import thing to add in your point is time it takes to sort this...

First 30 Last

Share
Profile

Follow
UberTrader

3,488 Posts.

272

04/03/25

13:24

Post #: 78125744
Share

Originally posted by volf: ↑

The likely outcome in my view is:

1. Healthscope goes into administration, bondholders take control.
2. New owners will exit sites that aren't viable through the administration / deed of company arrangement process.
3. Sites that are viable, new owner will negotiate hard on rents, incentives, making the leases double net etc etc. There is no way the terms will be any better than they are currently but possibly and likely much worse.
4. At some point between 1 & 3, HCW will breach debt covenants and will get pushed to raise capital.
5. Sites that are not viable where the leases have been terminated, will be sold at very big discounts to current book.
5. HCW will survive but it will be heavily diluted from here.

I am not interested in participating because this is a very specialised property/operating sector and trying to model where you will be in 3 years time once all of this has washed through is difficult. Also HMC are just fee suckers and the odds are always against you.

Expand

import thing to add in your point is time it takes to sort this all out. It won't be easy as explained by some posters above!!!

HCW Price at posting: 91.0¢ Sentiment: None Disclosure: Not Held
1 Upvote

0 Great analysis

Reply

Top Stories

PAR

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

NMT

Neometals-MinRes JV inks MOU with Rio Tinto on lithium electrolysis

NEU

Neuren jumps over +11% on patent win for Pitt Hopkins drug treatment

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

First 30 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 77.5¢		Change 0.010(1.31%)		Mkt cap ! $423.6M

Open	High	Low	Value	Volume
76.5¢	78.0¢	75.5¢	$720.0K	938.1K

Buyers (Bids)

No.	Vol.	Price($)
15	22399	77.5¢

Sellers (Offers)

Price($)	Vol.	No.
78.0¢	56808	23

View Market Depth

No.	Vol.	Price($)
14	26058	0.775
15	118241	0.770
15	80338	0.765
8	82192	0.760
8	338811	0.755

Price($)	Vol.	No.
0.780	56808	23
0.785	36814	8
0.790	42981	10
0.795	10329	2
0.800	72093	7

Last trade - 13.30pm 26/06/2025 (20 minute delay)

HCW (ASX) Chart

import thing to add in your point is time it takes to sort this...

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

Neometals-MinRes JV inks MOU with Rio Tinto on lithium electrolysis

Neuren jumps over +11% on patent win for Pitt Hopkins drug treatment

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Australia’s gas crisis is here – and dying coal plants aren’t helping

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

import thing to add in your point is time it takes to sort this...

Top Stories

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

Neometals-MinRes JV inks MOU with Rio Tinto on lithium electrolysis

Neuren jumps over +11% on patent win for Pitt Hopkins drug treatment

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Australia’s gas crisis is here – and dying coal plants aren’t helping

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News