this slide shows 57% of the portfolio are tenanted by a combination of Healthscope, Acurio and Mater.- not 60% by Healthscope alone!
the media reports of 60% were obviously not correct.
Some of those are profiles and some are not.
all guesses on the exact amounts but the risk is a percentage of a percentage of a percentage so not all that bad considering this scenario was also a known known and baked into the share price.
saying that bad news gets punished hard on the asx so I sold out on open yesterday and bought back in later in the day.
(20min delay)