BB Discussion Insights
Recent investor discussions regarding Assura Plc (AGR) reflect a cautious sentiment amid concerns about takeover interest and market fundamentals. Key commentators express skepticism about the potential bid from KKR, noting their shift of focus away from the UK healthcare sector. George Stobart articulates this anxiety, stating, “KKR’s withdrawal will lead to a straight line down to 33p.” Conversely, some investors, like bmcollins and husbod, see the potential for upside at lower price points, indicating their willingness to buy if the stock dips below 40p. Comments such as “33p would be perfect for a top-up” highlight a bullish perspective among certain segments of investors who believe in Assura’s long-term value.
Financial highlights discussed include the implications of asset sales and dividends, with references to improving yields and capital growth prospects. Notably, views from Green Street indicate some shareholder support for the board’s rejection of KKR’s offer, which they argue would not adequately reflect Assura’s intrinsic value. Investors seem to be weighing the risks of further asset impairments against the potential for future growth, suggesting a nuanced and divided outlook on the stock’s trajectory: “his anaemic growth of 3% implies a return of c10-12%,” reflects a belief in slow but steady growth. Overall, investor sentiment appears to be a mix of caution regarding market conditions and optimism about the potential for capital appreciation at favourable entry points.
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