Nova Leap Health - Fantastic presentation by CEO today Fantastic presentation by CEO Chris Dobbins today
Fantastic but different from previous presentations. Dobbins first addresses Paul Andreola's post "The Art of the Roll-up: 7 Keys to Success" (links below). Then he goes through each point and refers, with clear examples, why each 7 keys corresponds to the journey that Nova Leap Health started and will deliver on.
The word "consistent" is raised on several occasions, including how consistent the margin has been delivered and how consistent the entire process and completion of acquisitions has looked. 19 acquisitions in 5 years.
Dobbins further emphasizes that they have significant growth to report compared to recent quarters in the future. He clarifies what I have been talking about here before that this growth will be included in Q4 2021 but especially in Q1 2022.
Another interesting point that was raised was that many owners in potential acquisitions in home care are more tired due to Covid-19 and this increases both the pipeline and the possibility of more and cheaper acquisitions.
During Q&A, Dobbins confirms the strong industrial knowledge from the management and the strong culture that exists within the company. He is pleased with insiders' purchases in the share and that if anything it is an indication that the share is cheap.
Guess SNN Network will post the presentation on their Youtube channel next week.
https://twitter.com/PaulAndreola/status/1020088127564550145 https://www.youtube.com/watch?v=aLCucoPtI8c