MEDIFAST - Diabetes & Gewichtsabnahme - 500 Beiträge pro Seite

[FullCheck]

MEDIFAST - ISIN: US58470H1014 - AMEX: MED
http://www.medifast1.com/

Entweder der CEO ist ein Träumer, oder Medifast hat noch einiges an Wachstum vor sich:
Im Baltimore BusinessJournal: (29.October 2004) hiess es, "MacDonald is predicting: 200 MioUSD revenues by 2008".

!!! Dass wäre bis dahin ein Umsatzwachstum von 60% pro Jahr !!!

Zur Firma:

Medifast produziert und vertreibt Produkte zur Gewichtsreduktion und somit zur Vorbeugung von Zivilisationskrankheiten wie Diabetes und Herzkreislauferkrankungen. In 2003 ist Medifast mit "Take Shape for Life, Inc." an den Start gegangen, die mit einem Netzwerk von Gesundheitsspezialisten Ärzte mit Gewichts-/Krankheits-Management/Fitness-Programmen versorgen.
Mehr zu Medifast unter: http://www.medifast1.com/

Zu den bisherigen Fundamentaldaten:

---------------------- Umsatz: ----- NetIncome: ----- N-I/Share:--
1Q-2005:------ 8,3 MioUSD ---
--@2004:------ 27,3 MioUSD ---- 1,73 MioUSD ---- 0.16 USD ---
--@2003:------ 25,4 MioUSD ---- 2,35 MioUSD ---- 0.25 USD ---
--@2002:------ 12.3 MioUSD ---- 2,62 MioUSD ---- 0.36 USD ---
--@2001:------ 5,0 MioUSD ---- 0,59 MioUSD ---- 0.08 USD ---

Für 2005 erwartet Medifast einen Umsatz von 32 bis 34 MioUS und einem Vorsteuer-Gewinn von 0.24 bis 0.29 US. Das würde einem momentanen 2005-KGV von 13 entsprechen.
Die 1Q-Ergebnisse hat die Medifast-Prognose leicht übertroffen. Es war das 22.´ste profitable Quartel, wie Medifast immer so schön hervorhebt.

Zum Chart:



In den nächsten Postings die letzten Englischen AD-Hocs....

[FullCheck]

7.04.2005: ---> 1.Q-2005 <---

Medifast Reports Record First Quarter Revenues

OWINGS MILLS, Md., April 7 /PRNewswire-FirstCall/ -- Medifast, Inc. (Amex: MED) announced today that it expects to report record first quarter revenues for the period ended March 31, 2005. The Company had unaudited revenues of approximately $8.3 million, or a 22% increase versus the period ended March 31, 2004 when the Company had revenues of $6.8 million.

Medifast`s growth throughout the first quarter was primarily attributable to its effective advertising campaign, which increased consumer interest in the Medifast brand. "The Company is very excited about its first quarter revenues," said Michael S. McDevitt, Medifast`s President. "The Company expects to see continued growth throughout the remainder of the year from increased advertising initiatives, our Take Shape for Life division and Hi-Energy Weight Control clinics."

In March, the Company announced that it had signed a licensing agreement with a regional drug chain. This agreement between Medifast`s Hi-Energy Weight Control Centers and Kerr Drug was featured in the April 4, 2005 issue of Drug Topics Magazine. The centers are part of a "store within a store" program under the clinical pharmacy program. Two stores are set to open this month in the Raleigh, NC area and another is scheduled to open next month in Greensboro, NC. This concept has been receiving wide attention in clinical pharmacy circles within the retail industry.

About Medifast: (http://www.medifastdiet.com)

Medifast has been helping people lose weight and achieve better health for almost 25 years. Its meal replacement foods have been proven effective at Johns Hopkins University, recommended by over 15,000 physicians and used by more than 1,000,000 customers. Medifast offers its customers world-class customer service, technical and medical support.

This release contains forward-looking statements, which may involve known, and unknown risks, uncertainties and other factors that may cause Medifast`s actual results and performance in future periods to be materially different from any future results or performance suggested by these statements. Medifast cautions investors not to place undue reliance on forward-looking statements, which speak only to management`s expectation on this date.

