I think thats a tad harsh Jimmy. If they said that they were going to produce $100m in commitments in perpetuity I still think the stock would be worth more than $1.89 so I would hold but I wouldnt be impressed.
I think we will be pleasently surprised (not by the commentary as IMF are far more conservative than their competitors but by the results in a year). While it didnt move the share price if St Jude is an $800m case (we will know in the quarterly case update) then thats a great start as that case is likely $50m+ right there.
IMF Price at posting:
$1.89 Sentiment: Buy Disclosure: Held