Nmc Health Share Discussion Threads

[dragonheart1] 20/2/2020 09:20

FORM 8.3

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY

A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE

Rule 8.3 of the Takeover Code (the “Code”)

1. KEY INFORMATION

(a) Full name of discloser: Norges Bank
(b) Owner or controller of interests and short positions disclosed, if different from 1(a):
The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named. N/A
(c) Name of offeror/offeree in relation to whose relevant securities this form relates:
Use a separate form for each offeror/offeree NMC Health PLC
(d) If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: N/A
(e) Date position held/dealing undertaken:
For an opening position disclosure, state the latest practicable date prior to the disclosure Dealing Disclosure
19/02/2020
(f) In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer?
If it is a cash offer or possible cash offer, state “N/A” No
Not required
2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE

If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 2(a) or (b) (as appropriate) for each additional class of relevant security.

(a) Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing (if any)

Class of relevant security: 10p ordinary
Interests Short positions
Number % Number %
(1) Relevant securities owned and/or controlled: 8,477,045 4.06 %
(2) Cash-settled derivatives:
(3) Stock-settled derivatives (including options) and agreements to purchase/sell:

TOTAL: 8,477,045 4.06 %
All interests and all short positions shoul

[harry3021] 20/2/2020 09:15

Why are these institutions buying if its a fraud?

Capital Research Global Investors bought 14.6 million additional shares in Jan 23 now holding 12.04%
Hermes Investment Management Ltd bought an additional 3.9 million shares in Feb 10 now holding 6%
Wellington Management Company LTd bought an additional 5 million shares in Feb 11 now holding 4.83%
The Vanguard Group, Inc bought 8 million shares in Feb 14 now holding 4.35%

Meanwhile the real float on loan has been reducing steadily and is now just 6.50% (it was some 25% in Nov 2019)!

[demo trader] 20/2/2020 09:15

Use filter

[bag158s] 20/2/2020 09:08

Please stop continually repeating your message tx

[harry3021] 20/2/2020 09:07

the share price crashed because of the share pledges and banks selling shares at whatever price they can fetch! this seems to be the billionaires sport in the UAE - leveraging yourself to make the money work harder or enjoy the luxury lifestyle!

[lako42] 20/2/2020 09:03

Please stop constantly repeating yourself.

It is boring and anything that might be relevant just becomes meaningless.

[sentimentrules] 20/2/2020 09:01

SP crashed for nothing . It's an illusion

[harry3021] 20/2/2020 09:00

The article below doesn't seem to me that the board members are in cahoots with the founder - actually they seem dismayed that he's been involved in this mess. Doesn't suggest fraud!



Are R trades on Level 2 robot trades? i.e. algos? What about A trades?

[mattcookson] 20/2/2020 08:41

If it can go down 70% in a jiffy it can easily go back up 100% in a jiffy to :). This is over done with false allegations from MW, he is a shorter, what else are you expecting from him but look what happened at Stroer - he made up same stuff about them and the stock is up 85% YOY, all will be cleared after the Freeh report comes out next week and he goes to jail. I quote WARREN B - Be fearful when others are greedy and greedy when others are fearful. Why do you think all the banks, investment finds and MMs like Barclays, Norge, Blackrock, HSBC, JP etc are loading up, they clearly know something that none of you do ;). As far as Shetty and his buddies shareholding shenanigans are concerned, good riddance. The good news is that all them shares are in the open market now and not secured against debts and subjet to margain calls etc. its fair game, the share price will settle over time, these daily ups and downs are boring really, come back in 2-3 mnths time especially after the results are out on 4th March, expected YOY growth 30% and rev $2.7B. IMHO this is a solid BUY!

[mattcookson] 20/2/2020 08:40

Oh look here comes another shorter and what a name hahahhA! Damp_seaweed! Hahahaha!!

