Keith Richards Quipt Home Medical QIPT-X RISKY Sep 05, 2023

Low valuation for in-home medical services company.
Does not own shares in the company, but has owned in the past.
Looking into buying shares in the future.
Management team has done great job growing company.

Owns a small position, but wants to see better momentum before adding more. They did a raise of $7.85 a few months ago and shares have been weak since. Are digesting their latest acquisition and should rise higher.

Does not own shares at the moment.
Lots of tailwinds with aging population.
Strong growth from demand for healthcare.
Capital markets have punished stock price due to questionable equity financing. 
Pressure in stock price is creating a buying opportunity.

Continues to execute really well both organically and by acquisition. Sold off recently on management missteps on financing. Very attractive valuation, about 1/2 that of peers. Too cheap with the growth rate. No dividend.

This used to be called Patient Home Monitoring at one point. It is very cheap, has been performing and executing acquisitions pretty consistently. The CEO and management have done very well. The small cap health care sector is quiet but due to Quipt's good value it could be a takeover candidate.

It is executing well and the stock is cheap. It is a bit out of favour with no near term catalyst for buying right now. It has a great management team and is in a good sector. The volume of machine rentals out to homes is increasing.

Does not own shares right now. Valuation remains low compared to peers. Not expecting growth - but is a good company. Healthcare space good with aging demographics. 

Extremely challenged, though business continues to do well. One headwind is weight loss drug success makes investors concerned that respiratory issues will go away. That won't happen. Advertising practices under scrutiny, and there could be a fine.

Numbers continue to grow. Valuation lower than historically.

CEO is a really good operator, but stock just doesn't seem to get any love. Numbers have been OK, but not any really great growth. Looks good on EBITDA (due to equipment depreciation), but not on earnings. Takeout rumours always swirl but he won't buy on that basis alone, praying for a takout, if the fundamentals aren't there.

The trend of keeping people out of hospitals sounds good, but he's a numbers guy and it doesn't have the growth he wants.