NHC.TO - Nobilis Healthcare Corp


#22

Serait ce possible que NHC sur TSX stagne, alors que sur le NYSE, NHC explose!?


#23

Le marché est assez efficient à ce niveau, les prix vont pas mal se suivre. Exemple, si le listing du NYSE explose, les gens vont voir l’arbitrage (pouvoir acheter la meme compagnie pour moins cher en CAD) et l’acheter immédiatement, ce qui fait que les prix vont monter ou descendre de manière pas mal égale.


#24

J’espère que tu as eu le temps de racheter des parts :wink:


#25

Haha non malheureusement, j’attendais un pullback dans les environs de 6$ - 6,50$


#26

penses tu revoir ce prix (6-6,50$) avec l’annonce d’aujourd’hui?

parce que moi à 7,50$ hier j’ai acheté…


#27

Je suis vraiment pas un pro d’analyse technique pour etre honnete, je test des affaires et je prend de l’expérience mais j’essaye d’etre quand meme conservateur donc je l’attendais autour de ce prix la sans trop savoir si ca va vraiment se produire. Ce que je vois pour l’instant:

Le stock a traversé et rebondi sur l’ancienne résistance qui pourrait maintenant devenir le nouveau support. J’aime bien ton achat à 7.50$


#29

Nobilis Acquires Houston Medical Center Located Hospital
04/20/2015 9:29:00AM | Market Wire

TX – (Marketwired) – 04/20/15 – Nobilis Health Corp. – Nobilis Health Corp. (NYSE MKT: HLTH) (TSX: NHC). Nobilis Health Corp. (Nobilis) today announced that it has entered into an agreement to acquire Victory Healthcare Houston Hospital, a state of the art surgical hospital located in the world’s largest medical centers. With 25-beds and 6 operating rooms, the hospital has provider agreements with most of the health insurers with the largest number of covered patients in Texas.

Nobilis will acquire a controlling stake in the hospital for cash consideration of $1.5 million dollars and the assumption of capital leases totaling approximately $2.4 million dollars. In addition, Nobilis will extend credit to the hospital and assume certain payment obligations to the hospital from Victory Healthcare.

“This acquisition continues the company’s strategic plan for 2015 to acquire an in-network hospital option for our providers, patients and branded procedures,” said Chris Lloyd, Nobilis’ CEO. “With Nobilis’ nationwide and international reach through its marketing programs, having an in network hospital will allow us to capture revenues from in-network leads generated from our marketing programs. The hospital’s location, size and capabilities means the hospital can accommodate patients not only in the Houston area but from all over the country.”

“Much like the First Street Hospital acquisition last year we expect to provide an immediate positive impact on the hospital revenues,” stated Harry Fleming, President. “After this acquisition we will continue to seek opportunities that can benefit from our marketing programs but will also broaden our search to include larger, profitable companies that fit within the Nobilis business model.”


