231 replies to this topic

[Investment novice]

Excitement yesterday on dischems acquisitions. Increase debt to equity and perhaps dividends impacted....ride the happy wave and dump pre results..

[Investment novice]

Dischem has made a few interesting acquisitions positioning itself as a key primary care player.
Will the integration add benefit or destroy valuae

[Investment novice]

Hospital share prjces should be climbing as hospitals are full across south africa. Why are hospital shares flat or on a sustained downtrend. The answer to this was provided in the financials of the big listed groups. Specifically covid and medical are low margin business and results in the loss of higher margin surgical.businesses.
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...

[Investment novice]

Hospital shares reaching new lows...could it be the nhi fear and lower value governement contracts. Is it the non dividend declaration, high debt?
Many pension funds have these shares and looks like a bad year.

[Investment novice]

Spot on..life back down 60% from that sudden peak

[Investment novice]

Whats going on with lifecare.time to buy or time to dump. I think dump if brimstone has exited...thoughts? Not sure which way...any thoughts...is there an acquisition

[Investment novice]

Brimstone divest from life healthcare. Interesting to see how this plays out and impact on hospital group

[Investment novice]

Netcare reaching its all time low, seems even the hospital shares are not immune to the market trends...perhaps market here too not expecting a dividend.....

[Investment novice]

Hospital shares getting a beating ........all time low this decade

[nosh]

Aspen has not held its bullish break.

 

 

Read more and see graphs here....

Thanks so much for this

[Investment novice]

Hi. Need to run your program after fy financials.

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[Pilotpilot]

Aspen has not held its bullish break.

 

 

Read more and see graphs here....

 

 

[nosh]

Demand for Steroid Surges After Drug Showed Promise for Covid-19

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.

[Bullhunter]

Aspen is not the only manufacturer and the drug is cheap 

[Investment novice]

Thanks Nosh. This is great news for us as two SA companies now will bring money into SA......

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[nosh]

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/

[Investment novice]

Aspen is a market darling, for long term hold... Wait for pull back... Aspen should buy at r130-140....

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[budfox]

Too late to get onto the Aspen train?

[nosh]

In the light of yesterday’s announcement on #dexamethasone from UK’s recovery trial,

@drtedros

says

@WHO

will update clinical guidance "to reflect how and when dexamethasone should be used to treat #covid19": "This is very welcome news for those patients with severe #covid19.”

 

https://twitter.com/...1974521864?s=20

 

https://twitter.com/...1974521864?s=20

[Investment novice]

Has always been used for icu patients. Already in public sector protocols, cheap and available. Great news but won't result in any maddive revenue spikes. Lots of generics as well.


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