Nmc Health Share Discussion Threads

[ch1ck] 23/8/2019 08:17

Back in this morning

[branj] 23/8/2019 06:43

That's correct, Alex. They've been transparent with the margins throughout in these past 2-3 months. In my book the highest quality companies have high return on equity, despite low debt.

[ritchau] 22/8/2019 22:33

will it reach 30?? did not book any profits today silly mistake.

[alexka1] 22/8/2019 20:34

basically a copy paste of jeffries... i dont think NMC could have been more transparent on margins if we look at their graphics and ppt presentations and details, + receivables reduction

[alexka1] 22/8/2019 20:13

haha same wld love it, not opening although i got the $$$$$$ especially after today haha

[moneypenny2018] 22/8/2019 20:10

I have an FT subscription thanks I don’t have access to Lex it has expired. No worries I ll find it somehow. It was ok to quote the Jefferies analyst earlier though ;)

[typo56] 22/8/2019 19:26

The FT subs really aren't really that expensive if you're an investor, but I know I'm a cheapskate too.

I don't really want to quote the full article (it's not fair or legal), but the jist of it seems to be we need better disclosure rules.

"Stock market regulations on disclosure look like they need a health check, as well as NMC’s accounts."

[moneypenny2018] 22/8/2019 18:38

Sorry does anyone have access to the Lex article on NMC? Can the kindly quote the article in the forum? Thanks

[aquaesulis01] 22/8/2019 18:36

Appreciate your predicament johnferro1 having been in the same predicament many times myself in the past. Not sure the rally will be in the next few days but am confident will recover to 35+ over the next 12 months and would not want to be out when an RNS drops.

[johnferro1] 22/8/2019 18:21

By the by, I still have 47k shares of Nmc with an average BEP of 32. Don’t have any option other than to hold on for the time being. The big question is whether the rally will sustain in the coming days?

[johnferro1] 22/8/2019 18:14

You are right, Alexak1.

[aquaesulis01] 22/8/2019 18:11

Agree with you alexka1. I sold half my holding at over 2600 first thing and have subsequently re-bought the shares I sold at a price just over 2300 because the medium term prospects are compelling. Shorts are yet to close, a bid from the suitors could drop and be accepted at anytime, else share buy-back is on the cards and with growth progressing and debt reducing this dividend paying undervalued FTSE 100 company is a compelling buy/hold.

[steeplejack] 22/8/2019 18:06

Sensible article.A "tentative" buy and for good reason.I was happy enough to bank a profit on the stock today on a purchase made last week which was actually a buy back of a rather ill timed sale a day or so before.Its far from clear where the stock goes from here but I would 'tentatively 'suggest that the worst is past.I would say that the idea that a buyer like Fosun will pay a significant premium to buy a stake in NMC is unlikely.Theres no real analogy with the recent events at Greene King,that's a takeover,done and dusted.If someone like Fosun buys in,I presume,it will be on the premise that it can assist in growing the business.Valuable in itself but I'm not sure that means you ignore the valuation placed on the stock (as erroneous as that rating might appear to be) and pay a substantial premium.

[zammo_1] 22/8/2019 17:18

Great result today!

[alexka1] 22/8/2019 17:09

Looks like a great buy again at these levels. 2270.
Expected profit taking took place today. I think one can safely assume it shouldnt drop below 20 in forseeable future? And that we shouldnt see any additional HF shorting the stock at current levels. One can assume that either the existing shortsellers keep their shorts and dont close yet (which is fine, as long as they dont add and i dont think they would) or they will close slowly, supporting further the stock. Thats my reasoning to buy now and hold it till a decent rally. What do u think

[arja] 22/8/2019 16:46

wow, I stopped watching NMC as had to go out and surpriosed it retraced so much and
tomorrow will be interesting.

[arja] 22/8/2019 16:43

yes, I follow MTRO and seems to be turning slowly after hitting all time low recently . But CYBG struggling still being another secondary banking stock . Might be worth
edging into MTRO but need to watch it like a hawk I think and really just a day trade
at present

[typo56] 22/8/2019 16:26

What will be next for the short squeeze treatment? MTRO?

[aquaesulis01] 22/8/2019 15:21

Seems the Fool has been won over by the results; not always a fan of the Motley Fool but does neatly sum up how the bear case has been addressed.

[harryevans1] 22/8/2019 14:34

The day range of the stock prices has been quite good. An increase of 25.10% is great!

[dtaliadoros] 22/8/2019 14:04

25 per cent rise. Not bad for a days work 👍

[moneypenny2018] 22/8/2019 14:02

Why do you care anyway Typo? You have no skin in this one? Or are you short at 27? :)

[moneypenny2018] 22/8/2019 14:01

So what you expect Jefferies to say “sorry guys we got it wrong”. They have been the only analyst that is bearish on this... why is it surprising to them that there are investors that might want to buy this after the share price weakness. So when does Jefferies expect investors to be buying bargains when at peak time high? What’s this guys success call anyway?

[typo56] 22/8/2019 13:50

Traders vs investors? I can't see why a relaxed investor would be on here daily, posting nothing but positives about a stock.

I guess Jefferies are fools and have no idea either. Possibly. There are too many agendas going on. Best think for yourself, even if sometimes you get it wrong.

Investors in NMC Health should be wary about bids for stakes in the private-hospital operator as the shares have fallen, says Jefferies. A media report claimed two groups, including one backed by China's Fosun, have made competing offers apparently worth up to GBP1.5 billion to buy a stake of about 40% in NMC from existing investors based in the United Arab Emirates. The shares have fallen from a peak of 4192 pence in August last year to 2410 pence, up 24% on the day. "Even if the stake is sold at a market premium, we would view this development with caution," Jefferies says.