Medicx Share Discussion Threads

[f880gna] 04/12/2017 18:08

Anyone have some sensible insight into what's going on here?

[wtacraig1] 04/12/2017 16:24

Another billion and a half pound bribe will keep the DUP onside

[nerja] 04/12/2017 16:18

Yep and if May has sold northern island down the river, then I cant see how they will survive the DUP wont go for it, but Corbyn with his links to the IRA would do

[wtacraig1] 04/12/2017 16:11

Yes the fragile political scene may be at play.

[pooroldboy55] 04/12/2017 15:30

Didnt know we have anything to do with PFI i must get out more.

[nerja] 04/12/2017 15:27

More like it being linked to PFI programs and what will happen to the nav if the price of the assets is dropping because Corbyn will only pay the minimum for the assets.

[speedsgh] 04/12/2017 14:37

@wtacraig1 - That's certainly one possibility.

[wtacraig1] 04/12/2017 14:23

The retreat from yield providing bond proxies starting?

[speedsgh] 04/12/2017 14:19

Premiums to last stated NAV:

MXF +7.3% (based on 81.0p offer; NAV 75.5p as at 30/6/17)
PHP +17.8% (based on 113.25p offer; NAV 96.1p as at 30/6/17)

Fall of over 10% in a month is certainly unusual for a tortoise share such as MXF. The difference in premium to NAV compared to PHP is striking, although I note that the PHP share price has also fallen c8% since early Oct.

[andyj] 04/12/2017 13:52

Falling like a stone, no news, but something isn't right.

[redips2] 04/12/2017 13:48

NAV @ 71p.... I do hope not .

[oniabsta] 27/11/2017 15:43

Can't understand why this is selling off still. A 7.2% yield. Noticed today all the sales at 83p are being easily absorbed. Somebody wants them.

[zimbtrader] 24/11/2017 11:41

Q4 results not too far away. 12 / 13 Dec according to my notes.

[nerja] 23/11/2017 15:58

Looks like this could be going to Nav to get any support

[jonwig] 18/11/2017 11:51

For those concerned about the Labour Party's plans to 'seize' (or whatever) PFI projects, the situation with primary health property is different.

The Naylor Report (March 2017) proposed the selling of NHS land to private investors (such as this one) for redevelopment. Labour have opposed the plans but could hardly do much about existing developments (after all, an unfit building has been bulldozed and replaced by a top-spec medical centre). Maybe they'll stop further development. GPs seem to be very much in favour of the plans.

If you don't want to read the whole Naylor Report (I didn't, either) there's a useful summary here:



(I hold AGR, not MXF or PHP.)

[speedsgh] 18/11/2017 11:28

Merely pulled back to a slightly more reasonable 12.3% premium to last declared NAV of 75.5p.

Mind you PHP is still trading at 17.6% premium to last declared NAV of 96.1p.

[andyj] 18/11/2017 01:57

Concerns about the budget next week perhaps? It seems the NHS will be high on the list, but not sure why that is such a negative for MXF.

[selborne_edge] 17/11/2017 09:39

It might be of interest. I purchased 1700 MXF shares this morning but the bargain was shown as a 'sell'. It made no difference to the price that I paid, so I was quite happy.

I have been very pleased with the dividend paid by this share and the progress it has made in recent years.

[badtime] 17/11/2017 09:31

Much lower and I might pick up a few more

[f880gna] 14/11/2017 00:31

Lots of UK stocks getting sold at the moment and not just small caps.

[nerja] 13/11/2017 18:52

HICL down 1.47%,INPP down 3.81%, JLIF down 3.47%, BBGI down 1.23%
Mxf not going to be able to duck the sentiment going on at the moment, once the divi is paid then we will see if there is ANY support

[zimbtrader] 13/11/2017 17:08

Ditto and especially so given Q4 results are not far off! 12 December according to their website...

I can't find anything unusual that might indicate any underlying reasons. Anyone else spotted anything?

[badtime] 13/11/2017 13:55

I'm surprised at the weakness as it goes exdiv Thursday

[billy5] 01/11/2017 14:58

That 10k shown this afternoon was my BUY.

[f880gna] 23/10/2017 22:22

What about the Brexit vote that instantaneously made everything we hold in sterling 15% plus less valuable, with further losses to come? Our wealth is in much more danger from loonies in the Tory party. And of course, the crooks already stealing your wealth are the central banks and the richest 1%.