Spire Healthcare Share Discussion Threads

[justiceforthemany] 15/10/2018 14:20

Mike Ashley has done this with Crispin Odey at Debenhams. It is yet another dirty trick in the ever increasingly rogue UK stock market.

[nhb001] 15/10/2018 14:03

I don't usually go for conspiracy theories but I wonder if Marshall Wace are leasing their SPI shares from MDC! That would be a murky partnership and MW would get a nice headsup when MDC were about to bid. i.e. they'd ask for their shares back. :-))

[geniechem] 15/10/2018 11:39

I am a novice but this seems so undervalued to me.My local Spire is always busy and the prices they charge, how can they not be making good returns.Just don't get why it's so low.

[cantrememberthis2] 14/10/2018 15:50

Mediclinic last year had to write down £105m+ last year when share price was £2.25, from their initial 300p+ investment and stake of 29%.

Do they write down another £120m from last year to todays share price circa 125p? Seems absurd when they COULD buy the remaining shares at substantially less than 300p, 225p in some ways.

Why write off another £120m, on top of the £105m+ from previous years... i.e. £225m write down?

Wow, you can by out some serious companies on the FTSE at the £250m region!!!

Well,either way its been a VERY EXPENSIVE LESSON.

Spire Healthcare on its knees at 125 from concerted shorting by the likes of Wallace LLP etc... who have shorted regularly from Mid Aug to as late as 8th Oct 18.

The scenario created here through bad timing, NHS cost reductions and market apathy = OPPORTUNITY for others.

MDC report 17OCT18. Also their CEO sits on the SPI board.

Call me thick - but this is takeover territory and IF MDC are too slow to react could cost them with a predator lurking!

Game on GLA, DYOR.

[cantrememberthis2] 12/10/2018 12:56

Shorts - think you made need to close.
MDC reporting interims 17OCT18.
Game on.

[cantrememberthis2] 11/10/2018 07:41

sza here here, with markets now tanking, now is the time to gradually add on stocks that have worth (book value) and already at historical lows

[sza2002] 10/10/2018 22:19

Work is steady,according to nurses. Some say they are kind of over worked but that may be management trying to squeeze spending having fewer nurses on wards. Self pay and insured operations are rising. This particular hospital in the North West is doing very well indeed. Some capital spending ear marked on this site has been put on hold. I added to my position today. I think the sell off is over done.

[blueball] 10/10/2018 18:32

I am not convinced.

[justiceforthemany] 10/10/2018 18:23

Orthopaedic procedures are typically mainly done in the October-March period. I wonder if the short sellers are aware of this? Or if they think people will no longer fall ill negating the need to see a doctor? Relentless shorting would suggest this. Outrageous drop.

[cantrememberthis2] 10/10/2018 11:39

Some were embarrassed and put down very quickly during the call imo. Their EGOs were dented in my opinion. So they went back to their desks and probably punishing the company as a way of seeking revenge. All in my opinion. Shorts doing well.

[justiceforthemany] 10/10/2018 11:37

The board in the webcast are clearly not worried at all about having to renegotiate banking covenants or the debt. The brokers think they know more than the board though clearly. Trading at less than 40% of the offer now and well below even the tangible asset value. Half the NAV.

[cantrememberthis2] 10/10/2018 09:44

Capitulation, all broker sell and downgrade targets practically reached with ease.

Mediclinic time to make your move before someone else sniff or wants your stake...

[blueball] 10/10/2018 08:59

Tis is depressing to watch the fall every day.

[cantrememberthis2] 10/10/2018 07:43

Well the Brokers got their ask within DAYS from the Broker target of 130p, funny how quickly it ALWAYS seems to reach that target. Never on the broker upgrades or higher targets - shows the true power of Shorters and their crew.

Sitting duck now for either Mediclinic to have another go circa 250p region (almost double todays manipulated share price) or the US HCA company that was rumoured to be sniffing around earlier this year...

Then there is always the value seekers like Highclere who have stakes.

I worry not for shorters on this stock as they carry the biggest RISK in my opinion should anything transpire:
* Winter and NHS budgets increasing
* Pressure on Waiting Lists growing
* Other Private Healthcare providers folding or suffering
* Predators including Private Equity looking around
* Transfer of the 29.7% stake from MDC to another?
* Something left of field

At these very low levels regardless of the bears... I am a buyer!

All IMO and DYOR

[cantrememberthis2] 09/10/2018 22:11

Im following Highclere and the MDC Story here.
Bought in again. Oversold like vod and quiz.

[nhb001] 09/10/2018 13:46

I am really surprised to see short positions increasing so aggressively. There must be a risk they get caught short (!) by a bid. I wonder if they expect another negative earnings statement from the company soon. The management have given themselves a big leeway in earnings range so trading would have to had decreased precipitously for that to happen.

[justiceforthemany] 08/10/2018 15:36

“With Spire trading below its freehold property value, we view it increasingly likely that Mediclinic will make another attempt to acquire the company”

INVESTEC
8th OCTOBER 2018

[windsor430] 06/10/2018 20:53

I’m ballsed if I follow that site - 90% of mine are listed as sells.

[blueball] 06/10/2018 17:42

stay in cash.

[nhb001] 04/10/2018 12:49

A broker making predictions about what will happen in 2022. Give me strength.

[essentialinvestor] 04/10/2018 11:53

There is a cyclical element to PMI, re disposable incomes.

[dipakrh] 04/10/2018 11:50

* Spire Healthcare shares down ~9 pct hitting record low after Jefferies cuts rating to "underperform" from "hold"* Broker says 2022 targets increasingly ambitious* Says budget cuts at NHS (National Health Services) and looming Brexit threaten NHS and PMI businesses* Jefferies says while management has an impressive track record, but lack of previous hospital experience increases execution hurdles* Stock 2nd top loser on FTSE mid-cap Index* Stock lost nearly half of its value YTD