Member Info for Chris-

Link removed from LSE; it’s in the Krupa press releases section

Here’s the link re 17th Feb meeting re NMC CEO

https://www.krupainvestments.com/en/kgi-will-meet-with-nmc-health-ceo-next-week/

Yup I’m of the opinion that there is confusion from MW as to IFRS 16 vs FASB re lease obligations; US vs EU treatment now differs.

Halfful75 - thanks; I won’t take it personally.

I am just here to learn a bit more (noting my bias as I’m long!).

Cheers

To add further, if anything the takeover code disclosures do give transparency on holders - and there remain world class institutions holding the stock (eg State Street etc).

Hi all,

Just joined LSE.

For disclosure, I’m long NMC but cautious.

I entered NMC due to my view that KKR would bid (given prior experience with HCA in Us).

I’ve enjoyed reading a lot of the posts!

There are positives and negatives over the last week - which give me a balanced view of the stock. My bias is to add more but I need to see substantive data / evidence from NMC to suggest some of the MW claims are over- done.

My general view is that the initial MWreport - which was really about operational concerns (and purported issues with the business eg margin etc - noting there was an assumed link to related party transactions) is now being conflated with governance / shareholder concerns - I still view them as separate.

There are positive and negative developments over the last week:
- some interest from buyers; I would be v sceptical on interest from GK from if it were not for MS/GS advising
- KKR exiting was not great but I remain long to see whether there is confirmed interest from other buyers
- more disclosure on eg pledged / unencumbered shares (despite the implications around governance etc)

It’s a bit messy at the moment so I’m really looking for more disclosure.

Cheers!