Daniel Rogala
386 posts
@dogwood_maple Might bogey from 20" now greenside on par 4 12. Caddy needs to intervene and get him to slow the fuck down or something. This is pathetic.
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Ludvig Aberg:
10th - missed 6’8” for birdie
11th - three putted from 15’10”
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@AB1001_disciple @TabulaRasaVxE He also said a couple years (typically means 2). Didn't say anything about max potential. CVR rev milestones out to 2030 "Gross rev of at least $609 million between 1/1/30, and 12/31/30.
Almost guaranteed to be #1 if they hit that unless he also expects big growth from #1?
$PDEX
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@TabulaRasaVxE It kind of depends on what he meant. Top or bottom line? The revenue can be lower with a higher bottom line number.
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First time I've heard a CEO call his shares train tickets & its from the guy that doesn't have updated investor relations material. $pdex
youtu.be/WZ8aEEcOtr8?si…
YouTube
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@onecentinvest I've not been involved in $SNWV prior to today but I bought some today.
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@dan_rogala Ha! Yes share price based on the "future" relies on investor sentiment - which is the most sensitive/ volatile from day-to-day.
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Sanuwave Health proving the "future" matters more than TTM when investing. Q1 earnings today were weak, but management is signaling this quarter is the bottom and $SNWV closed up 19%
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$PDEX getting a nice mention - but they fail to mention the real driver of high-throughput that Pro-Dex is associated with...fully autonomous #AI driven surgical robotics via mBos and $ZBH
PRISM Digital Media@PrismDM
National Hospital Week 2026: Building the High-Throughput Healthcare Ecosystem $CCLD $CHRN $SERV $PDEX prismmarketview.com/national-hospi…
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Rick is usually a pretty conservative guy and pretty even keel. He's clearly excited about what's ahead for $PDEX. Have never heard him be so bullish (for his standards) in external communication.
Clippy@AB1001_disciple
First time I've heard a CEO call his shares train tickets & its from the guy that doesn't have updated investor relations material. $pdex youtu.be/WZ8aEEcOtr8?si…
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@AB1001_disciple Do we think the top food official is going to just defer to the head of CBER on drug related items who is still an AV appointee, so in effect, nothing is going to change and people should be selling the news hard?
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$QURE trading up on this is fucking ridiculous. Guy went on TV 6 months after CBER rugpulled guidance and then clearly conflated 2 completely seperate IND's.
Get it's not your speciality but what the fuck man.
David Lim@davidalim
SCOOP: FDA Commissioner Marty Makary is resigning from the agency. Kyle Diamantas, who previously worked as the top food official at the agency, will lead the FDA in an acting capacity. w/ @Gardner_LM: subscriber.politicopro.com/article/2026/0…
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@AB1001_disciple $PDEX hasn't even filled the gap to $65+ from May 2025 when it traded on just its core biz and mBos was a pipe dream inside of a fellow microcap, not part of the 3rd largest ortho device company ($15B+ market cap) who is going all in on it. Wake me up at $100+.
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@mike98572986 @AB1001_disciple Get bigger. Buy pressure is building. About to break out and go fill the gap. $PDEX
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Hop aboard prodex mike, biopharma sucks. A whole cruiseliners worth of sales reps are about to be pointed at driving sales in medtech selling gearing and blades. As the king of blades, I'm certain mbôs is the worlds next global reigning heavyweight champion for TKR.
mike@mike98572986
$qure $clpt $repl All we truly know, is this fda, HHS and government are all insane, those are the only facts. Everything else is pure speculation and absolutely anything can happen here. What a wild situation this has been. The people that get hurt the most with this chaos and dysfunction are the patients unfortunately. A soap opera that never seems to end. Crazy times ahead.
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@AB1001_disciple @natillack Yes thats correct. Likely Q4 2027 based on milestone deadlines but possibly sooner.
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@dan_rogala @natillack I think the next milestone deadline is Q4 2027, not this year. I wouldn't expect clearance in 2026. do you? agree it would be Q4
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Seller's remorse for those that dumped $PDEX on Friday. Wondering if management is slapping the ask with buybacks on ZBH outlook given the cash build and already sizable inventory. Time to go fill that gap at 65+ from May '25.
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@natillack @AB1001_disciple They also spent $6.5M on an acquisition in Q1 so probably slowed things down a bit. Hopefully another milestone payment coming in Q4 but they've still got solid cash available and out of a blackout period with likely better visibility and integration of APM coming along. $PDEX
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@AB1001_disciple Make it 30% 😭. Crazy to think through all the positives in the last 12 mos that this is down. Stryker extension, MGRM acquisition, ZBH going all in on mBos and robotics. Market with a big F U. Maybe they can do quantum enabled handpieces then we fly lol $PDEX
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@J_Pattyy Try Rick's direct email or direct line. It took a few tries but hes in contact with me. Or send me your Qs over DM and I'm happy to relay
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@dan_rogala especially considering this was in their 10-Q from F1Q
Gonna give them a few calls today and see if I can get in touch.
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$PDEX most frustrating thing is that unabsorbed mfg costs still killing margins. Thru 3Q, they've had 3m of costs reduce EBITDA margins 500bps. Its already worse than last FY's 2.8m costs despite them ramping to full production rates. No idea why this is still a problem..
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@J_Pattyy Last Q I'll give you it was a bit surprising. Certainly a good question for Rick at Planet Microcap in June.
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@J_Pattyy Well if I had to guess, likely b/c they just added a bunch with the APM acquisition in anticipation of mBos being a monster success. Also APM is primarily defense work which is super lumpy, usually heavily weighted into end of CY Q3 (end of FY is Sep). Q1 typically softest. $PDEX
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