Jump to content


Photo
- - - - -

Advanced Health


  • Please log in to reply
69 replies to this topic

#61 dominant

dominant

    Little Master

  • Senior Member
  • PipPipPipPip
  • 548 posts
  • LocationPaarl

Posted 16 April 2014 - 04:49 PM

Interesting. Just concerned about continuity with the directors since more than half of the board is older than 65. Would they even be around to generate the future profits in the prospectus?

 


  • 1
Cash is a fact, EPS is an opinion.

#62 Goliath

Goliath

    Master

  • Senior Member
  • PipPipPipPipPip
  • 796 posts

Posted 16 April 2014 - 01:40 PM

If Advanced Health (AVL) can execute to plan they look set to significantly benefit from a potential secular shift in the healthcare industry.  In an attempt to reduce costs the Health Insurance providers (Discovery Health leading the charge) are incentivizing specialist to perform more surgeries at day clinics. South Africa is only has 45 day clinics vs 245 private hospitals so there is plenty of room for growth.

 

AVL is raising R100mln to triple the number of Day clinics they operate. If mgmt can execute this stock could be a 5 bagger over the net 5 years.

 

Nevertheless the 100c/shr listing price looks reasonable. 

 

Here are some of my thoughts and numbers http://wp.me/p3RKee-6x . 

Nice one littleguy!


  • 2
Never underestimate the potential for human stupidity when wealth and power are at stake!

#63 TheLittleGuy

TheLittleGuy

    Newbie

  • Members
  • Pip
  • 42 posts

Posted 16 April 2014 - 10:08 AM

If Advanced Health (AVL) can execute to plan they look set to significantly benefit from a potential secular shift in the healthcare industry.  In an attempt to reduce costs the Health Insurance providers (Discovery Health leading the charge) are incentivizing specialist to perform more surgeries at day clinics. South Africa is only has 45 day clinics vs 245 private hospitals so there is plenty of room for growth.

 

AVL is raising R100mln to triple the number of Day clinics they operate. If mgmt can execute this stock could be a 5 bagger over the net 5 years.

 

Nevertheless the 100c/shr listing price looks reasonable. 

 

Here are some of my thoughts and numbers http://wp.me/p3RKee-6x . 

 


  • 1

#64 gamma

gamma

    Sage

  • Senior Member
  • PipPipPipPipPipPip
  • 1,468 posts
  • LocationEverywhere

Posted 02 April 2014 - 06:45 PM

Thx

Gamma, www.advancedhealth.co.za see the presentation to potential investors page 15 under investor relationships tab.
R100-million to be raised, R30-million to Australia and R70-million to SA.

There are many references to Australia in the presentation document


  • 0
Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#65 Saints

Saints

    Little Master

  • Senior Member
  • PipPipPipPip
  • 545 posts
  • LocationSandton

Posted 02 April 2014 - 01:12 PM

Gamma, www.advancedhealth.co.za see the presentation to potential investors page 15 under investor relationships tab.

R100-million to be raised, R30-million to Australia and R70-million to SA.

 

There are many references to Australia in the presentation document


  • 0

#66 gamma

gamma

    Sage

  • Senior Member
  • PipPipPipPipPipPip
  • 1,468 posts
  • LocationEverywhere

Posted 01 April 2014 - 11:05 PM

I am steering clear of this one probably for more personal reasons than for judging it to be a bad investment which it may not be!

 

I do not agree with capital being raised in SA for the Australian healthcare market. South African healthcare facilities badly need development not first world Australian. Secondly I work in healthcare and seeing what I see I am keeping my cash well away.

 

Hey Saints...Where do you see anything about Oz? These guys are targeting the SA market as far as I can see.


Edited by gamma, 01 April 2014 - 11:05 PM.

  • 0
Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#67 Goliath

Goliath

    Master

  • Senior Member
  • PipPipPipPipPip
  • 796 posts

Posted 01 April 2014 - 09:15 PM

I am steering clear of this one probably for more personal reasons than for judging it to be a bad investment which it may not be!

 

I do not agree with capital being raised in SA for the Australian healthcare market. South African healthcare facilities badly need development not first world Australian. Secondly I work in healthcare and seeing what I see I am keeping my cash well away.

Thanks for the headsup Saints!


  • 0
Never underestimate the potential for human stupidity when wealth and power are at stake!

#68 Mokhachane

Mokhachane

    Newbie

  • Members
  • Pip
  • 33 posts
  • LocationBloemfontein, Freestate

Posted 01 April 2014 - 05:38 PM

Heads up guys...

 

Other IPO's for 2014...some good ones on the table...

Lots this year...

 

-PSG Konsult

-Visual International, April 4...already mentioned

-Tharisa PLC, April 8...mining company...already mentioned

-Advanced Health, April 25...already mentioned

-Sygnia Asset Management

-Primedia

-Edcon Group

-Kenana Sugar...sudanese sugar company 

-Alexander Forbes...Q2

 

PSG Konsult and Sygnia are the much anticipated ones...sygnia supposedly the 


  • 1

#69 Saints

Saints

    Little Master

  • Senior Member
  • PipPipPipPip
  • 545 posts
  • LocationSandton

Posted 01 April 2014 - 12:16 PM

I am steering clear of this one probably for more personal reasons than for judging it to be a bad investment which it may not be!

 

I do not agree with capital being raised in SA for the Australian healthcare market. South African healthcare facilities badly need development not first world Australian. Secondly I work in healthcare and seeing what I see I am keeping my cash well away.


  • 0

#70 Goliath

Goliath

    Master

  • Senior Member
  • PipPipPipPipPip
  • 796 posts

Posted 28 March 2014 - 03:27 PM

Another new listing shortly:

 

http://www.moneyweb....to-list-on-altx

 

Anyone knows a bit more about this company and any takers?


  • 0
Never underestimate the potential for human stupidity when wealth and power are at stake!





Sponsored by Sharenet and VPSNine Linux VPS Hosting