RE
replicant2209@replicant_2209·Bearish
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.