aging care, page-5

Estia - Managing Director and CEO - Paul Gregersen
- 13 years experience in private health care sector - 5 years in residential aged care. Gregerson was former Managing Director of Bupa Aged Care Services Australia (BACSA). Oversaw 40% increase in places.


Estia - CFO - Joe Genova
9 years experience in the residential aged care sector and formerly Finance Director at BACSA.

A few quick numbers:  

	Column 1	Column 2
0	EHE
1	Shares	180,000,000​
2	Share Price	$4.55​
3	Current Mt Cap	$819,000,000​
4	NPAT CY15 E	$49,300,000​
5	PE	16.6​
6	Current Mt Cap	$819,000,000​
7	NPAT FY15 E	$42,600,000​
8	PE	19.2​

	Column 1	Column 2
0	JHC
1	Shares	262,500,000​
2	Share Price	$1.87​
3	Current Mt Cap	$490,875,000​
4	NPAT FY15 E	27,700,000​
5	PE	17.7​

	Column 1	Column 2
0	REG
1	Shares	300,350,000​
2	Share price	$4.10​
3	Current Mt Cap	$1,231,435,000​
4	NPAT FY15 E	48,000,000​
5	PE	25.7​

Either REGIS SP declines or ESTIA SP rises or a combination. I favour the latter.

The market in a mean mood right now. Buyers of EHE under $5.00 should be ecstatic. It's worth more now, and soon more again on growth acquisitions. I'm not overly concerned about the current reaction/noise.