[FullCheck]

--> Ausblick 2005:

2005 Financial Guidance

For 2005, the Company expects to report revenue of $32 to $34 million with a pre-tax profit of $0.24 to $0.29 per diluted share. For the first quarter ended March 31, 2005, Medifast expects to report revenue of $7.4 million to $8 million, compared to $6.8 million for the same period in 2004. For the first quarter, the Company expects to generate pre-tax profit of between $0.06 and $0.07, per diluted share, compared to $0.07 in the fiscal 2004 first quarter.

The Company`s executives will host a conference call today to discuss these results. The conference call will begin at 4:30 p.m. eastern time. Interested participants should call [phone] when calling within the United States or [phone] when calling internationally. Please refer to conference code 4619783. There will be a playback available as well. To listen to the playback, please call [phone] when calling within the United States or [phone] when calling internationally. The replay will be available until April 14, 2005.

The webcast may be accessed via the Company`s web site at http://www.medifastdiet.com. Interested parties should go to the section marked "Investor Relations" to listen to the call. The webcast can be accessed until April 14, 2005.

This release contains forward-looking statements which may involve known and unknown risks, uncertainties and other factors that may cause Medifast`s actual results and performance in future periods to be materially different from any future results or performance suggested by these statements. Medifast cautions investors not to place undue reliance on forward-looking statements, which speak only to management`s expectation on this date.

[FullCheck]

Medifast Reports Year-End Results
Company Completes Second Most Profitable Year In Its History;

Fourth Quarter Marks 21st Consecutive Quarter of Profitability

OWINGS MILLS, Md., March 14 /PRNewswire-FirstCall/ -- Medifast, Inc. (Amex: MED) announced today fourth quarter and year-end results for the period ended December 31, 2004. The Company reported fourth quarter revenue of $5,898,000, compared to revenue of $5,840,000 for the same period in 2003. Medifast reported income from operations of $576,000 compared to $482,000 for the same period in 2003. The Company reported pre-tax net income of $566,000, or $0.05 per share (0.04 per diluted share), compared to $511,000, or $0.05 per share ($0.04 per diluted share) for the fiscal 2003 fourth quarter. Medifast generated net income attributable to common shareholders of $35,000, or $0.00 per share ($0.00 per diluted share), compared to $416,000 or $0.05 per share ($0.04 per diluted share). The decrease in net income was due to the elimination of the deferred tax asset and the net operating loss for income tax purposes. The Company did not have a comparable expense in the 2003 fourth quarter. The fourth quarter marked the Company`s 21st consecutive quarter of profitability.

For the full-year ended December 31, 2004, Medifast reported revenue of $27,340,000, compared to 2003 revenue of $25,379,000. The Company generated income from operations for the 2004 fiscal year of $3,004,000 compared to fiscal year 2003 income from operations of $3,598,000. Medifast generated net income attributable to common stockholders of $1,729,000 in 2004, or $0.16 per basic share ($0.14 per diluted share) compared to net income attributable to common stockholders of $2,352,000, or $0.25 per basic share ($0.22 per diluted share) for the 2003 fiscal year. Fiscal 2004 was the Company`s second most profitable year in its history.

"Although we were not able to match the record results we generated in 2003, Medifast implemented many key initiatives that have positioned the Company for growth in 2005," said Brad MacDonald, Medifast`s Chairman and Chief Executive Officer. "We continue to successfully grow our Take Shape for Life division, having enhanced a replicating website option for Health Advisors and an Internet distribution program for their customers. Our Tasting Party Program has been a rousing success, helping us recruit new Health Advisors and expanding our Network significantly. After making numerous adjustments, we have now refined our advertising campaigns, and believe we have reached the right combination of print, TV, radio, and web marketing. The Company has seen increased success with its web marketing throughout 2004. The Company will continue to ramp up its advertising initiatives while monitoring the effectiveness to help determine the most effective campaign strategy. Finally, the acquisition of Hi-Energy Weight Control Centers has provided us with an important distribution vehicle in many important demographic markets."

