Talk Ya Book | David Williams

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  • เผยแพร่เมื่อ 29 พ.ย. 2024

ความคิดเห็น • 7

  • @marcmiot631
    @marcmiot631 2 ปีที่แล้ว +5

    Elite interview Chris. Loved the macro commentary as well as the PNV "pitch". 10/10

  • @lemaran01
    @lemaran01 2 ปีที่แล้ว +1

    What a ripper of an interview, have watched it multiple times now. Would love to see a 6 month update, seeing as so much has changed (new CEO, new FDA approval for MTX, huge growth in sales etc). DW is the man.

  • @geoffreymunn2268
    @geoffreymunn2268 2 ปีที่แล้ว +4

    Great Chat DW and Chris... PNV really is a gift. Look forward to seeing it turn and the shorters having to buy buy buy

    • @u3962521
      @u3962521 2 ปีที่แล้ว

      Same. Weird the annual report is being presented on a Friday. She's been a good run from 87cents up to 2.20! Shorters caught at the moment, will need to buy back at least 30 million shares in the next 12 months as PNV is on a very strong trajectory; GPOs in US signed; massive increase of sales staff. New products on board like Syntrel and Synpath; PNV is being journalled and presented by doctors globally for all sorts of use cases beyond burns. Last two quarter on quarter growth was 30 % and then 20% this last quarter... Huge growth. 20% quarter on quarter growth to finish the year would put Q4 sales of about 14-15 million. Add to that 6.3 million sale of property! If they add property sale to total revenues we are looking at a 75% yoy growth!

    • @u3962521
      @u3962521 2 ปีที่แล้ว

      The diabetic foot ulcers is an enormous market

  • @u3962521
    @u3962521 2 ปีที่แล้ว

    Pnv now 6.7% shorted. Top 4 now 15th most shorted. # ban shorting. Massive short squeeze; likely a fall from 6.7 to under 2 % short position to occur in 6 months; that's 35 million shares that need to be bought on mkt