Skylight Health Group Inc SLHGF

Assessment

[retiredcf]

SHG is up 1000% in the past year, but market cap is still only $176M. Recent revenue was $3.3M; this is down from last year although it was impacted by an accounting change. Margins of 71% are good. The company has $10M cash and swung to a small EBITDA profit from a loss of nearly $2M in the prior year. The telehealth space has been strong, and, like other companies in the sector, SHG is bulking up through acquisitions. With a combination of clinics and virtual, there is an opportunity here. Valuation is high like others in the sector. SHG has been adding executives (we do not know them personally) and we would consider its recent moves as good for the company. Insiders own 12%. We will see what it does with its cash and on the acquisition front. Investors are anticipating strong growth and while we might temper this enthusiasm a bit as it's still a small company with lots of competition, so far so good. 

So said 5iResearch this past week when asked for their views.  GLTA

[Eppy]

Interesting read retiredcf.  First let me say that I am a Canadian and our health care model is obviously different than the U.S. model.  What i am curious about is that if OBAMACARE is built on and improved, what impact, if any, would this have on the telehealth portion of the Skylight's business model.  Is Skylight's model of delivering health care dynamic enough to

[Happytaater202]

Well Prad said 2021 gonna be a busy year for mergers an Aq. Especially on Q1...so we will see jus made a nice acquisition long ago an looks almos genius like, an hinted that a few more like the size an scale of the last!!!...2021 gonna be very interesting for SHG share holders!!!....GLTA