Viemed Healthcare Inc VMD

Headcount

[JackLambert]

756 March 

I really like the 9,300 patients.    Guessing we can break ten grand by Xmas.

[JackLambert]

And just to be clear.    756 employees implies 350 respirologists maybe.    Assume each is under capacity by ten clients - we've done the math on this many times before.   Implies we can grow to 12,000 patients with the current staff.   Not suggesting we should not hire good people as they become available.   Just saying patient growth can proceed rapidly

[lscfa]

  Qtr ending Employees RTs Vent patients Vent revenue Patients/RT Rev/Patient Rev/RT At Feb 28 756        

[profitprophet1]

Why is the staff count up 20%+ but RT count only up about 5% since September 2021? I just picked an arbitrary date. Have they explained this? Hard to find qualified staffing in that area? 

[lscfa]

Co. is growing faster in sleep, oxygen and staffing than vents.  

[lscfa]

Analysts need to be hammering mgmt on their spending plans. Mgmt needs to explain when will spending produce larger revenue/gross profit increases.  Excludes COVID impact $US Increase in SGA Incr. in gross profit 2022 13,268 13,581 2021