Quipt Home Medical Corp T.QIPT

Assessment

[retiredcf]

PTQ has shown good improvement in cash flows and margins over the years and it continues to look interesting. However a lot of growth is expected and shares are more expensive today at 72x forward earnings, so there is some risk here. It is also a smaller company (than VMD) at just under $300M so we would exert caution with position sizing. We think a Nasdaq listing would bode well for the company. Getting listed in the US can certainly help with momentum of shares in the short term and long-term liquidity for both companies.

So said 5iResearch last Wednesday. GLTA

[brentski99]

BLOOMBERG STOCK SCORECARD PTQ Market Cap 232.77 M Yield - - Quarterly Dividend - - Open 2.05 High 2.08 Low 1.96 Previous Close 2.05 Volume 250,677 52-Week High 2.14 52-Week Low 0.47 1 Year Total % Return 113.40

[lscfa]

5i is out to lunch.    Consensus eps for 2021 is $0.06 so $2.07 Sh pr. = 34x but ebitda is what all the analysts base valuation on.    

[besttobe]

Ebitda without subtracting Capex for this company is usless. As most of their money is made through leased equipment, which is their second biggest expense outside of wages. So full circle we come, with the same old arguments.  GLTA

[lscfa]

Previously addressed, jackass.....   (ebitda-capex) / net revenue  Protech Adapthealth Viemed Apria 2020 9 mo 11.6% 11.9% 12.2% 12.2% 2019 4.7%

[besttobe]

Civid bump. like I said only one month of positive cash flows. Jackassss..

[lscfa]

    2021 2022 Beacon $0.10   Echelon $0.06   Raymond James ($0.01) $0.04 Canaccord $0.02

[Moemoney42]

Wow.. thats some pretty large EPS swings..! RJ, Stifel & Cannacord sure need to look a little closer at their calculations IMHO.. maybe they're talking their book.. hoping to fool some retails into selling cheap before they get exposed for their lack of understanding/knowledge... :-/

[lscfa]

The range is not so wide on ebitda forecasts. Accounting eps a is flawed metric to use for valuation....   ebitda 2021 2022 Beacon 31.3   Echelon 30.6   Raymond James

[brentski99]

You are sure right about that. Look at Netflix. It was just announced that they are for the first time ever going to actually turn a profit in the  coming quarter. According to some posters here Netflix shares would be worthless as the company has never been profitable. Tesla is another example of this type of flawed valuation method. Not that Protech is anything loike these two. Just sayin..

[Moemoney42]

That looks more reasonable... ;-) The range is not so wide on ebitda forecasts. Accounting eps a is flawed metric to use for valuation....   ebitda 2021 2022 Beacon 31.3   Echelon 30.6  

[Moemoney42]

Nice breakout this AM... ;-)

[besttobe]

I would not be a buyer her at $2.00.  I% research...However a lot of growth is expected and shares are more expensive today at 72x forward earnings, so there is some risk here.

[lscfa]

Undervalued.   Trading at 34 x 2021 eps with 155% eps growth for 2022. PEG ratio < 1.0     

[besttobe]

Isfca...go pumper go!!! Buy a few thousands shares above $2.00 and put your money where your mouth is. Make sure you post your buy transaction. Anyone with 1/2 a brain, knows now is not the time to buy... You my friend are a flake. 

[Trytobelong]

hey best little tobe... Anyone with 1/2 a brain, knew it was not the time to sell at 1,54 $... lollllllllllll

[lscfa]

he should change his handle to best-to-stfu.  Moron was saying PHM was a sell at $0.13.    

[gibbonsj]