#30

https://ca.finance.yahoo.com/news/nobilis-announces-c-40-million-114100651.html

HOUSTON, TEXAS–(Marketwired - April 21, 2015) -
NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE U.S.
Nobilis Health Corp. (“Nobilis” or the “Company”) (NHC.TO)(NYSE MKT:HLTH) today announced that they have entered into an agreement with a syndicate of underwriters co-led by Mackie Research Capital Corporation and PI Financial Corp. (collectively, the “Underwriters”) for the sale, on a “bought deal” private placement basis, of 4,445,000 Units of the Company at $9.00 per Unit for aggregate gross proceeds of $40 million (the “Offering”), each Unit being comprised of one treasury unit (a “Treasury Unit”) and one-half of one common share (each whole common share, an “Additional Share”) from Donald L. Kramer and associates and affiliates of Donald L. Kramer or from Harry Fleming (collectively, the “Selling Shareholders”) or from treasury. The gross proceeds to the Company will be a minimum of $35 million, before giving effect to the Over-Allotment option.
Each Treasury Unit is comprised of one-half of one common share (each whole common share, a “Common Share”) and one-half of one common share purchase warrant (each whole common share purchase warrant, a “Warrant”). Each Warrant is exercisable for a period of 24 months following the closing of the Offering at an exercise price of $11.50. The expiry date of the Warrants may be accelerated by the Company at any time following the nine-month anniversary of the Closing and prior to the expiry date of the Warrants if the volume-weighted average trading price of the Company’s common shares is greater than $13.50 for any 20 consecutive trading days, at which time the Company may accelerate the expiry date by issuing a press release announcing the reduced warrant term whereupon the Warrants will expire on the 20th calendar day after the date of such press release.
The Company and the Selling Shareholders have also granted the Underwriters an over-allotment option (the “Over-Allotment Option”), exercisable at any time up to 48 hours prior to Closing, in whole or in part, to purchase up to an additional 15% of the securities sold pursuant to the Offering, in such proportion as the Company, the Selling Shareholders and the Underwriters mutually agree, to cover over-allotments and for market stabilization purposes.
The Offering will take place by way of a private placement to qualified investors in all provinces of Canada and otherwise in those jurisdictions where the Offering can lawfully be made. Canadian subscribers must be “accredited investors” (as defined in National Instrument 45-106 Prospectus and Registration Exemptions (“NI 45-106”)) or otherwise qualified under NI 45-106. The Units will be restricted securities within the meaning of the U.S. Securities Act of 1933, as amended (the “U.S. Securities Act”), and (other than with respect to affiliates of the Company) subject to a “hold period” of not longer than six (6) months and one day from the closing of the Offering. The Units may be offered in the United States on a private placement basis pursuant to an appropriate exemption from the registration requirements of the U.S. Securities Act.
The net proceeds from the Treasury Unit component of the Offering shall be used by the Company for acquisitions and general corporate purposes. The Company will not receive any proceeds from the Additional Share component of the Offering from the Selling Shareholders, or the exercise of the Over-Allotment Option in respect of any Additional Shares from the Selling Shareholders.
Closing of the Offering is expected to occur on or about May 13, 2015 and is subject to certain conditions and approvals including, but not limited to, the receipt of approval by the Toronto Stock Exchange.
This press release shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of the securities in any state in which such offer, solicitation or sale would be unlawful. The securities have not been registered under the U.S. Securities Act and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements.


#31

Connaissez - vous le prix total de cet hopital ?


#32

Non, j’imagine que ce sera dévoilé dans les prochains états financiers / rapport de gestion


#33

http://finance.yahoo.com/news/nobilis-health-corp-enters-strategic-100000885.html

Nobilis Health Corp. Enters Into Strategic Alliance Agreement With Renew Spinal Care, LLC
Marketwired Nobilis Health Corp.
2 hours ago


HOUSTON, TX–(Marketwired - Apr 29, 2015) - Nobilis Health Corp. (NYSE MKT: HLTH) (TSX: NHC) today announced that it has entered into a ‘Strategic Alliance Agreement’ (SAA) with Renew Spinal Care, LLC, a healthcare facility management and marketing firm with a specialty in procedures under workers compensation plans and letters of protection, today announced that it has established a strategic alliance with Nobilis Health Corp. This relationship permits Renew to perform its procedures in Nobilis Health Facilities, as well as to share research, development, and technology. Additionally, as Renew expands its geographic footprint, Nobilis has right of first refusal to become the exclusive health facility for Renew’s procedures in each new market.

“Nobilis is excited to work with the innovative marketing team at Renew. Renew currently operates in Texas and Florida as it contemplates expansion into strategic markets nationwide,” said Chris Lloyd, CEO of Nobilis.

“This SAA will provide Renew Spinal Care LLC with state of the art healthcare facilities for the patients and physicians with whom it works and will help catalyze Renew’s anticipated growth throughout the remainder of 2015 and beyond,” said Sam Bailey, CEO of Renew.

About Renew Spinal Care

Renew Spinal Care is a privately held Texas based LLC that commenced operations in 2012. Renew was founded and is 100% owned by Dr. Sam Bailey Phd. Renew specializes in medical cases that deal with Worker’s Compensation and Letter of Protection lines of business in the Spinal Care Surgical Sector.

Dr. Bailey has 20 years of experience in the education and marketing of spine procedures, including Minimally Invasive Spinal Surgery (MISS). He has conducted over 800 seminars and webcasts in the United States and Canada on the subject of back pain, and Spinal Care Surgical alternatives. Bailey’s foundational efforts pioneered the patient education and business development arenas of the Bonati Institute, and North American Spine-Two of the leading spine surgery businesses in the world today. He was also a founder of North American Spine, now owned by Nobilis Health Corp., serving as its original Chairman of the Board. Through his efforts the current MISS and Spinal Care Surgical techniques have treated more than 55,000 patients. Bailey has a unique big-picture perspective, as well as history, contacts, experience, and documentable success in growing Spinal Care Surgical Sector businesses that position him to accomplish the SAA stated goal.


