it doesnt seem like much of a deal. Blah blah but it IS! The robot doesnt need a lunch break, it doesnt need a salary, or benefits...it GREATLY improves margins, and with 180K prescriptions at $86/prescription there will be more cash available for our next item:
6) M&A
This is my greatest catalyst for 2016...The company mentioned in its letter to shareholders that expansion and "MAJOR" growth are on the way for '16. Every CEO says that, but lets not forget they hit EACH AND EVERY TARGET in '15. This company, and COO have a long history of successfull straight, and reverse mergers under their belt, and after my call to ARMEN a month back, they are ACTIVELY LOOKING for acquisitions. This is the first quarter where the cash flow will be truly large, and with all this uncertainty in the economy right now, there are several targets, and areas they can access that were unavailable just a few short months ago. When you acquire a pharmacy, or health services company, you are acquiring a revenue producing MACHINE, and as of now PHARMCO is in the drivers seat where they can pick and choose who they go to bed with.
I only mentioned items that are PROVABLE, there are a few left I will not get into as they are more conjecture than fact.
Only fact left is that RXMD will see a share price no les than .10 by the end of Q2...Mark this post.
Good luck to all fellow longs who along with me have this float on LOCKDOWN
Many have seen the past 30 days or so come and go with low volume, and wonder if all has been priced in or the fun is over..... NOT EVEN CLOSE
The start of Q1 '16 - the end of Q2 '16 will bring this share price close to another 5 BAGGER from these levels. HERES HOW....
First lets rehash what got us to the point we are now....
On 12/9/15 the company PAID OFF a total of $2.4M in debt. That represents ALL OF ITS AGED DEBT! There is NONE on the balance sheet. That took us to an O/S of ~350M .
http://www.otcmarkets.com/stock/RXMD/news/Pro...99&b=y
On 1/6/16 The company submitted its ATTORNEY LETTER with respect to current information...A step towards Yield sign removal .
http://www.otcmarkets.com/financialReportView...;id=149416
On 1/7/16 The company released its annual letter to shareholders which went over accomplishments achieved in '15, and stated goals for '16. This validated the letter issued last year, as the goals stated were achieved...
http://www.otcmarkets.com/stock/RXMD/news/Pro...24&b=y
On 1/8/16 The company officially had the yield sign removed...
http://www.otcmarkets.com/stock/RXMD/news/Pro...24&b=y
On 1/14/16 The company announced a record 180K prescriptions filled in '15...A RECORD...
http://www.otcmarkets.com/stock/RXMD/news/Pro...74&b=y
Each and every announcement here solidified an already solid company by quieting the critics who didnt believe what they were seeing... It also allowed many to truly understand the path we are headed......
The following CATALYSTS have yet to bear fruit, and these next 2 quarters will bear them out:
1) MTM REVENUE .... First mentioned here:
http://www.otcmarkets.com/stock/RXMD/news/Pro...83&b=y
"PharmCo is also quickly increasing its footprint in the Medication Therapy Management (MTM) industry. On a monthly basis, the company is seeing increases in the number of MTM cases provided by Medicare plans. While the company does not expect a material impact on this year's sales from MTM cases, MTM will be an important part of the business in 2016."
This revenue, is not simply a margin spreading catalyst...It also allows for a greater universe of patients, as well as an opportunity to consolidate ALL OF THEIR PRESCRIPTIONS in 1 PHARMACY! Thats a big difference! And they will see increase revenue from EXISTING patients!
2) 340B CONTRACT(S)
" Recently, PharmCo began the process of establishing 340B sales. Both PharmCo and its 340B provider are installing the vendor data necessary to start purchasing inventory for 340B patients. The Company anticipates that we will be realizing sales in this area before the end of the year. " THAT IS NOW
3) PALM BEACH COUNTY EXPANSION
" Due to dramatic increases in demand, PharmCo initiated plans to expand the pharmacy this quarter. The facility currently fills approximately 50,000 prescriptions per quarter with minimal square footage devoted to compounding and long term care operations. The expansion plan would nearly double the amount of general filling space plus expand the compounding department. "
What this actually means, is they are entering some of the busiest doctor offices who actually asked them to come in and fill their prescription needs, as other pharmacies were not getting it done right......Think about the lines, you see at a "good doctors office" and think about ALL THOSE PRESCRIPTIONS
4) NON-DEAL ROAD SHOW
http://www.otcmarkets.com/stock/RXMD/news/Pro...26&b=y
One thing this company has not done, is expose itself to UNREAL EXPECTATIONS (this company doesnt even put its news out on the wires)
It is quite safe to say, that as in the case of the debt payoff - The company is being QUITE CONSERVATIVE in its dealings here...First, the company would NEVER put out a PR about this non-deal roadshow, if it really wasnt TRULY IMPRESSIVE....Since this roadshow the shareprice has more than DOUBLED!
5) NEW ROBOTIC DISPENSING SYSTEM
At first glance it doesnt seem like much of a deal. Blah blah but it IS! The robot doesnt need a lunch break, it doesnt need a salary, or benefits...it GREATLY improves margins, and with 180K prescriptions at $86/prescription there will be more cash available for our next item:
6) M&A
This is my greatest catalyst for 2016...The company mentioned in its letter to shareholders that expansion and "MAJOR" growth are on the way for '16. Every CEO says that, but lets not forget they hit EACH AND EVERY TARGET in '15. This company, and COO have a long history of successfull straight, and reverse mergers under their belt, and after my call to ARMEN a month back, they are ACTIVELY LOOKING for acquisitions. This is the first quarter where the cash flow will be truly large, and with all this uncertainty in the economy right now, there are several targets, and areas they can access that were unavailable just a few short months ago. When you acquire a pharmacy, or health services company, you are acquiring a revenue producing MACHINE, and as of now PHARMCO is in the drivers seat where they can pick and choose who they go to bed with.
I only mentioned items that are PROVABLE, there are a few left I will not get into as they are more conjecture than fact.
Only fact left is that RXMD will see a share price no les than .10 by the end of Q2...Mark this post.
Good luck to all fellow longs who along with me have this float on LOCKDOWN
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