Mar. 7 at 2:06 PM
$NUTX i hope im wrong. i did fully exit my position yesterday at a loss. i felt tricked about the revenue miss. i knew the rev/visit metric was too high but i didn’t expect it to be this bad. the stock is going to
$70 imo. interestingly, the A/R went up by 50 mln if you add back the true-up and the 2024 q3 adjustment. Sounds like the aggressive revenue recognition was part of the play to convince shareholders to allow dilution. it worked. this buyback program barely makes a dent in the total share count. More A/R write offs are coming given that the average rev per visit was
$5700 in 2025 q3 and the A/R remains large. They aren’t able to collect this much money from insurers who fight back and delay and sue HaloMD, etc. Good luck to shareholders.
