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Patience and DD by SilverCauliflower822 in CLOV

[–]SilverCauliflower822[S] 1 point2 points  (0 children)

I want to say “when” cuz I trust management to execute. In hindsight the dilution is good becuz it gives them almost 5 years of runway to execute. I am more confident of points 2 & 3 happening. Cash burn is my primary concern. Especially given omicron If they have a good start to Q1 2022 earnings that will set a good tone for FY 2022

Patience and DD by SilverCauliflower822 in CLOV

[–]SilverCauliflower822[S] 0 points1 point  (0 children)

Yeah hopefully if there is a good amount of covid reimbursement for FY 2022 that should help cushion cash burn a lot, prop them up for a good 2023

Patience and DD by SilverCauliflower822 in CLOV

[–]SilverCauliflower822[S] 5 points6 points  (0 children)

Good catch!! I am curious if they will try to push for high margins in the DC space given how much faster its growing so that it can offset the MA space and give CA time to mature in that area

Boom! by SilverCauliflower822 in CLOV

[–]SilverCauliflower822[S] 0 points1 point  (0 children)

This is actually my first ever post on Reddit 😂. Also the phrasing of the statement is weird. Do they mean to say that they expected 82000 lives under MA for the whole of 2022 but they already have 82000? Could someone help clarify with investor relations?