Consensus community valuation
Average Intrinsic Value
Undervalued by
Contributing Members
Sort by:
Create your free Strawman account to view member valuations
#Aquisition 2/2/21
Added 3 weeks ago

Volpara Acquires Breast Cancer Risk Assessment Company CRA Health, LLC


• CRA Health, LLC (“CRA”), based in Boston, MA, is an industry leader in breast cancer risk assessment spun out from Massachusetts General Hospital, a Harvard Medical School teaching hospital

• CRA is profitable, 1 with Annual Recurring Revenue (ARR) of over US$4.0M (NZ$6.2M2 ), Average Revenue Per User (ARPU) of ~US$1.70 and coverage of ~6% of US breast screenings

• CRA’s software is integrated with the major Electronic Health Record (EHR) and genetics companies

• Volpara is paying US$18.0M for CRA, with a further US$4.0M payable upon meeting of key performance and staff-retention targets

• Post-acquisition, Volpara will have ARR of ~US$17.5M (NZ$26.9M2 ) and at least one product in use in over 30% of US breast screenings

• Post-acquisition, Volpara will have ~NZ$35M cash

• Volpara is elevated as a leader in personalised breast care

View Attachment

Read More
#Q3 2020 Results
Added 4 weeks ago

Volpara's latest quarterly is encouraging revealing a 20% lift in 3rd quarter ARR (it's largest 3rd quarter sales results to date). That's quite impressive given the limited acess to hospitals and lack of trade shows due to covid.

Cash receipts were only a bit stronger though, coming in at NZ$4.6m vs NZ$4.5m in Q3 last year -- due in large part to a firmer USD.

The company remains very well capitalised, with over NZ$60m in cash on hand, and average revenue per customer was 5% higher than the proceeding quarter and about 20% higher than a year ago.

The business is still cash flow negative, although cash burn is improving, and at the lowest level since the acquisition of MRS in 2019.

With VHT's product covering 27% of the US market, they are increasingly becoming the provider of choice and have a long runway for growth.

Read More
#ASX Announcements
Added 2 months ago

Deal with BreastScreen Queensland announced today. 

The deal includes a 5 year contract of VolparaEnterprise. 

The initial stage will involve the roll-out of VolparaEnterprise to 11 BreastScreen Queensland services operating in Brisbane and elsewhere in the state. 


Within the annonment it states that the terms and conditions of the contract with BreastScreen Queensland are confidential. 

Read More
#ASX Announcement
Added 4 months ago

Appendix 4C – Q2FY21 Quarterly Cash Flow Report


  • Quarterly cash receipts from customers remain strong despite COVID-19, at NZ$4.7M—subscription receipts up approx. 16%
  • NZ$64.3M cash on hand at end Q2FY21
  • Unaudited revenue for H1FY21 of NZ$9.5M, up 38% on H1FY20; subscription revenue up 71%
  • As previously reported, Annual Recurring Revenue is NZ$19.9M, ARPU is US$1.16
  • Churn remains negligible; US coverage remains approx. 27%
  • FDA update on breast density reporting requirements remains pending
Read More
#ASX Announcements
Added 5 months ago

Wellington, NZ, 8 October 2020: Volpara Health Technologies (“Volpara,” “the Group,” or “the Company”; ASX: VHT), a health technology software company whose integrated breast care platform assists in the delivery of personalised patient care, is pleased to provide investors with an update on Q2 trading.


  • Annual Recurring Revenue (ARR) at end Q2 FY21 of NZ$19.9M, a record Q2 for new Software-as-a-Service (SaaS) sales
  • At least one of Volpara’s software products contracted to be used on ~27% of US women attending breast cancer screening
  • Average Revenue Per User (ARPU) up to US$1.16, an increase of ~6% from Q1, helped by increased sales of our integrated breast care platform
  • Q2 included deals from both major OEM partners, Fuji Medical & GE Healthcare
Read More
#broker view
Added 9 months ago

29-May-2020:  Ord Minnett: Volpara Health Technologies Ltd: All the tools to deliver, now to execute

OM have a "Hold" call on Volpara Health (VHT) with a $1.46 TP.  VHT closed at $1.395 today.

Read More