Myhealthchecked Share Discussion Threads

[control1] 07/10/2024 18:12

The problem will come when Mr Hamilton completes his buying spree. So far, he has supported the current price, and you would hope that people might take the hint but there are too many these days who are only interested in making £50 a day ..

[tia01] 06/10/2024 08:20

The simple 50DMA @11.26p about to cross the 200 DMA @ 11.31p!

Is this important and why!

In my opinion it is vital because after a recent pullback from over 15p it could be the Golden Cross required to push it forward to higher highs.

One ca not always rely on a golden cross however if any news lands in the coming week we could easily see momentum returning and pushing it back into the 20s.
I totally believe Donald Hamilton is a serious investor who placed in buys at a critical point in the journey and unceasing his stake from 1.5% to over 6% is a signal something about to happen. The fact the Market cap is 6m and 6m in cash in the bank is a clear indicator that the markets are ignoring the great financial control the board has demonstrated whist growing with new deals such as pharmacy2U and poc doc. The digital investment. Is Donald Hamilton the digital marketing expert on linked in!.
MHC has no shorts and investors increasing holdings!. How many AIM companies in this position!
Will MHC become the go to place for the future of the NHS along with Boots!. Is Penny about to deliver a revenue breaking update with Boots deal!.
The signs of a breakout are in place however note we must see the Golden cross trigger as a buying signal so watch for a sudden jump once the Golden cross is confirmed for guidance.
Good luck and remember no believed in crypto at $1 and now it $60,000.
Time to get greedy and place you long term bets!!!!!

[tia01] 04/10/2024 06:27

One thing for sure is we will see a significant increasing unit sales second half for MHC however I need to see what this deal with Boots looks like. I wonder if it will involve the NHS approval for testing via pharmacy first. Maybe I’m a bit opportunistic but equally it’s plausible. The time has come to ease GP reliance for the public struggling for an appointment

[pavey ark] 03/10/2024 10:01

From MERCIA:
"As the Board looks to the future, and refreshes its three-year strategic plan, Mercia's intention is to focus much more on our profitable and fast-growing FuM. Our intention therefore is no longer to make new direct investments from our balance sheet. We will continue to support our existing direct investments, but anticipate that their number will reduce as these investments are realised."

MHC is small change for MERC but they own or control over 26% with another fund controlling over 8%.
If this 6% guy wants the company he is now negotiating a price that is acceptable to the two holders with a total of 35% of the company.

Obviously something is only worth what someone will pay for it but I would suggest that most private investors would take c.25p and head for the door.

On a personal note my break even is 13.5p ....having doubled up in early June.

I was looking to get out at not much above 15p but I think I'll wait and see how things go.

[keithadaz] 03/10/2024 07:28

My bad, 3% correct with further thresholds thereafter . Shows how often ive taken over 3% of a PLC ....

[control1] 03/10/2024 07:01

3% always used the be the opening level, haven't checked to see if this has changed

[keithadaz] 03/10/2024 06:43

Agreed the board is a third of the'action' , although it doesnt act like it controls that amount, which i why I posted. The future appears to be what serious investors do. A mate once said that noone takes 5% of a company without wanting and planning on another 45.1 % [ his dad was CFO of a $30bn PLC and had told him ] . I havent much knowledge of VC funds especially thosee who use SEIS and EIS , but once MHC proves their teechnology, Mercia will be looking for an exit . A fund owning 30% and a company taking a notifiable stake doesnt sound like a coincidence ....

[tia01] 03/10/2024 06:10

Keith
The future market can’t be judged without a deal with Boots. Penny has emphasised Boots is the way forward. As much as I wanted them to do other deals Boots is clearly the direction. I wonder if new found land may be ambitious and launch a bid for MHC. It would make sense imo

[keithadaz] 02/10/2024 10:42

its a new market for the UK and they are competing with a company who dont charge, so guess that would generate some scepticism . If it does work though MHC will either get taken private [ Mercia] or taken over . The figures above show why . People arent waiting for Boots IMHO, they are waiting for the bottom line to describe the future market .

[tia01] 02/10/2024 09:28

Keith
Shocked the market ain’t behind MHC however I guess they are waiting for confirmation of Boots deal

[keithadaz] 02/10/2024 08:19

Below is the US market. If we assume UK will be 10% of this [ population 20% of US but higher prices], and say 10% of that is free market [ diabetes will take a huge %] and say MHC is capable of 10% ..... Take your pick on the numbers. Turnover for MHC in blood testing was approx [55000*£10 * 50%) £250,000 so market penetration achievability is around 65x present company turnover . Growing at 10%/annum . Thats some gowth rate. If they can break decisively into that, it becomes a £15m * 20 =£300M cap . Why wowuldnt someone want it ?

