Share Name Share Symbol Market Type Share ISIN Share Description
Impact Health LSE:IHR London Ordinary Share GB00BYXVMJ03 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.625p +0.62% 102.125p 101.50p 102.75p - - - 64,846 15:25:41
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts - - - - 163.58

Impact Health Share Discussion Threads

Showing 1 to 11 of 25 messages
Chat Pages: 1
DateSubjectAuthorDiscuss
01/10/2017
04:38
morgoth - yes, it may be that Impact and Minster were incorporated at about the same time, with Minster incorporating the Patel holdings and Impact then floating and raising new cash thus leveraging the assets. If so, that's a normal sort of arrangement and wouldn't particularly bother me. It'll all be in the prospectus, I'm sure. What does is the sector, but that's a matter of personal choice.
jonwig
30/9/2017
21:52
I think that would be Mr Patel who was one of the founders of Minster he is now the investment adviser and owns 10 million shares in Impact he has a great deal of experience in the care home sector. IMHO i like directors to have a big stake in the cos i invest in and im in for the ride.
morgoth1
30/9/2017
17:07
I think there's been some sort of corporate reorganisation at Minster but I haven't really tracked it. What I did see is that one of the big shareholders in Minster also owns shares in IHR. It all looks slightly incestuous to me...
stemis
30/9/2017
14:20
Hi, SteMiS - yes, one client would be a risk too far for me. In case of client default, 'alternative use' can be attractive, and you'd think care homes might be developed into PRS apartments, or hotels. Trouble is, posh homes seem to be converted country houses (look at the one on their home page) which might struggle there. Have you checked out Minster Care Group? Incorporated 11 April 2017. How are they related to IHR? I suppose it's in the prospectus, but I'll only look if I'm interested enough in investing here. Details: Https://beta.companieshouse.gov.uk/company/10721304 and Https://www.minstercaregroup.co.uk/
jonwig
30/9/2017
13:24
I'm not currently a holder although I like the sector. At the end of the day there is growing demand and, although there are pressures on the sector, It's not going to go away. Of course PSPI shows what happens when you get it wrong but 20 year leases with upwards RPI rent increases is a property dream. However I'm not keen on their concentration on one client (Minster) and I'd prefer to buy at a discount so I'm just watching...
stemis
30/9/2017
10:48
I think quite a few investors have noticed this and walked on by. Personally I have doubts about the care home sector as an investment. How well is the landlord sheltered from problems faced by operators?: there's upward pressure on staff costs (and possible shortages to come), and downward pressure from local authorities. When there's a mixture of social and self-funded residents, the latter seem to pay more to subsidise the former. Is this sustainable? Gearing seems to be limited to 35% which is modest. Anyway, just my personal view.
jonwig
30/9/2017
09:35
Still on track - but judging from posts here, other investors haven't noticed it
a0002577
30/9/2017
09:35
Still on track - but judging from posts here, other investors haven't noticed it
a0002577
22/8/2017
11:28
This looks to be a very good income share with a good business model - surprised not more people are looking at it. Delivers it first dividend at the end of this month and on target for 6 pence in the first year - can't be bad
a0002577
07/3/2017
09:17
Opened at a slight premium to the listing price of 100p
stemis
07/3/2017
09:13
The Company intends to become a real estate investment trust ("REIT") and provide shareholders with an attractive return, principally in the form of quarterly income distributions and with the potential for capital and income growth, through exposure to a diversified portfolio of healthcare real estate opportunities. The Company will acquire, own, lease, renovate, extend and redevelop high quality healthcare real estate assets in the UK and lease those assets primarily to healthcare operators providing residential healthcare services under full repairing and insuring leases. Web site:- hxxp://www.impactreit.uk/ Prospectus:- hxxp://www.impactreit.uk/pdf/ImpactProspectus2017.PDF
stemis
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