ado in the delivery zone, page-12

Just some more thinking out loud -

If .. Ok I mean when ADO sign with PHILIPS and ALERE - lets say they brought in conservatively $30m pa together even though IMO it will be more over time

What are the chances of other companies signing off the back of this - My answer is very HIGH

So while some may try and value these deals alone - THise that can think laterally and see into the future know that those 2 signings will nearly guarantee a very high chance that many other deals will follow.

So while some might look at it and try and scratch out a PE off those earnings - I look at it differently and think..

I see a very high chance that annual earnings are closer to $100m pa for ADO over time

Do those numbers

Again these are my thoughts and opinions - DYOR - I have done mine

A side note - Look at BNO today - ADO is not a drug company and one of the main reasons I was attracted to it

Just a simple but complex glue that many can use that just happen to be in billion dollar markets - No need to be greedy just take a few percentage points off everyone