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But the strong light is this March 9:deadline set for Takeover Panel mentioned at bottom of article which I wasn’t aware of and follows immediately after ye results and presumably completion of Freeh review.

Let’s hope this is not too aggressive a timetable to pull bids together

https://www.telegraph.co.uk/business/2020/02/10/nmc-health-can-accept-takeover-offer-must-work-exactly-owns/

Looking at the 1 day graph in Cnbc and graph continues tracking sp trades volumes even after market close. It shows an trade @ 16.59 of 8k volume with sp price of 7.84. This looks an outlier of a sell

Helipad- response on live price was in response to Q .

If you have an account logged in to HL you can change setting to see live prices

Re late sp surge. This could also be another play for shorter to ramp,price up as far as possible on news and speculation and then derive it down to maximise short gain.

They did exactly this when Freeh was announced and we all thought we hit closed and 15.80 it will go up towards 18 instead exact opposite.

Be careful when you see such quick surges like this intra day with a company in the state that it’s in right now. Hopefully light is at end of tunnel, but be on your guard there are still big shorts open

Don’t worry RMR. You are. It alone here in your thinking. Whilst today has been a very positive blue day for investors, there is too many things going on all at the same time which potentially can release conflicting msgs.

Eg news this morning of Sheetys inaccurate position of share holding and whether or not any of this is pledged against loans as they are hidden behind multiple entities is an overhang.

Then you have the Freeh report and the true state of cash and debt with this company. Again uncertainty and overhang given the length of time this has taken to porduce espeically when these were promised first.

And now we have a potential bidding war, which the company had dumbed down somewhat by saying approaches have had e been signalled but no discussions ( probably due to the fact that they are still under an independents review.

With this sp for next 3 weeks, expect the unexpected. Gains today, could be briefly wiped out tomorrow and then recover later, it could continue to soar but one thing it definitely won’t do is stand still.

This sp takes no prisomers be it on the way up or on the way down.Direction changes are swift and you need to be in younger toes if you attempt any short term plays to make some quick cash.

Better to take a position you feel comfortable based on the information you see and not get too caught up in hype as is too easily done.

Can’t see any bid until Free review complete and released and then eoy results announced. Then bidders can then put rationale bid in to reflect state and potential of company

Sp will be driven around more speculation until then on Freeh will announce on cash and the expectation of ye results. I suspect i t will still yo-yo buy it may have turned a corner with sentiment that change is afoot with the leaders of the company so This may shin e a more positive light on outlook

This will represent position as @ last Thu.

This sp will still be vulnerable to wild fluctuations

So is this another belated addition that they forgot to add a while back.

It’s dated 7 Feb, which may coincide with big buys on Friday, but doesn’t what this company previous position was.

Presumably they much have increased holding to pass 1% threshold for disclosure right?

Have we got a new major holding joining the party....?

State Street Global Advisors & Affiliates

There is by order gone thru @13:59 for 38k shares @£8! Wtf?

So many big buy trades for exact same volume (29837 shares) concentrated around 12 and then 1pm.

We will always the last to know and the last to react when sp,has already bolted on any findings.

Interesting twist with this lot. But if Sheeys reputation is tarnished based on the news today re question makers on his share ownership and I don’t think the market will react to well at him still staying at the helm.

Squadra - Coronvirus would need to reach epidemic levels globally to pontemtiallu hav esignificant impact on NMC underlying performance.

We’re nowhere near that and it would take at least 6- 12 months to reach those sort of levels. But they way, global countries are working together right now to limit travel and 14 days quarantine of news arrivals from impacted areas, the chances that this will exponentially grow to epidemic levels are significantly reducing.

Let’s see in next few months what transpires, but it won’t have any immediate impact on Nmc fundamentals right now

I would still suspect that this whole end to,end process could still,go,on for a few more months yet before we get new owners and stability moving forward. A lot can still happen

The one good thing for any prospective buyer is that all the due diligence work and audit to assess every aspect of the finnancial health of this business is all being conducted by Freeh and paid for by NMC

So they should,have the relevant detail they need to make proper judgement call about net worth and potential future value. If this then lures multiple bids which pushes the price up, then that is a bonus

This will all be reflected in any offer price

This company and the subsequent is going through a process of correction and reset.

Takeover is the only sensible option to remove the untrusted BoD and bring in others with a track record and respect from peers.

Fair value for this company will be simply down to its tamgibke assets and liabilities, it liquidity and debt and its P&L. Then on top of that A review which parts of its business is a reliable performers and making constistent profit and those that aren’t

Purely having a hospital in a wealthy part of a country may not cut it if isn’t generating enough money to sustain its running costs.

Agree- got to respect Carson Block. Especially where you have companies from ober continents that are placed on LSE or NYSE and not being placed on their own exchanges.

I watched the China Hustle on Netflix last night and this reverse merge practice is incredible...