Cascina

[Cascina @cascina]

Hoping good expectations will bring in buyers and we get $2 by earnings and $2.5-3 after positive results. Climb to $4-5 range by Q2 and end the year $7-10.
NNOX has enough orders but install numbers need to be clear and show up in the revenues. AI+radiology has helped enough.

[Cascina @cascina]

$NNOX Glad to see earnings are happening this month. Q1 is really important and should preview of things to come. Q1 4M, Q2 6M, Q3 10M and Q4 15M ~35M. Hoping for MSaaS revenues showing up vs just all out buys as well as systems installed.

[Cascina @cascina]

$NNOX over 2M short shares covered as of 5/31/26. No buyers and not much left for shorting. Imho more shorts will cover more by 6/15/26 and then earnings before the end of month. Active installs and revenue is all that's left. Change for better or worse is near.

[Cascina @cascina]

@steveleeesq Q1 is very critical for the recovery start followed by Q2. All or nothing now.

[Cascina @cascina]

@steveleeesq It's coming. My guess by next week.

[Cascina @cascina]

Great to see $NNOX in the 2s. Still this is just overall market pulling everyone along. Shorts covering. Positive Q1 and this can break 3s and onto 5s by Q2.

[Cascina @cascina]

@elecanning This is coming to an end. 1 or 2 quarters to show revenues for pay per scan ARCs installs. If nothing shows but radiology revenues and excuses that 2nd of 2026 will be better then NNOX lied.

[Cascina @cascina]

@Yochana42437421 if it's less than 100 then we know he lied back in 25. I would be happy with 100 installed by 3/31/26 and ratio of pay per scan to direct buys. Then Q2 is easy to predict.

[Cascina @cascina]

@Yochana42437421 Peru expansion at 6 arcs all buys not pay per scans. Hoping USA installs are pay per scans mostly. Erez needs to start saying how many units installed and running and how many in the middle of installation. At least installed units ending 3/31/26.

[Cascina @cascina]

@Yochana42437421 100 units supposed to be up by end of 2025. Rev so far dont support that. Q1 can't hide revenues from those 100 units + Q1 additions. Let's say 25 units. 125 units x 270 days = 7M pps. 1/2 arcs direct buys. 7/2 = 3.5M / 4 qt. Roughly 1M + sales on top Q4 25. So Q1 should be 5M+

[Cascina @cascina]

$nnox 120M MC or $1.7 for 14M rev means 8.5X multiple. If Q1 confirms 35M+ growth then multiple should go up as well as market cap. 350M MC or $5 should be the base. I was hoping for $10 but dilution will happen. Let's aim for $5.

[Cascina @cascina]

$nnox 5/15 filing updates show increase in institution ownership. Almost 27%. ~$1.70 been the bottom now. Needs earnings 6K filing. Since it's not US company 45 day limit to file does not apply. Q1 closed 3/31. Dragging earnings date not is not winning new investors.

[Cascina @cascina]

$nnox Finally 5/15 options are done. Nothing new open. Hoping for earnings date annoucement in the next 2 weeks. Climb up should begin.

[Cascina @cascina]

@HUL0NG It's up 2 cents. That's a start.

[Cascina @cascina]

@TomPolakow Keep in mind that NNOX will dilute to keep its runway till 2027.

[Cascina @cascina]

@TomPolakow thank you for your input. I disagree with Q1 being 6M and think more along 4M but I hope you right. Semiconductor news chatter could probably pick up this Q3/Q4 if you projecting revenues in FY27?
What price should market assign to NNOX at 35M rev confirmation | 60M | 100M?

[Cascina @cascina]

@GlobalSenate Kind of low. At best they got 10-15m shares at 2$ avg. 30M ain't going to cut it.

[Cascina @cascina]

$NNOX In the past 4 days (incl today) about 20M shares traded. Institutional holding stands at 16M. Short borrow rate has not changed. Shares available to short ~50K. So who is selling so much?

[Cascina @cascina]

$nnox same trader / institution rolled 5000-10000 calls and puts since 7.5s down to 2.5. May 15 is the end for now. Nothing new open for future. Shift is near. Either the end or rise.

[Cascina @cascina]

@GlobalSenate At this point, someone wants to finish off this company. Q1/Q2 around the corner means either time is now or 35M was fake forecast and company will close.