yes I would go along with that assessment. The discount to NTA is higher due to the problems Healthscope has, how much it would reduce if they were resolved is anyone's guess.
The question of loss of income was raised/mentioned on the last call, mngt believes no income would be lost on existing lease contracts on a change of situation. The current valuations & cap rates have been reviewed so there is no reason to believe the current lease contracts are out of line with current market rates.
DYOR
HCW Price at posting:
95.0¢ Sentiment: Buy Disclosure: Held
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