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If Rogers (RCI, TSX) is your cable television provider, as it is for more than 2 million Canadians, you’re using SeaChange’s software without even knowing it!

Simply put, SeaChange is the engine that powers the delivery of video from Rogers to your television.  SeaChange does the same thing, and more, for Liberty Global (LBTYA, NASDAQ), the world’s largest cable provider serving 46 million television sets across 12 countries. Household names and internationally dominant companies like Comcast (CMCSA, NASDAQ) and Verizon (VZ, NYSE) also rely on SeaChange’s software solutions.

With such an impressive list of clients, SeaChange has more than 200 in total, one has got to wonder…why has the stock been performing so poorly?

That was an understatement – SEAC has performed terribly!  Looking at the long-term chart ($15 to $2) you’d think we’re talking about an exploration company working moose pasture, not a software company the world’s largest cable providers depend on to deliver television to +50 million subscribers.

While the long-term looks terrible, SEAC looks to be bottoming out more recently.

Shareholders have lost more than 85% of their money from the highs, so what happened?  Where did this seemingly respectable software company go wrong?

Act #1:  Rightsizing A Bloated Business

SeaChange was not always the lean and mean company that CEO Ed Terino has in place today.

Terino, the turnaround and software veteran, officially took the helm on April 7, 2016.

The brief back story:  In or around 2012 SeaChange began shifting from hardware and software solutions to 100% software.  Prior to this transition, which didn’t go smoothly, SeaChange’s business model was largely dependent on upfront licensing revenues and large-scale hardware deployments (i.e., set top boxes).  That made for a lumpy and unpredictable revenue stream.

Now, having transitioned to a 100% software and cloud-based business, SeaChange’s revenue stream is more predictable (less lumpy).  It offers a subscription based pay-as-you-go model which allows clients to start using the software faster, with less upfront costs.

Since Terino’s arrival, expenses were reduced by $38 million.  SeaChange is now operating more efficiently with 300 employees than they were with 700 employees.  Six offices were closed.  Terino acquired a 70-person software engineering company based in Warsaw, Poland. That team proved to be more productive and capable than SeaChange’s California-based team, at a savings of $8 million annually.

Bottom line, Terino’s turnaround is now complete and SeaChange is cash-flow positive!

SeaChange achieved Non-GAAP operating income of $3.2 million last quarter, for the first time in years.  Going forward the company is breaking even with revenues of $80 million, according to CFO Peter Faubert.  Gross margins are expected to be 60% or slightly better.

Next Monday, SeaChange will present Q4 results.  These numbers should demonstrate a third consecutive quarter of positive cash flow.  Plus, it will add confidence and further proof Terino’s turnaround is complete.

With announcements like this: Liberty Global Selects SeaChange for Next-Generation Cloud-Based Video Offering, I’m convinced the financials will continue improving.  Combine that with what looks to be signs of stability (a bottom?) on the chart and I think we’ve got a terrific value investment on our hands right now.

I’m seeing tremendous value in SEAC – roughly $1.25 per share cash on a $2.61 share price (no debt), selling for less than 1 x sales.  And I’d be surprised if it drops below $2.50, so the risk/reward is favorable.

Act #2:  Change The Channel To Growth

Mr. Market currently sees SeaChange as a plain old legacy business (and he’s valuing it that way).

But actually, SeaChange is a spicy growth story!

SeaChange has mastered video management on a massive scale for delivery and monetization.

The television landscape has been fundamentally altered.  With nearly ubiquitous internet viewers expect to be able to watch on any device (computer, tablet, phone, t.v., etc.) at any time.

Plus, viewers want tons of content choices!  And preferably those choices would be tailored to their viewing history (just like with Amazon, your cable providers know what types of shows/movies you like and don’t like).

Network operators want a worry-free video delivery solution that’s future proof.  Content owners and broadcasters want to reach a global audience. And they want to get paid when people watch their content. Advertisers want bang for their buck, that means “targeted ads”.

Therein lies the challenge!  Delivering video at a massive scale while managing the interests of viewers, content owners, broadcasters, and network operators isn’t easy!  SeaChange is one of very few companies in the world that’s capable of providing an end-to-end solution for cable, telecom, and satellite providers of all sizes.

Rogers Communications learned just how challenging this is the hard way.  Back in 2016 Rogers decided to strip out SeaChange’s software and replace it with Ericsson, a much larger competitor.  Thing is, Ericsson’s video management, delivery and monetization software didn’t work flawlessly.  Rogers was forced to delay its Internet TV (aka. IPTV) roll out and take a $500 million write down!

SeaChange is one of Liberty Global’s five “critical vendors”.  The world’s largest cable provider would be in a world of hurt without SeaChange’s software, it’s heavily embedded into their systems.  Some experts have described SeaChange as being in Liberty Global’s bloodstream.

That speaks to the inherit value and “stickiness” of their software solution(s).  According to Terino, Liberty Global was an unhappy customer several years ago.  Terino believes that Liberty Global would have walked away from this decade long relationship if they could have.

However, their bonds are strengthening again, as you can hear:  “Our selection of SeaChange as a key part of our video platform reflects their continued development of leading video delivery technologies and their relentless commitment to operational excellence,” said Olivier Philippe, Liberty Global’s Vice President of Entertainment.

Liberty Global will go from having 17 “back offices” throughout Europe to 1 virtual back office.  Thanks to SeaChange video content, management for 24 million customers will now be handled from one central location!  And save lots of money for the cable provider in the process.

Terino said this new deal with Liberty Global will result in sales of at least $30 million over the next two years (a key growth driver for the Company).  Sales opportunities in SeaChange’s pipeline are 300% to 400% greater than at this time last year.

Act #3: “Cutting The Cord” And The Future Of Video Distribution

Many millions of people that aren’t subscribers of Comcast, Liberty Global, Rogers et al. are “cutting the cord”.  You’re probably familiar with this term, which refers to cancelling your television provider.

Of course, the vast majority of these cord cutters aren’t doing away with television!  They’re just switching to other streaming video services like Netflix, Amazon Prime, and other “over-the-top” media distribution outlets.

Lots of companies (increasingly telecom/broadband providers like Verizon and AT&T) are interested in providing video (generating cable subscription revenues) but don’t have the financial wherewithal and technical capabilities to make it happen.

Aspiring video/television providers worldwide are calling SeaChange for its solutions and advice.

Consumption of video/television is on the rise worldwide.  Therefore, as one of few companies in the world capable of delivering to +50 million people on any device at any time, SeaChange’s future looks bright.  Over their nearly 25-year history, hundreds of millions have been invested into developing and perfecting these software solutions.

