是的，这是我的 Shirona，抱歉，我的 sona，密集传单 sona。它的交易价格是远期收益的七倍。该股已下跌 80%。这是 Tom 式的转机特例。如你所知，我喜欢低买高卖。
华尔街没有其他人对此感兴趣。但我们有耐心，他们有一位新 CEO Dan Scavia。他来自 Globus Medical，在任期间担任首席商务官、首席执行官，使股票大涨。之前的 CEO 们首先做了一笔愚蠢的交易。
他们不得不吸收它。他们不得不减记。你还记得疫情期间每个人都在订购的那个隐形东西吗？这是牙科用品和椅旁研磨的领先公司。Cerak 过去是，你需要一个牙冠。他们说一周后来，然后你两周后来，就像 80 次预约才能得到一颗牙。
现在他们按下 Cerak 机器上的按钮，拍张照片，打印一颗牙，放进你嘴里，你回家，渗透率只有 20%。我们喜欢这个故事。他削减了成本。他恢复了六个分销渠道。你能想象像耐克吗？耐克说，哦，我们要做 DTC。
我们要坑我们的批发商。看看耐克的股价发生了什么。
Yes, this is my Shirona, excuse me, my sona, dense flyer sona. It's trading at seven times forward earnings. The stock is down 80%. This is a turnaround Tom special. As you know, I like to buy low and sell high.
No one else is interested on Wall Street in doing that. Uh but we're patient folk and they've got a new CEO Dan Scavia. He came from Globus Medical, chief commercial officer, chief executive officer during his tenure for Bagger in the stock.
The the previous CEOs first off they did it done dumb deal. They had to absorb it. They had to write down bite. You remember the invisible thing everyone was ordering during co this is the leading company in dental supplies and chairside milling.
Cerak used to go in you need a crown. They say come back in a week then you come back in two weeks and it's like 80 appointments to get a tooth. Now they press a button in the cerak machine, they take a picture, they print a tooth, they stick it in your mouth, you go home, it's only 20% penetrated.
We love this story. He's taken out the cost. He reinstituted the six distribution. Can you imagine like Nike? Nike's like, "Oh, we're going DTC. We're going to screw our wholesalers." Look what happened to Nike stock.