[damp seaweed] 20/2/2020 08:04

With all this recent protest about fake posters employed by the Hedge funds shorting the stock. I find it more likely that we have amongst us a bunch of pump and dump posters so desperate and lacking imagination that they constantly repeating their posts and also need to shout in bold type.
Me thinks they protest to much.

[demo trader] 20/2/2020 08:01

KGI statement.



"Mr BR Shetty and Butti family built the NMC Health company on the basis of their good know-how and their good relationships in Middle East, so KGI considers these recent top management representatives' resignations as unacceptable and this move is not correct in our opinion. Although KGI has great confidence in NMC's management, its practices and operations, we are sure that Mr BR Shetty and Mr Khalifa Butti would have great impact on company governance, performance and future relationships in Middle East,".

[dragonheart1] 20/2/2020 07:46

Looking at the charts and fundamentals like RSI of 35, On way is up here now folks - bring on £12 by results day and £15+ in the few weeks after that.

[dragonheart1] 20/2/2020 07:44

British bulls now recommending staying long here -

[dragonheart1] 20/2/2020 07:42

DYOI and all that but IMHO this share is worth way more than the prices you are seeing currently. 190 properties globally, 1800 docs, operations in 20 countries, strong growth performance over the last 5 years, expected to report great results again on 4th March. It will take time but this will be back to £20-25 in the next few months. It happened at TESLA when stock jumped 400% in 6 months from June 19to Jan 20, and with many Other companies and it can very well happen here!

[mattcookson] 20/2/2020 07:38

Besides Shetty and his buddies share ownership shenanigans, This remains a great Business and IMO has still at least 100% upside from here on, in the next few weeks! Solid growth business, great fundamentals, results out on 4th March!!

Revenue:
2016 - $1.2B
2017 - $1.6B
2018 - $2.1B
2019 - $2.7B (expected)

The resignations were necessary to help to restore confidence and TBH I would be more concerned if BRS and his buddies didn’t go, good riddance! A good piece in the DM last week stating that they were demanded by the rest of the Board because of shareholding shenanigans not because of corruption or operational issues. Stock should be a good recovery play over the next month or two and if results are as expected there could well be a rocket under the share price.

[mattcookson] 20/2/2020 07:33

Good news. Having cross checked Shetty BRS holding- actually looks like he no longer holds a position in #NMC as his bank has sold all his stock 11m shares or £100m worth! That means the overhang seen is pretty much gone, the shorts have gone from 10% to 1%. The share prices was ORIGINALLY smashed by MW report in December but the major damage was done by the pledged shares NOT the report and now that’s been removed. The company should stabilise and their trading update and report will be out in 2 week time! With couple of takeover bids we n the horizon these beauties will be back above £15 in the next few weeks! If it can come down 50% in a few weeks, it’s t can easily go back up 100% in the same time!!! Great time to pick up a few on the cheap!

[sr2day] 20/2/2020 06:40

time will tell who is right.

[pione3r] 20/2/2020 03:57

sr2day, should have lend your advice to Jasmine Capital, Norges, Blackrock etc. They clearly don't see the risks that you do.
Also, encourage the smart shorters to add, they keep reducing.

[sr2day] 20/2/2020 01:32

the only reason i can think of the share price drastic collapse is that there is suspicion the books have been cooked.revenue and profits were not what have been reported over the last few years.creative accounting has always existed and sooner or later will be found out.if this was the case there will be no bid at the price that some are contemplating.exodus by the directors is a strong indication something is not right.i reckon this company has a lot more debts than reported. PollyPeck in 1991 is a good example.be careful guys.

[ny boy] 20/2/2020 01:05

Where’s that “retired stockbroker” dubious claim, do you know a retired stockbroker who would type posts all day in block capitals lolz.. fraudsters,pimps and spivs everywhere!

Adding more (PPS) tomorrow on the breakout, dyor

[pione3r] 20/2/2020 00:39

Geo political reasons, Rasmala will be the stronger bidder.

[asusasus] 19/2/2020 23:56

Rasmala haven't even bid. The only confirmed bidder atm is GK and their website is down under maintenance!