I doubt whether Brookfield would just walk away. Haven't you left out one scenario?
Healthscope doesn't "fall over" but sells their management interest (or part thereof) to a new entity, possibly one set up by HCM. The problem as I see it is that HCM could potentially use that leverage over HCW to make it difficult for a competing party looking to purchase from Brookfield and/or encourage HCW to offer a sweetener to the new HCM entity to encourage third party investors in the new entity.
Not saying they'd do this but hard to manage/avoid perceptions when there are so many potential conflicts of interest.
For me the litmus test will be whether all of HCW's current leverage and conditions with Healthscope are transferred over IN FULL to any new management entity or watered down in any way.
HCW Price at posting:
98.8¢ Sentiment: Hold Disclosure: Held
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