RE:RE:RE:RE:RE: cantechletterBondgal wrote:
Minus EPS is Minus EPS
sorry, but EPS is the worst metric to be evaluating this company on and the market is smart enough to look at FCF and EBITDA over GAAP earnings for a growth story. the company went on an acquisition binge in 2021 (one-time expenses galore) and they also have a meaningful
non-cash expense in the form of Dep/Amort due to the way CRH Medical joint ventures are structured.
this company is ripe for PE involvement because WELL and CRH, their main drivers, can grow with the use of senior bank debt only.