Viemed Healthcare Inc VMD

Guidance for Q123 2.5% organic growth! low growth&margins

[besttobe]

Wow guidance really sucks for Q1-23. 2.5% organic growth!! Plus they make less EPS now than they did pre-covid on less revenue. No wonder the S/P tanked. Slower organic growth and lower margins than pre covid. Stock was already tanking pre covid. 

It was a good short and an easy over 10% return in a couple days for me. A no brainer. Bagholder pumpers on this bullboard have no clue about the markets, nor how to read financial statements. Thanks for the easy money. See you next Q....

Quipt will be next to fall....IMO GLTA

• The Company expects to generate net revenues attributable to its core business of approximately $38.0 million to $39.0 million during the first quarter of 2023

[besttobe]

Prime example of company with higher revenues and less profit. See highlighted areas for pre covid and as of today data. Shrinking EPS even with buy back of shares. Not a good sign and part of the reason the stock price tanked. Thanks ISFCA for providing the table.... $US Revenue Covid Revenue ebitda

[besttobe]

What is surprising, is that this guidance includes CMS CPI raise. In other words, growth other than the CMS price increase is less than zero. No wonder the huge selloff. It will take a few Q's before this VMD show me story can be told. Dead money until then....IMO

[besttobe]

Should be interesting to see how low the S/P will go, now that VMD is in the doghouse again. We shall see. Till then, happy trading!!  GLTA 

[lscfa]

Stop misleading with half truths.... Prasath Pandurangan Good morning. Congrats on the quarter. First, just to confirm, have the benefits from the new CMS rates being fully captured in the 1Q guidance? If not, how much further growth in pricing do you see in the upcoming quarters? Casey Hoyt Yes. They are in the first quarter guidance. And as I mentioned, I mean, we have some – we have

[lscfa]

2nd try. Bloody SH editor sucks...   Prasath Pandurangan Good morning. Congrats on the quarter. First, just to confirm, have the benefits from the new CMS rates being fully captured in the 1Q guidance? If not, how much further growth in pricing do you see in the upcoming quarters? Casey Hoyt Yes. They are in the first quarter guidance. And as I mentioned, I mean, we have some – we

[lscfa]

  Bad debt/gorss rev Qtr ending 5.5% Dec 22 4.1% Sep 22 7.9% Jun 22 10.3% Mar 22 5.4% Dec 21 6.2% Sep 21

[besttobe]

Thanks for the civil debate ISFCA and the work you put into your rebuttal. Appreciate it. I don't disagree with your numbers.  However you and I both know the market only sees the 2.5% organic increase. Also even at 25% organic growth the market isn't impressed. Too slow.....and thus why MGT turned to a roll up strategy which is something they said they would not do.  It is ok