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Regional Health Properties (RHE-PA)

WEB19 Comments 19 thoughts on “Regional Health Properties (RHE-PA) – Preferred Stock Exchange – 100%+ Upside”

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URL: https://www.specialsituationinvestments.com/2022/04/regional-health-properties-rhe-pa-preferred-stock-exchange-100-upside/

Liberty Health Sciences (LHSIF) – Merger Arbitrage – 15% Upside

WEBCurrent Price: $0.95. Offer Price: $1.09. Upside: 15%. Expected Closing: end of Q1 2021. Press release. Liberty Health Sciences, a vertically integrated medical …

Category: Medical Go Health

Quick Pitch: Regional Health Properties (RHE-PA)

WEBThe largest pref shareholder Charles Frischer (17% stake in prefs and 4.4% stake in commons) issued a letter to management saying he is ready to support the …

Category: Health Go Health

Merger Arbitrage – 13% Upside

WEBIn case of deal going through, the short Cresco/long Bluma pair is stand to make money in all scenarios, most when Cresco share px would fall to $7 (-54% vs …

Category: Health Go Health

National HealthCare (NHC) short, mcap=$886m

WEBOperator of skilled nursing facilities Multiple secular challenges with an imminent earnings cliff. Short thesis boils down to patient volume shift from SNFs to home healthcare. …

Category: Health Go Health

Quick Pitch: Afya Limited (AFYA)

WEBBertelsmann has held an indirect 25% economic and 46% voting stake in Afya since its inception and then bought it out from an investment vehicle in Aug’21 for …

Category: Health Go Health

eHealth (EHTH), mcap=$233m

WEBeHealth is a digital health insurance broker with secular tailwinds from the continued Medicare Advantage growth till 2040. EHTH was classified as an un-investable stock in …

Category: Health Go Health

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WEBLogin or sign up to view this page. The page you are trying to view is only accessible by members of Special Situation Investments. Please Login to proceed. If you are …

Category: Health Go Health

Merger Arbs With Wide Spreads (Nov 2023)

WEBThis is a fresh review of the current merger arbitrage opportunities with wide spreads. This post is an update on my previously published Merger Arbitrage …

Category: Health Go Health

Quick Pitch: Estia Health (EHE.AX)

WEBPotential Takeover – 13%+ Upside. Australian residential aged care services provider Estia Health has received a non-binding proposal from Bain Capital at …

Category: Health Go Health

Medical Properties Trust (MPW) short, mcap=$5300m

WEBMedical Properties Trust is a highly-levered US healthcare REIT that owns nearly 440 hospital facilities. Company operates a low-quality business (with shady management) …

Category: Medical Go Health

Merger Arbs With Wide Spreads (July 2023)

WEBWith another quarter in the books, I am refreshing my review of merger arbs with wide spreads. This post follows my previously published pieces in July’22, …

Category: Health Go Health

Pihlajalinna (PIHLIS) – Merger and Arbitrage – 27% Upside

WEBCurrent price: €12.62. Offer price: €16.00 in cash. Upside: 27%. Expected closing: Q3 ’20. Offer document. This idea was shared by Lars. This is a merger …

Category: Health Go Health

Quick Pitch: Enhabit (EHAB)

WEBQuick Pitch: Enhabit (EHAB) Activist Campaign/Potential Company Sale – Upside TBD. This is an interesting setup where an activist campaign might eventually …

Category: Health Go Health

Quick Pitch: T&K Toka (4636:T)

WEBJan’23 – Dalton Investments, along with its affiliates, launched a partial tender offer for up to 44% of T&K Toka’s shares (including Dalton’s 22% stake at the time). The …

Category: Health Go Health

Quick Pitch: Hollysys Automation Technologies (HOLI)

WEBFree cash flow for the year was negative due to high CAPEX, which has been gradually increasing for the last 3 years. HOLI guides at $895m revenue for FY24 at …

Category: Health Go Health

Pan American Silver (PAASF) – CVR

WEBCurrent Price: $0.82. Offer Price: $1.65 (updated, see comment below) Upside: 100%. Expiration Date: Q1 2029. IMPORTANT – the case has been updated …

Category: Health Go Health