TSXV:RHT.H - Post by User
Comment by
theinvestor22on Sep 05, 2022 10:14am
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Post# 34942027
RE:RE:RE:reverse calculation from 0.54 to obtain market
RE:RE:RE:reverse calculation from 0.54 to obtain marketThis is quite an interesting discussion. If one assumes just US$30/patient/month (because some patients would have been around since the time when services and prices were lower) and a 10 p/rev multiple instead of 20, then you get 23,253 patients on the platform to justify the current price. Where reality lies is, of course, unknown, and might be somewhere in between.
Of course, if the company gets 100k - 200k patients on the platform for which they should receive much higher rev/patient, then the gloves are off in terms of value. I shudder to think what could happen if/when those bigger deals get fully implemented, or when Cognizant comes up with something compelling. Or big data, or...
mingzhu wrote: yes you can guess but not calculate. you need actual numbers, even imaginary numbers to work with. (By the way advanced math does use imaginary numbers.) Last Q revenue was 3 month delayed, that was in Oct-Dec 2021, or possibly 6 months delay, that was in Jun-Sept 2021. If you want to calculate what happened one year ago with Covid19 in full wing in order to know what will happen, it is not useful indicator. But you can use my table to kmow if RHT likely or not reach 100k patients target by 2022..
qwerty22 wrote: And your assumption is that every on-boarded patient generates $50 every month. When all the past quarterly revenue numbers show that you need to abandon that assumption.
Do the reverse calculation based on last quarterlies ACTUAL numbers.
How many where on-boarded then?
How much cash did they generate?
Best guess numbers will do.
mingzhu wrote: assumption of incoming reported revenue and onbarded patients.
0.54/1.29 USD*200m shares/4 Qs/20 multiples=$1,046,511 revenue/$50 monthly rate/3 months=6976 patients on board.
With current price of 0.54, market assumes 1m revenue and 6976 on board. This reverse calculation shows how extremely undervalued RHT is.