4th Q NUMBERS. CRACK OPEN THE CHAMPAGNE

Quote

Anonymous

Guest
2012 4TH Q NET SALES $112 MILL VS $123 MILL 4TH Q 2011.

A HEALTHY -9% GROWTH YOY.

NEGATIVE GROWTH IN EVERY AREA/DIVISION. EXCEPT FOR 0% GROWTH IN BIOLOGICS.

HEY, BUT NET INCOME WAS UP, THANKS IN PART TO COMMISSION CUTS.

BOY, THAT "BRAD" GUY IS DOING A FANTASTIC JOB WITH STIM (-7%) GROWTH IN SALES.

WITH ALL THE EXCUSES ON WHY THE POOR PERFORMANCE; I'LL BET WALL ST EMBRACES THE NEWS AND START TO RUN THE STOCK UP. GROSS MARGINS AND NET INCOME WERE UP SO THAT'S A GOOD REASON WHY THE STOCK WILL HIT $45.
 






"I was disappointed by our performance in international markets, as well as by our Spine Regenerative Stimulation business where we experienced sales turnover from the implementation of our Corporate Integrity Agreement"

Wow, this guy can really spin it.....
 












I just read that. Stim business was down because we implemented a "Corporate Integrity Agreement'??

That phrase in itself makes this company look stupid, shitty and unethical. (IMHO)

Leave Brad alone though. He's a magnificant leader of men and women.
 






Anonymous said:
I just read that. Stim business was down because we implemented a "Corporate Integrity Agreement'??

That phrase in itself makes this company look stupid, shitty and unethical. (IMHO)

Leave Brad alone though. He's a magnificant leader of men and women.
Click to expand...

Ok Brad! We will leave you alone, obviously your ego can't take it.
 






Anonymous said:
I just read that. Stim business was down because we implemented a "Corporate Integrity Agreement'??

That phrase in itself makes this company look stupid, shitty and unethical. (IMHO)

Leave Brad alone though. He's a magnificant leader of men and women.
Click to expand...

That's because the company is stupid , shitty and unethical.
It is a house of cards that is burning in slow motion.
A running joke and the results are showing it as the world is round.
Brad is persona non grata.Just a cut and paster who fits in great at this place. Mentioning that "hanger on" gives him too much credit as up or down he makes zero impact either way.
 






Anonymous said:
I just read that. Stim business was down because we implemented a "Corporate Integrity Agreement'??

That phrase in itself makes this company look stupid, shitty and unethical
Click to expand...

This really sums up just how Orthofix works. Can't make this stuff up!! WTF!!?! Sales are down because we are trying to decrease forgery rates and Medicare fraud? Yay Orthofix!
 






When every area of the company is showing negative growth, while it's only hope with Trinity experiencing 0% growth, you have got to wonder just how bad it is getting. It appears things are collapsing rapidly....
 






brainiacs, YoY evolution growth was double digit plus, this was confirmed on the call multiple times, per their discussion that number rolls into their spinal figures
 
























-4% on the day. Not exactly freefall, but apparently the chief bozo's spin wasn't exactly confidence inspiring. Maybe I should short it down to the $8 it belongs at, LOL.
 






Anonymous said:
-4% on the day. Not exactly freefall, but apparently the chief bozo's spin wasn't exactly confidence inspiring. Maybe I should short it down to the $8 it belongs at, LOL.
Click to expand...

I will give credit to the spin team. Most companies reporting negative sales growth for 2 consecutive quarters would get drilled in stock price by 30-50%. The stock has held up well considering the terrible performance. Kudos to Vaters for cutting commissions and keeping the sales force pretty much in tack, making net income look good. I also am impressed despite negative growth that they have been able to keep margins growing. He might be a "dick" but he knows how to compromise the balance sheet in spite of piss poor negative sales growth.
 






Anonymous said:
I will give credit to the spin team. Most companies reporting negative sales growth for 2 consecutive quarters would get drilled in stock price by 30-50%. The stock has held up well considering the terrible performance. Kudos to Vaters for cutting commissions and keeping the sales force pretty much in tack, making net income look good. I also am impressed despite negative growth that they have been able to keep margins growing. He might be a "dick" but he knows how to compromise the balance sheet in spite of piss poor negative sales growth.
Click to expand...

Hu? Are you kidding?? This is a rolling quarterly nightmare from hell. You just keep on believing that buddy and I have some ocean front property in Az. For you. This is gonna be like death by 1000 paper cuts Q by Q till this baby becomes a teenager. LOL
 






Anonymous said:
Hu? Are you kidding?? This is a rolling quarterly nightmare from hell. You just keep on believing that buddy and I have some ocean front property in Az. For you. This is gonna be like death by 1000 paper cuts Q by Q till this baby becomes a teenager. LOL
Click to expand...

True. The 92% institutional ownership is going to get sick of the recurring BS and start to dump this pig slowly but surely. The shell game is getting old. Same old story and promises that don't happen. Hey, at least the sales rumors are gone... No company in their right mind would buy this thing for anything north of $25.
 






Anonymous said:
I will give credit to the spin team. Most companies reporting negative sales growth for 2 consecutive quarters would get drilled in stock price by 30-50%. The stock has held up well considering the terrible performance. Kudos to Vaters for cutting commissions and keeping the sales force pretty much in tack, making net income look good. I also am impressed despite negative growth that they have been able to keep margins growing. He might be a "dick" but he knows how to compromise the balance sheet in spite of piss poor negative sales growth.
Click to expand...

I agree with you guys but I'm amazed after 3rd Q negative numbers and an even worse 4th Q numbers you would think the stock would be at 25-30 at best. I see growth companies growing at 20% YOY but less than what the street thinks of 25% and the stock gets slammed. So, I'm amazed with negative growth YOY for 2 straight quarters that the stock is not at $30. It's also amazing with less sales that margins are going up. I knew Vaters would destroy that company. Bad karma for the bad things they have done to their own people.
 






Top Bottom
Back
Quote