Quipt Home Medical Corp T.QIPT

Organic growth 3% Q3/Q2/FCF breakeven/Loss op's $(1.5mil )

[besttobe]

Organic growth calculation

Q2 revenue                    24.24  mil

Mayhew                              .50 mil
Med supply                         .25 mil
Semo Drug                         .25 mil
Oxygen Plus                       .07 mil

Total                               25.31 mil

Actual Q3                       26.24 mil

Diff                                      .93 mil

Or 3% Q/Q or 12% annualized. 

CC will be key, as Q was as expected but miss on analyist EPS before FV adjustments/aquisition expenses and FCF targets. . .

[lscfa]

Revenues lag hiring staff for billing, sales, etc. What is outbound freight?   For the three months ended June 30, 2021, operating expenses were $13,184,000, an increase of $3,753,000 from $9,431,000 for the three months ended June 30, 2020. Acquisitions contributed approximately $2,300,000 of the increase is primarily due to the acquisitions during the fiscal 2020 and during the first

[Moemoney42]

Also which is nice is the one time charges that will not appear is subsequent quarters for the costs to acquire the Nasdaq listing.. those associated funds will now go to the bottom line... ;-)

[lscfa]

So what. A roll-up strategy with no organic growth (industry not growing, share of industry not growing)  still increases shareholder value because cost synergies (removal of duplicate expenses) grows the bottom line.

[gibbonsj]

I'm beginning to think that you are one of B2B's aliases.