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Life healthcare Netcare mediclinic aspen advanced health discovery health alexandra forbes momentum dischem

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#81 Investment novice

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Posted 20 November 2019 - 06:13 PM

Nervous about hospital share expect an investigation in one of the listed shares. Gossip from kzn no validity as yet...

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#82 Midas1

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Posted 19 November 2019 - 04:00 PM

Good for you,, I'm nervous healthcare, dont know enough about them all, however I'm eyeing aspen for a further ride upwards, just waiting for a pull back to jump in...
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#83 Investment novice

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Posted 19 November 2019 - 03:26 PM

Time to exit netcare, nice ride but the pump and dump is on, inyerestimg they want to spend r1. 4 billion in capex and build mental hralth in PE am over saturated market, and the tech olay os unmotivated amd finally juat heard netcare gave massive discounts to get network deals... All of this smells rottem to tje core, its a pump amd dump or its a positioning for a quick sale to a suitor... Perhaps we should expect an eager sale of netcare soon???... Nice recovery bagged.... Be careful with the hospital shares going into 2020

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#84 Investment novice

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Posted 11 November 2019 - 06:02 PM

Netcare has been succesful in securing a deal with a big medical aid. Sources reveal that this will impact netcares 2020 result upwards. Have not seem any sens or the media report on this so cannot be verified. When proven should see a fall in mediclinic or life share price as they would have lost the contract to netcare. Ride netcare wave, bearish on life and mediclinic. No news on life radiology, eagerly awaiting the outcome and business case. Expect further divestment to settle debt but nil else.
Aspen shares doing well, expect price to level

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#85 Investment novice

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Posted 16 October 2019 - 02:37 PM

Pump is on as mentioned previously. Remember to ride the wave and then jumo ship or hold... Future not as rosy, expect revenues to flatten, hood defensive share

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#86 Investment novice

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Posted 30 September 2019 - 12:18 PM

The conspiracy with mf is old, have a listed entity engaging with mf with a renewed relationship taking over a third of floor space.


Report is damning... Not sure if penalties will be imposed..
Recommendations and new regulations to drive cost reduction hence private listed healthvare entities in for major haircut and margin trimming.... Fears will be realised....

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#87 Investment novice

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Posted 26 September 2019 - 11:10 AM

Health market enquiry... Toothless or pungent.... This has potential to create massive headache for private business and drive affordability in private medical schemes.... Due end of September

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#88 Investment novice

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Posted 20 September 2019 - 05:43 PM

Bidvest entering health with acquisitions of subacute hospitals.. Think clayton house and other acquisitions supported by investec....
Interesting....... Move....

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#89 Investment novice

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Posted 09 September 2019 - 05:35 PM

Intersting disposal of life shares...see sens

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#90 Investment novice

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Posted 06 September 2019 - 10:24 AM

Previous post on netcare doing radioligy deal not completely correct, life healthcare close to buying radiology practices. Good deal new growth. But xoncern that you buying at premium and business case may be massively flawed if tariff regulation sets in... After hmi.. Maybe the reason for recent energy...

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#91 Investment novice

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Posted 05 September 2019 - 08:39 AM

Nhi may not be achievable in our lifetime... But health reformation is underway.... The steps would promote affordability to the private market as well.... Good to have the xonversations, some really good arguments... Hopefully

Not a rushed through system that drowns us in debt after raising gdp growth initially

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#92 Midas1

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Posted 04 September 2019 - 12:01 PM

One of investment company's say TP 145...I think bit ambitious...here's article...
ey takeaways: The big issue here has been concern over debt levels and covenants, and here management confirmed that net debt:ebitda is expected to end the year between 3.60x and 3.70x against a covenant threshold of 4.0x, as at 30 June 2019. (We were expecting 3.5x, but it’s important to note the impact of currencies in calculating this number). The one other outstanding issue from my perspective would be for management to hopefully give a little more colour regarding where they stand w.r.t. their European operations and striking a deal in terms of possibly partnering with someone in order to help drive more aggressive distribution of their product in that region. Despite the stocks rally yesterday, Aspen is still trading at significant discounts to its peers – on
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#93 Midas1

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Posted 03 September 2019 - 03:18 PM

There debt down
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#94 Midas1

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Posted 03 September 2019 - 02:59 PM

Thanks there sent on trading statement down a lot
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#95 Investment novice

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Posted 03 September 2019 - 11:48 AM

Nice... Remember to take the profits... As dominant down trend at play.
Look out for short term uptrend...

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#96 Midas1

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Posted 03 September 2019 - 10:38 AM

Had bit luck of the diablo...cancelled my short imp and went long yesterday.....whew
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#97 Midas1

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Posted 02 September 2019 - 03:29 PM

Thanks very informative
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#98 Investment novice

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Posted 02 September 2019 - 02:23 PM

Hi IN, another question,,this reduction in medicine costs is years away though?


The full nhi model is far away...

But the following incremental steos may be expected

Hmi report end sept,
Medical schemes ammendment act end of year, mid next year
Some sort of tariff regulation in two years.
Formulary development and new benefit rules for primary healthcare and other related care by june next year.
All of the above may be on time or delayed....


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#99 Midas1

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Posted 30 August 2019 - 04:10 PM

Appreciated
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#100 Investment novice

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Posted 30 August 2019 - 04:09 PM

Hi IN, another question,,this reduction in medicine costs is years away though?


Will speak to health expert friend N guide next week

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Also tagged with one or more of these keywords: Life healthcare Netcare, mediclinic, aspen, advanced health, discovery health, alexandra forbes, momentum, dischem


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