37 replies to this topic

[Investment novice]

The hospital shares are cheap as there is major concern on growth. None of the groups have demonstrated the ability to successfully diversify their business. Life did with alliance but over paid. All the international investments have thus far impacted on the big three... The hmi report may have an impact.
Importantly... The system was so fat with gravy at 20% plus declared margins... Post hmi will see some efficiencies coming through impacting bottom line
I use the hospital shares for speculation and not long term investment. Attend the road shows and question the strategy..... Be good to see h1 results. Expect netcare to be hammered after losing some network deals. Also expect the others to have reduced revenue due to discounts offered. Truth will be revealed post h1

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[Polly]

ON a PE valuation basis of the 3 top 40 listed hospital shares Mediclinic looks the cheapest.....or are  LHC and MED overpriced??

 

seems the latter to me and may be a short opportunity on those 2...

[Investment novice]

Good company, solid fundamentals, and have a wide shareholder base.
Also a top 40 share that will continue to be popped by pension funds, and other low risk investors.
The major push will be an acquisition by a hungry international buyer as this share is cheap and there is a lack of appetiang targets. Could also expect Allegan to make a play for this as they are cash flush with a restricted portfolio

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[leo]

Some nice movements for aspen... Expect this share to reach 200 by mid Feb at this rate. Enjoy the ride if you bought at 130....or lower

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Any particular reason why?

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[Investment novice]

Some nice movements for aspen... Expect this share to reach 200 by mid Feb at this rate. Enjoy the ride if you bought at 130....or lower

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[Investment novice]

Interesting to see recovery in hospital shares. Not sure if this is driven by mandated investments in low risk top 40.
And unit trusts and of course Pic.
Hmi report expected March April, hospitals trading in challenging environment with price regulations which come sooner... Focusing on non core... International expansion and some hedging to offset sa limited growth... This looks like a mrp share pump.. That's going to fall 15-20% with dissappointing first half figures... While the pump is on... May get on board and ride until soon before interim results announced.. However this may be difficult to time so will put an exit date 5 april


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[Midas1]

Good luck asc...im on fence so not in yet
....hospitals etc im very wary

[Investment novice]

I picked up some more asp and asc on the dip.
Have it that a non listed bbbeee hospital group keen on asc. Nice speculation. Acquisition and reverse listing???
Dumped all hospital shares again with a nice profit on lhc.

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[Midas1]

I bought aspen and resold allready...if drops again will rebuy...asc im wary of...they own some nice brands..but am leaving that....mcz ive bought did research after polly suggested...looks good

[Investment novice]

Hope you got aspen and asc.... They were cheap and over short period scored double digit growth.


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[andi222]

Thank you for the info.
I looked at financials and latest Sens. The price in my opinion is only pushed by the margin call.
C2C had to take up huge amounts of debts to pay for the rights issue last year. Now the price dropped and the have a margin call from the banks. Meaning they are basically broke. So they need to sell shares at any price.

I think at current prices its a good buy. Will buy some at 3.20.

If it falls. Will buy more at 2. Defs a good long term investment

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[Investment novice]

Looking at Aspen and ASC. These shares are trading at such low prices. What do u guys think at these prices? Good buy or will it drop even further?

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Both really cheap as you say. Why has market discounted the shares so heavily. Asc owns the USN brand and a number of other brands but rapid expansion and debt may have been the reason for he share being shorted.
I think a good buy but could be wrong...

Aspen looks very cheap and a potential takeover target for a dollar based company with a strong balance sheet looking for acquisitions.

Both look like good speculative trades and I would look to pick up some shares.

Currently not touching any of the hospital groups as not convinced on their growth in 2019 and none of their articulated strategies focus on core, but on lower margin dribble. Will not touch any hospital group punting the primary health play. And staying very far from advanced health although a cheap share they are unable to convert opportunities.
Rhb bophela looks interesting.


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[andi222]

Looking at Aspen and ASC. These shares are trading at such low prices. What do u guys think at these prices? Good buy or will it drop even further?

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[Investment novice]

Worrisome sector... Booked my profits and maintain these shares will be lackluster and only for AG to meet diversification of pension and other low risk funds

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[Investment novice]

Healthcare summit.... Minister health calls for sustainability of health system for all including private Healthcare.... Nice.. Regulated tariffs drops margins but guarantees volumes.
Next. Discovery pushing for day clinic strategy.
I think fantastic news for advanced health. Would not buy this share though.... Cheap... But don't like the management and their poor strategy development and execution. Unlikely to make the most of this

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[Investment novice]

I had dumped all my shares expecting dip with results..... Shareprices down also due to market regulation.
I will most certainly be buying a listed hospital group... Not yet convinced about mediclinic...

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[Polly]

What ive noticed before i bought into snh was when info came out.....the market would react, and at that time it was more positive than negative.

 

My game plan depends on that sens, news, etc

 

Quite frankly i do not care if snh survives or not....was never my game plan, is the reason i want to be out before dec

Poor game plan.. gambling again

[Lionelza1]

   

 

Only as serious as u make it out top be. 

 

Its like picking black or red at casino...not

Its like scratching your balls to get a hunch. not

Watching every one cent move. not

Waiting for sens.not

Taking advise from follow circus clowns.not

Jumping in and then out when price goes against you when you suppose to be a long term investor.not

Adding to a losing trade.not

 

However if you continue to to do above , your DAD will have to take care of you.

What ive noticed before i bought into snh was when info came out.....the market would react, and at that time it was more positive than negative.

 

My game plan depends on that sens, news, etc

 

Quite frankly i do not care if snh survives or not....was never my game plan, is the reason i want to be out before dec

[JK001]

Again Polly is right. 

 

Dude or Dudette, do your homework:

No new hospital licenses are issued, so there is no or little domestic growth opportunity. 

Little chance of them cutting bottom line as medical suppliers have their 'own' CPI, meaning increased costs for hospitals that is difficult to pass on to consumers cause the parasites already sucked them dry.

New intended National Health Care (that has no funding yet, but sure to come out of YOUR pocket) will force private hospitals to serve NHC parasites at government determined rates.  So shareholders and parasites will have to share beds.

A few of these healthcare companies are trying to grow their business overseas and are burning their fingers.

Except for that if you haven't noticed you are in a bear market.

Look at the NASDAQ it is down about 8% this month - US sneeze, SA gets bronchitis.

Gather your cash and earn interest for now,  but keep it ready. 

 

To be clear.  I am not contradicting Polly but fully support her view that investing in any healthcare at this point is suicidal (not hospital bed required)

[Lionelza1]

   

 

Only as serious as u make it out top be. 

 

Its like picking black or red at casino...not

Its like scratching your balls to get a hunch. not

Watching every one cent move. not

Waiting for sens.not

Taking advise from follow circus clowns.not

Jumping in and then out when price goes against you when you suppose to be a long term investor.not

Adding to a losing trade.not

 

However if you continue to to do above , your DAD will have to take care of you.

 

lol im praying he hears me 

 

 

Yea that was not good but lesson learnt 

 

your input helps when my balls do not talk back .....so come back to the thread?