This announcement has further validated the growth story, even during covid.
Just looking at enterprise dementia and the most recent growth rate of 128 beds/day, with a few assumptions a price of $0.172 is justified, as this is an early stage growth co - I base this on Price:GP with a ratio of 40, and desired compounded ROR of 15%.
Looking long (10 years) and considering Enterprise, DTC and the Childrens app rollout goes ahead very conservatively, fair price $0.43, PE reduced to 20 and some Opex considered. No consideration of the Philips deal.
Calcs are here:
https://docs.google.com/spreadsheets/d/1-RfT2izeKSqHLt9jYotj0_nt_mAQt8ZYEf59lkUyojE/edit?usp=sharing
Interesting share price movement today, seems some big $ in for a short trade, seems to always be a case of sell the news, oh well.
All IMO.
This announcement has further validated the growth story, even...
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