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VHT - Volpara Healthcare

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  • VHT - Volpara Healthcare

    This one is kind of my new pet. Price is highly volatile, and its very expensive, but its going in the right direction (ie. up). VHT provides software that analyses breast screens with the aim of reducing false positives and more quickly identifying troublesome scans. Their Enterprise product also assists in managing regulatory requirements around scan results. It currently has 3% market share in the US and is expecting 9% share by end of FY19. A great little company that is increasing both revenues, and more pleasingly, margins - the only risk is the fact that its currently priced for perfection and beyond.

    Its actually a New Zealand company, but its sole listing is on the ASX. More an indictment of the NZX than anything else. But as a result it probably doesnt get quite the attention it deserves amongst Aussie fund managers, but I think that is beginning to change. Recent increase in volumes traded suggests this is so.
    Don't drink and buy shares in a downtrend, you bloody idiot!

  • #2
    Looks interesting ... but early phase (still loss making and quite short track record of selling). Nevertheless - board has lots of skin in the game and seems to know a thing or two about marketing medical software and the US market (other than in some other medical company which shall stay unnamed). If they manage to stick to the growth rates they talk about, than only the sky is the limit. Cheers for pointing out.

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    • #3
      I listened to their conference call, and they said that the breast screening industry is quite niche, so everyone knows everyone else. An example, apparently management have known the new US Sales Director for about 20 years. Which alleviates one of the key risks for selling medical products - and thats how do you get in front of the people who make the decisions, when there are hundreds of medical companies all trying to sell you something.

      Interestingly, same principle applies to another Aus medical company, AVH - there are only 300 odd burns surgeons in the US and AVH are working with most of them already under the compassionate use exemption.
      Don't drink and buy shares in a downtrend, you bloody idiot!

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      • #4
        VHT on a tear the last few days - probably because I put a buy order in at 94c on the day it took off, and never got filled No idea why, as no formal news. But I am thinking a fund is buying. There is a whisper that if they achieve their 9% market share target their ARR will be ahead of forecast. Maybe that's it? Anyway, this share can be volatile, so you need to strap yourself in and prepare for the long haul. Its quite possible that 94c order will eventually be filled LOL
        Don't drink and buy shares in a downtrend, you bloody idiot!

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        • #5
          Originally posted by KW. View Post
          Interestingly, same principle applies to another Aus medical company, AVH - there are only 300 odd burns surgeons in the US and AVH are working with most of them already under the compassionate use exemption.
          This one is doing well too with its product recently approved for sale by the FDA.

          Don't drink and buy shares in a downtrend, you bloody idiot!

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          • #6

            .Certainly is,,,,up 10.8% today....thank you.
            Hang on, make that up 11.3% today.!
            Last edited by percy; 05-10-18, 07:02 PM.

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            • #7
              Originally posted by KW. View Post
              I listened to their conference call, and they said that the breast screening industry is quite niche, so everyone knows everyone else. An example, apparently management have known the new US Sales Director for about 20 years. Which alleviates one of the key risks for selling medical products - and thats how do you get in front of the people who make the decisions, when there are hundreds of medical companies all trying to sell you something.

              Interestingly, same principle applies to another Aus medical company, AVH - there are only 300 odd burns surgeons in the US and AVH are working with most of them already under the compassionate use exemption.
              Anyone following along, today was a great day for both VHT and AVH. VHT up 20% and AVH up 25%. Both now super expensive but quality healthcare companies. GSS is another worth having a good look at.
              Don't drink and buy shares in a downtrend, you bloody idiot!

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              • #8
                Your buying on Friday set the market alight.!
                Don't hold AVH,but not too disappointed in my PAZ being up 18.18% today.

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                HLG

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