Quipt Home Medical Corp T.QIPT

Future Market Cap?

[retiredcf]

Q: Can you provide a full recap of your thoughts on QIPT's most recent results. Please include future growth and possible market cap targets 3-5yrs forward. 

I won't aggravate subscribers by going into too much detail, but they were impressed with the operational metrics. Given the expected earnings growth using current valuation multiples, it would not be far fetched for QIPT to reach a $500M+ market cap within that timeframe. 

In other words, this is a long term investment. 

From 5i. GLTA

[besttobe]

Retired wrote "In other words, this is a long term investment. " You would be better off buying and holding the now depressed bluechip dividend paying renewable energy stock long term than this unprofitable volitile risky micro cap. IMO

[MrGaiiinz1986]

Why are you here and how much do you get paid per hour or per post? This past week has been a busy run for you blowing up this board, But you haven't brought up the fact that 300k + in shares traded Friday and closed in the green.... Why would someone be short covering or buying if this is only going down down down and going to implode? Should be an interesting month with alot of News. GLTA

[Invediz]

Currently at $181M market cap thats a triple in 3-5 year; damn i Might retire Before 35 years old by holding quipt :)

[lscfa]

Co. target is $350 million rev & ebitda so 350 x 25% x 10 multiple =  $875 million    

[lscfa]

That's $875 million USD...../

[Trytobelong]

Then sp should be more than 25 $ US.... in 4-5 years !!!

[Criktwo]

Watch our 2 morrons write some posts against those affirmations

[besttobe]

ISCFA wrote "That's $875 million USD........" Why not just round it off to 1 billionUSD market cap and call it a day, haha Apria with 1 billion revenue sold for 1.5 billion. 

[Criktwo]

Other one will come soon !

[lscfa]

Apria grew revenues and ebitda in 2021 by 3% and 1%. Faster growers get a higher multiple, dumbass.  

[lscfa]

Apria 2021 ebitda margin is 20%. Quipt targets 25% in 3 years. Higher profit revenues get a higher multiple, dumbass.....  

[Carlito3311]

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[lscfa]

230 / 1140 = 20.2% 2021 Financial Guidance For the full year 2021, Apria is increasing revenue and Adjusted EBITDA guidance while narrowing the Adjusted EBITDA less Patient Equipment Capex guidance range and is now projecting the following financial results: Net revenue of $1.13 billion to $1.15 billion; up from $1.12 billion to $1.15 billion Adjusted EBITDA of $228 million to

[Carlito3311]

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[Carlito3311]

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[Carlito3311]

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[lscfa]

https://www.buckheadfmv.com/single-post/healthcare-services-m-a-ebitda-multiple-trends   Home-Based Services   This category consists of home health, hospice, private duty, home medical equipment, and infusion therapy, among others. The smaller end of the market has remained relatively consistent across the three four-year buckets included in the analysis period, while larger

[lscfa]

Image did not post 1st time. Here it is again...  

[lscfa]

WRONG.   Leases. We determine if an arrangement is a lease at commencement and perform an evaluation to determine whether the lease should be classified as an operating or finance lease. Operating leases are included in operating lease right-of-use (ROU) assets, current portion of operating lease liabilities and operating lease liabilities, less current portion, on the consolidated

[lscfa]

apria 10k:   On January 1, 2019, we adopted FASB ASU No. 2016-02, Leases (“Topic 842”), using the modified retrospective transition method. For lessor accounting, upon adoption the provision for doubtful accounts associated with rental revenue of $34.5 million for the year ended December 31, 2019 is now charged to net rental revenue instead of general and administrative

[Carlito3311]

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[Carlito3311]

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[lscfa]

Lessee Accounting  The new standard requires lessees to apply a dual approach, classifying leases as either finance or operating leases based on the principle of whether or not the lease is effectively a financed purchase by the lessee. This classification determines whether lease expense is recognized based on an effective interest method or on a straight-line basis over the term of the

[lscfa]

For the year ended December 31, 2018, rent expense of $40.8 million is recorded in selling, distribution and administrative expenses in the consolidated statements of operations and lease expense for patient equipment of $11.4 million is recorded in product and supply costs in the consolidated statements of operations.

[Carlito3311]

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[lscfa]

Dumbass. Apria is pointing out that after 2018 rent expense is no longer in SGA....  

[Carlito3311]

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[Carlito3311]

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[Carlito3311]

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[lscfa]

Ignore Apria takeover multiple of EV/ebitda of 7x.   Blackstone selling at fire sale prices.   Feb 2021 -  Blackstone sells 7,500,000 Shs at $20 Nov 2021 - Blackstone sells 4,500,000 Shs at $31.50 Jan 2022 - Blackstone (still owns 40% of Apria) approves takeover at $37.50    

[lscfa]

Crawford is not a finance guy. He should have let Hardik answer the question on valuation multiples.   Suggesting Apria's takeover multilpe of 7x is appropriate contradicts Quipt's own slide deck of 11x.  Blackstone wants to liquidate, probably to rotate to other sectors.  In absolute terms a 7x multiple is equivalent to a 14% cash yield and 11x = 9% cash yield. There are

[besttobe]

ISFCA wrote 'Crawford is not a finance guy." Well he is the head of the company and the main decision maker. He knows more than you do. I will go with Crawfords comments, not yours. Also the CFO could have spoke up at anytime, if Crawford put his foot in his mouth,  GLTA

[lscfa]

Crawford approves this message......

[besttobe]

The S/P might trade for less, but according to Crawford Quipt FMV is worth the same mutiiple as Apria or other companies that sold with 75million revenue or more Quipt and thus currently properly valued according to his own comments during the last CC. The market is not stupid.  . 

[Carlito3311]

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[justus717]

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