What is you valuation of Ramsay?
My market implied growth (at $53 sp)
Assuming 10% annual return - 7.09% (in perpetuity)
Assuming 12% annual return - 9.04% (in perpetuity)
Currently the forecast is for 'core' eps growth of 2%. Add the Capio bid that Ramsay just offered 20% over a price that was going to be accretive in 2-3 years.
So why the difference?
Ageing population thematic. Can this reliably be converted to higher profits (of a reasonable amount & in a time period to justify the price)
Are the operational efficiencies going to come back & drive growth?
How much is historical quality worth?
What is you valuation of Ramsay?My market implied growth (at $53...
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Last
$48.55 |
Change
0.080(0.17%) |
Mkt cap ! $11.11B | |||
| Open | High | Low | Value | Volume |
| $48.44 | $48.60 | $48.10 | $5.838M | 120.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 11 | 236 | $48.53 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $48.55 | 260 | 16 |
View Market Depth
| Last trade - 13.25pm 05/06/2024 (20 minute delay) ? |
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Last
$48.60 |
Change
0.080 ( 0.36 %) |
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| Open | High | Low | Volume | ||
| $48.44 | $48.60 | $48.10 | 21772 | ||
| Last updated 13.46pm 05/06/2024 ? | |||||
| RHC (ASX) Chart |