I am largely out of CMP but still retain a small holding and await any catalysts to potentially add to my position.
The guidance for the core business is excellent. I think if all the other technologies weren't there the SP would actually be higher (namely because earnings would be $1m higher and there wouldn't be as many distractions).
The opportunity in the US is quite significant as Natus are the only real competitor left. They've bought everyone else. The new products allow them to under cut Natus but maintain their margins and could potentially lead to strong revenue growth.
However, before a fund or institution come on board management need to get their strategy solidified and clearly communicated. There is so much going on (and with so much potential) but without a clear plan and the market understanding that plan the SP will never reflect true value.
CMP Price at posting:
28.0¢ Sentiment: Hold Disclosure: Held
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