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  1. #1
    Senior Member
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    Nov 2004
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    Auckland, , New Zealand.
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    609

    Talking Ramsay Health Care - RHC

    I note that there is no thread for this

    I am currently doing the DD on it, to bad i only have 5 years of data and not 10 years, currently it looks good.

    Monopoly in the health sector

    It owns private hospitals - Not to sure if any government involvement?

    If not then private hosps rocks

    I know steven fleming and SEC is bullish on this company
    Oil - NZO
    REE - ARU
    Copper - EQN/OXR/TMR
    Iron- AGO/ADY/UMC
    Nickel-WSA
    PGM/Gold - PLA/VRE

  2. #2
    Member tobo's Avatar
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    Apr 2007
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    451

    Default

    Some talk (but not much) over on hc.
    Quality discussed

  3. #3
    ? steve fleming's Avatar
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    Hi Dazza, Huntleys have updated their research on RHC today:

    RHC is a premier private hospital operator generating leading industry margins.

    Strong cash flow from the portfolio of quality hospitals is invested to enhance facilities.

    RHC has 68 hospitals and day care facilities, 20,000 staff, annual revenue of over $2bn and manages over 7,200 beds. RHC operates a decentralised control structure to empower operators.

    Many of the hospitals present natural monopolies for their region because of location, scale and reputation.

    The stock suits investors looking for long term earnings growth derived from increasing capacity to meet the demand for service from an aging population.

    "MD Pat Grier has met with Kevin Rudd and a number of his team. A chdange in government will see no change to the current private system which is working and envied by many other countries. Latest data indicates an increase in the percentage of people with private insurance to 43.5%. Both parties accept the 30% rebate program is working well"

    RHC forecast low double digit earnings growth for FY08.

    A nice low risk, defensive play, with plenty of growth upside. I hold.
    Share prices follow earnings....buy EPS growth!!



  4. #4
    Senior Member
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    just talk on HC about how their customer relations aint good
    not looking after patients

    and also paying not very well towards their staff

    australins what are your thoughts?

    RHC hospitals neat? or?
    Oil - NZO
    REE - ARU
    Copper - EQN/OXR/TMR
    Iron- AGO/ADY/UMC
    Nickel-WSA
    PGM/Gold - PLA/VRE

  5. #5
    ? steve fleming's Avatar
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    RHC accounts for 30% of Australian private hospital revenues with competitor Healthscope (HSP) at 17%.

    In terms of private hospital operators RHC are your best bet.
    Share prices follow earnings....buy EPS growth!!



  6. #6
    Gold Member SEC's Avatar
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    Sep 2002
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    , , Australia.
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    438

    Default Hotcopper crapper

    Quote Originally Posted by Dazza View Post
    just talk on HC about how their customer relations aint good
    not looking after patients

    and also paying not very well towards their staff

    australins what are your thoughts?

    RHC hospitals neat? or?
    So you are paying attention to the views of a Hotcopperite who was confidently predicting RHC's profits were going down this year? Oh please.....

    RHC is steady but boring as batshït. It has a cornerstone shareholder which means no takeover chance and Ramsay has itself not been acquisitive of late.

    I've held RHC since early 06 to try and balance my resource heavy portfolio but since then all my other stocks have significantly outperformed RHC and I don't top up on rangebound stocks so it's my smallest holding now.

    SEC

  7. #7
    Senior Member
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    not at all SEC

    just would like some opinions i guess mate.

    Since satisfaction report did come out from an independent survey.

    thanks for ur declaration of ur holdigns

    ill ponder about dropping some cash in it

    so far im busy with QBE/WOW
    Oil - NZO
    REE - ARU
    Copper - EQN/OXR/TMR
    Iron- AGO/ADY/UMC
    Nickel-WSA
    PGM/Gold - PLA/VRE

  8. #8
    Gold Member SEC's Avatar
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    RHC starting to perk up after going nowhere for ages, now only about 30c shy of $12 all time high. Looks as if there is rotation from HSP/PRY and/or proceeds spent from Symbion takeover.

    Will look to sell if it can't break $12 this time round but will buy more if it does....

    SEC

  9. #9
    Advanced Member
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    chch, , New Zealand.
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    Times like this im pleased my portfoio is packed with defensive , boring stocks
    Great announcement today , growth for the year expected to be around 20% rather than the 14% that was forecast.

    Three years since the last message was posted about this stock.
    Shows that the higher a stocks quality , the less it is talked about on internet forums
    Last edited by ratkin; 01-02-2010 at 03:44 PM.

  10. #10
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    Default

    good point ratkin, these defensive stocks have done well, and are hardly mentioned, with the dip at the moment WOW also looks good buying

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