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Talc Moan

06/13/19 12:04 AM

#12569 RE: MWM #12568

I honestly do not think even the most seasoned longs know how much potential we really own! Great Shit just keeps popping up more and more

SOLI
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daiello

06/13/19 12:13 AM

#12573 RE: MWM #12568

$10 seems on the very low end and I honestly think it would be a little higher.

I would assume their is a monthly access fee (per person or per client?), usage/visit fee and then Doctors have a monthly fee. If any clients have their carts I'm sure there is a maintenance type fee. I can see that adding up to over $1 a month per person and still being ridiculous cheap. Look at companies trying to sell $19.95 monthly memberships for the same systems/software and we're assuming we are only receiving $1 per person per month.

Then, remember we don't have an overhead like TDOC so should be seeing some great margins (maybe even similar to that telehealth company for sale I posted) of 25%? 30%? Add in the growth of the sector and you're looking at large PE multiples.
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meshuggahman

06/13/19 12:56 AM

#12577 RE: MWM #12568

Be careful with posting math here MWM...if we're not allowed to post market capitalization numbers, I'm not sure you're allowed to post 4 million x $10 = $40 million. You might get yelled at...

;-) ;-) ;-)
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Fishing at Surfside

06/13/19 3:47 AM

#12588 RE: MWM #12568

I clicked the articles listed in the footnotes and the ones that are dated are old. '4M and counting' could be low.