Spire Healthcare Share Discussion Threads

[bountyhunter] 04/10/2018 09:34

Some good points, just a waiting game now.

Lol Roger, and is she planning to go on strictly come dancing if she gets ousted?

[rogerb222] 04/10/2018 09:25

I find Theresa May's pronouncements frustratingly Delphic : "if you go to war a great empire will be destroyed" "Brexit means Brexit" "I'll do whatever is best for the country"

[essentialinvestor] 04/10/2018 09:08

PMI does not cover A&E admissions, something even those with insurance
are sometimes unaware of. 999 is always the NHS.

[windsor430] 04/10/2018 08:59

Markets using Teresa May's speech as a way to scare PI's in private healthcare to sell. May said she'd support the NHS post-Brexit... but as a conservative, in an increasingly privatised healthcare system - what does "support" mean? Not massive volumes being sold either. Going into winter post-Brexit NHS referrals will jump back up for private - especially if you remember the news/PR storm with patients on trolleys in hallways around right across NHS hospitals & trusts last xmas.

[its the oxman] 04/10/2018 08:44

Why today's fall?

[mj19] 04/10/2018 08:42

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[justiceforthemany] 03/10/2018 17:25

Not in APH now - on quick glance growth seems to be stalling and P/E is around 18 so probably fair price now. Vectura could get taken over IMO - either GSK or a competitor.

[justiceforthemany] 03/10/2018 17:19

She has already said she will inject yet more money into the NHS (a lot of wastage goes on - too many managers and paper pushers). Hip and knee ops waiting times are at all time highs and this is where Spire has done very well over the years. Yes the company may have said they want to reduce reliance on NHS services but this does not mean to say a reversal is not possible. Expansion into other areas? OOH GP care is already privatised - many areas being run by Virgin, Care UK among others.

At the end of the day yes profits have taken a big hit but the balance sheet is largely intact and it was only in November when Mediclinic thought this was worth 315p. If this was an oil&gas explorer or a miner where hundreds of millions were suddenly knocked off the balance sheet I could understand a 55% drop to 140p. You will find that if you write off the entire £520M listed as intangibles/goodwill you still get a NAV around 130p.

[bountyhunter] 03/10/2018 17:04

New NHS cancer targets announced today by Theresa May may mean the NHS will need to divert more work to Spire to achieve these new targets in an already stretched NHS

[jonwig] 03/10/2018 16:52

justice - and politics? As it stands, I can see how you're thinking, and many GP surgeries/clinics are privately owned (Assura, etc). But won't a future Labour government see this whole trend as anathema, to be reversed?

[essentialinvestor] 03/10/2018 16:46

Justice, I thought APH was pretty decent risk/reward this week,
on the back of yesterday's RNS. share price may come back again.

[justiceforthemany] 03/10/2018 16:37

I work in the same sector as Spire. I know what is going on behind the scenes. The NHS is steadily becoming privatised and the GP sector in particular will become exclusively private in the near future. Privatisation of the NHS is inevitable. Just a question of when. They can't keep ploughing money into it.

[justiceforthemany] 03/10/2018 13:56

Let me guess profession wise you have a background in the banking sector/accountancy? Retired perhaps?

[essentialinvestor] 03/10/2018 13:25

What are the negative comments?.
At the tine of the bid I said Spire would be better to accept,
and the sector faced challenges with cost pressures re margins,
which may be underestimated. Posted that view long before the recent warning.

Which of those has been incorrect, given recent results and a share price
collapse since.

Recently mentioned Spire now looked a sitting duck for a bid,
however there's no guarantee.

If you view any of that as negative, you are a very sensitive soul.

[justiceforthemany] 03/10/2018 13:15

Taken a position yet or do you just like posting negative comments?

[justiceforthemany] 03/10/2018 13:14

The take down to 140p was an absolute disgrace and without any rationale. Someone was clearly loading up as it shot straight back up to 152p.

Do not make excuses for the rogueness of the market, hedge funds or city boys.

I am in profit here FYI.

I see you are still lurking here Poker chips.

[essentialinvestor] 03/10/2018 12:55

Justice, with respect, most investors are not too concerned about daily price movements, speculative traders, may be. If you are angry with a share price,
you may be holding too many of a particular stock imv.

[justiceforthemany] 03/10/2018 12:50

This corrupt stock market needs to be shut down once and for all. Private investors get shafted time and again. Outrageous antics this morning. Lock up the bankers and hedge funds responsible.

[nhb001] 03/10/2018 11:22

Well, that walk down didn't look premeditated at all! LOL.

[mj19] 03/10/2018 10:35

Spire Healthcare Group PLC (SPI) Receives Average Rating of "Hold" from AnalystsPosted by Ron Greene on Oct 2nd, 2018 // No CommentsSpire Healthcare Group logoShares of Spire Healthcare Group PLC (LON:SPI) have been assigned an average rating of "Hold" from the eight brokerages that are presently covering the stock, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, five have given a hold recommendation and one has given a buy recommendation to the company. The average 12 month price objective among analysts that have issued a report on the stock in the last year is GBX 189 ($2.46).A number of equities research analysts have recently commented on SPI shares. Peel Hunt restated an "add" rating on shares of Spire Healthcare Group in a research report on Tuesday, July 17th. Numis Securities dropped their target price on Spire Healthcare Group from GBX 296 ($3.86) to GBX 280 ($3.65) and set a "buy" rating on the stock in a research report on Tuesday, August 7th. Liberum Capital reiterated a "hold" rating on shares of Spire Healthcare Group in a report on Friday, August 24th. Jefferies Financial Group cut Spire Healthcare Group to a "hold" rating and lowered their price objective for the stock from GBX 290 ($3.78) to GBX 160 ($2.08) in a report on Friday, August 10th. Finally, Credit Suisse Group upgraded Spire Healthcare Group to a "neutral" rating and lowered their price objective for the stock from GBX 250 ($3.26) to GBX 215 ($2.80) in a report on Wednesday, August 8th.

[fahads] 03/10/2018 10:18

That is a pretty massive price swing from the 152 it hit yesterday..