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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 MBAon Jan 06, 2020 9:57pm
267 Views
Post# 30524412

Guidance - EBITDA Margins

Guidance - EBITDA MarginsWent back to the Q3 conference call. Management stated Q4 EBITDA margins likely to be similar to earlier quarters and maybe slightly better. Given the stock based compensation should be lower, I would expect something around 22% at best or $5.5 million US for Q4. At this run rate and a multiple of 12X, the stock valuation would be ($5.5 x 1.3 x 4) / 40 (million shares) x 12 = $8.58. A 15x multiple gets you $10.72 and a 10 x multiple gets you $7.15. Management didn't provide timelines on this call for when the margins might return to historical levels but did state they expected the margins to increase over time. Reasons for lower margins given were the higher investment (marketing and technology) and lower patient numbers with new RT's which they added more aggressively than in the past (in preparation for competitive bidding).
Bullboard Posts