HLS 2.28% $1.35 healius limited

Ann: Presentation of Half Year Results, page-5

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  1. 356 Posts.
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    Yes! Exciting as FIRB will no longer be an issue!

    Brookfield and Apollo have half a trillion + of USD assets between them - so financing will no long be an issue.

    The only issue is whether Jangho will be a willing minority in this new scheme. It is a minnow, but they offer a vehicle to access the mainland market, and a platform for cross trade into the party’s belt and road initiative. 

    The value impetus is for Brookfield to take the lead; the synergies and cost savings from merging Healthscope and Healius would be magnificent.

    Timing is everything - I believe Brookfield was dragging its feet on Healtscope - now I can see why it had the confidence to finalize its offer - because they can use the same team to run three companies under a new vehicle:

    1) Healthscope
    2) Healius
    3) Vision Eye Institute (assuming Jangho sells assets into a new vehicle)

    This is the most exciting and transformatice/innovative deal I have seen in the Australian Healthcare market, given everyone wins with the upside for global market potential.

    I want to know who had architected this deal, they deserve a prize  - Jangho is the biggest winner, so I suspect it may be their advisors (Macquarie).      
    Last edited by Linsanity: 17/02/19
 
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$1.35 24857 47
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