In Summary:  Terino’s turnaround is complete.  More than $38 million in waste has been removed from the company.  SeaChange is cash flow positive for the first time in years, now the transition is toward growth!  Their software is “in the bloodstream” of some of the world’s largest cable and telecom providers (I interpret that as recurring predictable revenue, and takeover tycoons love recurring predictable revenue).  SeaChange is interpreted as being a plain old legacy business, but it’s actually a spicy made-for-TV growth story in the making.

With approximately $1.25 per share worth of cash (less than 1 x sales), SEAC is undervalued and looks to have strong support at $2.50, excellent risk/reward!  I’m expecting it to trade higher into or on the back of strong earnings and a conference call next Monday.

This article was first published at BullMarketRun.

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*Author has a long position in SeaChange

DISCLAIMER: The information in this publication is not intended to be, nor shall constitute, an offer to sell or solicit any offer to buy any security. The information presented on this website is subject to change without notice, and neither Penny Stock Experts nor its affiliates assume any responsibility to update this information. Additionally, it is not intended to be a complete description of the securities, markets, or developments referred to in the material. Penny Stock Experts and its Author(s) cannot and do not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. Additionally, Penny Stock Experts and its Author(s) in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned. Furthermore, Penny Stock Experts and its Author(s) accept no liability whatsoever for any direct or consequential loss arising from any use of our product, website, or other content. The reader bears responsibility for his/her own investment research and decisions and should seek the advice of a qualified investment advisor and investigate and fully understand any and all risks before investing. Information and statistical data contained in this website were obtained or derived from sources believed to be reliable. However, Penny Stock Experts and its Author(s) do not represent that any such information, opinion or statistical data is accurate or complete and should not be relied upon as such. This publication may provide addresses of, or contain hyperlinks to, Internet websites, Penny Stock Experts takes no responsibility for the contents thereof. Each such address or hyperlink is provided solely for the convenience and information of this website’s users, and the content of linked third-party websites is not in any way incorporated into this website. Those who choose to access such third-party websites or follow such hyperlinks do so at their own risk. The publisher, owner, writer or their affiliates may own securities of companies mentioned in this publication.

The post SeaChange (SEAC, NASDAQ): The Turnaround Story That’s Made For TV! appeared first on Penny Stock Experts.

ViewRay (VRAY, NASDAQ) designs, manufactures and markets “MRIdian”, the world’s first and only MRI-guided radiation therapy system that can image and treat cancer patients simultaneously.

MRIdian was purposefully built, following a decade of R&D by ViewRay, to address the key limitations of existing external-beam radiation therapy technologies.  With help from “SmartVision”, a proprietary software, MRIdian is capable of targeting and tracking the position and shape of soft-tissue tumors while radiation is delivered.

…can you believe it, without ViewRay clinicians are blind while delivering radiation (X-rays cannot see soft-tissue tumors).

For the first time ever, doctors have a machine that really works on pancreas cancers!  The data is still early but “wildly compelling” according CEO Chris Raanes.  When looking back on 40 pancreas tumor cases, the survival rate doubled.  In other words, with only a 20% chance of living more than one year with pancreatic cancer, according to the American Cancer Association, people might be living twice as long (or more!) thanks to ViewRay’s MRIdian technology.

A term they call “adaptive radiated therapy” is a prime reason MRIdian is so effective.  By adaptive, ViewRay means if the small intestines get in the way of radiating the pancreas, doctors can see and then shape them a little differently.  That’s hugely important because it allows doctors to be more aggressive.  With MRIdian, doctors are applying up to twice the dosage, yet precisely, and not harming healthy tissue nearby.

…now, with the MRIdian, radiation oncologists can see and adapt like a surgeon.

Frequently, doctors are forced to limit the dosage because a lack or precision causes more harm than good to other parts of the body (thus delivering a less powerful blow to the tumor).

Doctors are really excited about the MRIdian because it’s a repeatable procedure.

It can be done again and again and again on most parts of the body.

Ultimately, increased target accuracy combined with improved tumor visibility and accurate dose recording means clinicians can treat patients who would not previously have been considered radiation therapy candidates.

ViewRay believes MRIdian will significantly improve the safety and efficacy of radiation therapy, leading to improved patient outcomes with reduced side-effects from off-target radiation delivery.

Presently, you’ll only find a MRIdian device inside some of the most prestigious university hospitals (across the U.S. and Japan).  But this device could eventually be used in nearly every community hospital – it really works and it’s good for everyone!

Breast cancers represent about 30% of the treatments in every community hospital.  ViewRay now has +3 years worth of clinical experience showing the clear advantages of MRI guided radiation therapy on breast cancer.

…it all sounds great, so the skeptical analyst community would ask:

Can ViewRay’s technology be copied by the big guys?

And that is a great question because ViewRay is still a small cap, sub $500 million company.  Clearly a compelling story early in its life, but can they compete, survive, and thrive?

Well, their CEO, Raanes, argues that ViewRay is not the first company to say “combining MRI with radiation delivery is a really good idea”. There is a history of attempts, one of the industry’s largest players tried and failed.  ViewRay is the first company to figure out how to do it.

MRIdian didn’t happen overnight, it took a decade to develop.  The difficult nature lies in such a device being a hard engineering and physics problem to solve (relating to how strong magnets and radiation interact).

Raanes said ViewRay has patented the best way to make this device, and they think they’ve also patented all the pretty good ways.

Upwardly Trending Yet Sitting Near Support!

A perfect combination?

Equipment sales into the radiation oncology market are primarily driven by “replacements”.  There’s about 11,000 machines worldwide and each needs to be replaced every decade.  ViewRay is competing for roughly half of an estimated 1,100 sales each year.  At year-end,ViewRay’s backlog grew to a record $203 million.

The company is looking to be in the 40 to 50% gross margin range upon ramping up.

In Summary:  Guided by real-time MRI, for the first time ever a radiation oncologist can see what’s happening as radiation is being delivered. ViewRay’s patented MRIdian technology and proprietary SmartVision software help ensure the tumor is never missed. Plus, it prevents healthy tissue and nearby body parts from being hit with radiation. Clinical data proves this matters! As a company ViewRay is helping save and extend lives (and they could also make you lots of money).

Article first published at BullMarketRun.

