Spire Healthcare Share Discussion Threads

[justiceforthemany] 27/9/2018 11:00

Bluebell filtered

[dendria] 27/9/2018 07:18

Spire Health tag has nothing to do with Spire Healthcare.

[dipakrh] 27/9/2018 06:46

Sharecast News) - Apple has selected Spire Health Tag wearable devices to be a featured health product that will be sold in Apple stores globally.Right direction

[blueball] 26/9/2018 21:44

100p is the next level.

[justiceforthemany] 25/9/2018 23:08

Hospital Corporation of America (HCA) have long been rumoured to be bidders also and apparently almost bought out Mediclinics stake for 400p a couple of years back.

[justiceforthemany] 25/9/2018 23:07

Share price getting silly now. 152p just 10 months after Mediclinic made an offer for 315p.

[mj19] 25/9/2018 22:38

Spire Healthcare Group (LON:SPI)'s stock had its "sell" rating reissued by Berenberg Bank in a research report issued on Tuesday, September 18th. They presently have a GBX 120 ($1.56) target price on the stock. Berenberg Bank's target price points to a potential downside of 21.16% from the company's current price.

[johnv] 25/9/2018 15:28

By that time this will about 70p

[magli] 25/9/2018 13:19

MDC are probably waiting for the Pound to fall through the floor. A lot of money is waiting for that in my view.

[fahads] 25/9/2018 12:34

MDC not making a buy-out offer is a bit worrying. Maybe they have better insight and can see that fundamentals have deteriorated relative to when they had made the previous offer? Maybe the NHS business will taper off at a much faster pace than what the self-pay business can grow at? I dont think money is a problem for MDC - if the acquisition makes LT sense in terms of value accretion they would go ahead with it (their majority shareholder has very deep pockets and they have not been shy of coming to the market with fully under-written right issues before).

[bountyhunter] 21/9/2018 14:40

Director buying, no surprise there!

On 21 September 2018, Adèle Anderson purchased 9,582 ordinary shares in the Company at an average price of 155.06 pence each.

Following this announcement Adèle Anderson holds a total of 9,582 ordinary shares in the Company. The shares are held through a nominee account.

[eaaxs06] 21/9/2018 09:30

Certainly an interesting price reaction, as it was looking to re-test Tuesday’s low of 148.6p, with healthy bounce from 150.6p. I was starting to think I’d called this wrong, as my limit order was set at 150 from Tuesday, before taking 155 just before yesterday’s close.

Wish I’d still got my level 2 up and running to see the orders booked, but let’s hope there’s no more re-visits and attempts at a lower low.

[cantrememberthis2] 21/9/2018 08:49

Very strong buy IMO
Institutions loading up...
Results priced in.
Game on...

[bountyhunter] 20/9/2018 16:35

same here, but that may make them more attractive to a predator since as you say not much that we didn't know already was in the interims?

[eaaxs06] 20/9/2018 16:32

I've just joined in by picking up a few this afternoon.

I've been watching them for some time, and was surprised how much they came off with the interim results on Tuesday, especially as the bad news was already announced.

Good luck, everybody.

[bountyhunter] 20/9/2018 16:09

if it doesn't pick up again soon then I will be tempted to call them 'dire' healthcare!

I agree though that the most likely outcome is a takeover

[dendria] 20/9/2018 16:03

6 months. MDC could have re-bid from May. I don't think MDC have great financial strength but I still think SPI will be taken over.

[johnv] 20/9/2018 15:59

Scsw gave this a buy on weakness, citing that mdc had 29.9%, director dealing and future chance mdc will try again. The offer last year was november, what is the rules regarding time period after a failed bid before the same company can try again.

[abcurtis] 18/9/2018 10:23

Disregarding bid speculation and the past exceptionals and the strategic pivot, I think Spires problems stem from the drop in NHS work. Given the ageing demographic is the demand on the NHS increasing? I guess yes. Will the NHS ever get enough funding to match demand? I guess no. Consequently the NHS service levels must suffer if it is not outsourcing to the private sector. People/voters won't like that and I can see the gov/nhs outsourcing more as the quickest way to meet demand. So is the reduction in NHS related revenue a short term problem?

[rubberbullets] 18/9/2018 10:03

£1bn of freehold assets

[bountyhunter] 18/9/2018 09:50

and a bid target!
pe of 20 is fine
debt not unusual
recovery soon due to the ageing population with increasing healthcare requitrements
you will need to change your avatar unless just a shorter

[s34icknote] 18/9/2018 09:10

Eps only 4p !So still on pe of 20 . And struggling .And debt up.Sicknote

[bountyhunter] 18/9/2018 08:49

absolutely, nothing unexpected, bouncing back now

[eastbourne1982] 18/9/2018 08:47

The update was pretty much in line, why the share price dropped 12% at one point is beyond me.