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

Bad time for release.....but not all negative

[Jimmycash]

I agree, reporting the quarterly report on a Friday at 5pm is about as juvenile as you can get. Its like they don't want their parents to know they recieved bad marks. They did forcast that things were settling down bs wise, so no surprise there and mention was made on the release of an accelleration going into 2022, so thats a positive as well. As far as the debt, if you look at page 5 on their financial results on sedar you will see current debt stated as - (nil). Line 10 was for redemption of class B shares. So, very un proffessional but indeed debt free and forcast of an uptick. My quick math on their 10M adjusted earmnings going forward that would value them a 10 times yearly (40M) puts them at a 400M valuation right here (north of $5 p/s.) and things to get better.

[JPD123]

I think from a medicine prespective, although in April/May COVID looks like it was settling down, it is very clear now that COVID will be going around for years to come seeing that even when US essentially has unlimited vaccines now for it's population, there is simply a large population that will refuse the vaccine, letting the virus keep mutating and generating more varients. In addition

[zalmonella]

I agree, reporting the quarterly report on a Friday at 5pm is about as juvenile as you can get. Its like they don't want their parents to know they recieved bad marks. They did forcast that things were settling down bs wise, so no surprise there and mention was made on the release of an accelleration going into 2022, so thats a positive as well. You're right on the debt - I had too

[cpeczek]

What is motivating you to stick around? Why not sell and move on to a more growth oriented stock? This is going to be a value play all the way through. I doubt they will ever sell as much as they did during the lockdown, its just not feasible.

[FinnishFlash8]

Because I can buy more growth oriented stocks without selling my value play. I agree, it's unlikely we'll see the sales numbers we saw last year and in Q1 this year (without any aqcuisitions) but that doesn't matter. Even if AHC does that 40 something million revenues per quarter, now without the debt burden, I'm happy to hold my shares and wait for mean reversion.

[cpeczek]

i agree with you, held in a diversified portfolio it makes sense if you have time to wait. The numbers are not as bad as the share price. The question was more directed at the other poster.

[zalmonella]

What is motivating you to stick around? Why not sell and move on to a more growth oriented stock? This is going to be a value play all the way through. It is?  With a new plant running at less than 50% capacity?  The decision to move on isn't made any easier by being underwater now, but I remember at the time, I thought "Hmmm, JWEL or ACH,... JWEL or AHC?"  My

[cpeczek]

Thanks for sharing your perspective. That is interesting to hear. I am more in the camp of FinnishFlash and thought this was more of a play where the price of the shares don't reflect the money they make because of a pullback in pandemic benefiting stocks and the legacy of Acasta. I figured any acquistions would be very low margin businesses. Has your perspective changed at all recently? I

[gary7789]

I think investors should be concerned with current management's ability to stop the slide in revenue. That may continue given their reputation and relationship with Costco & Walmart is now lower than most other retail brand alternatives. Poor customer service (including but not only recall) did that. Once that is gone, it will take years to get back. They are no position to acquire

[FinnishFlash8]

I don't agree. Managements ability didn't drive the revenues up, it was covid. Management can't do much if hand sanitizer and cleaning product sales are declining. What they should do in my opinion, is disclose more information to shareholders. I'd like to know exactly how much did that product recall affect revenue in Q2 and what makes them think that "Demand for product is

[zalmonella]

I think investors should be concerned with current management's ability to stop the slide in revenue. That may continue given their reputation and relationship with Costco & Walmart is now lower than most other retail brand alternatives. Poor customer service (including but not only recall) did that. Once that is gone, it will take years to get back. They are no position to acquire