Life Healthc GRP HLDGS (JSE: LHC) share price, discussion & sentiment

11.48, sellers finally tapped out.

Come on you dogs, run it!

Patient volumes are the key metric here, and if that's actually recovering after the past couple years then the margin expansion story becomes real. Remgro holdings similar assets and they've already priced in that recovery, so LHC still has room to run on fundamentals rather than just sentiment. Don't even check the SP, come back in 6 months.

@swordfish_sa volumes are actually tracking better than expected, ja

Come on baby, break through 11.50

Come on come on come on!!!

11.48 and holding nicely. Let's go!

Recovery in patient volumes finally showing up in the numbers, that's the real story here.

someone's selling hard at 11.50. typical tuesday nonsense

11.52, catch the express train

11.48 and holding. Where's the volume though.

11.52 and climbing. Nice to see.

lhc sitting at r11.28 and up today but the real question is whether they can grow patient volumes and margin back to pre-covid levels. balance sheet is solid enough but you need to see consistent earnings growth, not just hospital occupancy ticking up. once they land a meaningful contract with either government or a big corporate scheme, that's when the stock moves. until then it's just treading water.

R11.28, nice to see some green today

Worth reading up on LHC's latest operational metrics. Holding steady here.

come on lhc, run baby run!

lhc been beaten down too much. healthcare demand isn't going anywhere, government partnerships keep them steady. compare to netcare, life's got better margins once load-shedding settles. 11.05 is gift territory for the patient money.

LHC playing like the Bulls defence, full of holes.

Been holding LHC since the restructure, question mark is whether the operational improvements actually flow through to cash generation or we're just seeing margin management. Last set of numbers showed bed occupancy holding up decently but the real test is how much of that translates when you factor in bad debt and the load-shedding drag on theatre utilization. Could read as a value trap if management doesn't arrest the capex intensity, but if they can stabilize EBITDA margins around 30% and start deleveraging, the dividend story works at these levels.

LHC is sitting on solid hospital assets across SA and the continent, loads of operational leverage if they can push patient volumes and sort out the cost structure. The yield's decent at these levels and they've got pricing power in private healthcare. Yeah balance sheet's chunky but they're not a startup, they're generating real cash. Fair value's probably closer to 14-15 over the next year or two if management executes.