MHi_292 · 2024-09-12T17:00:15.177554Z

$MPW hat wohl mit Steward einen wesentlichen Deal zur Beilegung der Insolvenzthemen erzielt, und dazu gab es gestern auch eine richterliche Zustimmung. Der Aktienkurs geht heute richtig steil - ist jetzt der Knoten geplatzt?

@Valueformoney

4Mon·

$MPW (+0.31%) has probably reached a significant deal with Steward to settle the insolvency issues, and this was also approved by the court yesterday. The share price is really soaring today - has the knot now burst?

9 Comments

Chris@market_genius_221

4Mon

Insolvency is fully priced in here.
The book value is around 0.4, which means that the properties and cash are worth more than double the price.
Since all debts for 2024 & 2025 have already been serviced or can be serviced and MPW has come to an agreement with Steward and already has new tenants for the majority, the issue of insolvency is a thing of the past. The new agreements will lead to a reduction in rent until 2026, after which a significant increase in income is likely.

The judge still has to give his approval and then the issue is over.
In the peer group, a tripling of the share price would certainly be possible over the next two years.

The interest rate cuts will also be a positive factor.
I think that the short sellers will now close out in the near future.

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All-in-or-nothing@All-in-or-nothing

4Mon

@Levinson_G perhaps the answer to your question😉.

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Toxi@Toname

4Mon

Hopefully, still almost 45% in the red 😂

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MarcoAviano@MarcoAviano

4Mon

@Toname I feel 😂 have -41% right now would already like to sell. Hahaa

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Wojtek@Wojtek

4Mon

Already in the plus :)

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Till@Stockmarketbird

4Mon

Only -55% whuuup whuup

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Xantia@Xantia

4Mon

No profit for the year

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MC@Tokugawa

4Mon

@Xantia 50% more cash rent from the beginning of 2025...rentfree until then so that new operators can join...not completely unusual. So the FCF is very likely to rise over the year

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MHi_292@Valueformoney

4Mon

@Xantia MPW is still heavily shorted. However, there is now a steady stream of positive news and an upward trend in the share price. It remains exciting - also for this year. But on the other hand - so far, every run-up has been followed by a setback. Let's see what happens here.

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