Professional
Added to YB: 2024-08-09
Pitch date: 2024-06-30
IPD.AX [bullish]
ImpediMed Limited
-50.68%
current return
Author Info
No bio for this author
Company Info
ImpediMed Limited, a medical technology company, develops, manufactures, and sells bioimpedance spectroscopy (BIS) devices and software services in Australia, North America, and internationally.
Market Cap
AUD 119.4M
Pitch Price
AUD 0.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.66
P/E
-5.78
EV/Sales
7.99
Sector
Health Care Equipment and Supplies
Category
growth
Lakehouse Capital Portfolio Holding: ImpediMed Limited
IPD.AX: -3.2% impact on Fund due to board/mgmt overhaul. 97% device retention rate. 42% US payor coverage, 80%+ in 16 states. Not cash flow positive, risk of dilutive raise. Attractive opportunity but execution critical. Potential for accelerated growth in 2025 with improved payor landscape. Wide range of outcomes, position sized accordingly.
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