Professional
Added to YB: 2024-02-07
Pitch date: 2024-02-07
DR.TO [bullish]
Medical Facilities Corporation
+99.98%
current return
Author Info
River Oaks Capital is an investment fund that invests in a concentrated number of small, underfollowed micro cap & small cap public companies. Sign up for the newsletter.
Company Info
Medical Facilities Corporation, through its subsidiaries, owns and operates specialty surgical hospitals in the United States.
Market Cap
N/A
Pitch Price
CAD 8.71
Price Target
13.97 (-20%)
Dividend
2.08%
EV/EBITDA
N/A
P/E
17.17
EV/Sales
0.81
Sector
Health Care Providers and Services
Category
turnaround
River Oaks Capital new position - Medical Facilities ($DR.TO)
DR.TO: Surgical hospital co. selling at 6-8x FCF after divestitures & buybacks. Potential catalysts: 1) Sell all 4 hospitals for $250-300M+ 2) Sell AR & OK hospitals for $60M+ to fund buybacks 3) Sell to local buyers 4) Reinstate 12-15% div yield. Downside protected by quality assets.
Read full article (5 min)