222 replies to this topic

[Midas1]

Bought apn again long..hoping for 130 and bought equities so can wait but hoping by jan latest

[Investment novice]

Expect discovery to come under short term pressure with changes in medical aid rules affecting employer based products and low cost keycare according to news reports. Potentially may also lose out on life and diaability as some cross selling and certainly lose on on underwriting profits and some transactional revenues. Expect that to be small but may be a sign of what an nhi impact could be.... Or potentially an Incremental impact as gov tries to make private models unsustainable

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[Investment novice]

I think aspen is a really good long term buy, their product line will be good in any environment including nhi, and they are currently discounted due to debt, also quite a cheap target for pharma m&a.



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[Midas1]

Hi IN, are you still optimistic for apn upswing...have good week

[Investment novice]

Sorry what do you mean by council medical schemes to cut low cost options?..am I missing something..are some people getting cheaper medical aids through council/ government..must lost plot or not in touch with this..

Check news. Articles.. Cms regulator stopping low cost medical aid... Means a sh. T load less patients.....

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[Midas1]

Sorry what do you mean by council medical schemes to cut low cost options?..am I missing something..are some people getting cheaper medical aids through council/ government..must lost plot or not in touch with this..

[Midas1]

Shew, I watch and listen with interest..so far I've understood gold and plat palladium stock better than anything else..all markets seem so erratic.. best thing I did year half was buy us tech etf...may not been exciting but was steadily profitable and stress free..have feeling usd ETFs in the top area are done though

[Investment novice]

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

Hospital shares and discovery massive selloff expected. Council medical schemes to end low cost options... Thats almost 30% of the patient loads.... Watching the space... Too risky

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[Investment novice]

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

Hospital shares and discovery massive selloff expected. Council medical schemes to end low cost options... Thats almost 30% of the patient loads.... Watching the space... Too risky

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[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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