Viemed Healthcare Inc VMD

Needs a clearer growth path

[Desi2019]

Sure more cash this year due to COVID revenue, but company needs to clarify what the growth trajectory will look like going forward as that has been rather flat in core business. Many companies exploded in revenue and share price in 2020 and VMD price has not benefited much from that tailwind or quantitative easing.

[LongTerm3]

VMD price has has nothing to do with tailwind or quantitative easing. You must be short.

[ol_griz]

Read the NR maybe? Casey Hoyt: I am extremely proud of the performance of our team during one of the most challenging years for the US healthcare system,” said Casey Hoyt, Viemed's CEO. “The pandemic posed more tailwinds than headwinds for us, which resulted in a record year for Viemed.

[LongTerm3]

ol_griz,        I am Long the stock. I was just commenting on his post. I was trying to say this company doesn't need any help. It will do great in any enviorment.

[ol_griz]

No argument there.  I was very pleased.  For a company often criticized for being slow and not agressive, I felt they were quite nimbe as COVID unfolded and have done better than we might have expected.  I agree they should regain expanision metrics once the vaccines have brought people out of their cocoons once and for all. 

[ol_griz]

Sorry for the typos.  I grumble over people's sloppy gibberish and here I didn't proofread.

[lscfa]

Looks like the investment in VeruStat (remote patient monitoring) has given VMD a comprehensive solution that has finally attracted providers participating in shared savings programs.   Growth to date has been patient by patient. Have yet to score a shared savings program with a large patient load (e.g. 500) Have had conversations with the top 5 payors to develop these programs.