Viemed Healthcare Inc VMD

Podcast on Viemed:

[LongTerm3]

https://seekingalpha.com/article/4419854-cove-street-capital-discusses-viemed?mail_subject=vmd-cove-street-capital-discusses-viemed&utm_campaign=rta-stock-article&utm_content=link-2&utm_medium=email&utm_source=seeking_alpha

[Tropicalsun]

LongTerm3 really great find, thanks for sharing. If you are a current shareholder, or potential investor this is a must watch video podcast. It is an hour long, but so full of valuable and head scratching information. As mentioned, the runway is massive for this little company. The repeat message that these guys kept hammering on was the mind boggling fact that Viemed has grown year over year at

[donmayne]

It really is an indepth interview.  Their valuation focus was on EBITA growth which took them to $US18 valuation in 2.5-3 years. This would make their one year target about 30% higher than today's value.  This is in line with the other analysts.  They also referenced that Viemed was relatively unknown and prided themselves on discovering it for their fund of undervalued small

[ValueCat]

What I didn't like was the moderator giving VMD credit for achieving 30-40% organic, non Covid growth.  That is an aspirational goal at this point.  Also no mention of the one-off nature of the Covid CF. Once we've finally cleaned out the Covid players in this stock, it should be OK.

[JackLambert]

I think the plan is the Covid cf gets quickly replaced with COPD4 cf.    the headcount suggests that's where they are positioning.   one thing I did like about Andrew leafs comments was the low capital nature of the model.   Just put a few respirators in the RTs cars and give them the list we got from local physicians.    Slick and quick.   I also like

[JackLambert]

And be where rural service is compensated at least as well as urban.   Sounds like the shape of things to come post pandemic.