Catalysts for the inevitable price POP, page-15

Hi Mirii,

I should have included in the banker section once TCV reached B/E - thanks for pointing that out to the thread.
Here is my table of units install- this for all of the world.
Now we have 3 quarters until end of calendar year. You can see in the early days there was no problem installing units into the US.
The crew we have can get to B/E and beyond until hyper growth. I don't really expect hospital orders to come flooding in until next year.

Breakeven =Bank revolver=hyper growth=10K SOZO= HF & Renal =TAM ?B.

Interesting insight.
Rest of world has been outselling US since 2020. The wheels did really fall of the wagon in the US sales.
If there are 940 SOZO now and 500ish in the US therefore there are 440ish in rest of world.
2019 presentation was 2019 66% of sales are in the US. below is from 2019 Step & Oct presentations.

and this from 2020. intuitional - do not hold enough stock. Compared to my other post they are now in a worst potion than 2020.
If you did not know the former CEO holds a large holding= bullish to me.

Don't forget IPD has these addition tools add ins $2500 + add ins, what competitor can offer this. The product is the best that is why one contract is paying $5500 per month because they like it. The product is not expensive and the hospitals make money IPD can also provide a HF solution to those same hospital.

Hi rlj
Regardless what amount of money they have they can still get it wrong. RC had the ideas and enough money to get where we are now, but poor execution and dilution without any outcome ended his tenure. RV does not need the ideas just to execute on the gift.
I agree, some of the sales team will be rubbish and a waste of money. On physical installation, IPD is not a delivery company re remote installs throughout covid, hospital IT will install the equipment it should be plug and play. Face to face is good for training, IPD also have a lot of how to and training on their website. A lot of the IT will be remote. In the US office space is a disaster, building keys are been handed back to the banks, office space is cheap. Renting office should be really cheap.

Below are the existing share holders, they are already participating in the growth of the company as am I, the C suite and board have to convince the below they are the right people with the right plan.
If RV can't get to B/E how is he going to going to get to 10K You have to walk before you run and 12 units is not running. There is plenty that can go wrong so best to get wrong smallish (growing quickly than recent past) over the next 8 months, correct the issues and execute on the really big orders once they come through. If they can get that goal they earn the right do what they want. I'm' not opposed to growth just pointing out there are other options to finance than capital raise.


You'll notice that the small shareholders (aprrox 4500 or more) don't really get looked after with the CR, their holdings get diluted by more than my table shows. a lot more. life is not fair or equal.


Regards
Acclivity