• TruffelPig
    I just saw that the PT for $MZOR on market watch is >$50 which is ca. 150% upside still!
    10/8/13
    Reply (17)
    • thomst04: gonna join this one today i think...
      10/8/13
    • TruffelPig: Be careful and scale in - wild mover!
      10/8/13
    • thomst04: thanks Truffel! Really intriguing company. the potential here looks fantastic
      10/8/13
    • TruffelPig: Indeed, amazoring!
      10/8/13
    • thomst04: down 5 percent this morning and now back close to even
      10/8/13
    • TruffelPig: Was even down 8% actually and is now up 2%.
      10/8/13
    • Ferrari321: Whats your cost base truffelpig?
      10/8/13
    • TruffelPig: $15 with various lots
      10/8/13
    • TruffelPig: Lots at 13.91, 14.88, 17.03
      10/8/13
    • Ferrari321: nicely done. Wish it traded at a lower P/S - but model looks similiar to MAKO
      10/8/13
    • TruffelPig: I am really not sure how to accurately value this company. The PT seems quite high but who knows.
      10/8/13
    • TruffelPig: Their advantage over MAKO is that they sell much more internationally. Very comparable otherwise.
      10/8/13
    • TruffelPig: Right now the company is still in revenue growth mode. Will take some time to profits, maybe a little behind MAKO in that.
      10/8/13
    • TruffelPig: Revenue growth is excellent though!
      10/8/13
    • Ferrari321: Agree with you on most points except that MAKO was at 5x rev versus MZOR @ 10x+
      10/9/13
    • TruffelPig: MZOR is earlier than MAKO but better growing.
      10/9/13
    • Ferrari321: Ya but they aren't growing twice as fast as MAKO - which is my point on valuations.
      10/10/13