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Evome Medical Technologies Inc V.EVMT

Alternate Symbol(s):  LNDZF

Evome Medical Technologies Inc. is an international medical device company, which is focused on human performance and rehabilitative solutions. The Company’s products include Biodex Rehab product, Damar Plastics product, Mio-Guard product, Simbex services, and SDP product. Its Biodex Rehab products include Isokinetic Systems, Gait Trainer, Body-Weight Supported Training, Cycles and Ergometers, and Squat-Assist Trainer. Its Mio-Guard products include bags, cases and kits, braces, and supports, diagnostics and instruments, furniture, and equipment, padding and splinting, personal protection, sanitizers and disinfectants, and tapes and wraps. Its applications include fall risk screening and conditioning, patient-driven payment model (PDPM), wellness, sports medicine solutions, neurological involvement, safe patient handling and mobility, and senior living and rehabilitation. It offers concussion, fall screening and balance assessment and training programs.


TSXV:EVMT - Post by User

Post by CREAMSHOWon Mar 01, 2016 6:25pm
251 Views
Post# 24610883

fabrice taylor's update from earlier today

fabrice taylor's update from earlier todayThe loan book is currently about $70 million US and breaks down into two categories: Small loans in the $1 million range that are extended to doctors to fund working capital in an era of lower and slower reimbursement. This business works well and is generating cash with net margins in the 10-11% range. The other category is larger loans of about $5 million. These loans produce set-up fees of $50,000, but the business isnt working as well because those who get them usually then turn around and use their acceptance to get a better deal from a bigger institutional lender like a bank, at a lower rate. In other words, theyre happy to pay the $50,000 fee as a cost to get a bigger and cheaper loan from someone else This clearly doesnt help Inspira so the company will wind this down and sell what it has on the books to concentrate on the smaller loans, which are very well collateralized by highly rated receivables. The company is also exploring the idea of building up a $25 million loan book then selling that to a fund (hedge, pension or anyone looking for decent yield) and using the sale proceeds to start over again. Rinse and repeat. The compay would continue to earn modest fees for servicing the loan, similar to the way banks originate and service mortgages but sell the loans to other investors. If this works out, Inspira would be a very high-ROE company with tremendous cash generation and earnings. At the current price, it also looks like an attractive speculation. Mr. Dalsin also said he bought Inspira stock recently.
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