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DISCLAIMER: The information in this publication is not intended to be, nor shall constitute, an offer to sell or solicit any offer to buy any security. The information presented on this website is subject to change without notice, and neither Penny Stock Experts nor its affiliates assume any responsibility to update this information. Additionally, it is not intended to be a complete description of the securities, markets, or developments referred to in the material. Penny Stock Experts and its Author(s) cannot and do not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. Additionally, Penny Stock Experts and its Author(s) in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned. Furthermore, Penny Stock Experts and its Author(s) accept no liability whatsoever for any direct or consequential loss arising from any use of our product, website, or other content. The reader bears responsibility for his/her own investment research and decisions and should seek the advice of a qualified investment advisor and investigate and fully understand any and all risks before investing. Information and statistical data contained in this website were obtained or derived from sources believed to be reliable. However, Penny Stock Experts and its Author(s) do not represent that any such information, opinion or statistical data is accurate or complete and should not be relied upon as such. This publication may provide addresses of, or contain hyperlinks to, Internet websites, Penny Stock Experts takes no responsibility for the contents thereof. Each such address or hyperlink is provided solely for the convenience and information of this website’s users, and the content of linked third-party websites is not in any way incorporated into this website. Those who choose to access such third-party websites or follow such hyperlinks do so at their own risk. The publisher, owner, writer or their affiliates may own securities of companies mentioned in this publication.

The post “Wildly Compelling” MRI-Guided Radiation Therapy! ViewRay (VRAY, NASDAQ) appeared first on Penny Stock Experts.

To me, Kornit is an obvious opportunity and their digital printers will continue to take market share from analogue textile printers for the following key reasons:

• Pollution:  Some say the textile industry is the world’s 2nd largest polluter.  It consumes an extraordinary amount of water, creates gaseous emissions, and generates a huge volume of toxic chemicals;

• Compared to screen printers, Kornit saves time and money.  Pre-production setup time can be reduced by 90%.  Clothing retailers (the ones still in business) are shifting to online orders and “fast fashion”.  That means small batch orders.  Kornit is now more cost competitive on order sizes below 500 pieces;

• Infinite design flexibility and speed to market.  A new supply chain is developing – “demand leads supply”.  Then there’s “reverse logistics” – people are buying online and if they don’t like the product they return it.

Kornit’s digital printers are eco-friendly.  It isn’t a wet process, so no water is needed.  And the dyes used are non-toxic.

Importantly, this is a patented process.

Kornit employs a razor/razor blade business model – they sell the systems (cost is between $60,000 and $800,000) and they sell the ink.

Therein lies a key point – Kornit printers only work properly with Kornit ink, which provides for significant operation leverage!

Here’s why a customer wouldn’t want to use a “fake ink” product in Kornit’s printers, and how it should maintain this lucrative recurring business:

• Warranty expires;

• Fake ink risks damaging the system and will clog the ink jet heads;

• An RFID software system on each Kornit printer will recognize the imposter ink and slow it down.

Obviously, Kornit has gone to great lengths to protect the ink side of its business (which represents 40% of revenues, and growing).

The shift toward digital is underway, but we’re still early in the process.

How do we know Kornit has the best digital printers?

For one, according to Kornit, its competitors (Epson and Brother) are not capable of providing a printing process that does not require multiple steps and pre-treatment. Another indication would be that Amazon is its largest customer.

“Customer demand for graphic t-shirts offered through Merch by Amazon continues to grow rapidly, and more developers and content creators join the service every day,” said Miguel Roque, Director, Merch by Amazon.  “Kornit’s ability to deliver solutions and support that meet our high quality and high volume manufacturing requirements will help us to continue expanding program capacity to meet customer requests.”

As per the agreement, Amazon will spend $150 million with Kornit over a 5-year period.  In return, Amazon will get 2.9 million warrants to buy KRNT at $13 per share.

With help from Amazon and a growing list of customers around the world, sales to Asia and Europe were up 30% last year.  The company has eclipsed $100 million in sales (20% CAGR since 2014).

In addition to the business opportunity and price, I like the chart!  KRNT is in a well established uptrend, yet sitting very close to strong support around $12 per share.

Via KRNT you and your family can capitalize on one of the most important technological advancements to ever hit the textiles industry. You need look no further than “Merch” and how Amazon is using Kornit‘s digital printers. They plan to buy $150 million worth over the next five years (they also took a large equity stake in KRNT).

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*Author has a long position in Kornit

DISCLAIMER: The information in this publication is not intended to be, nor shall constitute, an offer to sell or solicit any offer to buy any security. The information presented on this website is subject to change without notice, and neither Penny Stock Experts nor its affiliates assume any responsibility to update this information. Additionally, it is not intended to be a complete description of the securities, markets, or developments referred to in the material. Penny Stock Experts and its Author(s) cannot and do not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. Additionally, Penny Stock Experts and its Author(s) in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned. Furthermore, Penny Stock Experts and its Author(s) accept no liability whatsoever for any direct or consequential loss arising from any use of our product, website, or other content. The reader bears responsibility for his/her own investment research and decisions and should seek the advice of a qualified investment advisor and investigate and fully understand any and all risks before investing. Information and statistical data contained in this website were obtained or derived from sources believed to be reliable. However, Penny Stock Experts and its Author(s) do not represent that any such information, opinion or statistical data is accurate or complete and should not be relied upon as such. This publication may provide addresses of, or contain hyperlinks to, Internet websites, Penny Stock Experts takes no responsibility for the contents thereof. Each such address or hyperlink is provided solely for the convenience and information of this website’s users, and the content of linked third-party websites is not in any way incorporated into this website. Those who choose to access such third-party websites or follow such hyperlinks do so at their own risk. The publisher, owner, writer or their affiliates may own securities of companies mentioned in this publication.

The post Kornit (KRNT, NASDAQ): Why Is Amazon Spending $150 Million On Their Digital Printers? appeared first on Penny Stock Experts.

Mitek Systems (MITK, NASDAQ), a global leader in mobile identity verification and mobile deposit solutions, reported Q1 2018 revenues of $12.1 million last Thursday (up 31% yoy, and a new record).

Before we take a look at the highlights from the quarter, I’ll comment on MITK’s price action and the “Big Picture”.

Between late 2015 and mid-2017 the stock surged from below $3 per share to nearly $11. So while it’s somewhat frustrating to see it pull back to $7.65 (support?), when it looked poised to break above $10 a week ago, “it just is what it is”. And we may be looking at the final shakeout.

As investors I think we’re comforted by having a reason our stocks move UP and DOWN. Fact is, there isn’t always a rhyme or reason for the movements (often it’s purely emotions, impatience, or personal financial reasons – nothing to do with the underlying business).

