gswredland
The City Code provides that, if a takeover offer fails or lapses (e.g. because the required acceptances or approvals are not obtained), the bidder will not be able to make another takeover offer for the same company for at least 12 months (subject to certain exceptions). |
If the attempted takeover was last year, it can't be long before another attempt can be made? Is it 6 months guys? |
and another from Barclays today - 3.10 |
JPMorgan raises Spire Healthcare price target to 347 (296) pence - 'overweight' |
Director buys and Tosca fund adding last Friday. From memory, Tosca were one of the shareholders who rejected the takeover last year. |
Me too early yesterday morning |
Same here. |
Disappointing so I'm out |
No dividend disappointed me. |
All this trouble in the world markets, good to stick with U.K. based businesses. |
£3.00 minimum |
No strange. Just bought in |
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. |