Interesting drop? Can't see any news. |
Can’t wait for these figures. |
Figures few weeks time, I'm looking for record profits. |
Simply Wall Street data saying fair value 465p. No wonder the bid was rejected at 250p. |
Historically p.e 33, self funding healthcare is booming, I reckon 6 out of 10, who use Spire paying with credit card, the rest private insurance. If you’re in pain or waiting for a consultation you will pay for a quicker outcome.
Someone will have another go at bidding for this company. This time they would have to pay 375p, I can’t see hedgies selling out any cheaper.
NHS using Spire again for elective surgery a bonus. |
Monty. It's a good bull case article but 33x rating doesn't lead any room for missteps. I do believe £3 is possible by end of 2022 and have been consistent on this point but holding out for £4 feels a bit rich. |
https://www.fool.co.uk/2021/12/19/2-of-the-best-uk-shares-to-buy-for-2022/ |
These will be bid for, hedgies would not sell out below 400p.I'm watching any stake building. No doubt there is a boom in self funding if no private insurance, rather than wait months or years for NHS. |
Good to see they are investing in the hospital business and divesting from the property business at a time when we need more hospital capacity |
Analyst Recommendation:
BARCLAYS RAISES SPIRE HEALTHCARE PRICE TARGET TO 300 (280) PENCE - 'OVERWEIGHT' |
Mediclinic reported a 12% rise in revenue for the first half, while group EBITDA margins recovered to 15.5% from 12.1% a year ago |
Hoping it's a classic tree shake And anticipating strong rebound |
I can’t disagree with that, Richtea2517, it looks a good level to get in and I’m sure you’ll do ok. There has only been one day, 19/7, when the price has been lower, since the bid news broke in May.
I actually sold out just after the bid was announced, but have been looking to get back in around this level. Rightly or wrongly, given the recent weakness, I’m still watching to see if we keep going off to touch the pre-bid levels gap of 193p.
Good luck everyone, Sid. |
Had a nibble at this price |
In my IG Morning Call email this morning:
Spire Healthcare raised to overweight at Barclays |
hxxps://www.msn.com/en-gb/news/uknews/5-4bn-to-help-nhs-tackle-covid-and-backlog-is-first-step-say-health-leaders/ar-AAOabNm?ocid=msedgntp |
Really liking the fact that Tosca have added another 1.5%. Now at 16.9%. They voted down the takeover stating the price was too low. |
Close to initial bid of 240 now. Hold on and we will see 3 during 2022 |
Tosca building their stake even further. Now up to 15.4% |
Interesting article ...
Who is to Blame When Private Surgery Goes Wrong? |
Likely they were already seeing the NHS waiting list issues on the horizon that we're now hearing about in the main stream media, which is hardly a surprise of course and means there will be an increase in people who paying for or who will need to pay to have things done privately if they want them done any time soon.
Probably what Ramsey thought they could get ahead of and benefit from with their attempted cut price deal to buy Spire.
Tough situation for those affected but you know that won't stop thee finance people looking to profit! |
Interesting that ToscaFund (who rejected the bid) is up to 14% of Spire now.
At the start of the bid process back in May, they held 5.4% I believe |
Price now suggests market has woken up to potential of company/ bidder may still yet re-emerge to take out. I'm no chartist but the uptrend line ignoring the bid looks healthy. Sit back and wait for £3+ in 2022 |
From yesterday:
PEEL HUNT RAISES SPIRE HEALTHCARE TO 'ADD' ('HOLD') - TARGET 233 (240) PENCE |
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