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Primary Health Care Properties
The Colonel
Posted: 04 April 2018 06:00:11(UTC)
#1

Joined: 19/09/2009(UTC)
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What do people think about the Primary Health Care Properties share offer?
t s
Posted: 04 April 2018 09:24:43(UTC)
#2

Joined: 03/03/2016(UTC)
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I have held PHP for many years. Buy them while you can at this price.
Sound investment (imho) and good regular divi. But DYOR.
The Colonel
Posted: 04 April 2018 09:34:32(UTC)
#3

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I hold PHCP and have added by 50% to my existing holding, Not spectacular but very steady improvement.
Mr Helpful
Posted: 04 April 2018 11:08:57(UTC)
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From results @ year-end Dec 17 :-
nav : 94p (80p)
Debt : 124% (134%)
Dividend Yield : 4.2% @ today's price of 110
Dividend Growth : 2.5% (2.4%)
Dividend Cover : 0.99 (0.94)
Earnings Growth : 8% (-2%)
ROCE : ???

Offer price : 108p?
Share Price over last year : 110-123p
xcity
Posted: 04 April 2018 14:05:44(UTC)
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I make it a 5% yield at offer price.
Dexi
Posted: 04 April 2018 14:55:55(UTC)
#6

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108 p looks a fair price although not a bargain.Share price has proved more resilient than MXF in recent weeks.
A Wilson
Posted: 05 April 2018 19:14:37(UTC)
#7

Joined: 28/01/2013(UTC)
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It does look interesting but Hargreaves and II are not participating?
john williamson
Posted: 05 April 2018 20:18:08(UTC)
#8

Joined: 29/02/2012(UTC)
Posts: 2

just wondering if Labour got in whether they would be minded to nationalise GP surgeries and pharmacies with attached GP practices?
Aidan MacGinley
Posted: 07 April 2018 13:40:51(UTC)
#9

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I think it would be a step to far even for a looney like Corybn. I hold the stock and view it is a bond proxy and have bought more in the offer probably Corbyn proof.
Captain Slugwash
Posted: 07 April 2018 19:29:14(UTC)
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Being an IT, PHP of course incurs fees.

Assura (AGR) competes in a similar market, but without the additional fees.
Quarterly Div currently at 3.8%

Worth a look?
xcity
Posted: 07 April 2018 20:42:42(UTC)
#12

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Captain Slugwash;60314 wrote:
Being an IT, PHP of course incurs fees.

Assura (AGR) competes in a similar market, but without the additional fees.

They are both REITs.
Alan Selwood
Posted: 07 April 2018 22:51:49(UTC)
#11

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Captain Slugwash;60314 wrote:
Being an IT, PHP of course incurs fees.

Assura (AGR) competes in a similar market, but without the additional fees.
Quarterly Div currently at 3.8%

Worth a look?


You mean AGR offers a free lunch?
Surely not.
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