Some of the highlights of fiscal 2004 included:

-- Development of Internet marketing programs. The Company launched a
revamped website at http://www.medifastdiet.com, which has
contributed to increased sales and improved margins.
-- Increased operating efficiencies. Gross margins increased to 75% in
2004 from 73% in 2003 due to the acquisition of a 119,000-square-foot
distribution facility in Ridgley, Maryland, which reduced production
and distribution costs.
-- Johns Hopkins Study. The Company initiated a clinical study with
Johns Hopkins Bloomberg School of Public Health to test the efficacy
of Medifast meal replacements versus a standard reference diet. The
18-month study will consist of 80 overweight or obese boys and girls
between the ages of 8 and 15 along with 40 of their parents. The
clinical study will examine whether a joint parent-child approach
using Medifast`s engineered foods will result in greater weight loss
than children dieting alone.
-- New Product development. The Company launched the new "Maintain by
Medifast" product line, a low-calorie, soy-based, low glycemic
formula patented by Medifast that is incorporated into a low
carbohydrate diet that has provided significant weight loss results
and overall health improvements in clinical studies. "Maintain by
Medifast" offers consumers a special 28-day program that will provide
immediate results on the journey to long-term health improvement.

"Our year has begun in a solid manner," said Michael McDevitt, Medifast`s President. "Our Web Marketing and Advertising programs continue to gain traction. We continue to track improvement with our Hi-Energy corporately owned clinics after the initial weather-related set backs. Recently, we signed an agreement with a regional drug chain to place four full service Hi-Energy Weight Control Centers in their stores as part of a pilot program. Three of the Hi-Energy Weight Control Centers will be fully operational with the clinical pharmacy program by mid-April 2005. These activities, along with a more effective advertising program and awareness for our products created by the Johns Hopkins Bloomberg School of Public Health clinical study, should position Medifast well for growth in 2005."

[FullCheck]

!!!! heute +23% !!!! sehr schöne umsatz-entwicklung:

Medifast (Nachrichten) announced today that it expects to report record second quarter revenues for the three-month period ended June 30, 2005. The Company had unaudited revenues of approximately $10.5 million, a 42% increase versus the period ended June 30, 2004 when the Company had revenues of $7.4 million. Medifast has increased its overall year-to-date unaudited revenues by 32% to $18.8 million versus $14.2 million for the same period ended June 30, 2004.

[FullCheck]

Inzwischen +110 % seit meiner Thread-Eröffnung vor 3 Monaten. Und es scheint keinen zu interessieren ! Dieses Investment macht einfach Spass

[miristegal]

[posting]17.266.080 von FullCheck am 18.07.05 20:26:57[/posting]DOCH.
UND DANKE.
Gute Arbeit.Gratul

MFG

[FullCheck]

Hier die 2Q Ergebnisse.....und weiter unten der Ausblick:

Medifast Announces Record Second Quarter Results

OWINGS MILLS, Md., Aug. 9 /PRNewswire-FirstCall/ -- Medifast (Nachrichten), Inc. announced today second quarter financial results for the period ended June 30, 2005. The company reported revenue of $10.5 million, a 43% increase versus $7.4 million in the year-earlier period. Income from Operations was $1,154,000, a 17% increase compared to $982,000 in the same period in 2004. The company reported pre-tax income of $1,164,000 compared to $925,000 in the second quarter of 2004. The company reported net income of $753,000, or $0.06 per basic share ($0.06 per diluted share), versus $656,000, or $0.06 per basic share ($0.06 per diluted share) in the 2004 second quarter. Earnings per share were effected by the dilution associated with the conversion of Series "B" preferred stock into common stock during the first quarter of 2005.

--------------------------------------------------------

For the third quarter, the Company expects to report revenue of $9.7 to $10.0 million and to generate pre-tax profit of $900,000 to $1.0 million, or $0.07 to $0.08 per diluted share. The company expects to generate revenue of $34.5 million to $36.5 million for the year with a pretax profit of $0.26 to $0.30 per diluted share.

