Viemed Healthcare Inc VMD

poor IR practices

[lscfa]

- omitting details and explanations from the MD&A and NR and talking about them in the CC. 

- holding a CC after the market opens

[besttobe]

It was abvious that rising inflationary costs would effect VMD margins. Now they lag, CMS CPI adjustments as prices continue to rise. Next Q will be worse. IMO. The only thing that is/was propping the S/P is the buy back on the small float/low volume stock.  I guess they changed their mind on possibly aquiring vent business per CC. Desperate? Hmmmmm Those that sold into the buy back, before

[lscfa]

The poor bottom line is due to new hires and not inflation, dumbass.  Gross margin for the last 3 qtrs was 62%, 61%, 61%. Mgmt did a piss poor job of explaining that new hires costs are lagging revenue increases.

[LongTerm3]

Iscfa, please be professional and cut out the name calling.

[checkup]

Iscfa reminds me of Archie Bunker......always makes me smile.

[JackLambert]

Before or after the CC? At 11am?

[besttobe]

Listen to the CC dumbass.....It is all about inflation costs, including new hires starting rates. What do you think, that VMD operates in it's own little bubble uneffected by inflation. Don't be so stupid.... It will be worse in coming Q's. IMO GLTA

[besttobe]

Per F/S Selling, general and administrative expense For the three months ended June 30, 2022, selling, general and administrative expenses totaled $17.5 million, an increase of $4.7 million (or 36.1%) from the comparable prior period. Selling, general, and administrative expenses as a percentage of revenue increased to 52.6% for the three months ended June 30, 2022 compared to 47.0% for the three

[lscfa]

As Doug Cooper pointed out:    SGA up 10%,   employee count up 8%,    so inflation is minor factor.    

[besttobe]

ISFCA wrote "As Doug Cooper pointed out:    SGA up 10%" You already drank too much kool-aid, believing Hoyt saying SG&A would remain fixed even when revenue increased. How dumb can you be.... Per F/S Selling, general and administrative expense For the three months ended June 30, 2022, selling, general and administrative expenses totaled $17.5 million, an increase of $4.7

[lscfa]

Cooper was talking about Q1/22 to Q2/22, you facking idiot.    

[besttobe]

ISFCA wrote "Cooper was talking about Q1/22 to Q2/22, you facking idiot." Well idiot, sales were up 3.3% and SG&A were up 10% Q2 over Q1. So much for your volume variance plus the organic growth sucked. The market got it right and you didn't. Big earnings miss/S/P tanks and Hoyt would not commit to guidance of when the margins will improve during the CC.  Next Q inflation

[besttobe]

"I mean everything from hiring new people is costing more money, retaining people is costing more money, commissions are at an all-time high, because growth is at an all-time high. And then the things like travel and fuel and all those things that are hitting us just combined to, I guess, what I'd call, somewhat of a perfect storm".

[JackLambert]

VMDs low capital drive-your-own-car model works well.    But gas prices are certainly going to hit hard.   If it's not one thing it's the other.  

[JackLambert]

That said compare the delta on gas prices to the same on hospital care costs.   Nuff said?   

[lscfa]

RPM lets the RTs do more video visits. It's the delivery of oxygen that is running up fuel costs.

[lscfa]

You would think tanked oxygen would be obsolete with the advent of oxygen concentrators. What gives?    

[lscfa]

Is idiotic Medicare hindering progress?   Oxygen concentrators cost more upfront.  https://www.inogen.com/resources/oxygen-concentrators/oxygen-tanks-vs-oxygen-concentrators/

[JackLambert]

Why would I buy the more expensive concentrator if I am going to die in 15 months? if the company leases them can they be refurbished and redeployed? 

[lscfa]

Fact off creep.... "We believe that top line revenue growth will quickly offset the inflationary cost increases in recent periods."

[besttobe]

Quote DumbA$$ Isfca "Fact off creep.... "We believe that top line revenue growth will quickly offset the inflationary cost increases in recent periods." Sort of like when Hoyt said, that SG&A expenses would stay flat as revenue grew. Correct ISFCA? Just like when he said, that Vent business in not worth buying, and now changed his mind. Right ISFCA? Now the S/P is tanking

[lscfa]

Revenue guidance is inadequate. Co. needs to manage the street's expectations for eps too!!!   Viemed Healthcare GAAP EPS of $0.02 misses by $0.03, revenue of $33.1M beats by $0.8M Aug. 02, 2022 5:26 PM ETViemed Healthcare, Inc. (VMD)By: Dania Nadeem, SA News Editor Viemed Healthcare press release (NASDAQ:VMD): Q2 GAAP