Hi guys - just wondering if anyone on this thread has a view on the hypothesis that RADs could bring some of the industry players into strife (especially Estia) from this article below:
http://findthemoat.com/2016/05/17/aged-care-sector-leverage/
and also subsequently in today's AFR:
http://www.copyright link/business/...on-private-equity-floats-20160526-gp4r2x.html
Hi guys - just wondering if anyone on this thread has a view on...
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