173 replies to this topic

[Investment novice]

Just watching stock watch and guy saying any healthcare and cell ph companies easy targets...read between lines hes saying short 😁

Yep, everyone is suspicious of companies with big property portfolios....concerns that properties over valued, purchases made over priced and overpaid and also some questionable pur hases at inflated values from doctors... Lets wait and see if there will be questions at agms to clarify or perhaps a sens following their re-evaluation and booking of tooooo much rental income.....

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[Midas1]

Just watching stock watch and guy saying any healthcare and cell ph companies easy targets...read between lines hes saying short 😁

[Investment novice]

Hi M, staying away is safe.... Aspen and discovery look good

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[Midas1]

Hi IN, I saw something like that but haven't and don't even know if will act on that discussed share..kindof busy imp and took some apn..sold them allready looking buy back 112..hope soutie not ready this as know his sharr advise sensible,, i like banking as quick as profitable...I've sold imp..seriously thinking shorting it although not conventional

[Midas1]

Hi IN, I saw something like that but haven't and don't even know if will act on that discussed share..kindof buy imp and took some apn..sold them allready looking buy back 112..hope soutie not ready this as know his sharr advise sensible,, i like banking as quick as profitable

[Investment novice]

I have absolutely no clue about who the company is or whether this is fake news... So perhaps read it as such.....hospital group falsifies income through inflated rentals....

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[Investment novice]

Hi Midas, i like aspen at these levels, pharma are aggressive with m&a, and aspen could be a likely target

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[Midas1]

Not shorting this yet,,I'm not a professional and been trading in and out imp....also very tempted more jubilee.long..and aspen although not health care fancy it about 111 to go long ...cant have too many at once,,bit overwhelmingly if you not a pro..

[Midas1]

Haha they cant give you an f ng slice toast with your breakfast now....only bread 😂 as too much hassle....not surprised going down...😁 was very affronted by English brekkie no toast

[Investment novice]

Been watching share you discussed,,,does look like short opportunities 😁...may take a little bit too see

Going in your direction Midas,


i wonder if similar to tongaat hulette hospital groups with massive property portfolios are able to stand up to scruitiny. We should have amnesty for SA stocks following the recent spate of governance lapses....

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[Investment novice]

Been watching share you discussed,,,does look like short opportunities 😁...may take a little bit too see

True, shares already seem to jave deflected downwards. Biggest challenge is that these are highly capital intensive businesses that are stuck looking for new business ventures. One entity investing in primary healthcare, other looking at technology to reduce costs......none that will really deliber the returns we expect.... We could be wrong... Expect hospitals to be acquired by pharma who have bigger propensity for acquisitions....

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[Midas1]

Been watching share you discussed,,,does look like short opportunities 😁...may take a little bit too see

[Investment novice]

How to make money as a diagnostic firm
.... Scaleability.... Get in early, lower setup start up costs, milk the system before system adjustment... Get out before anyone is the wiser....if the customer thinks they paying too much, expect threatened margins... If youre a new entrant... Expect margins to be low... If youre lifecare desperate for new business other than primarycare... You will over invest in diagnostics...... To try to buy future revenue and margins... One dliemna though....will you buy at the right price and will your margins be sustainable..
I think lifecare is on a pump and dump crusade..... Be cautious with this one.....
See it tracking backwards in six months

[Investment novice]

Dumped all my lifecare shares today. Spent most of the presentation faffing about small businesses and small primary care growth. Think we going to see downward pressure in six months whem the reality sinks in... Also yes worried about the company ending in e you gueased it

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[Midas1]

I'm guessing where had my appendix out recently...ends with an E?

[Investment novice]

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

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[Midas1]

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...

[Investment novice]

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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[Investment novice]

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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[Investment novice]

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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