Apollo Healthcare Corp Warrants (03/01/2022) APHWF

A Possible Comparable Company

[northcapital]

Consider comparing Apollo Healthcare to MAV Beauty Brands (TSE:MAV). They make less well known name brands. They earned .12 per share and have a PE ratio of 46.

[Mdemont]

Yes, that is on my comparables list. 4pct margin if i am not mistaken. No comparable found at ahc margins, let alone the quality of the earnings (sans debt).  Waiting for a private rwport on vi-jon, will share info fro if it adds to our exchanges here. Btw, vi-jon is investing us$70 million on capacity increase. I like this info in all respects, including reduced likelihood of ahc

[northcapital]

I suggest that MAV Beauty Brands is a good indicator of what the appropriate market valuation should look like for Apollo Healthcare. Apollo Healthcare is similar to it in product line yet way stronger in financial performance. A comparison of the two clearly show how under priced Apollo Healthcare is.

[Mdemont]

P/e in the forties u mean? Mav is clearly a mistake in valuation as i think ahc is at the other end of the spectrum. I try to find evidence to disprove my inv thesis at all times as my insurance - market swings/valuations do not phase me. Over time, mula$ Is the only thing that matters. So as i try to eatimates ahc normalized stream of income over time..profit % makes all the difference

[northcapital]

Actually the valuation of MAV Beauty Brands is fairly consistent with the average price earnings ratio for the consumer products group. That group tends to trade at a price earnings ratio of 36. The glaring mistake in valuation is clearly that of Apollo Healthcare.

[Mdemont]

Really, i did not know this! I trust but i always verify - if correct, quite shocked tbh!