1Settimana·

Bonesupport Q3

$BONEX (-6,55%) Freaking out again. Unfortunately, this is one of my smallest positions.

92% gross margin

34% operating margin

39% revenue in Q3

Cash flow from 71 million to 138 million

Net income from 34.5 million to 92.4 million—+168%

Pipeline and runway stable (distribution in Australia and New Zealand)

18 Commenti

PikaPika0105@PikaPika0105

1Settimana

It saved my performance today after Tech sold out yet again.

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Dirty30@Dirty30

1Settimana

@PikaPika0105 It didn't help me much 😁

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Sebbster@Sebbster

1Settimana

Is this a long-term position or a trade for you?

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Dirty30@Dirty30

1Settimana

@Sebbster is a long-term investment. For me, only crypto and uranium stocks are cyclical trades.

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Sebbster@Sebbster

1Settimana

@Dirty30 Thank you. Thanks for the uranium tip. I'm in on that trade, too.

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Dirty30@Dirty30

1Settimana

@Sebbster You need strong nerves in that industry, too 😁

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Sebbster@Sebbster

1Settimana

@Dirty30 $UUUU It does have the advantage that rare earth elements are included as well

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Dirty30@Dirty30

1Settimana

@Sebbster Exactly. You also have to keep in mind that $UEC and $UUUU have relatively stable balance sheets for commodity exploration companies.

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PikaPika0105@PikaPika0105

1Settimana

Definitely in the long term!! There’s still a lot of potential there, especially if they enter the spinal market. Globally, not all markets have been tapped yet—so far, the focus has been heavily on the U.S. At some point, given those margins, they’ll very likely pay out a huge dividend.

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Sebbster@Sebbster

1Settimana

@PikaPika0105 That sounds exciting. $4480 has been working really well these past few days, too. You're the one who introduced me to it :)

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Sebbster@Sebbster

1Settimana

@PikaPika0105 As a Japan expert, what do you actually think of $6701?

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PikaPika0105@PikaPika0105

1Settimana

@Sebbster Jap is doing well. The quarterly results will certainly be good. I strongly expect an upward revision to the forecast. However, there was also a cyberattack that, while affecting only 2% of revenue, should be resolved soon to protect the company’s reputation. Fortunately, the whole thing isn’t that bad, since there’s been such a huge wave of cyberattacks in Japan lately (plus the recent global PHP incident), so these are viewed more as collateral damage. But the matter hasn’t been fully resolved yet. I also think the stock is benefiting from the fact that so much investment in AI has been reallocated to other sectors, such as healthcare.

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PikaPika0105@PikaPika0105

1Settimana

@Sebbster Very diversified and successfully transformed. Very strong market position in certain markets (e.g., facial recognition, undersea cables…). It’s performing very strongly right now. It’s a high-quality stock with exciting segments, but it has already seen most of its re-rating. That’s not a bad thing, but it’s not comparable to high-growth stocks like Medley or PKSHA.

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