
SA healthcare shares
#1
Posted 22 December 2020 - 01:42 PM
#2
Posted 21 December 2020 - 02:21 PM
Will the integration add benefit or destroy valuae
#3
Posted 21 December 2020 - 07:44 AM
Highly capital intensive businesses and no dividends declared. 2021 and 2022 may be more of the same as 2021 certqi ly a reflection of 2020 with covid predominating and any cash available qill be used for maintenanve and upkeep of these overrun facilities....no dividends for 2021 may see the shares lose alot more ground in 2021...
And if we hear any talks on nhi...well bobs your uncle...have these as moderate risk shares for 2021...
Aspen ascendis adcock..three shares in general that will be bouyed by sales and demand for products....best risk would be aspen, adcock share seems depressed and may breakout 20% over the year.
My favourite as always ascendis with its footprint across eu...apart from divestments...farmilider and sunwave valuations have multiplied many times over now with covid surge and product demand such that either a remedica or farmilider sunwave divestment sorts debt....and leaves ascendis share holders with a nice basket of assets post divestment. This is still my share for the decade from 40 sitting at 75c and heading to r6 to r8....my money on a complete buyout of ascendis now in the cards as the sum of the parts exceeds the whole by multiples...
#4
Posted 07 December 2020 - 04:24 PM
Many pension funds have these shares and looks like a bad year.
#5
Posted 09 November 2020 - 12:34 PM
#6
Posted 05 November 2020 - 12:02 PM
#7
Posted 28 October 2020 - 04:13 PM
#8
Posted 07 October 2020 - 12:09 PM
#9
Posted 21 September 2020 - 05:35 PM
#10
Posted 06 August 2020 - 02:03 PM
#11
Posted 06 August 2020 - 01:56 PM
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#12
Posted 06 August 2020 - 01:47 PM
Invest in what you know - Warren Buffet
#13
Posted 25 June 2020 - 05:51 PM
https://www.bloomber...m_medium=social
“If you don’t have these medicines, you shouldn’t have the doors of your hospital open,” said Lucio.
With U.S. hospitals ordering dexamethasone at higher levels than normal, suppliers are distributing both an oral tablet and injectable form of the drug. Observers are confident the eight companies that make the drug can ramp up production enough to handle the demand.
#14
Posted 18 June 2020 - 09:08 PM
Aspen is not the only manufacturer and the drug is cheap
#15
Posted 18 June 2020 - 12:47 PM
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#16
Posted 18 June 2020 - 11:51 AM
Saad added that Aspen is “well-positioned to go into quick production” of the drug within its South African, Australian and European operations.
Enquiries from all quarters
Asked if the group has already seen a spike in demand, he said Aspen has seen enquiries for the drug “from everywhere”, including the South African government and the WHO.
“Our government has contacted us a couple of times already, wanting to understand the capacity and capabilities we have,” he said. “And, interestingly not just enquiring for South Africa, but for all of Africa, which I was particularly pleased to see … sort of working continentally.”
https://www.moneyweb...vel-since-2018/
#17
Posted 18 June 2020 - 11:48 AM
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#18
Posted 18 June 2020 - 09:08 AM
Too late to get onto the Aspen train?
#19
Posted 17 June 2020 - 06:44 PM
https://twitter.com/...1974521864?s=20
https://twitter.com/...1974521864?s=20
#20
Posted 17 June 2020 - 11:52 AM
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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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Aspen - APNStarted by gamma , 17 Jun 2013 ![]() |
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