PNV - Chart, page-11149

Hi

You're the only one that realistic with PNV.

I should have paid attention to its MC and revenue before adding more.

Totally agree with all your comments from cherry picking report, shorters and MC versus revenue.

If PNV BOD continues to cherry pick its numbers and the market is aware of it - wont it harm the reputation of the stock - forcing the market & investors to double guess whether its a geniune uptake in sale and not a once off. They might as well be honest and give monthly update on their sale figures.

There are two fund managers who have provide a price guide for the next 12 months for the PNV :-

"In response to the release, both Bell Potter and Ord Minnett downgraded the company’s shares to hold ratings and cut their price targets. Bell Potter’s price target has reduced to $2.65 whereas Ord Minnett cut its price target to $2.54."

Are these two fund managers expecting the vaccination rollout in usa to be improving, therefore relieving pressure on some state hospitals with the most vaccinate population to get back to normal business.

If this is the case - is the market expecting in the next 6 months another sale report showing rev=52m growth in sale for the same period YoY. And then in the final quarter, a sale report showing rev=110m YoY for the financial year ending 2022. Only when this happens, the sp = $2.65 (Bell Potter) and sp = $2.54 (Ord Minnett). Are you expecting to see something similar to my esitmated sale figures for the next 12 months (and hopefully with $$ amount and not % amount)?

It seem PNV sale team is struggling to get sufficient contact time with hospitals and selling the product. While other great stock like PME can continue to win major contracts with hospitals in usa. Is our sale team not good enough to persuade surgeons to sign a major contract with PNV?
There are major bush fires in California - i am sure they will be needing to stock up on PNV products and a chance for PNV to help burn victims recover quickly.

I really hope PNV can improve their sale figures quickly - given there are opportunities for its sale team to promote their products - especially in California now.

Does that mean for now - sp will continue to go down sub $2 and hopefully not $1.30 as you pointed out. At sp=$1.30 it will hurt DW and really get him to improve his sale team and stop the cherry picking report.