Monday, October 23, 2017
The market is a great discounting mechanism. Current share price is supposed to reflect future earnings, hence discounting the opportunity. Sometimes there is a wide gap between the expectations of the market and what the future really holds. When...
Today an article came out on Yahoo! Finance suggesting that Catasys would need to raise money in the near future. I won't go into their numbers, as they are quite wrong, to the point of being similar to Fake...
Tailwinds' Take: as evidenced by many recent articles, including today's WSJ, the opioid epidemic is one of the largest problems facing our country. Catasys' OnTrak program is a potential life saver for those suffering from addiction.  Catasys, Inc. (CATS), a provider...
In the quarter ended June 30, several institutions stepped up and purchased shares of Catasys. This is a first for the Company as, prior to then, there had been no real institutional support for the shares; before the June Q,...
Tailwinds' Take: Catasys is executing on their plan. Adding states to existing programs demonstrates that they are having success. Management's comments give increasing confidence to rapid growth in Q3 and beyond. Catasys, Inc. (CATS), a provider of proprietary predictive analytics...
Yesterday Catasys reported their second quarter earnings. The report itself wasn't overly impressive as, despite high year over year growth, numbers dropped slightly from the first quarter. This, however, was not unexpected by the market, as the Company has...
Tailwinds' Take: Growth in eligible members in July, going up to 24,000, suggests that the company is on track for internal forecasts of around $50M in billings in 2018. Q3 numbers will confirm whether this is true or not,...
Tailwinds' Take: HCSC and Anthem are the two largest Blues. Per company guidance, one could reasonably expect both of them to be clients by year end. They represent 50% of all the Blue business, so this story is just...
Tailwinds' Take: CATS is at an inflection point in their business. Per these quotes, "The Company expects to see enrollment totals through this contract increase considerably starting in the third quarter of 2017...Our next step will be to launch...
In March of 2017, Catasys (CATS) reported their fourth quarter results for 2016. This was an important earnings announcement as it marked the first quarter of the product launching with major health plans, which resulted in a large uptick...
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