CAJ 5.56% 38.0¢ capitol health limited

Ann: FY2018 Results Presentation, page-55

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  1. 1,897 Posts.
    lightbulb Created with Sketch. 55
    I have always wanted AD gone and we came close last time, but with the large dilution in shares I think we won’t get anywhere without the big shareholders and I am not sure how unhappy they would be.

    I am not happy about Enlitic or China and particularly about the lack of info, but the actual core business is going along fine. The institutions very rarely seem to care about remuneration. Unlike us they have had their investor conference call and no doubt feel happy about it all......certainly the valuations they are putting on it seem to suggest they feel 2019 will be fine.

    If you have a look at the fine print, they have completed the WA acquisitions and also plan to open 3 new clinics. Their margin has improved and they are paying a dividend. You know there is a lot to like, if they would just be a bit more open about the extras.
    Last edited by tamz: 29/08/18
 
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