One thing’s for sure – what used to be done in person is now being done online. Going forward, more and more transactions and services will be done online, not less. Mitek owns the key enabling platform (patent protected) for “trusted” commerce in this digital world. Therefore, Mitek has massive growth ahead of it (and its customers “NEED” the product).

Investors and speculators often lose sight of the big picture and grow impatient. They sell something to buy something else, jumping around too much. They might be concerned because Mitek’s revenues were $0.4 million off their estimates (or Q2 will be “flat” due to tough comps), but years from now that will have been long forgotten. They might think the chart is weakening and step to the sidelines, only to join the game later.

…that type of thinking and those leaders are not the ones you want to be following.

Bottom line – Mitek the stock isn’t looking so good at the moment, but the business and its prospects for growth are looking as great as ever. With $48 million cash and no debt, the balance sheet is rock solid. With 2018 revenue guidance of $58 million, Mitek is valued at 4 x sales (ex cash). That’s not a high price to pay for a growth stock in the sweet spot of “e-commerce”. This is a business model that’s close to minting money, roughly 90% gross margins.

Watch the stock – I bet it bottomed today at the rising 500-day moving average (SMA), just like it did earlier this year.

Highlights from the quarter and conference call:

“Our results for the fiscal first quarter reflect continued solid growth from both our digital identity software solutions and our industry leading Mobile Deposit. Our growing and profitable recurring business in mobile deposit continues to be a solid springboard from which to capture the growth in the global digital identity verification market. During the quarter SaaS ID transactions increased 117% year-over-year, and we ended the quarter with 29% more ID customers than a year ago. With our continued momentum in both markets, we are well positioned for growth in fiscal 2018 and beyond.”

Noteworthy and new “identity” customers gained:

• One of the world’s largest investment management companies is using Mitek’s mobile identity verification solution for streamlining new account opening
• One of the world’s largest airlines
• One of the world’s largest car rental companies
• A top 5 bank renewed its contract with Mitek

Nocks, one of Europe’s leading blockchain providers, reduced its new customer onboarding time by 98% (from 12 hours to 5 minutes!) thanks to Mitek’s “Mobile Verify” solution. That’s a big deal! People don’t like to wait around online, and Nocks’ enrollment jumped over 200%.

Final Thoughts – Mitek believes it possesses the world’s largest repository of “fake ID’s”. Its machine learning systems and AI learn from those fakes, so the company is getting quite good at catching the bad guys. Mitek will leverage its balance sheet to grow via acquisition – it acquired Icar Vision this year to maintain its dominant market position and competitive edge.  In the technology space MITK is one of our top 5 picks.

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*Daniel has a long position in MITK

Ariticle first published at BullMarketRun

DISCLAIMER: The information in this publication is not intended to be, nor shall constitute, an offer to sell or solicit any offer to buy any security. The information presented on this website is subject to change without notice, and neither Penny Stock Experts nor its affiliates assume any responsibility to update this information. Additionally, it is not intended to be a complete description of the securities, markets, or developments referred to in the material. Penny Stock Experts and its Author(s) cannot and do not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. Additionally, Penny Stock Experts and its Author(s) in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned. Furthermore, Penny Stock Experts and its Author(s) accept no liability whatsoever for any direct or consequential loss arising from any use of our product, website, or other content. The reader bears responsibility for his/her own investment research and decisions and should seek the advice of a qualified investment advisor and investigate and fully understand any and all risks before investing. Information and statistical data contained in this website were obtained or derived from sources believed to be reliable. However, Penny Stock Experts and its Author(s) do not represent that any such information, opinion or statistical data is accurate or complete and should not be relied upon as such. This publication may provide addresses of, or contain hyperlinks to, Internet websites, Penny Stock Experts takes no responsibility for the contents thereof. Each such address or hyperlink is provided solely for the convenience and information of this website’s users, and the content of linked third-party websites is not in any way incorporated into this website. Those who choose to access such third-party websites or follow such hyperlinks do so at their own risk. The publisher, owner, writer or their affiliates may own securities of companies mentioned in this publication.

The post Mitek (MITK, NASDAQ): The Key Enabling Platform For Establishing Trust In A Digital World appeared first on Penny Stock Experts.

Almost all you need to know about Restoration Robotics is that its founded by Fred Moll M.D.

(but I’ll share some more info anyways)

Fred Moll also founded Intuitive Surgical (ISRG, NASDAQ), a Company that’s now worth $44 billion! That’s roughly 40-times more valuable that Restoration Robotics / HAIR today.

If you’ve never heard of ISRG, you’ll be wishing you did, like a decade ago, because ISRG ranks among the world’s greatest performing stocks over that time frame.

That thing has gone from single digits to more than $400 per share, making ISRG one of those very rare stocks worth holding onto!

Long story short – Intuitive Surgical was the vessel by which Dr. Moll took his “da Vinci” technology, a non-invasive robotic-assisted surgical system and sailed to the promise land.

Yet, like many other brilliant inventors, Dr. Moll wasn’t content with lounging under palm trees and staring at the ocean day after day. So what began as somewhat of a joke, about a decade and $150 million later, has become reality – the ARTAS robotic system!

ARTAS is the first and only robotic hair transplant system.

More than 100 robots have been sold to date, and each unit costs approximately $250,000.

For Restoration Robotics this is a razor-razorblade business model, so the company sells the system for a relatively low price to generate more sales of consumable products (at a higher margin).

For patients, this is finally a non-invasive option and non-painful option! Until the ARTAS came along, a procedure called “strip surgery” was the norm. And one would desperately have to want a fuller head of hair to go through with that procedure (from what I’ve hear there’s a lot of pain and blood involved).

And I say “heard”, but you can watch the ARTAS procedure to see how it compares to a strip surgery on the *company website.

*Viewer please be advised

We’ll dive deeper into the details in the weeks to come. But for now, suffice to say HAIR represents a massive market opportunity and it’s the only game in town. The ARTAS is already FDA approved for men (women coming soon?) and it’s considered to be the “Gold Standard”.

With any luck we’ll continue to see some downward pressure on the stock – it’s off more than 50% from its post-IPO highs. The float is tightly held, mainly by various private equity firms that have sunk over $150 million into getting Restoration Robotics to where it is today (market cap $125 million).

Bottom line – while it’s not early days for the company, which has been around about a decade, it is very early days for the stock.  I think HAIR will prove to be a super stock to own over the years to come. In my view, this isn’t a story about baldness, it’s a story about thinning hair. And that’s a massive untapped market worldwide.

