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Ann: HLA enters into Scheme Implementation Deed with PEP, page-8

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Dingus21

380 Posts.

16

08/09/23

11:22

Post #: 69782979
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Originally posted by Motoracebeerguy: ↑

I reckon existing holders have dodged a bullet here.

Anyone able to explain how a private equity enterprise extracts additional profit out of this.

It's a pretty simple business. You're either selling practitioners hours or you are not. Once those hours are sold that's the end of you so you can only squeeze so much from the lemon. Are we to assume there is an abundance of excess capacity that they can suddenly fill?

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Not sure about that...very early stages of the industry rollup and multiple arbitrage story.

There is another smaller roll-up in QLD that will no doubt be snapped up too.

Each will have their own opinion on the margin opportunity from co-locating allied health and centralised systems/marketing.

PEP have a very good track record in healthcare....so wouldn't be too dismissive.

HLA Price at posting: $1.74 Sentiment: None Disclosure: Held
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0 Great analysis

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