Nice start to the week. Haven't seen 4c since 10 Jan 2024That...

Nice start to the week. Haven't seen 4c since 10 Jan 2024

That interview with Kohler is interesting in that, as I suspected, they have been doing a shed load of work in the background, including product upgrades, cybersecurity and FDA work, all of which costs a fortune. $1m on FDA alone. so they have been burning cash which has upset some because the revenue side has not been flowing through to support it. But it is critical that this background work has and is occurring so that a step change in revenues can occur. It sounds like much of that work and expense has now been incurred, so the cash burn should perhaps revert to a more normalized amount.

I think Painchek is going to be talk of the town for at least the next 6 months.