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BMT, BEAMTREE HOLDINGS LIMITED
nipper
post Posted: Sep 11 2021, 10:39 AM
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In Reply To: nipper's post @ Aug 31 2021, 11:07 AM

market has digested a director selling down.... Paul O'Connor announced his decision to retire and sold his 5% holding on market (was acquired when Pavilion Health became part of PKS). From a peak of 70c last Monday, most of the trades went through but then triggered a bit of selling to touch 58c, since recovering.

And nice to see Mirrabooka picking up 5.2% in Feb, which would have been around 36c.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Aug 31 2021, 11:07 AM
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In Reply To: nipper's post @ Aug 27 2021, 09:42 AM

and another acquisition.... this could be labelled Transformative

  • ... Beamtree has entered into a binding agreement to acquire 100% of the shares in Potential(x) Holdings Pty Ltd, a complementary and market leading specialist health & human services data analytics firm.
  • ... The acquisition will materially increase the scale, capability and global customer reach of Beamtree. On a pro forma basis FY21 Revenue is circa $20m of which is 82% is recurring. The Beamtree team will more than double to 110+.
  • ... The acquisition is fully funded and on attractive terms for Beamtree shareholders, with consideration to Potential(x) shareholders comprising up to 30m shares in Beamtree and $4m cash consideration. This implies an enterprise value for Potential(x) of $19.6m on a debt free, cash free basis (1.8x F21 revenue and 7.4x FY21 operational EBITDA).
  • ... Potential(x) Managing Director and majority shareholder, Duane Attree, will join the Beamtree executive team and become a substantial shareholder. Potential(x) shareholders will own 9.6% of Beamtree. Management and the Board of Beamtree will own 34% of the company.
  • ... The acquisition increases Beamtree's pro forma FY21A EBITDA by 86% with only 9.6% dilution to existing Beamtree shareholders

......market likes it. A lot. up 25% to 62c.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Aug 27 2021, 09:42 AM
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In Reply To: nipper's post @ Aug 27 2021, 09:39 AM

Record annual results, milestone acquisition and Beamtree brand launch

HIGHLIGHTS
• Beamtree reports strongest revenue performance to date with 109% growth to $8.9mil for financial year ending 30 June 2021
o ... Group revenue grew 20% on a pro forma basis
o ... New contracts and organic growth resulted in 15% increase in annualised recurring revenue (ARR) to $6.7m pro forma
o ... Recurrent revenues were at 78% of operating revenues
o ... Strong cash position of $14.1mil and zero debt
o ... Operational EBITDA remains strong at 34%
o ... 99% client retention rate
• Beamtree acquires healthcare technology company Ainsoff Pty Ltd for $1m
• Beamtree launches new website: www.beamtree.com.au
• Beamtree appoints Dr Mark Britnell as chair of its new Global Impact Committee (GIC)

QUOTE
Ainsoff Pty Ltd is a clinician led healthcare analytics company that is bridging the gap between clinical expertise and data science. The strategic acquisition is valued at $1m through a combination of cash and shares and includes the company founders joining Beamtree, as well as three ready for market product applications that reduce the risk of death for seriously ill patients in hospital and automate other key clinical processes. The three new product applications are built on the Beamtree RippleDown® platform, allowing for seamless integration into the Company's suite of products....




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Aug 27 2021, 09:39 AM
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In Reply To: nipper's post @ Aug 17 2021, 01:27 PM

No wonder the SP dropped from 55c to 48c over last few days ..... (was not just the change of name)

Trading Halt .... pending an announcement in relation to a material acquisition



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Aug 17 2021, 01:27 PM
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In Reply To: nipper's post @ Jul 8 2021, 04:13 PM

QUOTE
an ATH for PKS today .... 46.5c..
not much volume, though
Name change to happen. quietly lifting; now 54c




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 10 2021, 10:41 AM
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In Reply To: nipper's post @ Jul 8 2021, 04:13 PM

as long as the company keeps growing, and profitably, I guess I do not care too much about the upcoming branding exercise
QUOTE
The Company proposes to change its name from PKS Holdings Limited to Beamtree Holdings Limited which more suitably reflects the proposed future operations of the Company and its global presence.

The brand change will futureproof and reinvigorate the company persona as we implement our growth strategy to expand existing and new products and services. It emphasizes our long term commitment to innovation with the customers and communities we serve both in Australia and around the world. Beamtree is a global enterprise that supports the clinical, economic and human imperative of best value healthcare.

Definitional meaning :
1. the Beamtree is a relative of the pear tree.
2. A physical phenomenon created when an electron beam travelling near the speed of light is focused on a plastic surface creating river like patterns.
3. The name for an approach to the visualisation of large hierarchical datasets.
and a change to BMT for the ASX code




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


nipper
post Posted: Jul 8 2021, 04:13 PM
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In Reply To: nipper's post @ Jun 29 2021, 10:57 AM

an ATH for PKS today .... 46.5c
not much volume, though




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jun 29 2021, 10:57 AM
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In Reply To: nipper's post @ Mar 29 2021, 06:51 PM

QUOTE
As the close of the financial year approaches, PKS has seen a near complete contract renewal rate – retaining 99% of customers. This puts the company ahead of expectations of recurrent revenue exceeding 70% of total operating revenue.
Also picking up new contracts: some Ramsay hospitals and also Mater Qld ()

... The pipeline development moving into the next financial year includes a recent agreement with the Ministry of Health in Singapore to initiate a trial of PICQ® and RISQTM ahead of potential national rollout in all public and private hospitals in Singapore.

.... And, PKS largest international advisory engagement in the Kingdom of Saudi Arabia (TCV $2m) is delivering on agreed milestones, timing and cost budgets... The current project is planned to finish in November 2021 with significant current activity in building the sales pipeline for the coming years in this important region.



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Mar 29 2021, 06:51 PM
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In Reply To: nipper's post @ Mar 26 2021, 09:28 AM

nearly 50% scaleback.(on my mid level participation, at least)



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Mar 26 2021, 09:28 AM
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In Reply To: nipper's post @ Mar 1 2021, 12:26 PM

can only wait and see:
QUOTE
PKS has successfully completed its Share Purchase Plan (SPP) which was announced on 23 February 2021, raising $1,000,000. A total of 2,857,143 new fully paid shares are expected to be issued.

The SPP was strongly supported with 159 shareholders participating. PKS has exercised its discretion to scale back applications.

So, essentially with $30K possible for each SPP investor, anything more than 33 participants and the $1M will be reached.

Meanwhile: firm commitments to raise $12 million through strongly supported placement.

Non-Executive Directors Andrew Gray and Stephen Borness received an allocation in the Placement. New Shares allocated to these parties, totalling 6,342,857 will only be issued subject to receiving shareholder approval at an Extraordinary General Meeting. Assuming approval, individual holdings will be as follows:
• Andrew Gray, via his nominee will increase by $1.75m. This increase will add 5m shares for a total holding of 6.25m shares (approximately 2.9% of total issued shares of the Company)
• Stephen Borness, via his nominee will Increase by $470,000. This increase will add 1,342,857 shares for a total holding of approximately 11.3m shares, and becoming a substantial holder


Indirectly, Investment funds associated with Chairman Mike Hill and Non-Executive Director Brad Lancken also participated in the placement as follows:
• Mike Hill: The Bombora Special Investment Growth Fund increased its stake by approximately $1.75m – Substantial Notice has been issued to the ASX today; and
• Brad Lancken: The Inspire Australian Equities Fund by approximately $200,000.

Help yourselves!! Snouts in the trough.



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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