Well, the trading 2day provides some support for my comment that $5 is an unsustainable level for NHF without earnings or some evidence such as yield, PE, outlook, forecasts etc supporting NHF's meteoric SP rise.
How r the Agreements "value accretive"? That is ur opinion but what is there to substantiate that?
Re "Mediscare" comments, MPL and NHF have both gone up IMHO due to the recent lack of criticism of the insurers MPL and NHF by Australian Government partly caused by the "Mediscare" campaign having worked. Susan Ley as the Minister has not been as critical of the health insurers of late and that has improved sentiment.
The S&P ASX 200/ All Ords is not near records at all, about 10% off records. It is by fact currently 5429 having been at 5975.5 on March 20, 2015 pre Brexit pre Trump. The DOW or S&P 500 are totally irrelevant to SUN and/ or NHF. Only perhaps medical insurers listed on the NYSE/NASDAQ may have some impact on sentiment towards MPL and NHF but then u would think that the LSE would be a better place as the English health system is closer to the Australian health system than the American health system.
BUPA is a not-for-profit English based and domiciled health insurer. With the health insurance regulations in Britain needing change post Brexit due to the Conservative Government being now a Government not in Coalition with the Liberal Democrats and able to rule in its own right, the ability of British co-operatives such as BUPA to be in Australia may be curtailed. Authors such as Paul Gosling and Martin from the UOW (see article below) have been resolute on this point see the article below: there r many others that Health Secretary Jeremy Hunt's Department will be considering. www.uow.edu.au/~bmartin/dissent/documents/health/bupa.html
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