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Viemed Healthcare Inc VMD

Viemed Healthcare, Inc. through its subsidiaries, is a provider of home medical equipment (HME) and post-acute respiratory healthcare services in the United States. The Company’s service offerings are focused on effective in-home treatment with clinical practitioners providing therapy and counselling to patients in their homes using cutting edge technologies. The Company’s products and services include Home Medical Equipment, In-home sleep testing, and Healthcare staffing. Home Medical Equipment provides respiratory and other home medical equipment, including home ventilation, bi-level positive airway pressure (BiPAP) and continuous positive airway pressure (CPAP) devices, percussion vests, and other medical equipment. In-home sleep testing provides in home sleep apnea testing services. Healthcare staffing provides healthcare staffing and recruitment services. The Company provides home medical equipment services through its interest in East Alabama HomeMed, LLC (HomeMed).


NDAQ:VMD - Post by User

Bullboard Posts
Post by OPFundson Jan 29, 2018 12:37pm
288 Views
Post# 27455246

Quick and dirty valuation

Quick and dirty valuationJust a quick prospective on numbers and where we stand:

Sales F17: USD$46.75mil @ 1.25fx CAD$58.5mil
EBITDA F17 @25.5% margin: USD$12mil @ 1.25fx CAD$15mil
Cash as at Q3 F17: USD$7.2mil @ 1.25fx CAD$9mil (with all the one time expenses i am assuming the company didn't generate any cash in Q4).

Market Cap: $2.5 per/sh * ~40mil shares = $100mil 
EV: $100mil (market cap) + $5.5mil (financial leases) - $9mil (cash) = $96.5mil
EV / Sales: 96.5/58.5 = 1.65x
EV / EBITDA: 96.5/15 = 6.4x

You be the judge at what multiples we should be trading with revenue growth of ~45% yoy, EBITDA margin on lower end at 25%, no debt and industry that is growing everyday.

IMO vmd is very cheap, we should be in $4-5/sh range just based on 2017 numbers. 


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