Opinions Ryan Modesto
Reliq Health TechniquesRHT.VWATCHMar 01, 2018
Ryan ModestoUnknown
$2.46
Stock price when the opinion was issued
$0.22
As of Jan 16, 2024. Market Open.
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Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research
We would not expect much here; the stock has not traded in Canada in more than a year, and in the US it trades at a tiny fraction of a penny. It has posted a couple of announcements on its website this year, but has not filed financials in a long time. Some directors resigned in October and this is usually a sign that things are done. If one can take the loss we would.
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TOP PICK
It provides software for hardware for patients in their homes. Has 8 1/2 million in revenue up from 1 1/2 million the year before. It expects to have 100 000 patients at $50 per month per patient with maybe a 50% margin by the end of this year. It had a couple of false starts and is now at an inflection point. It was a top pick in the past and he has just bought back in. The company may do a buy back and is a possible takeover target.
Bruce Campbell (2)Owned
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PAST TOP PICK
(A Top Pick Oct 15/21, Down 54%) Their software connects to hardware so that people can monitored health ailments at home. FHT has been adding patient groups. The business offers recurring revenues whereby they're paid each month in US dollars. They project they will be EBITDA-positive this year. He got stopped-out of this, but wants to get back in. He sees potential. The CEO owns a lot of shares.
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PAST TOP PICK
(A Top Pick Sep 02/21, Down 56%) More electronic home care will eventually bring down health care costs. It is signing more doctors' groups, etc. but still needs time to get patients hooked up. It should have 200 000 patients in the system next year with each one paying $40 U.S. per month. A high margin business. Looking for it to deliver
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BUY
Real-time, remote medical reporting from patient to care providers. Fits and starts over the years. Should be rolling up to cashflow positive. Nice runway with great growth rate. Adding new partners. Monthly subscription. Could have a bright future in next couple of years.
Bruce Campbell (2)Owned
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TOP PICK
Remote monitoring business. When people leave the hospital, they have the technology to help monitor them. Gives the ability to track and keep healthcare costs down. Continues to add more doctor groups and healthcare regions that are recurring revenue streams. $24M run rate for this year. Margin is 45%. Valuation is attractive.
Bruce Campbell (2)Owned
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TOP PICK
Remote monitoring of chronic disease. Real-time reporting to doctors. Slowed by Covid. Cashflow positive this quarter. Subscription model. Solid growth trajectory. CEO has a lot of skin in the game. No dividend.
Bruce Campbell (2)Owned
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WATCH
They said they will be cash flow positive moving into 2020. If they have the growth rate they are projecting, then you will see the stock start to move again. Right now it is in the penalty box.
Bruce Campbell (2)Owned
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It is almost AI, but it is a healthcare company. There are pretty big cost savings for governments here. There is a real business here and they now need to execute. They just did a bunch of equity raises. This should be the end of the share dilution. They have a nice cash balance behind them. It is high risk, however.