[FullCheck]

....so ich bin gestern vor den Ergebnissen raus aus Medifast.
(130% in wenigen Monaten )

> Umsatzwachstum: 43% (zum Vorjahresquartal)
> und dabei "nur" 25% Vorsteuergewinn-Wachstum....

Als Medifast das Umsatzwachstum von 43% im Vorfeld bekannt gab,
hatte ich mit einem weit höheren Gewinn-Anstieg gerechnet!
Haben die soviel für Werbung ausgegeben ?

Ausblick 2005:
EBIT pro Aktie: 0.26-0.30$
--> bei momentan 6.43$ ist das ein KGV von ca. 23....

Ich denke Medifast wird sich jetzt erstmal ein wenig
vom Kursfeuerwerk erholen.....

[FullCheck]

hier noch der Chart

[miristegal]

[posting]17.498.437 von FullCheck am 09.08.05 23:41:31[/posting]Bin gestern auch raus. Zum Glück.
Ich warte nun ab.
Danke f.Info

MFG

[FullCheck]

..... heute -26%... dachte ich mir doch, dass viele ein höheres gewinnwachstum erwartet haben und sich medifast erstmal erholen wird !
miristegal - glückwunsch, dass du auch raus bist ich warte nun ebenfalls mal ab....

[BrokerPK]

FullCheck bei nunmehr 4,11 $ ergibt sich jetzt ein KGV von ca. 14 und das bei diesem Wachstum.
dürfte mittelfristig ne schöne Einstiegsgelegenheit wieder sein oder !?!?

[FullCheck]

BrokerPK... siehe boardmail.... ich warte noch ab....

[miristegal]

Eigentlich bin ich auf MED 2003 aufmerksam geworden.
Damals um 16 $ und die Talfahrt hat begonnen.

Gut das ich nicht eingestiegen bin. Dann habe ich sie aus meiner WL rausgenommen.

Erste Kauf 2,54 dann 4,20 € und 5,59 ausgestiegen.
Die 7 $ waren mir zu risk.

Heute trotz - nasi ein +,
Ist für mich etwa eine Modeaktie , vergleichbar mit
Herbalife und Slim (es geht hier um die Mode - nicht Aktie)

Überlege mal wieder einzusammeln.Der Markt scheint die Zahlen verdaut zu haben

Was meint Ihr.

MFG

[FullCheck]

so langsam werde ich wieder die ersten positionen aufbauen.
ich hoffe aber, bei 3.xx USD noch einiges auf"fischen" zu können
... viel Erfolg euch....

[FullCheck]

so - jetzt haben wir wieder die 3 vor dem Komma
Habe gerade zu 3.90 USD eine Position ins Depot
gelegt. Wenn´s noch weiter runtergehen sollte
werde ich weiter zugreifen

[miristegal]

[posting]17.834.162 von FullCheck am 08.09.05 21:33:57[/posting]Ab 3 € bin ich auch dabei.
Z:Z keine Kohle. Alles in NKTR invest.

MFG

[miristegal]

Hi Full

Wie findest Du die Zahlen? Die Börse hat sie positiv
angennomen.


Revenue 10,555 8,326 5,898 7,268
Cost of Revenue 2,623 2,073 1,564 1,886

Gross Profit 7,932 6,253 4,334 5,382

Operating Expenses
Research Development - - - -
Selling General and Administrative 6,778 5,341 3,758 4,855
Non Recurring - - - -
Others - - - -

Total Operating Expenses - - - -


Operating Income or Loss 1,154 912 576 527

Income from Continuing Operations
Total Other Income/Expenses Net 93 7 156 (2)
Earnings Before Interest And Taxes 1,247 919 732 525
Interest Expense 83 65 166 4
Income Before Tax 1,164 854 566 521
Income Tax Expense 411 347 531 130
Minority Interest - - - -

Net Income From Continuing Ops 753 507 35 391

Non-recurring Events
Discontinued Operations - - - -
Extraordinary Items - - - -
Effect Of Accounting Changes - - - -
Other Items - - - -


Net Income 753 507 35 391
Preferred


MFG und erholsames WE.