Viemed Healthcare Inc VMD

PPE Supplies:

[LongTerm3]

The market doesn't give Viemed any value for its Vent sales because it assumes it will end. PPE supplies can go on for all of 2021. With the Vaccine coming out, all the nurses, and doctors will need PPE supplies. The number one seller will be the gloves to give out the shots. They may be a cheap item, but there are about 330 Million people in the US. This is a two-shot drug. That means they will need 660 Million shots, or  660 million pairs of gloves.. Even if Viemed sells a small amount, it could bring more cash next year than Vent Sales. Look how much Viemed's cash went up in 2020. It will be higher at year end.

[lscfa]

I have seen TV clips of the vaccine being administered by people wearing no gloves.      

[LongTerm3]

Iscfa - No disrepect but please see link below. Copy in Browser: https://twitter.com/60Minutes/status/1335965528528195584?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

[JackLambert]

The market values defensible IPR.   They do not see the PPE as such even though it's cash rich.  Whatever.  Once the technicians have their vaccine shots - gloves or not - we will be back on the track aggressively.  I think February maybe? You make a very interesting point on the size of the cash flow from PPE though.   Solvency works well when youre buying companies

[JackLambert]

I guess I mean liquidity.  

[LongTerm3]

Most companies fail because of No Cash. They have grown there cash, and kept patient count the same during the worst of times. There patients life span on average I think is 18 months. We have had Covid for the year, and our patient count was 7,759 on December 31st 2019. On September 30, 2020 the patient count was at 7,788 as per company release. This ia actually amazing.

[JackLambert]

You're right.   But we're not keeping our patients because of our PPE.  that's because of our service delivery advantage.   my hats off to the boys in the management bunkhouse for keeping cash flows so high.  As you know many companies have gone mammories up in the last year.    Good on ya.   But I do understand why the market is waiting for the