Nmc Health Share Discussion Threads

[aquaesulis01] 12/11/2019 09:19

Correction - NHS figure should read £5 Billion per annum not million

[aquaesulis01] 12/11/2019 09:10

One area of particular interest in the NMC Health CMD playback is the subject of genomics and the associated value of the patient data base being built. NMC Health has over 8 million patient records across primary, tertiary and IVF care. EY when it carried out the potential worth of their patient data to the NHS came up with a value of £5M per annum.



If you listen to the NMC CMD playback from 1:39 onwards you can listen to the Genomics initiative and subsequently the CEO is quoted as estimating that the patient data held by NMC once fully structured will be worth $50 billion which will make the current market cap look hugely undervalued. It wont happen in the immediate short term but isn't that far away from being realised.

[aquaesulis01] 11/11/2019 23:15

Normally agree with you re a share buyback but when over 53% of shares are in private hands there are not that many free shares so a $200m buyback would make a big difference

[yertiz] 11/11/2019 22:57

Good luck with your getting an answer from a ramping bot. £18 by December. No Fosun deal (very low ball figure initially anyway) and share buy backs seldom give the share price a push up. Far better if there is spare cash to pay special dividends.

[aquaesulis01] 11/11/2019 21:42

Rabbitfoot, curious to know why your chart analysis comes up with a bullish outcome whilst walletinvestor comes up with a bearish outcome? For the record, I remain long on this stock because an RNS announcing a share buy back, Bid from Fosun or other suitor, or just the expected Dec trading update that confirms the accelerating organic growth will render current trending charts irrelevant.



Historical data:
Market Cap (Previous Close): 4.84 B
Price in GBX (Previous Close): 2323.000
Share Volume (Previous Close): 877,524
Price in GBX (Last): 2266.000
52 Week Change: -1229.890
90-Day Moving Average: 2502.989
Beta: 1.1450
52 Week High: 3764.0000
52 Week Low: 1773.5000
50 Day Moving Average: 2584.5833
200 Day Moving Average: 2467.9402
Forecast data:
52 Week High: 2301.670
52 Week Low: 1326.380
45-Day Moving Average: 2158.527
90-Day Moving Average: 2080.560

[rabbitfoot1] 11/11/2019 20:22

NMC's 50-day moving average crossed over the 200-day average on 21st October, which indicates that the stock has been in a gold cross pattern (or bull trend) for the past 3 weeks despite the recent drop. This had not happened in a very long time so it is a very good sign for the stock.

[smudgersp] 11/11/2019 10:02

The firm has a market cap of $4.73B and PE ratio of 24.37. At a 12 month low, the shares traded at GBX 1773.50 and at a 12 month high traded at GBX 3764. At the current levels, holding and accumulating is the best bet with this share.

[aquaesulis01] 08/11/2019 15:03

Measure of s good company is when you look forward to the next RNS rather than dread it and having listened to the whole of the CMD presentation I wont be having any sleepless nights :)

[carltonfernandes] 08/11/2019 11:56

At a 12 month low, the shares traded at GBX 1773.50 and at a 12 month high traded at GBX 3764. At the current levels, holding and accumulating is the best thing right now.

[aquaesulis01] 07/11/2019 15:13

arja, if you spnet more time analysing and less time guessing you would know that profits are forecast to increase as a direct result of investing for the future and spending money on growing the business rather than taking the soft option of early high dividend payments at the expense of the long term future of the business.

[arja] 07/11/2019 13:24

why is payout ratio for dividend so low ? Must be expecting much lower profit in future I guess.

[onjohn] 06/11/2019 06:44

jujst hope they dont warn

[benjiv] 06/11/2019 06:43

Keeping in mind the trajectory of the stock, I think now is the best time to buy the shares of this company. It will definitely benefit one in the longer run.

[steeplejack] 05/11/2019 08:50

https://shorttracker.co.uk/company/GB00B7FC0762/

[tgkg] 05/11/2019 08:25

The price jumped up,it goes up in stages when you watch the chart. Short sellers stopped, looks like big investors buying it now, that only indicates increase

[onjohn] 04/11/2019 20:47

Fosun bid chatter

[alexka1] 04/11/2019 14:33

Bullish, reversing last week unexplained drop. Expect it to head back to 30+, investors that shorted last week following the trend shld close their shorts soon, supporting further the stock. Still a good level for value investors, trading very cheap. Good level to keep adding, still a 30%+ upside in nearby future, before year end in my opinion. - I doubt any other stock has such a risk reward profile at moment.

[onjohn] 04/11/2019 14:18

40 quid target

[steeplejack] 04/11/2019 13:50

From today’s Financial Times.Maybe NMC’s CEO will be perusing this article and wondering why the hell they persist with a public listing.The stock going up and down like a yo-yo as hedge funds go a shorting and spotty analysts tut tut and advise their clients to sell a few.

...”...the hottest trend in the global asset management industry is the growth of private capital which is swelling at nearly twice the rate of ETFs.....

.....the attraction of private capital is twofold:it holds the promise of higher returns when the outlook for mainstream public markets has dimmed and the private,untraded nature of the assets means they are less volatile.

This year,a Blackrock survey of 230 institutional investors with more than $7tn under management revealed that 51 percent of the respondents planned to trim their exposure to public equities -but half intended to put more money into private markets.As a result,several big asset managers are building up their private capital side.”

[simdmello] 04/11/2019 13:01

The CEO recently bought 75,000 shares in the company on the 30th May 2019 at a price of 2495.36p. The Director now holds 254,272 shares.

[alexka1] 01/11/2019 21:11

Agreed. What’s good here is our interests are aligned with those of the owners, of the CEO and of the company. If the company benefits from a buyback means its shareholders benefits from one. If the company benefits from a bid, means shareholders do. CEO, Management and owners have their wealth tied to the company. I would rather invest in a company where owners are private’s than a company owned by a pension fund and AM. Here personal wealth tied to NMC so incentives for success are higher.

[aquaesulis01] 01/11/2019 20:14

rabbitfoot, and how do you think fosun are going to engineer a cheap takeover when the majority of the shares are in the hands of two billionaires including the founder and a company owned by the two billionaires?

Saeed bin Butti Mohamed Al-Qebaisi 44,059,304 21.1%
Bavaguthu Raghuram Shetty 40,141,348 19.2%
Khaleefa Al-Muhairi 38,336,774 18.4%