RE: Q4 Update12 Jan 2026 21:47
Hey Rob, I used to have both, but I got spooked with the budget and the business rates for larger shops. Sold SUPR, bought more PHP as it’s really an NHS asset; it is the key to bring waiting lists down and filling the holes.
As it happens SUPR is down a little bit, PHP has recovered, and my income target is more than met. They did pay over the odds for Assurance, so another 18 months to sort the synergies.
I may well buy back into SUPR, but with new money as PHP is doing just fine, they’re just appalling at comms.