The reason we're here is to talk about smlr, a company that seen a lot of highs and recently quite a big low, and i want to ask juan, as a guy who has invested research and been in this talk quite early. Is this an opportunity for us to get in early uh on a new wave, or should we stay away thanks for the introduction again, my name is juan with prosperity, trade yeah. So this is a company. You know when i, when i choose a company i like to you, know, look have in my portfolio.

Some value plays some growth play growth stocks, some speculative stuff, some higher risk. You know i i kind of like mixing it up this company. When i saw it you know, i fell in love with the technology kind of like how you fell in love with palantir um, and then i looked at the financials and i was like oh okay, so the financials are excellent. They're pristine, i mean they're growing they're controlling their debt, everything you want to see in financials, but they have a product that to me they're kind of building a moat for themselves, and i i just absolutely loved it, and i fell in love with it.

This i i'm as passionate as this i'm as passionate with this company. The same way you're with palantir. This and sensionics are just two companies that i just absolutely love and i've been in talking about it for a while. So i think it's a great opportunity.

It was an a major overreaction. They missed revenue by a million. I think it was like a million dollars that they missed revenue um and it dropped way too much. It was just a major overreaction.

How much did it drop it dropped? I think 20, something percent. It was at 150 and it hit a low of 106. and it it, but it is it immediately recovered like it went from 106 to 119 in a day, uh intermediate, because i think people saw okay. This was a great opportunity to buy in uh it dropped.

So quickly it was a major overreaction. They blamed it on the delta variant of kovid and seasonality. So you know that was kind of thing, but the analysts they've been expecting 30 year-over-year growth, every single quarter. That's what they've been achieving so when they kind of just like missed that it was just a it's just.

It scared a lot of investors. So a way of i don't know. I think it's a great opportunity. It's a great company, their product, i love their product.

Can you talk more about their products and the technology yeah? So before i do that i'll talk about the disease, it's so the disease that they're diagnosing is peripheral, artery disease. I don't know if you've ever heard of peripheral artery disease, but it's it's basically kind of like when your arteries narrow and get some sort of blockage. They call it um atherosclerosis and it's just a narrowing of the arteries. It can happen anywhere in the body, but generally with peripheral artery disease.

It usually happens in the legs, so you know the thing with peripheral artery disease. It is one of the most undiagnosed diseases out there. It's like they say, i think uh 75 of patients that have peripheral artery disease are asymptomatic, meaning they have no symptoms. You just go to the doctor just regular checkup, and he may never know that you have peripheral artery disease.

That's why it's such a major issue, and the thing is when you don't diagnose peripheral artery disease. It's estimated that you're four more times likely to to have a heart attack to have a stroke uh to two to three more times likely to die from stroke. Heart attack, they say, and also they say that um they estimate that there's 20 million people affected with peripheral artery disease and that's according to the general american medical center association and only 11 percent have uh claudication, which is kind of like pain on exertion. So, that's why it's it's just like so under diagnosed uh, you know so most people don't even know they got it.

No, no, i mean like there are some people that have that what they call claudication and that's the pain on exertion there's. Some people that have sores uh, slow healing wounds, all those things and then you know they can get tested out, but for the most part like, i think they say like 75 of them, don't have any symptoms and it also they they did. Another study - and this was done with the i think - was the national limb loss, um yeah national loss info center. They said that they have two million americans that are amputees and 54 of them.

It was caused by peripheral artery disease. So this is the disease. This is the it's not only about strokes and heart attacks also might actually lose the leg yeah you might, you might get amputated. So you know that's the problem.

So how do you diagnose this anyways? Do they help in the diagnostics or in just in the treatment? The diagnostics - that's it so, if yeah, if you go to the doctor right and you have like pain in your leg - and you know it's, it's kind of - you have signs of peripheral artery disease. Your doctor is going to send you to a specialist to to get. You know uh to try to diagnose peripheral artery disease. The traditional treatment or traditional diagnosis is abi, and it's like you know how they have the blood pressure cuffs.

They put basically put the blood pressure cuffs on your legs, they use an ultrasound device and that's how they diagnose if there's any occlusion. So that's the traditional way and it's it's accurate, it's good, but the problem is: if you go to the doctor and you don't have no signs or symptoms, then they're not even going to test you so with this company. What they did basically, is you know how, when you want to take your pulse ox, you put the the sensor on your finger and it it uh it. It tells you how much uh oxygen are is in your blood.

So that's the pulse ox. It's the same type of machine, they put it on your finger, they put it on your feet. It's 30 seconds on each limb and it'll. Tell you immediately if there's obstruction or no obstruction, so i mean like there's so many uses for that like if, if, for example, if, if you fit the criteria, if you're a certain age, if you're a certain race, if you have a history of hypertension, high blood Pressure diabetes, i would say, like the doctor - can immediately just use it as a diagnosis.

I mean or use it as a evaluation right, the same way you go to the doctor and, and they they put you on the scale they take your vitals. They do all those things if you fit somebody, that's that has an increased chance of having peripheral artery disease. I would say just they can add it as a part of their evaluation. I think that would be a good.

