MIM Corp MIMS W

May 09, 2003 - 12:40am EST by

member

						2003	2004
Price:		6.56		EPS
Shares Out. (in M):		0		P/E
Market Cap (in $M):		146		P/FCF
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT

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#	AUTHOR DATE SUBJECT
9	member 7/24/03 10:24AM Re Management
Ted712, Sorry for the delay. I'm holding off operational discussion until the company details the loss of TennCare as I expect in the 10AM ET 7/29 CC. However, I can provide some 'feel' for management. ... login to read the rest view available tags
8	member 7/24/03 10:11AM Re Management
Ted712 view available tags
7	member 7/15/03 10:54PM Management
Hi Met, I think this is a very interesting idea but have been holding off to see what the reaction to earnings is with the loss of Tenncare (I'm not a believer in the efficient market... login to read the rest view available tags
6	member 5/28/03 1:37AM RE: TennCare contract loss
Sure am glad I noted that risk in my investment thesis ! But seriously, zzz07, while this is not good short term news, it further reinforces my belief that 2004 will be the timeframe where the... login to read the rest view available tags
5	member 5/27/03 10:09AM Tennessee contract...
Met99, Any thoughts on value now that the TN contract is leaving? view available tags
4	member 5/10/03 1:15PM RE: PBM Industry, Competition
Bowd: "Aren't you supposed to be referring to the "scandal-plagued" PBM industry? Or am I confusing PBM with some other TLA industry?" There has been controversy over a wide variety of issues in the PBM industry. ... login to read the rest view available tags
3	member 5/10/03 12:07PM Re: TennCare, Multiples and M
JSC60: "Is TennCare profitable,and as a subcontractor with small (or no margins)what is their exposure?" MIMS' operations with respect to TennCare are like those with private pay health plans. Just as MIMS provides PBM services to... login to read the rest view available tags
2	member 5/09/03 2:27PM Q's
Hi, Met -- Interesting idea. 1: Aren't you supposed to be referring to the "scandal-plagued" PBM industry? Or am I confusing PBM with some other TLA industry? 2: If SP is so much better than PBM, why will... login to read the rest view available tags
1	member 5/09/03 1:31PM questions
Just a couple of questions: Is TennCare profitable,and as a subcontractor with small (or no margins)what is their exposure? If they earn $0.73 in 2004 and trade at 10.5X (aprox. current multiple), then MIMS will trade at... login to read the rest view available tags

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