What are the expected delivery and installation timelines, and are there any potential delays?

Expected delivery & installation timeline

Positron’s press release does not spell out a firm date, but a multi‑unit PET‑CT rollout to a large cardiology network typically follows a 3‑4 month window from contract signing to full on‑site installation and qualification. The company will need to ship the four 64‑slice scanners, perform site‑specific integration (hardware, software, and networking), and train the clinical staff – a process that usually consumes 8‑10 weeks per unit once the hardware arrives. Assuming the contract was finalized in early August 2025, the most likely delivery window is mid‑November to early December 2025, with installations wrapping up by late‑December 2025.

Potential sources of delay

1. Component‑supply constraints – PET‑CT systems rely on high‑precision detectors, high‑voltage power supplies, and custom‑manufactured scintillator crystals. Global semiconductor and rare‑earth shortages that have persisted through 2025 could push the shipping schedule out by 2‑4 weeks if any critical part is back‑ordered.
   
2. Regulatory & site‑acceptance approvals – Because the scanners will be used for advanced cardiovascular diagnostics, each site must complete FDA‑type clearance for the specific software configuration and secure local radiation‑safety permits. This paperwork can add another 1‑2 weeks of “hold‑up” time, especially if the cardiology group operates in multiple states.
   
3. Installation logistics – The scanners are 64‑slice, high‑weight units that often require structural reinforcement and specialized HVAC. Unexpected building‑code issues or the need for additional floor‑loading support can extend the on‑site integration period by a week or more per location.

Trading implications

The market has already priced in a modest “buy‑the‑news” boost (sentiment 70) for Positron, but the lack of a concrete delivery date injects short‑term uncertainty. If the company confirms a mid‑Q4 delivery with no material supply‑chain hiccups, the stock could see 2‑3 % upside on the upside‑of‑expectations narrative. Conversely, any public notice of a 4‑week+ delay—whether from component shortages or regulatory bottlenecks—could trigger a 2–3 % pull‑back as investors recalibrate the near‑term revenue timing. Traders may therefore consider a tight‑‑range play around the current price, holding a modest long position with a stop just below the recent low to capture the upside if the rollout proceeds on schedule, while staying ready to short‑cover if a delay announcement surfaces.