Nmc Health Share Discussion Threads

[bettycooper] 28/8/2019 15:40

Surely shouldn't sell the shares, the trend is positive now as expected. It should be upwards now

[aquaesulis01] 28/8/2019 09:55

CMD in October not next month of course

[aquaesulis01] 28/8/2019 09:51

Agree with you johnr, should see a steady rise towards Capital Markets Day next month that could prove a catalyst to the next leg up in the share price

Incidentally, came across this neat summary on Directors Talk of the recent results which highlights the positives going fwd

[johnrxx99] 28/8/2019 08:55

IMO it will be a slow steady climb back. The shorts still have to clear so a bumpy ride but unless there is bad news we should have bottomed. (Famous last words :-))

[moneypenny2018] 28/8/2019 08:19

Were is my pop?

[moneypenny2018] 28/8/2019 07:56

waiting for a pop to sell half and keep the rest to run up to 30!

[mohdusman44] 27/8/2019 18:19

The functions that I would like see a great improvement within NMC is its PR and IR team. Both these departments seems not upto the mark during the share price fall. Nmc could have handled and arrested the share price fall aided by shorts and post the Muddywater episode in a much better and effective manner preventing the share price from nosediving. Investors were clueless and in a panic mode. A proper communique on a timely manner plus a good PR would have avoided this situation wherein investors ended burning their fingers.

[mohdusman44] 27/8/2019 16:47

Looks like it will move beyond GBP 3000 after seeing today's spectacular rally. Any idea whether the management team has kicked off its roadshows? What a company and team, delivering growth after growth consistently on all fronts. NMC and it's leadership surely deserves to be case study.

[zammo_1] 27/8/2019 16:37

Alexka1 it surely got to higher. You could not ask for better results!

[red5] 27/8/2019 16:07

what kind of deaL?

[bingaxu] 27/8/2019 15:46

NMC Health soars on deal speculation; H1 profit rises https://www.hl.co.uk/feeds/apps/sharecast?id=29472795

[alexka1] 27/8/2019 14:10

way above 2500... after roadshow i would say above 3000 considering the technicals and the number of shorts... we were at 25 less than a month ago before the results and burford!

[alexka1] 27/8/2019 14:04

way above 2500... after roadshow i would say above 3000 considering the technicals and the number of shorts... we were at 25 less than a month ago before the results and burford!

[mohdusman44] 27/8/2019 13:36

@Alexak1, keeping a close watch at what price the company will be doing the buy backs. Looks like this time, NMC share price will beat TP recommended by the Analysts. As NMC's CEO rightly commented in its HY results announcement, there is big disconnect between fundamentals and valuation which is bound to get corrected soon. The stock should be somewhere around gbp 2500, by the time the management is done with its road shows covering multi-continents.

[jackmiller] 27/8/2019 11:21

How can the podcast help? Can someone brief on that? I hold their stocks, would like to understand this.

[alexka1] 27/8/2019 11:13

GOOD READ, JPM RESEARCH FOR ANYONE INTERESTED, TARGET 43 !



Smartinvest, welcome to the chat, do some more research on the stock before writing wrong infos on data and numbers. Data are not views, so these shld be provided accurately by anyone professional. No distortion please.

[aquaesulis01] 27/8/2019 09:37

smartinvet1, as you do not seem able to provide anything more than superficial analysis I will make this my final response to your irrelevant posts.

From the presentation; slide 32 - 79.9% revenue UAE based. slide 9 - NMC fully equipped to handle DRG and YOY growth in UAE (not decrease) over 6%. Slide 3 - Diversification into long term care business to provide outpatient rehabilitation (hence negating impact from encouraged shorter hospital stay through DRG).

[moneypenny2018] 27/8/2019 09:28

Companies can go down in UAE, and rest of the world, depending on the demand for their product / service. People always need health services (in recession and expansions). Demand for health services and IVF is increasing globally. This is a trend that you can’t deny... people live longer and need more health services. People also struggle to have kids, due to lifestyle, and IVF services are in the rise... your point might be valid but not under NMC context. You are missing the forest for the trees.

[smartinvest1] 27/8/2019 08:39

Cash generated in Uae and correct me if i am wrong atleast 50 percent or more business of NMC is from uae. Lots of companies going down in uae.
Also new regulations are expected which may cap the insurance payments for locals.

[mohdusman44] 26/8/2019 21:18

Their CEO is an amazing personality with great ideas. I have heard his talk couple of times and felt he has deep insights into the business and the happenings in the healthcare industry. From less than USD 300m revenues in FY 2012 to more than USD 2 billion revenues in FY 2019 speaks his and the teams great efforts. The share price during its IPO at Gbp 210 in Apr 2012 zoomed to above Gbp 4000 during Aug 2018, though it came down post that as shorters gripped this stock. The stock has the potential to go back to its record levels given the excellent performance the team is recording.

[samfer2607] 26/8/2019 12:07

True, @Mohdusman44. Their market history over the last 10 years has been nothing but impressive. I hold stocks of the company and hoping for a spike.

[aquaesulis01] 26/8/2019 10:07

smartinvest1, Listen to the podcast at 1.14.00 onwards instead of spouting unsupported nonsence.


hxxps://nmc.ae/investor-relations

[moneypenny2018] 26/8/2019 09:42

If you argument is “because that’s the norm” then it should also not be an issue if by default the market there works with Receivables... you are making a fool of yourself. It is cash flow that matter and the fact that Receivables are not widening.. You are also assuming that all revenue is coming from the Middle East, which is also wrong