 *Daniel has a long position in HAIR

DISCLAIMER: The information in this publication is not intended to be, nor shall constitute, an offer to sell or solicit any offer to buy any security. The information presented on this website is subject to change without notice, and neither Penny Stock Experts nor its affiliates assume any responsibility to update this information. Additionally, it is not intended to be a complete description of the securities, markets, or developments referred to in the material. Penny Stock Experts and its Author(s) cannot and do not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. Additionally, Penny Stock Experts and its Author(s) in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned. Furthermore, Penny Stock Experts and its Author(s) accept no liability whatsoever for any direct or consequential loss arising from any use of our product, website, or other content. The reader bears responsibility for his/her own investment research and decisions and should seek the advice of a qualified investment advisor and investigate and fully understand any and all risks before investing. Information and statistical data contained in this website were obtained or derived from sources believed to be reliable. However, Penny Stock Experts and its Author(s) do not represent that any such information, opinion or statistical data is accurate or complete and should not be relied upon as such. This publication may provide addresses of, or contain hyperlinks to, Internet websites, Penny Stock Experts takes no responsibility for the contents thereof. Each such address or hyperlink is provided solely for the convenience and information of this website’s users, and the content of linked third-party websites is not in any way incorporated into this website. Those who choose to access such third-party websites or follow such hyperlinks do so at their own risk. The publisher, owner, writer or their affiliates may own securities of companies mentioned in this publication.

The post Restoration Robotics (HAIR), The World’s First and Only Robotic Hair Transplant System, From The Founder Of Intuitive Surgical (Now Worth $44 Billion)! appeared first on Penny Stock Experts.

Looking out to 2020 when Apple and Samsung will have rolled out their “Smart Glasses”, Kopin should be known as a leader in wearable technology components and trading for $20 per share, or more!

Something big is about to happen for KOPN.

I can feel it in my bones.

And this breakout has been a long time coming!

We’ve all seen this story play out before with “sleeper” stocks. The price goes down or sideways, seemingly forever, and then all of the sudden KABOOM!

I hope some of you regulars aren’t bored with my updates on Kopin but it ranks among my highest conviction ideas (and wouldn’t you prefer quality over quantity?).

A “concentrated strategy” – that’s my approach to investing and portfolio management (and it has worked very well over the years). I have approximately 10 to 15 “core holdings” at any given time (along with a cash cushion of at least 5%). As a rule, I only sell a core holding if I’ve got something superior to replace it with. And right now KOPN is nowhere close to being outranked and replaced.

I’m convinced we’ve got a floor in place near $3, so the downside is roughly 10% and the upside is multiples on your money.

Here’s a closer look to illustrate the downside risk:

Also, don’t forget, Goertek invested $24 million at $3.25 per share last year to gain a 10% strategic stake in Kopin. “This agreement further aligns the interests of both Goertek and Kopin,” said Long Jiang, Goertek’s CEO. “We will utilize Kopin’s industry leading technologies to create a range of wearable products with the most advanced features for our customers. We are excited to see the initial products utilizing Kopin key components hit the market later this year.”

Goertek was established in 2001 and has been listed on the Shenzen Stock Exchange since 2008. The company’s market cap is $57 billion RMB (or roughly $9 billion U.S.) and it is one of the largest manufacturers of wearable technology products in China. Goertek’s customers include Samsung, Microsoft, Sony, and Xiaomi.

The partnership will prove to be a game changer for Kopin, and I’m surprised the stock is still trading near where Goertek made its large investment. Plus, in November, Kopin’s CEO Dr. Fan bought nearly $1 million worth of stock at $3.21 (adding to his $13 million stake).

Clearly, insiders are seeing value at these prices.

Bottom line – there’s a difference between “core holdings” and stocks you’re planning to flip for “a trade”.  Be sure you know which is which within your portfolio. I’ll continue to stress the merits of buying Kopin because the opportunity is MASSIVE (billions in market cap) and the downside risk is minimal. And aside from the opportunity, that’s often secondary, for my money I need to get comfortable with the worst case scenario first, which seems to be a loss of 10 – 15% in this case.

Seeing is Believing!

We know Kopin’s microdisplays, which have use cases in both augmented reality (AR) and virtual reality (VR) products, work great because the military has been using them for years.

Now, the majority of smart glasses (and headware) being manufactured, mainly for the enterprise market, have incorporated Kopin’s microdisplays into their products.

I don’t think the market is anywhere close to appreciating the wide range of applications these products are being used for right now!

Below are links to YouTube videos showing some use cases:

• Shima, by Laforge, provides hands free text and directions features thanks to a Kopin display that’s nearly invisible (look how lightweight and sleek that design is!).
• Today’s workers need the best tools to do the job. Tools that make the job get done safer and faster. The RealWear HMT-1 is the world’s first headworn tablet that’s completely hands free. Watch this rugged product at work!
• Let there be sight!  Scott Safety’s in-mask thermal intelligence system allows firefighters to see thru smoke. This is cutting edge technology!
• F-35 Fighter jet pilots are using the most advanced AR available to get unparalleled situational awareness, they cost $400,000 each, and Kopin’s displays are inside!

Oh! And how could I not mention SOLOS!

SOLOS is Kopin’s award winning, high-performance and ultra-lightweight AR smart glasses designed for optimal sports performance, safety, comfort and style. You’ve got to take a look at SOLOS in action, this could become a must have tech gadget for many athletes, from cycling to snow skiing.

Last month Kopin hired Tom Futch and his team who’ve had success rolling out health and fitness brands such as FitBit. They’re tasked with increasing the brand awareness, sales and strategic partnerships of SOLOS smart glasses to a broader and more inclusive athletic and active consumer base.

“With SOLOS, Kopin correctly predicted that high-performance augmented reality glasses would be an essential tool for today’s professional and amateur athletes,” said Futch. “My experience leading and advising new fitness technologies to the larger consumer market will serve Kopin well – with my goal being to turn SOLOS Smart Glasses into a household brand name. Our mission is to create the most advanced AR Smart Glasses Platform to inform and inspire athletes and consumers to achieve their full human potential.”

The move to hire Futch and his team tells me Kopin is getting more serious about making a business out of SOLOS.

Originally, Kopin’s goal with SOLOS was merely to demonstrate what its technology components were capable of doing.

Here’s What The Majors Are Saying About AR and VR!

Last year, during ShopTalk Europe, a conference that brings together the world’s most innovative and influential people in retail and eCommerce, Greg Jones, director of AR and VR at Google said, “At some point, we’re going to look back and think, how did we not have a digital layer on the physical world.”

AR is the next step toward intertwining our lives with technology.

