Substack · Blindspot Value
Medical Facilities Corp (TSX:DR) – A special situation + possible wind-down at <2/3 of NAV
Two top-tier hospitals are trading at <6x EBITDA. A management team committed to buybacks may sell these assets at ~10x EBITDA. An investor also gets paid a >10% FCF yield plus ~4% growth for waiting.
Desde publicación −4,8 % α −2,9 p. p. vs S&P/TSX · CAD