PicRxInc

Pharmacy Advisory Services. Pharmacy Consultant. Multi-State Licensed Pharmacist.

[PicRxInc @RxPic]

@LogicalThesis @Mike10947310 Yes, they have yet to prove they can execute. Thanks for taking a look.

[PicRxInc @RxPic]

@LogicalThesis @Mike10947310 From the CEO presentation at Planet Micro Cap this last Wednesday.

[PicRxInc @RxPic]

@LogicalThesis @Mike10947310 Any conviction for $CREX currently? They appear to finally be knocking on the door to execute.

[PicRxInc @RxPic]

@LogicalThesis 100% cash since 10/1/25. I was happy with 28% YTD gain at that time. Have been parked in GMYXX (money market fund) at 4.48% yield, since then. Watching some names and doing homework for good entries.

[PicRxInc @RxPic]

@LogicalThesis @teddycovers42 They added a $4M note to settle earn out liability with Reflect Shareholders. Revolver was at $16M. Now, add another $36M for CDM acquisition brings debt to around $56M. Revenue expected to exceed $100 million with Adjusted EBITDA margins in the high teens for 2026.

[PicRxInc @RxPic]

@LogicalThesis @teddycovers42 Any opinion on $CREX acquisition of CDM? Looks like it will close any day now. Impressive that Rick could secure financing. Revenue will double along with debt. Appears to be a lateral move but necessary for survival due to the fierce competition in the digital signage world.

[PicRxInc @RxPic]

@LogicalThesis Just keep doing what you are doing. Your insight is helpful to my trading strategy. I value your opinion.

[PicRxInc @RxPic]

@LogicalThesis Started a position in the 8s with recent pullback. I’m a little late but will see …. What happens-

[PicRxInc @RxPic]

@Wolfdog_Capital @stockgutter No doubt. First Merchants must be privy to additional information.

[PicRxInc @RxPic]

@christophergrip @ByronOnX Rick stated revenue from one win in RMN is worth 10s of millions. Putting the dots together points to a potential win in the automotive sector. Possibly O’Reilly?

[PicRxInc @RxPic]

@ByronOnX The delayed deployments from FY24 and rise in debt is holding the price down. They are 2 years behind schedule from where they thought they would be. Rick has stated “enormous” revenue in the pipeline.

[PicRxInc @RxPic]

@InvestorMexican $CREX Management expects a strong finish for FY 25. Had hit $5 and was cruising along at $4.50 on 11/13/24 with Q3 24 earnings. The contingent consideration and delays sunk her. Rev trended down last 2 Qs, debt up to 23.24 M. Execution is very important down the stretch.

[PicRxInc @RxPic]

@KyleAdamsStocks $CREX
$CXDO
$ALAR

[PicRxInc @RxPic]

@FBuschek $CREX next to follow

[PicRxInc @RxPic]

$CREX Potential multi-day runner. Maybe a clear path to $3.30. Looks to be a sentiment change from a long, painful drawdown that began 11/13/24 (Q3 24) earnings call. Will Rick finally execute the huge potential?

[PicRxInc @RxPic]

@Wolfdog_Capital Now in position to reach $100M revenue, and assume $19M free cash flow. Envision $300M revenue as realistic in the coming years. Project another record year in rev but will only say they are comfortable with the analyst consensus for revenue. Looking to acquire-not be acquired!

[PicRxInc @RxPic]

@D8668393 @DeepSailCapital @kingdomcapadv @FBuschek Digital signage names will continue to consolidate. It’s the only path to survival. Events from Q3 24 to present point to sale of company, just not as fast as expected. They have been positioning for an exit. Rick is batting with 2 strikes. Revenue for 1st half 25 is key.

[PicRxInc @RxPic]

@FBuschek @D8668393 @DeepSailCapital $CREX The earn out unknown was $3 M to $13 M. The agreement to settle is around $7 M. Big win here, No equity raise and clarity to the balance sheet. Could have been much worse. Now, can they execute the backlog and produce the revenue locked up within?

[PicRxInc @RxPic]

@FBuschek @D8668393 @DeepSailCapital Not only is the release AMC but it’s also a week early. You normally hold off bad news as long as you can. Something is up. AMC on Friday gives the weekend to absorb whether good or bad.

[PicRxInc @RxPic]

@D8668393 @FBuschek @DeepSailCapital (CSO) on the call is bullish. Sautter may announce they are exploring a sale of CRI. He would be supporting related aspects such as financing and post-merger integration. His remarks would be to ensure shareholders the buyout aligns with the company’s strategic initiatives.