Recent insights from Google indicate that 34% of its users said they would use AR while shopping, and 61% said they would prefer to shop at stores that offer AR. Jones added, “AR is set to reconnect physical and digital retail.”

The Home Depot, Ashley Furniture, and many others are already using AR so buyers can see what those new cabinets and refrigerator would look like before they buy.

Apple has been working toward smart glasses and AR for years now, and some insiders within Foxconn have leaked reasons to believe they are testing Kopin’s displays. Apple is aiming to have a product ready for 2019 that will be rolled out for mass adoption in 2020.

If Apple chooses Kopin that would be a “blast off” event for the stock overnight!

“Simply put, we believe augmented reality is going to change the way we use technology forever,” Cook said during the Q4 conference call with analysts. “We’re already seeing things that will transform the way you work, play, connect and learn.”

The transition toward wearables, AR and VR is already underway!

KOPN is arguably the best pure play small cap stock to take advantage of the trend.

To Summarize

Regarding quality, we need look no further than the U.S. Military, Google, Vuzix, and reportedly Apple to know Kopin is a leader in microdisplays (which will be required for every pair of smartglasses). Goertek, one of the world’s largest manufacturers of wearable tech products, has also come to that same conclusion and put up $23 million to buy a 10% equity stake in KOPN (providing the manufacturing muscle to pump out millions of units). Compared to other high-growth technology stocks, Kopin is arguably cheap at 4 x sales (after adjusting for cash) based on my conservative projection for 2018. Based on the chart and insider buying there’s support near $3 per share, so the risk is roughly 10% in exchange for a reward of 300% or more.

But Wait, That’s Not All!

Voice is going to become the new touch, and that represents another big market opportunity for Kopin (in addition to displays).

Kopin’s Whisper chip is  a contender for becoming an important component in voice/speech recognition.

Upon reaching 99% accuracy, “touch” interfaces will largely become a thing of the past. Demand for speech recognition will measure into the hundreds of millions of units (if not billions), because nearly every tech gadget will eventually be voice controlled.

The Whisper chip complements Kopin’s display technologies very nicely. It’s already inside RealWear’s HMT-1 and capable or interpreting over 10 languages. So these products are going global and companies will adopt them rapidly upon realizing the efficiencies gained in the workplace.

The consumer market will follow.

All of this amazing technology and “futuristic stuff” is available and working today. Once the world learns about Kopin and hears someone like Apple is using their components, the stock is going to blast off.  That’s why I’m recommending KOPN as a “core holding” in your portfolio.

p.s. The Consumer Electronics Show (CES) begins January 9th! Historically KOPN has performed well leading up to this big event, as we’ve advised previously. It traded higher by about 6% today, up to $3.46, on better than average volume.

*First published Jan 3 at BullMarketRun

**Daniel has a long position in KOPN

DISCLAIMER: The information in this publication is not intended to be, nor shall constitute, an offer to sell or solicit any offer to buy any security. The information presented on this website is subject to change without notice, and neither Penny Stock Experts nor its affiliates assume any responsibility to update this information. Additionally, it is not intended to be a complete description of the securities, markets, or developments referred to in the material. Penny Stock Experts and its Author(s) cannot and do not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. Additionally, Penny Stock Experts and its Author(s) in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned. Furthermore, Penny Stock Experts and its Author(s) accept no liability whatsoever for any direct or consequential loss arising from any use of our product, website, or other content. The reader bears responsibility for his/her own investment research and decisions and should seek the advice of a qualified investment advisor and investigate and fully understand any and all risks before investing. Information and statistical data contained in this website were obtained or derived from sources believed to be reliable. However, Penny Stock Experts and its Author(s) do not represent that any such information, opinion or statistical data is accurate or complete and should not be relied upon as such. This publication may provide addresses of, or contain hyperlinks to, Internet websites, Penny Stock Experts takes no responsibility for the contents thereof. Each such address or hyperlink is provided solely for the convenience and information of this website’s users, and the content of linked third-party websites is not in any way incorporated into this website. Those who choose to access such third-party websites or follow such hyperlinks do so at their own risk. The publisher, owner, writer or their affiliates may own securities of companies mentioned in this publication.

The post Kopin: The Best Small Cap Stock To Ride A Wave of “Wearable Technology” (AR and VR)! appeared first on Penny Stock Experts.

Today, I’m thinking we should take a quick look at two technology stocks!  Each company has numerous exciting products that are solving real world problems. Keep in mind, I’ve selected these stocks not only because the technologies are “exciting”, but because the market valuations are attractive relative to growth potential. In other words, these small cap growth stocks are cheap.

I’d like to think each is a fairly sophisticated speculation.

Are you ready?

L L L Lets get ready to rumble!

1) iCAD Inc.

(ICAD, NASDAQ) is in the business of targeted detection, targeted therapy, and ultimately improving patient outcomes. The company’s solutions and services enable clinicians to find and treat cancers earlier and faster.

The business breaks down into 2 segments:

1. Cancer detection, “interpretive software”
2. Radiation therapy

Presently, there are approximately 5,500 systems globally using iCAD’s 2D software (Mammo Detection). The software helps radiologists identify cancers earlier, quicker and with more confidence. iCAD’s largest customer for this product is General Electric, but it also does quite a bit of business with Siemens and many of the other mammography machine providers.

The company has first mover advantage with an approved 3D machine learning / AI software for detecting breast cancer. Upgrading the existing installed base to iCAD’s PowerLook is a large opportunity ($250 million) over the next 5 years relative to its $72 million market cap.

iCAD’s PowerLook 3D software has been proven to be extremely effective in identifying cancer while simultaneously improving radiologists’ workflow and producing less “false positives”. Radiologists have been raving about this new software! Here’s what a few of them had to say:

• “Enhanced V-Preview (EVP) improves the reading experience, allowing me to organize how I read tomo and help me become more efficient. There’s a high fatigue factor when reading tomo studies all day because of the number of images involved. EVP will definitely help reduce fatigue that can certainly lead to missing things. I think every radiologist will want to read tomo exams this way.” – Laurent Levy, MD
• “Enhanced V-Preview is a better image than C-View and it will give General Electric an advantage over Hologic.” – Philippe Benillouch, MD

Hologic is GE’s #1 competitor for mammography equipment.

Now for the 2nd side of iCAD’s business – radiation based therapies.

The company makes a high-dose X-ray source (non-radioactive) in contrast to the more traditional radiation therapies that use a radioactive isotope. This innovative technology can treat a wide range of cancers in a range of medical settings.

“Over $100 million dollars has been spent perfecting this technology,” said CEO Ken Ferry.

