Orion Health

[GoldenStag]

Tx Noodles.

[Billy Boy]

There will be a honeymoon period,
BB

.
Down to $6.10 ??? Those lovers must of had there first fight !!
BB
Moral ...... DYR and never trust the media

[BlackPeter]

.
Down to $6.10 ??? Those lovers must of had there first fight !!
BB
Moral ...... DYR and never trust the media

While we are talking ... $6.00 per share, and no matching bidders left. Wondering, whether its time for me to put in my $4.00 order (planned to do that sometimes next year, but maybe Christmas comes early)?

[Billy Boy]

While we are talking ... $6.00 per share, and no matching bidders left. Wondering, whether its time for me to put in my $4.00 order (planned to do that sometimes next year, but maybe Christmas comes early)?

You maybe better off at $4.10.
"he wants to get back into the scratcher immediately (if not sooner).
and she want to go and get her hair done !!

When is the first half/full year reports due ???
I wonder if we will get quarterly updates ??
Maybe $4.20
BB
BB

[dingoNZ]

WHEN IS ORION HEALTH'S FISCAL YEAR END?

Orion Health's fiscal year ends on March 31st.


https://www.orionhealth.com/investor...ked-questions/

Will be keeping an eye out for a 'event calendar' on their site

[RGR367]

While we are talking ... $6.00 per share, and no matching bidders left. Wondering, whether its time for me to put in my $4.00 order (planned to do that sometimes next year, but maybe Christmas comes early)?

Wasn't our undeclared wait is for 3 months from IPO due to those escrow shares of at least 10%, if I'm not mistaken? Better if we all can wait longer for those still wanting shares on this one.


Disc: did not get any for IPO and would not be getting anytime soon

[Billy Boy]

Wasn't our undeclared wait is for 3 months from IPO due to those escrow shares of at least 10%, if I'm not mistaken? Better if we all can wait longer for those still wanting shares on this one.


Disc: did not get any for IPO and would not be getting anytime soon

With you on this one and no I have not bought in yet either.
Friday 2morrow.... Trader's will be bailing ( How's your finger nails you guys ???)
< $5.80 by close ????
Whats happened to HOOP ??.... calling Hoop
BB

[kiora]

In line with guidance
https://nzx.com/files/attachments/204711.pdf

[kiora]

http://arunsplace.com/
'Companies that can extract meaningful patterns from this incoming data will have created a powerful new kind of moat' > genome mapping & data mining.'Iinformation processing at the core of their value creation'
Who knows what the potential Moat is ? Time in the market,resources,knowledge,first mover advantage in most lucrative market/most critical & questioning market,integrating other associated players into field of influence ?
Who has the gumption ?

My projections are
Feb 2015 $6.8
Feb 2016 $10
Feb 2017 $12
Feb 2018 $14
Feb 2019 $16
Feb 2020 $18
With risk being weighted to upside rather than downside
nb North Americans are surprised how low it was priced in the IPO

Time will tell how well Orion Health Executes but I,m happy to hold for the ride as its only 10 % of my share portfolio
Any weakness will be an opportunity to top up

[BlackPeter]

My projections are
Feb 2015 $6.8
Feb 2016 $10
Feb 2017 $12
Feb 2018 $14
Feb 2019 $16
Feb 2020 $18
With risk being weighted to upside rather than downside
nb North Americans are surprised how low it was priced in the IPO

Time will tell how well Orion Health Executes but I,m happy to hold for the ride as its only 10 % of my share portfolio
Any weakness will be an opportunity to top up

Hi Kiora,

just wondering - would you like to expand on the basis for your projections? What are your revenue and margin assumptions? Do you assume that they run in 2020 still at a loss (XRO - mark II)? If not, what PE do you assume for the basis of your projection?

Did you use any existing company to model their growth - or are these projections just based on one data point (current SP) and guts feeling?

Personally - I think that they are a good company in a growth industry. However - given that they are not even able to make any predictions by themselves, I think it is for an outsider without additional information a bit brave (in lack of other PC words) to talk the SP at this stage up. 6 months ago (prior to the IPO) the share was worth $4.00 and I don't know whether this was appropriate or not. I take it you hope that the SP might keep going up (and who knows, it might for a time).

Just concerned that people might use your numbers as basis for making investment decisions ... unless, there is a solid base for them.

Otherwise - if we are here in phantasy land: the SP might be $40 in a year (doing the XRO thing) and $15 in two (hey - it might, who knows ...) or alternatively it might drop from here and following the RAK or GEN story (ending up as penny dreadful). Only sky and ground are the limits ...