151 replies to this topic

[Investment novice]

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

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[Investment novice]

Intersting disposal of life shares...see sens

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[Investment novice]

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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[Investment novice]

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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[Midas1]

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

[Midas1]

There debt down

[Midas1]

Thanks there sent on trading statement down a lot

[Investment novice]

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

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[Midas1]

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

[Midas1]

Thanks very informative

[Investment novice]

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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[Midas1]

Appreciated

[Investment novice]

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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[Midas1]

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

[Midas1]

Thanks a lot interesting,, so you reckon apn should head down ? Have good weekend

[Investment novice]

Found it was out last night...so they reckon pharmaceuticals will get 20 percent cheaper ? Based for aspen and adcock hey ...

High volume medicines specified in a liat called a formulary covering 80% of marlet will reduce more than 50%.....some expensive low volume probably 20%...

But investigation like pathology, genetic testing, radiology all going to reduce as well. Hospitals will be able to offer the services as well which means new business for hospitals. They will employ drs as well... Some nice changes coming through...

Netcare looking at buying radiology business cant confirm... Gossip... Big mistake... Buy at a premium based on todays prices and old technology and then deliver at reduced prices......

Looking out for news daily


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[Midas1]

https://www.iol.co.z...rative-31536695

[Midas1]

Found it was out last night...so they reckon pharmaceuticals will get 20 percent cheaper ? Based for aspen and adcock hey ...

[Midas1]

Have you link..what think apn going do

[Investment novice]

Market in shock as nhi bill passes constitutional hurdle... Should see some ups and downs....

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