Today iCAD is treating breast cancers, GYN cancers, and non-melanoma skin cancer.

Skin cancer has become an epidemic and it is by far the company’s largest market opportunity, estimated to be over $1 billion spread across +7,000 dermatology offices. There is a growing body of clinical data that shows iCAD’s solution is not only clinically effective, but superior to Mohs (the “surgical” standard treatment) from a cosmetic viewpoint. This in a non-invasive pain free option commonly used to treat non-melanoma skin cancer on the nose, ear, and eyelid.

The company believes it’s capable of treating 1 million lesions per year. Right now this market opportunity is less than 1% penetrated by iCAD.

iCAD’s revenues in the first half of 2017 were $13.2 million (last year FY revenue was just over $26 million). It had just under $8 million cash at the end of Q2. Ferry is calling for growth to accelerate in the 2nd half of the year.

At $4.40 per share, ICAD is valued at roughly 2.8 x sales, arguably a low multiple for a technology stock with high-margin products making inroads in several large markets.

Taking a look at the 1-year chart, you’ll see a spike higher on the far right.

ICAD soared as high as $4.67 today before closing at $4.06 on heavier than usual volume.  The company issued positive news relating to breast cancer therapy and upcoming presentations that will be made at important dermatology conferences in the near future.

While I like the longer and near-term growth potential for iCAD, we should be patient on it right now. A price below $4 would make for a better entry point (fingers crossed, I hope it will get back there). Tightly held and with only 16.5 million shares outstanding, the stock is bound to be volatile (with an upside bias in the years to come, is my suspicion). Notably, large institutions like BlackRock and Vanguard are already in this microcap, each holding +500k share positions.

2) Ekso Bionics

(EKSO, NASDAQ) is a pioneer in the field of robotics.

For over a decade Ekso has been committed to developing the latest technology and engineering to commercialize wearable exoskeletons and robotic-assist devices in a variety of applications such as medical and industrial markets. Exoskeletons resolve unique customer challenges in rehabilitation allowing people to rethink their current physical limitations. Light-weight assist devices for industrial workers will help achieve mobility, strength, or endurance not otherwise possible.

During the most recent quarter, Ekso shipped 20 Ekso GT units (of which 13 were “sales” and 7 were “rentals”), the most during any one quarter of its history. That compares with 8 units shipped last year and 10 in the previous quarter. More than 240 Ekso GT units are currently in the field being used by more than 185 customers.

This exoskeleton is the first FDA-cleared unit addressing the estimated $16 billion stroke population. It has also been cleared and is currently in use by people with spinal cord injuries. Rehab specialists see an obvious improvement in a person’s outlook and psychology the faster they are able to get back onto their feet.

Ekso’s GT unit has helped more than 500 people take more than 72 million steps, and counting…

Switching over to the “industrial” market, while still early days (less than $1 million revenue, but growing +33%), Ekso has developed the first lightweight assist device for construction workers on aerial work platforms and scaffolding. Rental Management Magazine called this product, which greatly improves worker efficiency while reducing workplace injuries, a “1 of 1,000″ and placed it on its Hot List.

Ekso has also developed a non-battery powered vest that makes things feel lighter than they really are. Products that increase efficiency and reduce workplace related injuries pay for themselves quickly. Also, these new products pave the way for more women to enter the construction industry.

The company’s intellectual property portfolio is industry-leading, with more than 20 patents issued to date.

Last week former Goldman Sachs partner, Mr. Ted Wang PhD., joined Ekso’s board. Dr. Wang is now the Chief Investment Officer of Puissance Capital Management, a global asset manager founded in 2015 with offices in the U.S. and China. Puissance was the lead investor in Ekso’s recently completed rights offering (investing $20 million of the $34 million raised at $1 per share).

Dr. Wang commented, “I am excited to join the Ekso Bionics Board, and I look forward to helping the company realize the potential and promise of its innovative exoskeleton portfolio. Ekso has an extraordinary opportunity to expand its presence in key international markets, and I am committed to working with the Ekso management team to execute on that opportunity.”

It sounds like Dr. Wang could be instrumental in helping Ekso capture the Asian market. Ekso’s CEO Tom Looby was the keynote speaker a few weeks ago at the WearRAcon China (Beijing) conference, which was held in conjunction with the China Disabled Persons’ Federation.

Taking a look at the 1-year chart, EKSO is down but looks poised to get back up.

EKSO looks like a nice trade to me right now. It’s been consolidating nicely between $1.10 and $1.30 over the past month and today it closed at $1.26.  If it were to drop below $1, we’d have to reevaluate.

First published at BullMarketRun.com

DISCLAIMER: The information in this publication is not intended to be, nor shall constitute, an offer to sell or solicit any offer to buy any security. The information presented on this website is subject to change without notice, and neither Penny Stock Experts nor its affiliates assume any responsibility to update this information. Additionally, it is not intended to be a complete description of the securities, markets, or developments referred to in the material. Penny Stock Experts and its Author(s) cannot and do not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. Additionally, Penny Stock Experts and its Author(s) in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned. Furthermore, Penny Stock Experts and its Author(s) accept no liability whatsoever for any direct or consequential loss arising from any use of our product, website, or other content. The reader bears responsibility for his/her own investment research and decisions and should seek the advice of a qualified investment advisor and investigate and fully understand any and all risks before investing. Information and statistical data contained in this website were obtained or derived from sources believed to be reliable. However, Penny Stock Experts and its Author(s) do not represent that any such information, opinion or statistical data is accurate or complete and should not be relied upon as such. This publication may provide addresses of, or contain hyperlinks to, Internet websites, Penny Stock Experts takes no responsibility for the contents thereof. Each such address or hyperlink is provided solely for the convenience and information of this website’s users, and the content of linked third-party websites is not in any way incorporated into this website. Those who choose to access such third-party websites or follow such hyperlinks do so at their own risk. The publisher, owner, writer or their affiliates may own securities of companies mentioned in this publication.

The post 2 “Exciting” Tech Stocks That Are Solving Real World Problems appeared first on Penny Stock Experts.

According to the Medical Dictionary, cell therapy is the transplantation of human or animal cells (typically by infusing or injecting them into the patient) to replace or repair damaged tissue.

The purpose of cell therapy is to introduce cells into the body that will grow and replace damaged tissue. This process could lead to the commercialization of important treatments for cancer, diabetes, vision loss, stroke, and many other health problems.

