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Hopeful9

10,766 Posts.

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17/06/24

17:32

Post #: 74356024
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Originally posted by johntaim: ↑

Egos not so much as fundamental differences in approach to healthcare. Back in the day IDX companies had a rock solid reputation as quality providers of high end imaging courtesy of lake imaging and south coast radiology. CAJ reputation was not that at the time.

Now IDX has a more diversified portfolio, some high end, some mid/low end. and CAJ also has a more diverse portfolio now courtesy of quality acquisitions like Fowler Simmons.

But fundamental differences in culture between the companies remain at the core of doctor and staff culture and is the reason why IDX and CAJ remain fragmented in cultural commonality - some good sites, some excellent sites, and some not so much, but critically all following their own paths and not melding with the unified concepts that respective managers of these two entities desire to impose. Hence the culture clash.

The proposed merger will amplify cultural differences especially noting that the individual smaller companies have failed to resolve this over 6-8 years of trading.

I predict more culture clashes and some blood on the sidewalk whilst this cultural un-attachment plays out.

There is no doubt that a merged large entity is a financially sound proposition but the reality is that there is a huge cultural gap between these rollups already, and creating one giant rollup doesn’t reduce those differences it merely amplifies and increases them.

My plan is to wait till things sour around 3-6 months after merger, SP will likely tank as profits dwindle, fantastic time to buy, then wait it out for 3+ years till the newl giant stabilises and then wait for the gold. Great medium term opportunity in the making. But in the short term I predict it will be a blood bath.

But as always - DYOR.

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Are you a (disaffected?) former staff member of holder of other position in one or the other?

Apologies for the question but it has to be asked.

As @jake0002 impies, it's easy to make statements, but what is the hard evidence?

Can't good management overcome 'cultural differences'?

Last edited by Hopeful9: 17/06/24

CAJ Price at posting: 27.0¢ Sentiment: Hold Disclosure: Held
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