Nmc Health Share Discussion Threads

[tdog1975] 05/9/2019 09:37

I can almost smell the shorts burning

[alexka1] 05/9/2019 09:00

repost from twitter: Nice steady rise, i wld buy the trend and keep on holding, heading to 35 - shorts still at peak levels and heading for short squeeze. They will need to close soon. Also September, month of roadshows! LTH should get in, still undervalued.Buyback to accelerate rise.

[limay] 03/9/2019 15:02

I see that a buy of 5k stocks increased the price by 8p. Not much stock about. Don’t feed them any. I don’t think there’s must resistance from 26-27.70

[alexka1] 03/9/2019 09:24

Yes guys, dont sell, will go up, dont feed some stocks to the existing short sellers, let it squeeze. 35+ is also my target! We arent that far! :)

[jredd] 03/9/2019 09:20

I'm glad reality has come back to this stock, I am going to celebrate when it's back at 35 where it should be. Congrats to everyone who bought pre results. Well done lads

[terrysmith1] 03/9/2019 09:07

AT LAST! I have just checked this morning and I am FINALLY back in the green on NMC. Here's hoping it continues the upwards trend!

[bmurray1] 03/9/2019 03:16

Thanks @alexak1 for enlightening me with your great views, as usual. Let's wait and see if this bid really materialises. I doubt very much.

[red5] 02/9/2019 18:12

The main thing here is that there has been some interest in buying so stake has been built so the only way is up for this baby!

[alexka1] 02/9/2019 15:47

Well Fosun didn't deny it, so I would assume its real. Headline was Fosun and another bidder (competing bids). Maybe Fosun and the stakeholders havent agreed on a price. Once again, even if that is the case, its very positive news, meaning that the stakeholders believe so much in the company and prospects that they wont sell a large stake at prevailing levels. So either way its very good news. So we may hear or not about these bids, but doesn't matter as long as there was indeed an interest to buy. So as long as not denied I would assume its real. Irrespective of all that with such results and cashflows and future projects NO REASONS WHATSOEVER for the stock to have such huge short interest. This is the thing. So any positive catalyst, even if very small, will drive the stock very high. Finance 101! :) If no positive catalyst, thats fine, expect the stock to be supported and to increase steadily and a lot till they close. The shorts wont hold their shorts post December, they are HF afterall and need to close their books. Its costing them probably a few percentage to short (Dividend yield + cost of lending, so maybe 3%+ ). Negative carry, no fundamentals, Negative trend (created by them) is reversing to a positive trend. I would be panicking so much now if I am AQR and the others.

[bmurray1] 02/9/2019 15:17

Is the fosun bid real? It came just one day before nmc's result announcement. It's more than 10 days, neither NMC or Fosun has any comments on the same. Looks like another fake news.

[alexka1] 02/9/2019 13:01

Thin volume, US closed. Prob a big buyer in morning led to big spike then some profit taking and sellers and now recovering. I think its worth an add at current levels. September shld be a very good month hopefully. We shld have more updates i guess on stock purchase, on potential bids, roadshow/new investors buying post august, and once again price shld be supported by the massive amount of existing shorts. My target is 27-28 within 2 weeks and above 30 within next 4 and 35 in next 3 months.

[limay] 02/9/2019 12:55

More sellers than buyers

[red5] 02/9/2019 12:21

so what has happened today.

[rampmeister] 31/8/2019 11:32

We are seeing strong upward momentum at the moment although chart showing significant resistance around this level. Next week should be interesting. RM

[samfer2607] 31/8/2019 09:11

I see market revival. The stock prices have further increased since yesterday. Good time to accumulate the shares and hold.

[karateboy] 30/8/2019 19:43

No smoke without a fire. I believe bidders will come in again with much better offer with £ so weak.if share price breaks through £25 , we should see £30 in september.

[mohdusman44] 30/8/2019 15:27

@Alexka1, thanks for the detailed review. I was almost on the verge of dumping the stock before it's results announcement. Your comments were one which influenced me to hold on to my position and infant I added another 12k shares. Even now, I in red, but looks like I will be in profit zone by YE. You seems to have a great insight into the company as can be made out from your comments. Thanks once again.

[carltonfernandes] 30/8/2019 14:13

September will probably be the best time to buyback shares or hold the shares. The short sellers have stopped attacking and the results are positive since yesterday.

[terrysmith1] 30/8/2019 14:04

Thanks for the info Alex. I am starting to sleep better at night now that the share price is rising again and my losses are almost negated.Still need to be 2589 to draw even but much happier now!

[gareth004] 30/8/2019 13:10

Very comprehensive, cheers

[rampmeister] 30/8/2019 11:54

...and not forgetting imminent announcement of buyback programme RM

[alexka1] 30/8/2019 11:22

No news. its expected, right. short interest is at its highest ever. you would assume the shorts sellers shorted the size they needed and stock is now recovering post strong results and news. Having so much shorts will support price as they will close slowly slowly. No reasons for the shorts to remain. and in September expect more institutional buyers coming in. this week SocGen, BoA/ML, Barclays, Citi, JPM all reiterated their strong buy and published a research thats positive, all seeing stock between 39 (lowest target) and 43 (highest target) by May 2020. So obviously this will drive some buyers to come in. I expect other banks like GS and HSBC to re publish a research note soon and will probably reiterate their target of 42+. A lot of ppl were on the sidelines during the downtrend and volatile times and were waiting for more clarity and results, we have that now, so would expect buyers to come in. Its still very cheap at 25. We wont have any other catalysts, except if any update on the bidders (so far no update so you would assume in negotiation, whether iot goes through or not doesn't matter much, both scenario are positives, one more than the other obviously but both positive) and on Capital Mkt Day in October. and maybe a guidance update in november. Probably by end of september we will see more institutionals coming in, these are LTH and have a LT view so its looks cheap, assuming a target of 35-40 in 2020. And september will provide more liquidity than august so interesting time for buyers, especially when all other stocks are overvalued and talks of looming recession in the western world.

[gareth004] 30/8/2019 11:06

Very funny, any news etc?