*This article was first published March 9th at BullMarketRun.com

A unique challenge facing the development of cell therapies…

Obviously, there are a litany of challenges facing pharmaceutical and biotechnology companies throughout the drug development and approval process. Reaching the finish line often takes years or decades worth of time and the cost can reach into the hundreds of millions. All without any guarantee the outcome will be successful.

Compared to other biologics, cell therapies are more fragile and sensitive to physical and environmental stresses.  This creates another unique challenge for drug developers.

By definition, cell therapies utilize living cells. Due to the fragile nature of these biologic materials (such as bone marrow, peripheral blood, or adipose tissue) and limited shelf life outside the body, cold chain technologies are being used more frequently with an aim toward reducing temperature. Maintaining a consistently cold temperature helps to slow or stop metabolic activity during transport (a similar concept to organ donation).

Extending the shelf life of source material should be the goal of every biotechnology and drug development company.

So what?…

Biopreservation and cold storage solutions will make or break the next generation of cell therapies and regenerative medicine.

Assuming there’s a large opportunity emerging, a little company based out of Bothell, Washington, called BioLife Solutions (BLFS, NASDAQ) looks like the best way to play it, as we see the landscape now.

BioLife‘s mission is to become the leading provider of biopreservation tools for cells, tissues, and organs.

To date, “CryoStor” and “ThermoSol” – BioLife’s 2 flagship biopreservation (freeze media) products – are embedded into more than 250 clinical stage trials (of approximately 802 cell therapy clinical stage trials total ending 2016). Upon regulatory approval and scale up to commercial manufacturing, BioLife‘s revenues generated as it relates to that particular drug would increase dramatically relative to revenues generated during the trial period.

In other words, BLFS offers exposure and leverage to successful cell therapies developed by the biotechnology and pharmaceutical industry but limits the downside associated with any particular clinical trials failure.

The combination of CryoStor, ThermoSol, and BioLife’s high-performance insulated shipping containers greatly improves the chance for success during clinical trials. Therefore, for a tiny expense, relative to the overall cost of developing a drug, the odds of regulatory approval and large-scale commercial production are improved.

Excluding its distributor relationships (via the “evo” line of smart shippers), BioLife has 530 customers in 33 countries.

BioLife has executed 10 year-supply agreements with more than one of its marquee customers.

Sizing up the “shipping container” competition…

Amazingly, considering the precious cargo, the most commonly used insulated container in the healthcare industry is made from polystyrene (eg. beer coolers!). Packs of ice or dry ice are wedged inside the cooler in an attempt to stabilize the temperature, but there is no external or internal monitoring capability.

BioLife‘s smart shipping containers are a step forward in an area that was badly in need of innovation.

Combined with a cloud-based management system, the evo smart shipper is ideal for transporting time and temperature sensitive drugs, vaccines, biologics and other delicate life-saving materials.

Just in case you were wondering why BioLife could improve the chance for success during clinical trials (because that’s a big claim), the company provides the following slide as a visual example.

While we are no experts in cell therapy, common sense would lead one to believe healthy cells would perform better and more reliably than dead cells amidst a clinical trial setting (by the way, BioLife‘s management team agrees with that line of common sense thinking).

How large is the prize?…

The IMARC Group forecasts that the demand for cold chain packaging and instrumentation services will grow from $3.2 billion in 2013 to $5.1 billion in 2018. BioLife believes its addressable market for small payload shippers and related monitoring devices is several hundred million dollars. And the market potential for biopreservation media is better than $400 million last year.

Here’s how BioLife’s revenues have grown since 2012:

The opportunity in shipping containers and related monitoring devices has yet to get off the ground, but after restructuring this business segment there’s reason to be optimistic it can going forward.

BioLife is calling for positive quarterly EBITDAs by the end of 2017.

Looking at the 6-month chart on BLFS, it would appear other market participants are beginning to buy in. Notice the massive volume during the middle of February. The stocks continues to build on that recent momentum.

Following today’s close, BioLife reported 4th quarter and full year 2016 results – check out the news as part of your own due diligence.  Below are highlights from the news release:

2017 catalysts…

• A number of cell therapy customers, including Kite Pharma, Kiadis Pharma and Kolon Life Sciences, are seeking regulatory approvals to commence marketing and commercial manufacturing in 2017, which, as a result, should drive increased demand for BioLife’s proprietary biopreservation media products
• Continued adoption of CryoStor and HypoThermosol in pre-IND validations and phase 1, 2 and 3 clinical trials of new cell and tissue based products and therapies
• Adoption of the evo Smart Shipper and use of the biologistex Cold Chain Management SaaS by leading cell therapy companies

2017 guidance…

Management reaffirms the full-year 2017 guidance provided in January as follows:

• Biopreservation media revenue is expected to grow between 20–25% over 2016, with revenue in excess of $10 million
• Gross margin is expected in a range of 55% to 60%
• Annual operating expenses are expected to range from $8 to $9 million
• Positive quarterly EBITDAS by the end of 2017

We’d be remiss not to mention the insider shareholdings – preferably the management team would have more skin in the game, but ultimately their salaries depend on the support of Thomas Girschweiler and Walter Villiger, 2 long-term investors who own about 48% (or more) of the 12.9 million shares outstanding.

DISCLAIMER: The information in this publication is not intended to be, nor shall constitute, an offer to sell or solicit any offer to buy any security. The information presented on this website is subject to change without notice, and neither Penny Stock Experts nor its affiliates assume any responsibility to update this information. Additionally, it is not intended to be a complete description of the securities, markets, or developments referred to in the material. Penny Stock Experts and its Author(s) cannot and do not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. Additionally, Penny Stock Experts and its Author(s) in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned. Furthermore, Penny Stock Experts and its Author(s) accept no liability whatsoever for any direct or consequential loss arising from any use of our product, website, or other content. The reader bears responsibility for his/her own investment research and decisions and should seek the advice of a qualified investment advisor and investigate and fully understand any and all risks before investing. Information and statistical data contained in this website were obtained or derived from sources believed to be reliable. However, Penny Stock Experts and its Author(s) do not represent that any such information, opinion or statistical data is accurate or complete and should not be relied upon as such. This publication may provide addresses of, or contain hyperlinks to, Internet websites, Penny Stock Experts takes no responsibility for the contents thereof. Each such address or hyperlink is provided solely for the convenience and information of this website’s users, and the content of linked third-party websites is not in any way incorporated into this website. Those who choose to access such third-party websites or follow such hyperlinks do so at their own risk. The publisher, owner, writer or their affiliates may own securities of companies mentioned in this publication.

The post The Hot Cell Therapy Space Needs This Company’s Cold Solutions appeared first on Penny Stock Experts.