Member Info for squadraazzura

This only shows how the SP is so volatile. It can be unforgiving up and down. This is not a good share for day-traders with stop losses and the impatient. The best way is to keep cool and let it follow its trend. Once the sentiments turn around nothing can stop it climbing again to the £20's+.

There are probably people who shorted at £12'sh thinking this will go all the way down to £8 - £10. IMO if any slight positive comes out tomorrow or next week, they will lose an arm and a leg without any shadow of doubt.

KSA: Building out the new footprintWith a population of over 30m, only about a third ofwhich is currently covered by mandatory insurance, Saudi Arabia represents the largest healthcare marketin the GCC. A number of statistics also suggest the country ranks as one of the most underserved markets in the GCC. Healthcare per capita expenditureof c. US$1,100 for KSA lags developed countries as well as regional peers, such as UAE, while beds per GDP percapita in Saudi Arabia is less than half that for the OECD average.As is the case with most GCC countries, lifestyle disease is also a major problem in KSA. Almost 70% of the population is obese, while 30% is diabetic or pre-diabetic. These factors, combined with the fact that the country has a median age of 29 years (30% of the population below 19 years of age), make KSA a very attractive opportunity for NMC.
-----------------------------------------------------------------------------------------
"Working capital cycle days reduced substantially, supporting one of the highest EBITDA-to-Free Cash Flow for H1 in the history of the company."
hTtps://cf-cdn.nmc.ae/Uploads/InvestorRelations/nmc-health-plc-half-year-results-22-aug-2019-a2196d12-44d1-4383-9249-bb64e71eb09c.pdf

Something positive is brewing behind the scenes. A positive feedback on both business and the investigation by the FBI man.

Just a reminder on the soundness of the business and its expansion driving strong growth in 2020 and onwards for those savvy investors.

released on 21 October 2019:

NMC Health plc

(the "Company" or "NMC")

Capital Markets Day Update

Reiterate 2019 guidance; expect double-digit organic growth to continue in 2020; announce further commitments to enhance governance

In advance of its Capital Markets Day this morning, NMC Health plc ("NMC" or the "Company"), the leading private healthcare operator in the Gulf Cooperation Council (GCC) with international services across 19 countries, is pleased to confirm that business performance in the second half of 2019 is building on the strong trends seen in H1 2019. As a result, management expects the second half of the year to be stronger than the first and reiterates full year guidance across revenues, EBITDA, net income, leverage and cash flow conversion. Furthermore, NMC's strategy continues to offer substantial advantage over competitors in all key markets the Company operates in. Consequently, FY 2020 is anticipated to deliver double digit top and bottom line growth.
---------------------------------------------------------------------
facilities opening in 2020

Management expect to open 4 new hospitals: two in Oman (in Al Hail and Al Khoud areas) and two in the UAE (Dubai Specialty expansion and a mid-income focused hospital in Sharjah). These facilities will add total capacity of up to 380 beds. Furthermore, a 10-bed cosmetics hospital is scheduled for opening in Dubai towards the end of 2019, along with the addition of number of clinics across multispecialty, cosmetics and IVF segments in the UAE and KSA during Q4 2019 and 2020

You are on the wrong board. This is NMC HEALTH.

Health is sought regardless of stock market highs or lows or recession or crisis. Add the fact that all NMC hospitals are in a wealthy geographical area where people pay thousands to just check why they sneeze, I can safely say that NMC is a very defensive stock. In fact, the more there are threats of war and hunger, the more people become ill, the more they go to see doctors... So NMC will definitely florish in any economic situation.

All those stocks involved with MW, have recovered and have risen sharply after a few weeks/months.
The exception being Burford as it is a financial entity.
NMC is a very lucrative business operating in a very wealthy area and expanding very quickly to other regions.
Last year it treated around 8 millions patients and the business model is very sound and defensive to any economic condition. So IMO, investing on here will be very rewarding in both the medium and long term spans. NMC pays also a dividend which another plus.

Positive sector news:
hTtps://www.investors.com/market-trend/stock-market-today/dow-jones-futures-taiwan-semiconductor-earnings-offer-clues-on-apple-chip-industry-recovery/

OCADO (OCDO) has burnt so many shorters in the past. I invite you to check its 3 year-chart when it was aggressively shorted to the bones. But out the blue, many all paid it all back dearly. All lost an arm and a leg. Similar things will happen on here.

Interesting to note at the end in the arabian report below, almost all companies listed and accused by MW, erased and recovered the drop and are now up. One exception was Burford but again Burford is a financial group whereas all the others are different types of businesses.
Https://www.arabianbusiness.com/node/437198

Interesting to go through their 6 month to 30th of June 2019 results.
I think this turbulence created by a "serial shorting house" will make them even more resilient and more pro-active to surprise and beat the market.
To these guys, it is a challenge they will happily take. This could be an awakening event and in the near future, we will understand how lucky were those who bought at £12'sh.
---------------------------------------------------------------------
hTtps://cf-cdn.nmc.ae/Uploads/InvestorRelations/nmc-health-plc-half-year-results-22-aug-2019-a2196d12-44d1-4383-9249-bb64e71eb09c.pdf

Hooterr - By comparing Burford, a Financial Group, where huge amonuts of money can be withdrawn in minutes, with a healthcare comapany owning 200 hospitals, thousands of doctors and nurses, making loads of money on a daily basis by treating millions of rich people, you are like comparing oranges with tennis balls.

With such a low SP and a strong cash generative business, can NMC become a pray for a takeover bid from Saudi/Kuwait/Qatar businesses/moguls ? I think this is a possibility as nothing is ruled out.

https://dlife.com/20-countries-with-the-highest-diabetes-rates/

I am very impressed by the business model and I am certain it generates loads of cash because that rich gulf region for example has one of the highest diabetic population in the world. This is just one example, without going into esthetics etc. and people have loads of money to spend + patients coming from neighboring countries. So I like this cash generative business model.

IMO the logical next step is a share buy back. Mind you, when one takes out all these clouds, the business is a cash-making machine with the number of hospitals, doctors and various treatments they offer in a very wealthy region. Then they have a good divi. Frankly, this is a long term hold. hTtps://nmc.ae/hospitals

Nothing particular. I think it's mainly profit taking. A stock cannot go on in a vertical line. In fact it gave me an opportunity to buy today. My first chunk in TSG. Looks a good long term hold with a good management team and also various geopolitical risks around (Iran, Middle East etc.) that will propel gold.

Just bought a chunk today. My first entry to this defensive stock as security today is a must in every airport, port or railways station. In addition, I noticed that the 5 year results are progressing very well in sales with losses significantly reducing. This will lead to a profit for 2019/2020 for the first time. This is when the market and PI's will start to notice it seriously. So i decided to buy at the early stages of its growth story because we are in world becoming more and more unsafe with nasty surprises everywhere. It is a company to have in any portfolio and to leave to work for you for a few years. KMK will now be a big part of my 2020 portfolio.

The shares can easily recover to £4 - £5 within a year while Zytronic yield is excellent. So it is really worth holding for a medium to long term while getting a good dividend income. The final dividend of 15.2p will be paid on 7th of February 2020. " Dividend - The Directors have recommended a final dividend of 15.2p, which, together with the interim dividend of 7.6p paid in July 2019, will result in a total dividend of 22.8p (2018: 22.8p)." "the dividend will be paid on Friday 7 February 2020 to shareholders on the register as at the close of business on Friday 10 January 2020."