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MHi_292
@Valueformoney
4Mes·

$MPW (-0,33%) 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?

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9 Commenti
Chris@market_genius_221
4Mes
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
4Mes
@Levinson_G perhaps the answer to your question😉.
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Toxi@Toname
4Mes
Hopefully, still almost 45% in the red 😂
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MarcoAviano@MarcoAviano
4Mes
@Toname I feel 😂 have -41% right now would already like to sell. Hahaa
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Wojtek@Wojtek
4Mes
Already in the plus :)
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Till@Stockmarketbird
4Mes
Only -55% whuuup whuup
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Xantia@Xantia
4Mes
No profit for the year
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MC@Tokugawa
4Mes
@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
4Mes
@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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