Spire Healthcare Share Discussion Threads

[paradores] 20/9/2019 16:32

...healthy auction after the close? I reckon so.

[paradores] 20/9/2019 10:19

Now’s the time to fill boots! ;)
£1.80 for starters.

[paradores] 19/9/2019 16:51

On-boarding at this clearing price by the looks. Nearly there...

[boonkoh] 18/9/2019 13:53

I'm surprised PE are not knocking on the door with a bid. Nice steady cashflow. NHS funding increasing over next few years. Demographic trends. Scope for growth and expansion of new hospitals. Low debt so can be leveraged up some more.

[lurchlides] 18/9/2019 10:21

agreed paradores

[paradores] 18/9/2019 09:30

Topped-up as looks overdone. SPI finally have their act together- not reflected in the share price or price action which looks false on low vols. ‘on boarding’ possibly...who knows

Company looks vulnerable to a bid with share price sub £1.30, let alone sub £1.20!

Should see a steady recovery into new trading range, I stand by my £1.80 target.

[gswredland] 17/9/2019 17:52

Looks like it’s heading back to 100!

[mongrels3] 16/9/2019 18:57

Peel Hunt reiterating their 1.55 target today

[paradores] 16/9/2019 13:30

Bit of patience should go a long way here, IMMHO. Need to let the STers lock in their profits. Technicals have got a little ahead of themselves.

[kron76] 16/9/2019 13:12

Very much a meh response this morning from markets it seems - looked like decent(ish) results with a positive trend in the right direction at least?

If we're hopeful of 1.80s then needed a move up off the back of those surely?

[paradores] 16/9/2019 07:30

Solid performance against key metrics, explains recent director interest!

Expect a re-rate towards £1.80 and reassessment of broker targets. Firm/value BUY sub £1.40 - IMHO

Edit - Should see some orders being filled today, clearing out weak holders who bought into the recent lows. Rinse repeat...Re-rate

[p winky] 16/9/2019 07:23

https://investors.spirehealthcare.com/news-and-announcements/news/

[p winky] 16/9/2019 07:22

Half year report out....

[paradores] 12/9/2019 13:30

Wouldn’t disagree - £1.80 is hardly an onerous near term target. Gather the Exec have taken significantly steps to strengthen operations and commercial outcomes this year. Evidence will soon be clear. At its current valuation SPI is an attractive recovery/reasonably defensive play. Still a good entry level here with technicals already starting to reverse not much to dislike.

[middlesboroughfc] 11/9/2019 09:27

Results soon. Time to pile in chaps

[bountyhunter] 10/9/2019 12:39

Donald Trump? 😉

[onjohn] 10/9/2019 12:37

Yes yes yesssssss bid


overseas bidder who failed NMC is it

[onjohn] 10/9/2019 12:31

Yes yes yesssssss bid

[lurchlides] 10/9/2019 12:24

my estimate is 1.80. dyor

[justiceforthemany] 10/9/2019 12:09

125p now hit.
Mdc flat.

Bidders share price normally drops on takeover.

[justiceforthemany] 09/9/2019 16:11

6x usual volume with huge activity around 1130-1140.
Several £1M+ trades.

Doubt this is just broker related.

[eaaxs06] 09/9/2019 14:06

Share volume traded today shown on advfn at over 6.3m.

But only 1.75m in the shares traded list?

Expect a few big late deal notification to drop down this afternoon.

[eaaxs06] 09/9/2019 13:59

(Sharecast News) - RBC Capital Markets initiated coverage of shares of private healthcare provider Spire Healthcare at 'outperform' with a 149p price target on Monday, ahead of the company's first-half results next week.

The bank said its analysis of recent NHS activity data, including new specialism level metrics, indicates that the high-margin orthopaedics segment has driven a strong acceleration in NHS revenues, which it expects to result in a positive surprise in H1 2019.

"We would buy into the results on 16 Sept," it said.

RBC noted that Spire's orthopaedic referrals have been up an average of 16-20% since December 2018, driving high-teens/ low-20s total referral growth.

"Peer Ramsay Health Care's results imply teens NHS volume growth in Jan-Jun, and Spire's data trend is even more compelling, albeit having picked up a few months later," it said.

As a result, RBC reckons that Spire's 2019 revenues can exceed the upper end of the consensus range, with the bank 3% above consensus on both revenues and earnings before interest, taxes, depreciation and amortisation.

[lurchlides] 09/9/2019 11:50

RBC Capital today states Spire will outperform...estimates 1.49....