Hey guys, maybe it is just time to connect the dots? 85% of ROHI's biz is home oxygen as will be all the new VA contract. "Someone" could spin off the 15% DME volume and probably tranquilize more than 15% of the outstanding debt and virtually no profits. That leaves ROHI exclusively in the home respiratory market.
Apria is #1 in this huge, growing, entitlement funded arena. Lincare is #2. Rotech is #3. Interesting to do the math and determine that Lincare and Rotech, combined, just surpass Apria in volume, market share and, most important, market coverage. Remember that ROHI embarked on a strategic initiative to cover non-metro markets a few years back.
Lincare is owned by the German enterprise Linde. Who financially bankrolls Linde? Deutsche Bank? Who recently was a major player in the financial doings of Rotech? Deutsche Bank?
I don't know anything more than you guys do but I find this game very interesting.
