It seems to me option 2 is currently in play. That is a 3rd party with HMC capital private equity fund.
In terms of making it arms length thats pretty simple. Australian unity have a large hospital portfolio and comparables arent difficult to find. Opening up to a tender process is another way to avoid any conflicts.
David has proven to be very crafty when structuring deals, so I'd imagine it will be something that benefits HMC and HCW.
In terms of selling the assets, absolutely not. Wont happen. HCW wont be able to replace those assets easily and HMC lose fum. This is the worst part of the cycle to sell some of the best healthcare assets globally.
HCW Price at posting:
98.5¢ Sentiment: Buy Disclosure: Held
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