You know good uh incentive for the for the doctors, uh you're muted. This is the meme of 2021 you're muted. So i was asking if you can explain, i pulled up what i think uh seems to be that's exactly it yeah. So that's how it works.

Yeah. So that sensor, they put it on each of your limbs right on your feet for 30 seconds your hands for 30 seconds on both sides, and then you see to the right. The waveform, the right waveform readout, is basically going to tell you if there's some sort of an occlusion or not. If there's an occlusion, then more than likely, you have peripheral artery disease.

It's it tests it up to the traditional way. It's it's just as accurate in diagnosing it. So it's it's done in minutes. You don't have to be like highly trained.

You don't have to get an ultrasound like the traditional way. It can be done. Uh. That's why i was saying like uh, yeah yeah.

Absolutely it can be done by a nurse, and it's there's also an incentive for using it for um for, like uh medical, like uh medical payout. You know the way that doctors get paid. They either get paid by fee for service or capitation so fee for service. You just add a bunch of services: capitation is more like uh, they have a set amount, that medicare will pay, but the sicker the medicaid will pay, but the sicker, the patient, is the more they'll pay you.

So if they have like a higher risk kind of. Like peripheral artery disease, then they're going to get more according to the way capitation pays. So what we're seeing on the screen right now juan, is what you just described: the big panic, big drop man, just the overreaction and just and it got bought right back up. That's you know, that's to me, that's a great sign, we're still looking at the price level.

That's pretty much! The last time we saw it was what here probably july yeah it was. It was below, i think, uh yeah, we had 125 in july and ever since it dipped a little bit, but then it went so when was the lowest we, so this is uh yeah, we're, probably right here. Yes, yeah october yeah, before the october run up. So you can basically, if you miss this uh, this run up.

I think what you're trying to say is this. This is another opportunity, because the fundamentals they don't uh, obviously don't like you know it's funny we're making this video today, because i i don't know if you've seen it, but i just pasted on patreon uh a video i recorded like an impromptu video, where i literally Had this example, you haven't seen it yet. I just posted it. No, no! I seen the the sheba one you made.

No, no! No! I just posted just an exclusive video on patreon four minutes where i just said this: hey, you know what happens, how people talk about buying the dip? Everybody loves to talk about. Oh, if you just post back a little bit and then 99 of them, don't have the components to do it. So i said you don't have to have a personality like to do it. You have to just have confidence, and the only way you have confidence is if you actually do fundamental research.

If i tell you right now: hey here's the chevrolet uh chevrolet, what like a traverse for 40 grand, would you buy it? Maybe maybe not same travel. Traverse. Two weeks later, no accidents, nothing happened to the car. It just stood in the garage on the dealership for two weeks.

Now you can get it for 20 grand. Would you buy it? Hell, yeah yeah, you'll flip it. Even if you don't want the car. It's the same thing, so you have to know like if you're, if you did fundamental research and you understand well, this is the same stock.

Nothing fundamentally changed and you can get it at what seems to be what a 20 disk on this point then. Obviously, it's it's an easy decision, but if you haven't done the research, that's why that's why we have you because i mean you're you're the resource to to help people make this decision, but i mean this is living proof of how you're going to be faced a Lot with these sort of decisions, where god will present to you a second opportunity: okay and you're - not always going to be able to take it, because you're going to be rationalizing. Why now it's not such a good idea! It doesn't seem as attractive anymore as it was when it was 150. yeah.

Nothing nothing's changed for me, i'll, be honest with you, so it's i i think you're. So right i mean, and - and this is the problem, this is the pressure with the youtube world right. You do a video you and you want it to go up. 20.

30. 40. So you know so it could look like you're right, but really like you're right. When you have your your thesis, you have your evaluation.

You've done your research you're very confident. The same way you are with palantir and when it drops, you know, if you're an investor - and you have that much confidence, you should be excited. It's like you're, getting it cheaper now like if you're, if your thesis yeah you're getting the same car for half the price yeah yeah, so it should. It should be like when i saw this i was excited i was like.

Oh man, like i felt like you're literally preaching my my gospel bro. This is exactly what i said in my video i'll get excited every time. Palette pulls back exactly heck yeah man yeah. So this is how i feel about this one and and uh, like the other one, i told you sensionics.

Those are the two two right now as far as like those i never like syntheomics, all the sincerity, people they hate me because i always say i always. I was like i'm a dexcom guy and i always say well since yannick is a dream. I don't. I know you disagree with me, but you're not going to do it guys, they're, like so militant every time bro, you know, listen, listen sensionics! They did an article uh, i think, was on the motley fool and it's gon na be one of my videos they're, comparing sensionics to tesla like as far as you know, as far as far as the technology like, i don't think, you've done enough due diligence.

No, no, i haven't, i, i did the resilience on dexcom. I did i researched this dexcom about eight months ago and i really loved. The company is an amazing company. They have like their fundamentals, are pristine, like i haven't looked at sensionics because eight months ago i i looked at it and said: well, this is a startup okay, let's see what happens, but i think you're trying to you're pushing me towards maybe actually doing some research.

