RE:RE:we are in a new launchpad. people cannot see itMost things you listed aren't material to the company's value. In addition, you seem to ignore all the
downsides and risks.
Future revenue and contracts are not certain at this stage. There are no saying that the inflow of contracts/patients will continue at the same pace. The recent gains very much seem like an one-off tailwind. In fact, the management are surprised by recent event.
Increased competition. There are already tons of competitors out there. It's very likely that other competitors might offer better products and take away the rest of the market share.
Low moat. Reliq essentially developed a Web App and have some hospital friends. I would argue it's very easy for another company to develop a superior web app. (Sure, reliq has big data, but thats more or less gimmick for a early stage company with low level of customers. No one is signing up reliq for the big data).
Lastly, valuation. Reliq might be a company with potentials but that doesnt mean it should be traded at an arbitrary price point. The amount of customers that it acquired doesnt justify rallying 1000% in the past couple of months.
theinvestor22 wrote: You make a very good point, mingzhu. When looking at value (in my numerous postings on the subject), I generally stick to numbers which are predictable based on known contracts. I don't tend to look at the potential from...
- the hundreds of thousands of patients from well over a dozen providers in the pipe
- Big Data which the company says might be its greatest future revenue source
- the potential to expand the offering in a big way to private insurers via existing
and new care providers (there are a lot of privately insured patients out there)
- a big need relative to diabetes and other diseases in native communities
- the ability to expand internationally via royalty arrangements
- potentially charging extra for additional services to community providers
- potential upcoming focus on CMS funded wellness initiatives
- potential retail sales
- conversion of other pilots
- NexGen potential
- other things we haven't even thought of yet
The first 5 in this list are big in relation to the size of the existing business.
So, another way of looking at value here is to consider the 51k patients as a backstop to the current price, a backstock which will fully substantiate a much higher price.
You get the rest of the list for free.
Let me say that again, because it's important...
you get the rest of the list for free!! mingzhu wrote: we were on the launchpad first time when the 2 projects went live last august and SP was at 0.18. present shareholders may be wondering why people were selling RHT at 0.18 then. The reason is that you could not reason with those people who chose not to believe or not to do DD. future shareholders may ask the same questions when RHT is at $18: why people sell rht at $1.80s. i expect RHT will be at $18 one year from now. Mark my words.