Aug. 13 at 8:11 PM
$RMTI 🇺🇸 My take: excellent quarter. RMTI is showing growth, stability and, most importantly, no dilution. IMO the real bomb could be coming soon: the DaVita contract expires shortly and I see 3 scenarios: 1) 3-year renewal, liquids only → ~10% increase, limited profit impact. 2) New deal including liquids + blood tubing + dialyzers → same ~10% increase, but potentially tens of millions in incremental revenue, with a major guidance upgrade. 3) DaVita walks away → negative, but much less painful today given RMTI’s diversification. Obviously hoping for #2. IMO this could be the catalyst that completely changes RMTI’s valuation. 🚀
