Assura Share Discussion Threads

[alotto] 13/3/2024 18:41

George lol I hope you're joking
So we will take a critically injured person in front of a laptop at home

[george stobart] 13/3/2024 17:08

Is this literally heading to zero?

It is scientifically proven that as the UK's ageing population increases in size, less and less GP services will be required.

That is because healthcare AI algorithms will solve everything.

The best strategy is to buy AI stocks even paying 400x P/E multiple rather than Assura. If you don't buy AI stocks today you will miss out 100%+ guaranteed gains

[alotto] 13/3/2024 05:44

What are business rates for a company with credit rating of A- (I think that's the Fitch credit rating for Asus)? I'm trying to figure out how much more Assura will pay in cost of financing at debt maturity, assuming rates stay the same.

[badtime] 12/3/2024 21:35

Big volume today?

[speedsgh] 29/2/2024 11:48

By way of comparison see PHP's Annual Report presentation for 12 months to 31/12/23.



See pg9 Debt summary & pg10 Delivering Financial Management

PHP net debt £1.31bn
AGR net debt £1.195bn

PHP average cost of debt 3.3% (vs AGR 2.3%)

PHP seems to have a larger amount of debt maturing over the next 4-5 yrs.

[speedsgh] 29/2/2024 11:26

See AGR's Interim Report presentation for 6 months to 30/9/23...



pg12:
~ 2.3% fixed average interest rate, no hedging, minimal impact on earnings from
refinancing in the next 5 years
~ 6.5 years weighted average maturity, 80% of drawn debt matures beyond 2028,
LTV 44%

pg53 shows List of facilities & covenants

pg54 shows Debt maturity profile & interest rate

[spectoacc] 29/2/2024 07:41

Agree re debt, used to know which looked best and previously settled on AGR, but things may have changed.

Both require some digging.

[goliard] 29/2/2024 07:37

Other key differences between them are debt profile and refinancing requirements and also that AGR is a developer whereas PHP just forward funds at known rates. Development could be good or bad depending on cost. I would say debt terms are key.

[essentialinvestor] 28/2/2024 19:50

Much appreciated.

[hope1815] 28/2/2024 19:00

I hold both companies across different Funds they are classed as a REIT within the healthcare sector. PHP is a dividend Astrocrat paying more than 25 years. Assura has been around a bit but its dividend has been constant laterly about 10 years. Each company pays a dividend.

On the outlook the sector seems to be consoldating with some take overs. With interest rates may be coming down the share price for both is on the low side and do better when the rates start to fall.

Primary Health Properties-

Broker outloook The 9 analysts offering 12 month price targets for Primary Health Properties PLC have a median target of 103.00, with a high estimate of 120.00 and a low estimate of 85.00.

Assura Plc-

Broker Outlook- The 12 analysts offering 12 month price targets for Assura PLC have a median target of 51.00, with a high estimate of 70.00 and a low estimate of 45.00. The median estimate represents a 20.51% increase from the last price of 42.32.

Happy Investing

[essentialinvestor] 28/2/2024 15:11

PHP v Assura, any thoughts folks, thx.

(This is not a sector niche I know well).

[essentialinvestor] 28/2/2024 15:09

bt, a belated LOL on that reply to Mr Stobbart - very good!.

[spectoacc] 28/2/2024 15:00

Are we there yet? Not quite I think.

[badtime] 28/2/2024 14:31

Touching lows again

[george stobbart] 22/2/2024 19:34

He paid 57.35 pounds bill at nandos because He has so much money unlike you peasants so I doubt He lied to me.

[bscuit] 22/2/2024 16:41

Your informant might be putting his employment at risk!

[george stobart] 22/2/2024 15:26

yield not safe according to my uncle at nandos

[alotto] 22/2/2024 15:00

I was reading today that the council tax is gonna go up considerably this year. Does the NHS gets any of this money? Public spending is also going towards payment of rent. Assura should be in a safe spot, yield seems safe and well above rates you may get in savings accounts.

[george stobart] 22/2/2024 14:09

we went to nandos last week with the uncle, that's I know these stuff you plebs can't grasp

[hardupfedup] 22/2/2024 14:07

I'm surprised she talks to you

[badtime] 22/2/2024 13:58

My cleaners daughters pet rabbit thinks you are weird

[george stobbart] 22/2/2024 13:43

The reason is the ongoing takeover saga with the us life insurance fund

My ex girlfriend’s uncle who works for big money city office knows things, unlike you plebs

[hardupfedup] 22/2/2024 13:36

quite a strong day for AGR, atm, chart looks good -- could turn from here -- imo

[alotto] 22/2/2024 11:13

Usually it's the third time the lucky one.