as a long term shareholder of RMD my observation relates to its recent SAAS investments. before those it had a small debt level of circa 250m. it now has a debt level of circa 1.5b. this debt was borrowed to fund the SAAS business which dont appear adding accretive profit. EPS reflects this. shareholders now own a company with gross assets of over 3b whereas before they owned a company with gross assets of 2b .. with roughly the same earnings. effectively shareholders own a company that is 1/3 software company. before that it was no 1 or 2 (v philips) in the sleep apnea business with an enviable track record. it seems the business model has expanded from its core, paid a lot to do so and shareholders will be hoping this strategy works out. risk profile appears to have stepped up imo. i also cant find any announcements about these mayor decisions. this may be due US disclosure rules being different but thats not helpful. interested in others thoughts.
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Last
$37.28 |
Change
0.200(0.54%) |
Mkt cap ! $22.38B |
Open | High | Low | Value | Volume |
$37.50 | $37.55 | $37.15 | $17.93M | 480.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 3363 | $37.27 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$37.30 | 1001 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 13767 | 14.400 |
2 | 17668 | 14.390 |
3 | 20967 | 14.380 |
2 | 14124 | 14.370 |
4 | 21382 | 14.360 |
Price($) | Vol. | No. |
---|---|---|
14.430 | 22863 | 3 |
14.440 | 27216 | 4 |
14.450 | 46627 | 8 |
14.460 | 34563 | 7 |
14.470 | 22668 | 7 |
Last trade - 16.10pm 22/11/2024 (20 minute delay) ? |
RMD (ASX) Chart |