Kooth Share Discussion Threads

[acuere] 12/4/2023 09:50

Have you seen this rimau? Originally provided by Shearclass elsewhere.



Pennsylvania seem very pleased with how pilot study has gone. Also talk that New York and N.Carolina looking at doing similar to California. And mentioned on Vox markets last Thursday.
I then think the buys and share price movement have brought it to the attention of chartists.

[1c3479z] 12/4/2023 09:41

a mention in the scvr paul scott yesterday.

[rimau1] 12/4/2023 08:56

Why the sudden jump in the last 2 days? Have we been tipped somewhere?

[rimau1] 04/4/2023 06:55

All as expected in results, ARR broke £20m which i expected. Hints of a Pen renew and we just need the details of the Cali contract.

[rimau1] 16/3/2023 13:12

Babbler, C34 you are both right. Further platform development, hiring local practitioners and marketing will be the key costs. CFO confirmed net cash on the balance sheet is sufficient to fund US expansion. Mgt time plenty of band width since we hired a US mgt team last year. In the January presentation both CEO and CFO emphasised how scalable the platform was. New York and North Carolina next, both states recently announced $1bn funding programmes for youth mental health. 8m 10-25 year olds currently have access to Kooth and Cali has just added another 6m. Europe will eventually be covered but by licensing out the platform. Few small caps expand successfully into the US but i think we might just make it!

[babbler] 16/3/2023 12:49

Surely that would be costed into the contract?

[c3479z1] 16/3/2023 12:47

imagine that any California contract would require recruitment drive for local psychologists/psychiatrists, so would need a lot of management time at least initially and high initial costs incurred. Potential thereafter is admittedly enormous if they can pull it off.

[babbler] 16/3/2023 12:07

You want to lose your profit?

[natty27] 16/3/2023 10:45

Nice trade from bell, profits gone straight into CLON ;)

[rimau1] 16/3/2023 09:46

I always valued us on ARR, a prudent 3x ARR should be the minimum. So the UK is worth £60m and for me the US you can add on another £20m of ARR so my valuation of Kooth is £120m if Pen migrates to a full programme.

[rimau1] 16/3/2023 09:09

They did the work for you in the rns 74tom - 6m population in the contract category of 13-25 year olds. I think Kooth in 2024 will be double the size that the business is today.

[rimau1] 16/3/2023 08:30

This was way beyond my 2023 expectations!!! The US opportunity is mind boggling. California could be as large a contract as the UK business, cautioning that we meed to see numbers. Just need confirmation later this year that the Pen pilot expands and we have results in April to add some meat to the bones.

[sebass] 24/1/2023 11:17

I think there has beeen a recent change in legislation which eliminates the requirement for clinician and patient to be registered in the same state. Might make it easier for Kooth to expand in States


Telehealth access legislation

[c3479z] 23/1/2023 09:46

pricey based on mkt cap vs profitability, though they are in the build phase, cash flow, cash on hand 8m though they say enough to reach operating cash positivity. on the other hand, their mkt position is excellent and some opportunity to enhance by picking up unlisted competitors with restricted access to cash.

[rimau1] 23/1/2023 08:40

Ok not a chat bot. All opinions welcome i just get a little frustrated with throw away one liners such as “it seems a bit pricey” can you not do a few mins research to back it up or qualify it?Different opinions are invaluable if you can offer some quality insight but “constrained nhs budget” really doesn’t count. Pricey based on what, forecasts, ARR, earnings, based on competitors valuations, the cost of eggs?

[c3479z] 23/1/2023 07:36

only expressing an opinion, differing opinions make a market after all,
you're entitled to your view, rimau1, suspect you are better acquainted with the company,
my opinion shared by investor's champion comment if you care to look at it,

[rimau1] 22/1/2023 22:46

c3479z you are clearly a chat bot