10Mo·

$MPW (-1,06 %)
2 News about MPW:

1. MPW has 11 emergency departments in Colorado for 86 million dollars. Original investment of 64 mil and thus about 6% annual return. Not bad, brings liquidity and strengthens the business model.

2. And this is more interesting: there is a "stalking horse bid" for some steward assets in Florida. No price has been announced yet and there was no doubt that these stronger assets would find buyers anyway. The interesting aspect is that the assets include the medical group practices north Florida should be included in the assets. As I understand it, these are part of the supposedly so valuable stewardship systemwhich was recently sold for a (somewhat disappointing) 245 million dollars. If I understand this correctly, this sale sale (245 mil) may only include the stewardship shares in Massachusetts. This would be very good news and would mean more lucrative sales in Stewards c11 - it remains exciting! Let me know if anyone has a better understanding of the stewardship/mpg nf relationship 👍🏻

7 Commentaires

Utilisateur supprimé

10Mo

Le commentaire a été supprimé

Monnie@Monnie

10Mo

@Levinson_G am actually currently all in MPW. The reason behind this is quite simple: I am sure that there is an enormous opportunity here and the security of greater diversification is not worth the foreseeable return on speculation. I bought MPW for the first time at around €10, because as a dividend stock with a secure ( 😅 ) business model it fitted well into the portfolio and I thought the setback, including the short reports, was exaggerated. The shorts were more right than I would have liked, but the discrepancy between my valuation of the company and that of the market has widened as the share price has fallen. I am now so deeply involved in the company that I am sure I will get x2-x3 out of it and then have a good dividend stock. The risk is certainly not 0, but I think I can estimate it well enough and consider it low. The current concentration has more to do with the length of the recovery process - I buy with every euro I save up to my purchase price.

•

Utilisateur supprimé

10Mo

Le commentaire a été supprimé

Monnie@Monnie

10Mo

@Levinson_G this looks much more diversified - congratulations on the entry price at MPW (wish I had waited that long 😄)

••

Bankcraft@Danieldani

10Mo

@Monnie this has nothing to do with Schorts the thing is that they simply dilute the course

••

Monnie@Monnie

10Mo

@Danieldani by shorts I mean the short thesis. In other words, the reasons for an expected price decline. Dilution would be new to me. Currently, the company mwn cannot even issue shares to generate liquidity. Previous share issues for debt repayment/ real estate purchases are within the scope of what one can expect from a REIT.

••

Voir une réponse de plus