shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

Entries from December 2019

IsoRay Likely Has Further To Rise

December 11th, 2019 · Comments Off on IsoRay Likely Has Further To Rise

The company’s Cesium-131 based cancer treatments are effective, cheap and produce less side effects than other radiation. The company’s market cap is small in relation to its first big target market, prostate cancer. But there is another big market in treating brain cancer and a number of smaller additional applications. The company is displaying impressive […]

[Read more →]

Tags: ISR

PAVmed Has Multiple Paths To Growth 

December 10th, 2019 · Comments Off on PAVmed Has Multiple Paths To Growth 

The company has a number of products in various stages of regulatory approval, one of which will start to generate revenue within 2-4 weeks. The company has finance lined up to get it through the regulatory process of two other sizable opportunities. There are several more really sizable opportunities beyond these, and in relation to […]

[Read more →]

Tags: PAVM

Lumentum’s Valuation Can Be Stretched Some More

December 10th, 2019 · Comments Off on Lumentum’s Valuation Can Be Stretched Some More

The company is facing secular trends of demand for increased bandwidth most notably from the build-out of 5G, but it is also riding the 3D sensing wave. The company, on the back of a strong R&D effort and an acquisition, has also become a more premium player, which is reflected in rising margins. The favorable […]

[Read more →]

Tags: LITE

The Foamix And Menlo Merger Makes Sense

December 10th, 2019 · Comments Off on The Foamix And Menlo Merger Makes Sense

The all-stock merger between Foamix and Menlo has been badly received by the markets, but we beg to differ. Basically, the merger reduces cost, risk and leverages the critical sales infrastructure already 90% in place for the upcoming launch of AMZEEQ in January. There is a deal of uncertainty, as the post-merger ownership ratio depends […]

[Read more →]

Tags: FOMX

EyePoint Pharmaceuticals Faces A Big Opportunity

December 10th, 2019 · Comments Off on EyePoint Pharmaceuticals Faces A Big Opportunity

The company has launched two products, DEXYCU and YUTIQ. Both have very substantial market potential, and orders are ramping fast. Due to a situation with its distributor, the ramp in orders hasn’t translated into an acceleration in revenue. Quite the contrary, in fact. This disconnect between orders and revenue is clouding the assessment on how […]

[Read more →]

Tags: EYPT

Asure Will Be In Much Better Shape After A Transition Year

December 2nd, 2019 · Comments Off on Asure Will Be In Much Better Shape After A Transition Year

The company sold off its workspace business for $120M which will eliminate its net debt and $9M of interest cost. However, investors have to be patient for the benefits to emerge as 2020 is going to be a transition year with revenue stagnant. After 2020, things should be much better with revenue growth, margins and […]

[Read more →]

Tags: ASUR