over the course of Mar-23 to Dec-23 the portfolio increased in value by $303m
300m occurred between Mar-23 and Jun-23 in the Healthscope portion of the portfolio, $100m was capex and the $200m valuation increase was capital appreciation from the $100m investment.
between Jun-23 and Dec-23 they are saying the portfolio increased in value $3m from $1,634m to $1,637m equating to about 0.18% increase.
That seems like a minuscule amount of market appreciation, it's 14.82% capital appreciation and 0.18% market appreciation, that is if I am understanding their report correctly. Could it be because of the timing of valuations not aligning with the HY report or is the market appreciation of the portfolio really that stagnant that it relies on capex improvements
HCW Price at posting:
$1.15 Sentiment: Hold Disclosure: Not Held
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