Replies to post #13070 on Solei Systems Inc. (fka SOLI)

[Drews231]

I couldn't agree more with this point, daiello! I'm a long-term investor in Teladoc and a believer in the company but CareClix has much higher upside. It is more of a true SaaS opportunity and much easier to scale.

I work for a major Academic Medical Center and we talk about telemedicine/telehealth ALL THE TIME --- we have for years. Everything you all have been posting related to the research and the importance of telehealth on the future of medicine we have been stressing internally for quite some time. In particular i hear about it meeting needs with our emergency rooms, primary care, dermatology, follow up visits, connected devices, second opinions, rural care, and countless other areas. I was glad to have the opportunity to jump on the Teladoc IPO and now extremely happy to jump at the SOLI opportunity.

My Medical Center formerly partnered with Teladoc but that only lasted a couple of years. Branding is a big deal and one big problem with Teladoc is that it takes away (more so than many medical entities want) from their brand. At the end of the day, CareClix provides the software that can be white-labeled and branded more closely to that of the purchasing medical system.

[DTGoody]

Awesome post daiello!

[Running Q]

Your PE ratio may be too low. According to the linked report below from New York University the average PE for a company in the Healthcare Information and Technology sector is 84.08 and a company in the Health Care Support Services sector is 234.53. Seeing these industry standard P/Es one can begin to understand why a company like TDOC with a 5 year track record of negative earnings per share can be priced in the $60 range. The Health Care sector is priced extremely high due to the potential growth expectations which is great for SOLI.

Imagine during the next couple years if/when CareClix brings $25 million in earnings with the current share structure:

104 million O/S
$25 million in earnings
.24 earnings per share (eps)

Using a P/E of 84.08 = $20.18
Using a P/E of 234.53 = $56.29


http://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/pedata.html