So we talked about sensionics in another video, i'm looking at this, and i remember this talk. We looked at it about a few months ago, you and me when it was considerably cheaper and fair disclosure. You told me hey tom, we need to make a video about this asap and i didn't so now. Here's our second chance! That's why we're here.

I remember this company when we first looked at it was on the otc, which was a huge turn up for me, but right now, that's not the problem anymore, on the nasdaq no, and that was one of the one of the things i told you um. I think i, when i had spoken to you yeah when i spoken to you. I already had spoken to investors relation, and that was one of the things i discussed. That's part of the thing of doing the legwork actually call investor relations talk to the person from the company.

You got to do the legwork. This is prime example, so so they told me that they were already in the process. They actually hired a consultant and they were already kind of like complying with uh nasdaq regulations um before even when they didn't have to like. That was a part of the what the consultant said.

You know start uh, you know applying nasdaq criteria now and that's why they got uplifted. You know they got to bless it pretty quickly and it was a big boost. Look at the short interest: 0.225, like like a quarter of a percent: there's no, no need to yeah, there's no need to, but here's this kicker, here's what people don't understand this! This is a delayed data, so this is a two week old data. So we're probably looking at no short interest at about two weeks ago, so probably here at 141, 141 give or take a few dollars.

There was quarter percent shorts. So imagine how much how much the i mean. They probably made a lot of money. Those quarter of percent because it dropped, but i mean at 141, nobody was showing it literally nobody.

So i remember we took a look at this company. The fundamentals seem very interesting. One billion dollar market cap, which puts it not a little bit outside of the it's, not a small cap stock, one billion. I would, i would never call a company a small cap at one billion, it's a it's a big valuation, but they wear big boy pants.

I remember we took a look at this a few months ago. Look their their growth is really insane. 1. 2.

3. 7. 7. 12.

21. 32, 38, 53. So in let's just you know, uh in the last six years, they're almost what 9x their business and as far as i can remember, they're also projected to grow quite significantly at yeah and and also like the last couple years. If you see like their income statement, they're actually controlling their costs too, like they've, been like uh yeah 91 gross margin.

Yep ebitda is 48 12 free cash flow margin. I mean this is insanely good numbers. Yes, so looking at the valuation right now, price to sales is 14., not cheap, but really not, i wouldn't say it's expensive at 14., if eb is 40 again, not cheap, but for a high growth company. If you look at other high growth stocks, yeah, they usually prices.

Tesla is what 900 yeah i don't know if i want to compare it to tesla, but no, no, i i know, but i mean like i think it's worth it. You know the p is high, but you know i think it's it's not a cheap company, but they're. Definitely not what i would say an expensive company, yeah and uh. So they're still up quite heavily.

So it's not you're not going to make the big bank like we could have done if we made the original video yeah, but you can still make a nice a comeback to get into the stock at 1. 20.. I don't know if it's going to stay at 120, let's see what happens in the morning, but i think once with 120, i think you're basically saying that, although it's not financial advice uh, so your personal opinion is that 120 should be a very attractive entry point. Yeah, i i still like it at this price.

I mean, of course i like this is a long-term hold for you or a swing yeah. Oh no! This is a this is for sure long-term hold. I actually did a like a dcf, where i did everything: uh revenue expected revenue kind of and what's your target price, 180.. Okay.

So this is a no-brainer for you, then oh yeah yeah! No! This is a hole for me. If it drops, you know, i would honestly like want to get in more. I just like i just like the technology like it's it's a combination of you see the financials, the financials are good um and you also you know the product. Oh, the market agrees with you yeah.

I didn't even i didn't even like. I didn't even see it on here yeah. The aggregate on t pranks is uh forty percent upside down and look at oh and look at the look at when it was reiterated. Two days ago, i don't even know low 145, so at worst you're gon na get one for it, but these are.

These are very recent, like these are only two days ago. They've done these. I didn't even know to see this yeah yeah every uh. This there's three analysts.

One is a five star. Let's look at this guy five star analyst uh yeah leading analyst. I would call him like top five percent and he has them at the 21 upside uh on this stock. He got three out of four correct bye.

Bye bye and the incorrect one is the accounting this one, the the big drama, the big drop yeah, but basically he did 75 percent success rate. Yeah i mean it would have gone to another level if they would have beat uh analyst earnings but uh they missed. They missed the eps okay, so i think it's quite clear. We have a what i think is ample information for you guys to go and do your own research, because, as i mentioned, this is just in a thought-provoking video yeah.

We i had juan here because i know he's a my resident expert on all medical stock and the specifically on smlr. He did extensive research, so i wanted to show, show him some love and share his thought with you by the way, if you're still watching this video go and check out his channel prosper, trade not prostate, be careful not to go to the wrong website. I i could, i didn't make my promise juan i'm sorry. I couldn't no, no, it's good.

No, it's good huge shout out to the channel members and the patrons. Thank you all so much we'll see you guys tomorrow.