Jan. 14 at 5:07 PM
$CERS Strong management, they are inflecting to positive cash flow so thats whats being priced here, blood business has a high moat and barrier of entry, strong yoy growth, the blood centers of america deal sealed the confirmation of future growth and business fundamentals.. they get to 200M net income and its a 5B company, 25+ stock
Only major risk is they have plenty of cash to run cash flow positive, is there a raise to create a buffer down the road but that will be negligible in the long run, they dont need to!
The market is slowly catching on must hold for the big money
