Medica Share Discussion Threads

[ali47fish] 28/3/2018 16:03

lomax and Pug - never mind brokers forecasts what is your assessment of the company- is it a hold ,buy or sell?

[pugugly] 28/3/2018 15:38

Lomax - your comment in ( ) So very true over 90% (imo) of brokers notes and upside targets should come with a wealth warning in a minimum of 20point type. Very much the case here for a number of reasons I have previously posted.

[lomax99] 28/3/2018 13:23

At this rate I'll be able to buy back 10-15% below float price, with broker forecasts being up to 100% higher (for what they're worth)!!

[ali47fish] 26/3/2018 14:26

the last update was good aqnd sharewatch still a buyer and old mutual

[lomax99] 26/3/2018 11:41

Sold most of my holding a while ago, given it keeps dropping I am tempted to add, but will wait.

[ali47fish] 26/3/2018 08:25

so why is this one retracing in chunks

[youthstockperspective] 13/3/2018 19:34

Incredibly interesting perspectives that are worth reading:youthstockperspective.com

[robmal] 13/3/2018 19:34

Research professionals at Berenberg Bank now has a GBX 230.00 price target on Medica Group (LON:MGP). Berenberg Bank and their recent price target means a potential upside of 50.23 % from the company’s last stock price. The rating has been revealed to investors in an analyst report on Monday, 12 March.

[valhamos] 12/3/2018 12:45

Outlook is positive and there is no reason why the impressive growth over the last few years should not be maintained.

[robmal] 12/3/2018 12:12

Reporting on Monday was teleradiology specialist Medica Group (LSE: MGP). It was able to deliver an 18.2% revenue rise during the year, with its NightHawk out-of-hours reporting service delivering sales growth of 24.1%. There was also progress in its Routine Cross Sectional division, where revenue was up 19.4%, while Specialist services and Independent revenue was 18.1% higher than in the previous year.

During the year, the company was able to deliver increasingly complex services while also increasing the number of radiologists under contract by 20%. With demand for its services increasing, it continues to have a relatively positive outlook for the long run. So far in 2018, the company is trading in line with expectations, with double-digit revenue growth anticipated.

In the present year, Medica is expected to report an 11% rise in earnings, followed by further growth of 19% next year. The company trades on a price-to-earnings growth (PEG) ratio of just 0.9, which suggests that it offers good value for money. As such, and with demand for healthcare services set to increase over time due to changing demographics, the prospects for the business appear to be impressive.

[rivaldo] 12/3/2018 11:13

FYI that's a downgrade today from Investec - they've reduced their target price to 210p from 239p.

Not a holder as forecast growth is somewhat pedestrian for a supposed growth company and the outlook is still not totally clear.

[robmal] 12/3/2018 10:23

Expert analysts at Investec have GBX 210.00 target price per share on Medica Group Plc (LON:MGP). Investec’s target price per share suggests a potential upside of 34.70% from the company’s stock close price. The rating was revealed to investors in a research note on 12 March.

[irenekent] 12/3/2018 09:36

These seem like good results so I will continue to add. Overseas expansion could rapidly grow this company.

[john09] 23/1/2018 10:25

I just don’t get the interest in this one

[ali47fish] 23/1/2018 10:25

a manager has added!

[mammyoko] 18/1/2018 09:50

Suspect Andy Walden from LSE Board is one of those tiresome NHS types with socialist views that believe that the only solution to the NHS's problems is to throw more good money after bad and who are opposed to any form of out-souring that threatens them or their mates comfortable lifestyles. I live in Oxford (where Walden lives) and its absolutely stuffed full of medics like him who think that the NHS owes them a living.

[john09] 18/1/2018 08:29

Such a dull stock though

[tallprawn] 18/1/2018 08:18

Getting towards over-reaction territory here now...

[thebigshortfella] 17/1/2018 23:29

Hey Velod, Re: "coincidence or what?" I don't think so. I got burnt on VLS on Monday due to the deeply discounted share placing. From 27p to 10p! Now...I noticed on Friday that 10% of IG Index clients with VLS trades had shorts on VLS. This is highly unusual from what I have seen. Obviously I can't prove it but I am convinced that some traders new about the discounted share price...

With regards to Medica, I just checked and 8% of IG Index's clients with trades on MGP have shorts. Not good...

Re: could only come from a disgruntled ex employee. I recall it. It did make me wonder at the time if the business had some significant operational issues. I have even researched some of the staff on LinkedIn and they don't look hugely impressive. I placed a trade at 227 and it cost me £30k...Ouch...

Re: very, very, worrying. It could well be. I am starting to think that the MGP story is just that...I am glad that my trade ended on 19th December. I would have lost a lot more money if I had been in it...

BTW I sent you a private message. Thanks!

[velod] 17/1/2018 22:40

Thanks tBSFella & Solomon.


- Well just about 8 weeks or so to go, before the annual published full year results are out on Monday 12th March, and see then, in pounds and pence just what the actual damage is, that's caused this retrace.

- Curious as to why the share price had so much selling going on to drop it back into the 190's in the days beforehand - so close to when no one in the public domain should even know a bad update was about to be released on Tuesday. If it hovered around 200p beforehand I wouldn't comment, but bit of a coincidence or what?

Some odd things upon reflection now coming back into focus. A very curious post on the LSE site on the MGP page awhile back. Not many posts there, they all fit on one page, but a real stinker there on the 26th April, 2017 that could only come from a disgruntled ex employee or a NHS employee on reduced hours because of synergy savings or someone with an axe to grind.

- A lot of the bile in the (two) posts there, does now marry-up with what the CEO said in more diplomatic terms in the RNS. One poster even asked him how he could possibly know such damaging stuff, and he simply answered "first hand knowledge" and didn't elaborate - but added even more bile in a second post - not just bile but things that could only come from someone inside MGP.

- The poster's ID is Andywalden and apart from those two posts he didn't post again. Didn't want to copy and paste it here because with disgruntled ex-employees you only hear one side of the story. But now the "bad news" is out in the open, if you can't find it on LSE just ask and I'll copy/paste the two posts on here. Nasty stuff and if true, (if), very, very, worrying.

[solomon] 16/1/2018 15:44

velod - thanks for the entertaining prose. Not a lot of that about on these BB's.

[velod] 16/1/2018 15:20

Update: Was in such a tizzy (blind panic more like) this morning that I discovered back at my desktop that I had bought (computerised limit-buy order) @ 166p - and not as I first posted of 162p.

- No matter, with a PE of 22 I'm now convinced that IS a bit rich in the face of a profit warning, so ceased hesitating and sold for 169p. Phew! Skin of the teeth get out of jail card! No damage done to my portfolios - lucky, lucky.

The reason they have "sayings" is that experience shows them to have at least some validity. And you know what they say about profit warnings - they always come in "............." ( fill the blank in yourself :)

- GL to all those still holding.

That profit warning did it for me for all time with MGP. Nothing against revisiting this share in years to come but not for the next 12 months at least, for me. As a new listing it'll need to get rid of it's baby teeth first.

[thebigshortfella] 16/1/2018 10:46

velod - you made my day mate! LOL Absolutely brilliant! I must admit that I don't trust limit orders as I want to check what the status is before I enter a trade in case something catastrophic is going on.

For what it's worth (I am a subscriber to SCSW, but my track record recently has been abysmal - heavy losses on MGP and VLS yesterday), I would listen to your inner demon.

However, don't fret, you helped me out by sharing your thoughts on MGP and VLS so I will share with you what the "not always psychic" SCSW editor (Luceco! cough! splutter!) says about Medica in February.

Please can you drop me a line at the end of month to remind me. Cheers.