Home Blood Testing Devices Market Snapshot (2023 to 2033)
Data Points Key Statistics
Expected Market Value in 2023 US$ 16.35 billion
Expected Market Value in 2033 US$ 45.6 billion
Growth Rate (2023 to 2033) CAGR of 10.8%

[tia01] 02/10/2024 06:07

hxxps://uk.linkedin.com/in/hamiltondonald

Is this the Donald Hamilton I wonder!!!
A deep understanding in digital Marketing!.
He definitely fits the Bill.
If so what does he know!!!!!

[tia01] 01/10/2024 20:50

2nd half results will include any sales on pharmacy 2U
HIV tests
3m COVID units ordered
Sales from July summer wave and winter.
New product sales.
Definitely looking at £4-5m and if phlebotomy testing deal announced this will rise significantly.
So cash will be flowing to keep expansion going without dilution!
Is MHC safe from a takeover!. In my opinion it will be snapped up soon by a company who realises the strategy and potential of the digital data.
GPS struggling in winter will only fuel a frenzy for MHC if deal announced

[tia01] 01/10/2024 18:29

My mistake are 1/3 tied up with LTHs

[tia01] 01/10/2024 16:39

Looking at the shareholders it’s safe to say over half (around 52% tied up in long term holder) so less than 50% on the open market. Any news and this could move quickly but news is vital. Any other comp with large shareholders buying and no debts and cash in the bank equivalent to Market Cap would rocket

[keithadaz] 01/10/2024 15:29

LOL, in whcich case you would see maybe a floor @ 10, then a step and floor @11, then 12 [ well jumped this] , then 13, which seems to be what we have in the charts. Tomorrow ... ?

[keithadaz] 01/10/2024 15:25

6% is a tad strange. If I recall correctly you have to declare @ 5% and bid at 30% , with not a lot of point unless something is imminent anywhere betwixt those [ I could be wrong here] . There is a third of the company perhaps negotiable. Is he hoovering up any cheap ones becoming available, in which case we'll see a floor in share price and sometime after he gets a board seat ....... ?

[billy3] 01/10/2024 11:22

Donald has increased his holding to 6.07% says today’s announcement.

What does he know ??

[spacedust] 01/10/2024 09:01

News will land. It'll be great news.

[tia01] 01/10/2024 06:19

The 50DMA close to crossing the 200DMA however the 10,20 and 30 have crossed!

Any news of phlebotomy testing plans as eluded to in the Chairman’s joint statement. They are hoping to share news shortly but Penny also said that in August!
I really do believe if this news lands we could move higher at pace however we currently have a wide spread so nothing exciting in that.
News News News please Penny

[tia01] 30/9/2024 14:23

Looks like we need news of the Boots deal to move this upward. Seriously confused why the news can’t be announced considering they keep mentioning phlebotomy tests. Surely Boots in a position to sign it off !!!

[tia01] 29/9/2024 17:36

The guardian clearly understands what’s happening and MHC are well placed to deliver on the needs for change to save the NHS in it’s current form

[tia01] 26/9/2024 21:16

hxxps://investors.myhealthchecked.com/investors/presentations

A great professional presentation from Penny.
I mentioned Poc Doc months ago as a possible collaboration so happy we are on board.
The digital investment will pay off however we need time.
Revenue fall was expected although 3m advanced COVID test orders a nice bonus.
As the brand grows Penny also expects the 20% margins to grow.
Clearly focused on Boots so expect the news on that front at some point.
Cost control been instrumental.
Pharmacy 2u deal a little beauty really.
Since June Covid has picked up.
Covid sales showing 24% decline year on year which suggests strong revenue second half as new variants take hold.
Penny seems extremely confident of her market being 2/3 women and 1/3 men.
Also able to use data to target age groups!.
Definitely in growth phase but given we are still self funded and debt free with a potential 1.67m VAT return claim possible we are definitely in a strong position moving forward.
However market reaction wasn’t kind and we need to find support before a potential bounce. A hold above the 200DMA would be excellent. Let’s hope analysts get behind MHC and can see what value pod doc and pharmacy2U can add second half. Plus remember we are moving into more Boots branches and possibly phlebotomy testing coming soon which will definitely enhance sales and pave the way for government to realise the benefits rather than over load a stretched GP service struggling as Penny alerted us to.
Short term anything possible but long term very positive news coming from MHC

[tia01] 26/9/2024 19:38

Control
I understand that but why put it out on linked in your busy celebrating news you can’t share yet. That seems strange surely. Your clearly celebrating because the deals done!!!