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Share Name Share Symbol Market Type Share ISIN Share Description
Impact Healthcare Reit Plc 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
  2.80 2.91% 99.00 97.40 98.80 98.80 97.20 98.20 295,277 16:35:15
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 24.0 26.3 10.4 9.5 316

Impact Healthcare Reit Share Discussion Threads

Showing 26 to 50 of 50 messages
Chat Pages: 2  1
DateSubjectAuthorDiscuss
10/7/2020
07:48
100% is a very nice, round, number that's hard to improve upon! Very happy with that.
cwa1
10/7/2020
07:37
Classy update this morning - shows how little IMHO well-run care homes should have been affected by COVID. Still some headrooms on occupancy for tenants, but 100% rent received is much better than e.g. the office REIT sector.
18bt
30/4/2020
17:47
Buy Tip in the IC tomorrow.
18bt
04/4/2020
12:47
This is a Four Seasons home just reported on the BBC website... Thirteen residents at a Glasgow care home have died in one week following a suspected outbreak of coronavirus. Staff at Burlington Care Home, Cranhill, said they were "closely monitoring" the health of other people in their care and that "strict protocols" were in place. All of the deceased residents had underlying health conditions and their families have been made aware. Two staff members have tested positive and are being treated in hospital.
davidosh
02/4/2020
13:43
Yes, I was out two days ago at 90.5p. Left a penny or so, so far, on the table but a 28% profit in a few day isn't to be sniffed at (even if but a drop of blue in a bath of red...)
stemis
02/4/2020
09:36
I do think the care home sector is vulnerable at present and the Covid outbreak and deaths at Oak Springs CH in Liverpool shows how a provider can be left in an awful situation https://twitter.com/PaulaBarkerMP/status/1245061094617616386
davidosh
30/3/2020
10:53
Rising in a falling market is always a good sign...
stemis
28/3/2020
12:56
I think IHR is a really, really, good idea - care home investment trust. Chart also looks good to me, particularly when you look at what other trusts have done... hTTps://deepvalueinvestments.wordpress.com/2020/03/28/impact-healthcare-reit/
rjmahan
27/3/2020
09:52
Yes, looks anomalous compared to THRL which seems to have recovered sharply to around Nav, whilst IHR is a discount of 36%
stemis
27/3/2020
09:08
A very good update yesterday. The share price fall looks unwarranted. Not many Reits look attractive just now but I'm confident this one will do well in the current environment.
hedge fund harry
21/10/2019
19:23
jombaston, I think you are right, and I would add that THRL has 60% of debt fixed, and even so it is paying a lower effective annual interest rate (I have not checked the latest report from IHR though). Further, EPRA Cost ratio and Ongoing charges are also lower in THRL. And, btw, the directors of IHR increased their fees 50% the year following the IPO. Amounts are not really significant, but it still does not seem the most honest behavior.
vnvd
30/8/2019
12:38
I avoided this at issue due to the tenant concentration but it seems to have performed OK nonetheless. There has been gradual diversification but Croftwood and Minster (same group)still represent nearly three-quarters of the beds. This seems to be valued similarly to THRL but THRL has a longer listing record and is bigger and more diversified by tenant. Am I missing something?
jombaston
03/7/2019
11:24
I was at the presenation last night at the Shares event - very impressive. To me the financials and outook appear solid. A lot of these safer REITs like PHP.. and renewable energy stocks (UKW, BSIF, TRIG et al) are richly valued right now, and in comparison to those, IHR's yield and NAV look attractive.
lord mandelbaum
24/6/2019
11:43
Interesting share price moves in the past few weeks - it got so high that I sold. Waiting for it to fall further and then I will buy back in.
a0002577
05/2/2019
14:52
Agreed. Existing shareholders shd be allowed to participate.
18bt
05/2/2019
11:07
Another immportant announcement today. A. Fund raise of £200 million B. Introduction of a progressive dividend policy (moves up next year to 6.17 pence so a yield of just ove 6%) C. Move to the premium segment (which would mean it will be included in certain indices) D. Increase in NAV (it now has only a 1% premium) Wonder if they will allow PIs to participate in the Fund Raise - I would be up for more of these.
a0002577
24/10/2018
09:42
Major announcement today of a fund raise of £150 million to buy more care homes yielding 8% - looks to be a good deal if they can pull it off and will roughly double the market cap. Will probably subscribe as I am underweight in this sector,
a0002577
21/3/2018
09:58
Very creditable results published this morning see https://www.investegate.co.uk/impact-healthcare/rns/full-year-results/201803210700063708I/
a0002577
01/10/2017
05:38
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
22:52
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
18:07
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
15:20
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
14:24
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
11:48
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
10:35
Still on track - but judging from posts here, other investors haven't noticed it
a0002577
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