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Nobilis Health Corp. N.HLTH

Alternate Symbol(s):  NRTSF

Nobilis Health Corp is a full-service healthcare development and management company. It owns and operates healthcare centers and facilities and provides minimally invasive procedures to patients and also utilizes direct to patient marketing and proprietary technologies to drive patient engagement and education. The firm also provides its services to its medical facilities as well as to third parties as a stand-alone service. The company has Medical and Marketing reportable business segments and


NEO:HLTH - Post by User

Bullboard Posts
Comment by zenvestingon Jan 13, 2010 9:01am
266 Views
Post# 16672425

RE: Bottom feeder special

RE: Bottom feeder specialBuy low, sell high. Warren Buffet has made himself the richest person in the world by "bottom feeding" as you call it.  This company was valued at $16/share and paying 10 cent monthly dividends two years ago, it hit some bumps in the road, now most of those issues have been resolved.  They are still in the same business and still have the same asset base, they just have different payment terms with the insurers.  The CEO summarized those new terms quite succinctly in the last conference call:

At 14:50 in the last Q conference call Steve Linehan says "...as an example of the future potential I reference the Kirby center where we entered into an in network contract with this payor on Jan 1st and are currently experiencing a 30% overall operating margin...". 

https://www.newswire.ca/en/webcast/viewEvent.cgi?eventID=2869680

If you take that 30% margin, reduce it down to 15% to figure in a generous amount of corporate overhead, then multiply that by say $8 million in quarterly revenue....you come up with a profit of $1.2 Mil.  Divide that by 15 million shares outstanding and you get .08 EPS quarterly.  This is a very general model, but I also think it's fairly conservative.  
 
But if you prefer not to bottom feed, wait a while and you can buy when it's trading over $10.  

 
Bullboard Posts