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BioTelemetry, Inc. Message Board

  • wintalking wintalking Sep 3, 2013 1:28 PM Flag

    udpated BEAT 100 usd/share stock

    Updated scenario 1:
    1) Scenario 1 being aquired: Medtronic baught Cardiocom recently for 200 mil. BEAT has about 2.5 times revenue of Cardiocom, so if being aquired now, expect deal to be around 500 million (600 million likely because cardiocom is a private and BEAT is a public company), if being aquired in 1 yr, the revenue for BEAT could reach 60 percent more (20 percent organic growth, and 10 per cent/quater growth of United Healthcare coverage), the deal could be 800 mil (960 mil).

    Sentiment: Strong Buy

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    • costap Sep 3, 2013 1:47 PM Flag

      Wow thank you so much for your very thorough, no-nonsense well researched response, wintalking! I also did similar calculations, although not as concise. I am so confident about the success of this company at this time, this is just extra assurance of what I am thinking. Thanks again, I'll be looking out for your future posts, very informative!

      Sentiment: Strong Buy

      • 1 Reply to costap
      • Further points.
        How hot is the wearable healthcare market?
        1) In stock markets: 002432 is One of the hottest stocks in Chinese stock market, the stock price skyrocketed after announcing a smart watch (even no revenue for 2013 yet, the market still likes it a lot).
        2) In sillicon valley: wearable computing is one of the hottest words/concepts (and some predict wearable healthcare/well being will contribute 70+ per cent)
        3) In tech giants view: Intel develops Quark series, targetting the wearable markets. Qualcom's Toq.

        Where is BEAT's position in the industry?
        Beat has an end to end platform already, and just renamed itself to indicate its strong interest to other wearable healthcare markets. An end to end platform is much profitable then just making wearable devices, because it is constant and not device dependent. BEAT also has number 1 market share in Cardio Monitoring (around 20+ percent before United Healthcare contract), positive EBITA.

        Is it possible for the company to raise some more money?
        Because of the booming wearalbemarket, even secondary offering (likely to be used to extend into new markets or buy other companies) should be very positive to the stock price, thinking it as investing in pre IPO hottest companies, imagine if you invest in GOOG/AMZN/FB in early stages.

        Sentiment: Strong Buy

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