Viemed Healthcare Inc VMD

...but

[ol_griz]

Revenue beat but .02 eps is sure not going to light the world on fire.

[LongTerm3]

26 Percent year over year core revenue increase. Guidence $34.5 million to $35.5 million for 3rd quarter core revenue Vent count went up by 400 from last quarter. 

[besttobe]

Well...not like you didn't know. Costs go up, margins/net income go down. Can't see this being good news.  The company is going backward. They need a price increase from CMS/insurance Co.'s to be sustainable. IMO $7 million spent on the buy back. What a waste of money for a company that wants to do aquisitions. I assume a financing soon and back down the S/P goes. ... GLTA with

[besttobe]

Given guidance of Rev $35mil Q3 v Q2 $33.3mil....Organic growth is running approx 20% annualized. That is with pent up demand! Organic growth has slowed.  Thus the reason for aquistions...IMO GLTA

[checkup]

29.2 million in Cash & equiv + 13.6 million in receivables 71.2 million in long term assets I'd say that makes them pretty solid

[LongTerm3]

By mistake you took 1st quarters numbers.   In the second quarter they apent 7 million on the buyback so cash is down.

[lscfa]

SG&A expenses are up, mostly due to new hires. Hopefully revenues are lagging this cost increase. Bloody mgmt has been saying for a long time this is a scalable biz but the damn earnings don't grow when revenue does. At the Dec 2019 Piper Jaffray Healthcare Conference Hoyt said with a straight face that the co. was now set up to double patients without increasing corporate costs

[LongTerm3]

Lets wait until tomorrow for the reason.