Originally posted by Elusive Lahood
Hi all
There was a very interesting article published by Mergermarket yesterday regarding ResApp.
Title of the article was
"ResApp Health could be target or acquirer in digital health sector consolidation - CEO".
Unfortunately, i can't post the actual article due to copyright, but thought those that have access to Mergermarket might be interested in reading it.
In summary, the article is primarily a transcript of Tony's views on ResApp from both a target and acqurier perspective.
Key discussion points:
ResApp as a target:
1. How tech giants and large healthcare companies are looking at the digital health space very closely atm
2. How the company's operations could be split into three key areas: telehealth, clincial use and sleep apneoa + each could potentially be spun off or a partnership deal struck
3. How sleep apnoea specifically could potentially be spun off as a separate company / market offering or that we could look to partner with large companies in the sleep apnoea space
ResApp as the acquirer:
1. How ResApp is interested in tech that it could use alongside its respiratory suite of products or tech that would allow it to outside of that space (and diagnosis/manage other conditions using mobile tech)
Arguably nothing new, but rather supports what management / posters here have already said are the likely commericalisation paths for the company. I do find the timing of the article interesting though. I think its great from a brand / market awareness perspective for ResApp!
Cheers
Maybe most likely scenario could be the revenue reaches around $35 m p.a. in next 18 moths...
Then SP would be around $1 lets say.
BL has got his 2 m bonus shares and all of a sudden the takeover offer of $1.80 is thrown at RAP.
2 months later tit settles on a deal for $2.35 a share.
Rap sold for $1.8 billion...everyone happy incl BL who gets another $4.7 million so he hauls out with
over $9.5 million.
Can't say I would complain about that either...how does $2.35 PS look from where we are now?
