- INFU surprised investors by pre-releasing disappointing FY21 results, leading to a 25% selloff in shares the same day.
- Nothing about INFU’s long-term trajectory changed as the 4Q21 miss is understandable and temporary, relating to Omicron disruptions and a delay in contract execution with one partner.
- The company does need to execute well over 1H 2022 for management to regain trust with the Street, a bet I am willing to make.
- In the meantime, investors who are patient and believe in management can add to their position at bargain prices.
- Recent insider buying and share buybacks indicate the Board and management agree that shares are currently undervalued.
For further details see:
InfuSystem: A Possible Goldmine After Recent Stumble