Viemed Healthcare Inc VMD

Progress

[lscfa]

 

Qtr ending	diluted eps	Trailing 12 months
Jun 24	0.09*	0.28
Mar 24	0.04	0.25
Dec 23	0.08	0.25
Sep 23	0.07	0.24
Jun 23	0.06	0.20
Mar 23	0.04	0.16
Dec 22	0.07	0.16
Sept 22	0.03
Jun 22	0.02
Mar 22	0.04
* excludes writeoffs

[JackLambert]

Excellent presentation.   Which again begs the question - why are we trading under $10 ? part of the answer is there is only so much capital.   And it has all been flowing into The Magnificent Seven for the last year.   time for us to get sexy.   

[JackLambert]

I can't do math.    if our current P/E is pegged by the big boys at 30,.... and if, based on LSFCA's excellent presentation, we are actually at 7/.28 which is around 23 (?).   Then the price should go up 30 -23 times .28 or?  so say over $9 ???

[lscfa]

Takeover of Rotech for 6.3x ebitda means for Viemed 6.3 x $51M / 40M Shs = $8 US/ sh

[JackLambert]

Nice.    Back at you.   Resmed PE. 35.   Take  my $9 and gross up by 35 - 30. / 30  = $10.50.  Whatever.  Its worth what you can sell it for.   And how in the name of Holly Hanna have we only dold 40,000 shares by 3 pm ???? Would it kill you guys to pick up a few on the way home tonight??   Never too early to think sbout what's going

[LongTerm3]

Excellent point on the writeoffs. I don't think they mentioned what eanings would of been without the writeoffs?