Assure Holdings (IOM:TSXv / ARHH-OTCQB) is just starting one of the biggest growth curves of any junior company I have ever seen.
It’s a medical story that sells itself because it has such a compelling value proposition for doctors, patients, hospitals and insurance companies.Assure matches up highly qualified neuro-monitoring technologists with surgeons, monitoring patients for them in the Operating Room – the OR.
The number of surgeries they monitored grew 76% last year.That volume should grow almost 100% this year.How are they growing? Doctors are referring other doctors by word-of-mouth. That’s why profit margins are so high – 70% – and that’s why growth has been so high.I expect 2019 revenue to be $25 million, up from $6.35 million three years ago.
Assure operates (pardon the pun) what I call a pull business model – where they turn a cost in the Operating Room (OR) into a profit centre.Doctors want in – they want what Assure is offering.With Assure, doctors are increasing their annual income by six-figures, and patients are getting better treatment.It’s win-win.
This is the type of company I am uncovering at my new newsletter, InvestingWhisperer.com.
I’ll explain all these details in a minute, but understand a few things right away:
- This company has generated a profit almost every single month since going public two years ago
- This business model is unique so far… creating A Big Moat against competitors. You must understand how doctors and insurance companies think and act – from state to state – AND offer both a compelling value to doctors and patients.I know of no other company operating exactly like they are.
- Only 34 million shares out and management owns half of them
- NO analyst coverage yet
- Assure is keen to tell its story to investors
- Growth is happening in MANY ways
- Geographically – # of states – they’ve gone from one to six in the last 18 months and they hope to be in 10 by Year End 2019
- Types of surgeries – has been primarily spinal but expanding into cardiovascular, orthopedic and ear, nose and throat
- Number of doctors becoming partners and customers
- All leading to large increases in the # of surgeries that Assure is monitoring
Source: Assure Corporate Presentation
I’ll outline the compelling story below.But the last two things I want you to understand are – I have $200,000 of my own cash invested because….
I think this stock is about to do VERY WELL for me in the near term – so this is THE STOCK that I’m giving to you for free to introduce you to my new newsletter The Investing Whisperer.
In 2009 when I launched the Oil And Gas Investments Bulletin I gave away energy stocks that turned into doubles and triples.
Those Big Wins gave investors the confidence to try me out – and my subscriber count soared from zero to 2,000 from the excitement those stock picks created.
I’m no fool – I didn’t forget what I learned in 2009.
This is my most important stock pick in a decade and I’m certain Assure Holdings is the stock to deliver what I need to have.
Assure Holdings – A Superior Medical Business Model
I’ll make this as simple as I can. Within a surgeon’s team in the OR, there is already a neuromonitoring technologist–I’m going to call them the “NM tech”.
This person sits in the OR, in front of a computer screen, monitoring the electrical impulses from many needles that have been inserted into the unconscious patient.