Nmc Health Share Discussion Threads

[dragonheart1] 27/2/2020 16:25

WOW, FTSE was down 4.5% today at one point down 3.5% now, good thing these got suspended today, let all this corona virus carnage over and NMC will come back 10 times stronger in APril.

[dragonheart1] 27/2/2020 16:22

HAHAHAHa shorters gonna lose lose lose!!!! Wait when this opens at £15+ at the end of April. You all are F00ked!!

[dudishes] 27/2/2020 16:20

Nay kemche, Nay - 21 Feb (as quoted earlier), longs were warned of FCA investigation (announced by Muddy Waters 10 feb), but not by NMC until today.

I closed my short, as announced, prior, as suspected suspension.

We (Shorts) win, (longs will lose big time).

Fact. You quote the opposite as to the result.

PS: Yes goliard, he strikes one as being a bit of a plonker, what?

[goliard] 27/2/2020 16:12

kemche obvioulsy using the Donald Trump approach of claiming that everything supports his position, even the stuff that clearly does not. An interesting tactic that relies on idiots... of which there are many sadly.

[kemche] 27/2/2020 16:06

The FCA investigation is very good news.
Burn the shorters!

[dudishes] 27/2/2020 16:04

G'day NY Boy,

Did you heed my warning 21 Feb (possible suspension)?

Worth keeping tabs on Muddy Waters, your side of the water, afterall.

His site is free to visit.

cheers

[goliard] 27/2/2020 15:48

Not getting any better for NMC is it?

[goliard] 27/2/2020 15:48

Notification of formal investigation by the FCA

The Financial Conduct Authority (the "FCA") has notified NMC that it has commenced a formal enforcement investigation. NMC will continue to co-operate with the FCA and any and all other relevant authorities.

[dudishes] 27/2/2020 14:45

Gday SR,

Re 8344 - Interesting that MW announced FCA investigating 10 Feb, seems it took the board some 17 days to digest and inform the mkt?

What Kunfoo dat!

[mattcookson] 27/2/2020 14:30

In your dreams MW’s puppet hahahah!! Come back at the end of April to find out that you have been truly fooled!!! Arabs are going to eat you for breakfast!! That’s when you will be paying £3K for every £1 rise in stock. This will open at least 50% up!!

[george stobbart] 27/2/2020 14:26

17.50p is the target price more likely than £17.50

[mattcookson] 27/2/2020 14:21

The bad news is that I have to wait till till the end of April to achieve my target price of £17.50. The GOOD NEWS is I don't have to listen to an idiot like Sentimentrules and his 10 aliases on here, who is representing Block/Tempest-Vane on this board. Every cloud has a silver lining.

Banks, investment institutions all buying shares in the millions if your a professional investor you will understand they by-pass the present negativity with a suspension. So when the shares open at £15+ at the end of April you are more than welcome to settle for the half. The danger of that occurring was without a suspension and conclusion of Freeh, which what we have now, so brilliant! No wonder shorters are getting nervous hahahahaha!!! Get ready to close them shorts at £15+ b1tches!!!!! Whooohahahahaha!!

[george stobbart] 27/2/2020 14:19

all equities have an est. 0p as a fundamental floor value

some have even negative equity value, if you adjust for bankruptcy / legal costs

[hsdeo1] 27/2/2020 14:14

We est. 363p as a fundamental NMC floor value, but sentiment hit could be greater: In our recent deep-dive franchise report on NMC, our LV downside price target is 200p. As NMC has identified supply chain finance arrangements and discrepancies in cash balances, in our view it may be prudent to assume: 1) an extra $335m of gross debt in 2019; 2) only consider 25% of our est. of NMC’s $803m 2019 gross cash balance ahead of further details. This would give an implied net debt in 2019 of $2,436m vs. JEFe $1,499m. As NMC states that the current drawdown of supply chain facilities is unknown, we assume $2.5bn of total debt. We also believe it may be prudent to consider the possibility that at FY there may be some adjs to profitability. We estimate that if HC post corporate is lower and there are adjs to rejection rates, without further details investors could assume $500m group EBITDA if they were to also discount the surge in distribution margins. This compares to a published JEFe est. $578m and guidance $575-585m. If investors applied 8x '19E EBITDA it gives a 544p implied share price, or 495p completely discounting cash. A $3bn gross debt figure gives 363p.

[dragonheart1] 27/2/2020 14:13

Gulf news - Market analysts say suspending the trading of shares was the most sensible thing NMC could have done under the circumstances. “The drip-drip of bad news could have suffocated the stock’s performance – the only plus would be any positive numbers for the 2019 results,” said an analyst. (NMC Health, the Middle East's largest healthcare operator, is expected to announce its 2019 financials in the next few days.)

[dragonheart1] 27/2/2020 14:11

Hahaha... shorters are getting jittery, knowing damn well that this action has totally f00ked them over!!!! Can’t buy back stock and close them shorts for months and in the meantime have to pay interests to the brokers. Very smart move of NMCs part, suspend the shares, get all the bad news out and their house in order and come back with a vengeance at the end of April. This will open at least 50% higher at the end of April, watch the space!! Especially with huge takeover interest in this high growth healthcare business, it happened at AA and share price suspended at 229 and now trading at 1850, go figure!!

[smcni1968] 27/2/2020 13:49

Strong and stable

[george stobbart] 27/2/2020 13:49

it will re-open at 9p like Eddie Stobart

NMC is the biggest ponzi scheme in the history of UK listed markets

[optrade] 27/2/2020 13:22

BROKER NOTE
We est. 363p as a fundamental NMC floor value, but sentiment hit could be greater:

[monte1] 27/2/2020 13:03

Indeed. Performance of day to day operational matters and financial performance, contrary to appearances, can be diametrically opposed over short to medium term although truth will always out at some point. We are now reaching that point. Think CAKE for example.

[goliard] 27/2/2020 13:00

mattcookson - you are so utterly deluded here that there is no point in engaging further with you. You are suffering from extreme confirmation bias and simply not in touch with reality.