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Shares of This Medical Device Company Are up 100% YTD: Here’s Why

Jocelyn Aspa Jocelyn Aspa, The Market Online
1 Comment| June 30, 2021

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Newly-listed Salona Global Medical Device Corporation (TSXV:SGMD, OTC Pink:LNDZF, Forum) launched by the former bankers to PHM (now VieMed and Quipt on NASDAQ), has been off to a solid start since its shares began trading on the TSX Venture Exchange earlier in June.

Case in point, the company traded roughly half of its float on the first day of trading on June 9 and now has over 33 million shares in the public float and roughly 45 million shares outstanding. Shares of the company are also up nearly 100 per cent since its first day on the market, rising from C$0.47 to $0.93.

Headquartered in San Diego, California, Salona Global Medical Device is focused on growing its business model through the acquisition of companies with revenue between US$5 million and $20 million with positive cashflow. As such, this will also benefit Salona Global Medical Device as its company continues growing.

SGMD announces $6.4 million order book for South Dakota Partners

In line with the company’s business strategy, Salona Global Medical Device announced that its first acquisition, South Dakota Partners Inc., has received $6.4 million in standing purchase orders.


The book order made in mid-June is already 40 per cent of pre-COVID-19 annual revenues for the unit, with more than 11 months remaining of the earn-out measurement period under South Dakota Partner’s purchase agreement.

“We are pleased to announce we have purchase orders booked for $6.4 million, giving us a huge head start on revenue for the year,” Les Cross, chairman and interim CEO of SGMD, said in a release. “We have a strong foundation with our first acquisition to build upon and the fact that they have standing orders for 40% of their earn-out revenue for the next 12 months gives me great confidence. The earn-out structure gives sellers a strong incentive to beat revenue and other financial targets making SGMD more valuable. We are working hard to close on additional acquisitions in the near future with a similar structure.”

South Dakota Partners is a business that operates an FDA-approved medical device and robotics facility in Clear Lake, South Dakota, and was incorporated in 2016. South Dakota Partners also develops products that provide pain relief, electrical stimulation, ultrasound and laser therapies. Salona Global Medical Device closed the acquisition of South Dakota Partners in May.


A long-term investment opportunity

Thanks to its first acquisition and the standing purchase orders, SGMD is on track to generate positive operational cash flow until the end of the year.

As an acquisition-focused medical device company, SGMD is also discussing its next potential acquisitions and believes it has the capabilities of closing one to two acquisitions per quarter.

In addition to its long-term growth strategy, the company also has a strong balance sheet and no parent debt. As it currently stands, Salona Global Medical Device has an estimated $13 million in assets, mostly in cash and cash equivalents. As of market close on June 29, shares of SGMD are valued at $1.15, representing a share price increase of over 27 per cent during the one day trading period.

To back up its future growth, the company also has a strong management team in interim CEO Less Cross, who is the former CEO of DJO Global, a medical device company formerly listed on the New York Stock Exchange until Blackstone purchased it for US$2 billion.

Salona Global’s vice chairwoman, Jane Kiernan, is former chair of the audit committee for American Medical Systems, which was purchased by Endo Pharmaceuticals for $3.5 billion.

With a share price surge after only one acquisition, Salona Global Medical Device presents itself as a sound opportunity with its plans to continue making acquisitions quarter after quarter.


FULL DISCLOSURE: This is a paid article produced by Stockhouse Publishing.



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