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    Rob Goff

    Research Analyst at Ventum Financial

    Rob Goff is the Managing Director and Head of Research at Ventum Financial Corp., specializing in technology, special situations, and financials. He has covered more than 37 publicly traded companies and maintains an average return of 28.6% per stock rating, with a TipRanks success rate of 47%. Having begun his career as a Telecom & Media Analyst at Midland Walwyn Capital, Rob later held senior roles at Scotia Capital, Credit Suisse Securities (Canada), Haywood Securities, Byron Capital Markets, Sandfire Securities, and served as Managing Director at Echelon Wealth Partners from 2013 to 2024 before joining Ventum Financial. His professional credentials include a top-200 analyst ranking on TipRanks and a longstanding track record in Canadian equity research.

    Rob Goff's questions to WELL Health Technologies (WHTCF) leadership

    Rob Goff's questions to WELL Health Technologies (WHTCF) leadership • Q4 2024

    Question

    Rob Goff from Echelon Wealth Partners asked for more details on the "buy Canadian" initiative, specifically questioning the nature of the $300 million deal value, whether the opportunities are lumpy, and the expected timing.

    Answer

    Chairman and CEO Hamed Shahbazi clarified that the $300 million figure is a conservative estimate of the pipeline, which could be as high as $500 million depending on contract lengths. He noted these opportunities are primarily with provincial and federal entities and involve technology implementations like OceanMD's e-Referral services. Shahbazi emphasized that this pipeline is separate from and in addition to the significant existing Canadian business from the newly acquired Orion Health.

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    Rob Goff's questions to WELL Health Technologies (WHTCF) leadership • Q4 2024

    Question

    Asked for more details on the 'buy Canadian' initiative, specifically about the nature, value ($300M), and timing of the 70+ opportunities mentioned.

    Answer

    The $300 million deal value is a conservative estimate, potentially ranging up to $500 million. The opportunities involve various technology implementations at the provincial public sector level, driven by a shift away from U.S. vendors. These opportunities are for products like OceanMD's e-referral and Ambient Scribe services and do not include Orion's existing significant work in Canada.

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    Rob Goff's questions to illumin Holdings (ILLMF) leadership

    Rob Goff's questions to illumin Holdings (ILLMF) leadership • Q4 2024

    Question

    Rob Goff asked about the company's relative success and tactical changes in selling directly to customers versus through agencies. He also followed up with a question about the strategy and performance of the company's social media platform access, particularly its integration with walled gardens.

    Answer

    CEO Simon Cairns explained that their revised tactics are attracting both agencies and brands with equal vigor. He noted two patterns: 'challenger brands' are upgrading from lesser DSPs for transformative results, while top-tier brands are seeking a second partner beyond the industry titans for more control and insight. On social media, Cairns stated that while it's still in the early stages, they are seeing a clear trend of customers adopting more channels on the platform, including integrated walled gardens like Meta, which is driving stickiness and adding value.

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    Rob Goff's questions to Healwell AI (HWAIF) leadership

    Rob Goff's questions to Healwell AI (HWAIF) leadership • Q3 2024

    Question

    Rob Goff inquired about the process and timeline for signing Master Service Agreements (MSAs), how long Healwell has been engaged with the companies under the current LOIs, and the status of the outstanding RFP pipeline.

    Answer

    CEO Alexander Dobranowski stated that securing an MSA typically takes 8 to 16 weeks and serves as a key leading indicator for future commercial activity, enabling a 'land-and-expand' strategy. Regarding the LOIs, he noted that significant time has passed since the last acquisitions closed, allowing for productive work on new deals. He also mentioned that the business units now have an expanded purview of RFPs they can pursue.

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    Rob Goff's questions to Healwell AI (HWAIF) leadership • Q3 2024

    Question

    Rob Goff inquired about the process and timeline for signing Master Service Agreements (MSAs), whether that timeline is shortening, the engagement history with companies under the current LOIs, and the status of the outstanding RFP pipeline.

    Answer

    CEO Dr. Alexander Dobranowski stated that signing an MSA typically takes 8 to 16 weeks and serves as a key leading indicator for commercial activity. He emphasized a 'land-and-expand' strategy to grow within each partnership. Regarding the LOIs, he noted that significant time has passed since the July 1 acquisitions, allowing for productive M&A work. He also mentioned that being part of the Healwell/WELL ecosystem expands the scope of RFPs its business units can now pursue.

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    Rob Goff's questions to Healwell AI (HWAIF) leadership • Q1 2025

    Question

    Rob Goff asked for more detail on the 'Buy Canadian' opportunity, inquiring if there are similar 'buy from Canada' or 'buy from New Zealand' advantages in other jurisdictions. He sought to understand the potential scale and scope of these opportunities, particularly at the RFP stage.

    Answer

    Executive Alexander Dobranowski highlighted a material, multi-nine-figure opportunity in Canada, suggesting Healwell is in a strong position to compete for these RFPs due to its comprehensive capabilities, including its partnership with WELL Health and the addition of Orion Health. He also noted a subjective but palpable sentiment within the Commonwealth for preferring offerings from member nations, which aligns with Orion Health's historical success in those jurisdictions, and promised more precision on this theme in the future.

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