#34

Il y avait un appel conférence ce matin suite à l’acquisition de Peak Surgeon Innovations qui était donné par Chris Lloyd (CEO), Harry Flemming (Président) et Patrick Yoder (VP aux ventes). Les grandes lignes:

  • L’acquisition permet à Nobilis de faire son entrée dans le domaine des services auxiliaires avec une nouvelle division de Intraoperative Neuromonitoring. Ceci leur permet maintenant de capturer une plus grande partie des revenus par patient puisque ce service était offert par des professionnels non-affiliés à Nobilis auparavant.
  • Toujours dans la division des services auxiliaires, ils ont mentionné à plusieurs reprises les services d’anesthésie comme un domaine qu’ils veulent capturer aussi puisque 100% des chirurgies qu’ils performent requièrent des anesthésies.
  • Peak Surgeon a généré environ 1M$ de revenus en 2014 et le target pour les prochaines années est une contribution de 4M$ à 6M$ de revenus annuels.
  • Le total des services auxiliaires lorsqu’ils seront mis en place pourront générer environ 10% à 15% de revenus supplémentaire en moyenne par patient.

Ensuite ils ont fait un petit recap de l’acquisition de l’hopital Victory Houston récemment.

  • L’hopital a été acheté parce qu’il était dans une situation financière précaire. Il avait généré 68 chirurgies au mois d’avril alors qu’il doit en générer 120 ou plus par mois pour breakeven.
  • Depuis le début mai, en 6 jours et grâce au réseau de Nobilis, il y a déjà 80 chirurgies de réservées pour le mois de mai et Chris Lloyd est confiant qu’ils vont réussir à breakeven dès le premier mois.
  • La capacité du centre est de 800 chirurgies par mois.

Finalement, ils ont parlé un peu de ce qui s’en vient dans le pipeline d’acquisitions.

  • Dans le passé leur focus a surtout été sur l’acquisition de compagnies en difficulté que Nobilis a réussi à redresser grâce à son service marketing et son réseau. Maintenant, ils regardent pour acheter des plus grosses compagnies portfolio qui sont déjà profitables, qui possèdent plusieurs centres et qui vont énormément bénéficier des services marketing.
  • Les acquisitions qu’ils regardent sont des centres ou des divisions de services qui ne sont pas dans leur réseau actuel, ce qui leur procure un levier intéressant: En plus de capturer les revenus de la nouvelle compagnie, il y a beaucoup de potentiel de ventes croisées en intégrant ces services dans le réseau de centres et d’hoptiaux de Nobilis.
  • Ils travaillent très fort présentement pour faire l’acquisition d’un nouvel hopital à Dallas puisque celui qu’ils possèdent est à pleine capacité
  • Ils veulent déployer le capital qu’ils ont levé récemment au cours de l’été.

En général l’appel conférence m’a laissé un très bon feeling de la direction que la compagnie prend et je crois qu’il y a des belles choses qui s’en viennent. J’aime vraiment leur modèle d’affaire!


#35

HOUSTON, TX, May 13, 2015 (Marketwired via COMTEX) – Nobilis Health Corp. (nyse mkt:HLTH) (NHC) will release its GAAP financial results for the first quarter of 2015 on Friday, May 15, 2015.

Nobilis will host a conference call on Friday, May 15, 2015, at 8 a.m. CT to discuss its first quarter results.

To participate in the conference call, please dial (855) 789-8159 in the U.S. and Canada and (631) 485-4889 internationally. Please enter passcode 46050997. There will be a livestream of the conference call available at: http://edge.media-server.com/m/p/p8dsk63p.


8 am CT = 9 am ici

Je vais appeler et vous faire un petit compte-rendu comme le dernier.


#36

J’ai regardé rapidement les résultats.

En tenant compte des “Noncontrolling Interests”, Nobilis a perdu de l’argent… Est-ce que j’ai la bonne interprétation?


#37

En effet.

Les corporate costs ont monté en flèche ce trimestre principalement à cause des acquisitions (frais légaux et marketing). Il n’y avait pas beaucoup de détails à ce sujet dans le rapport de gestion par contre, j’imagine que je vais en savoir un peu plus dans l’appel conférence tantot.


#38

Rien de bien spécial dans l’appel conférence. Quelqu’un a posé la question a propos des corporate costs. La réponse etait qu’il y a un mix de one time fees (la nouvelle ligne de crédit avec GE capital a couté 400k, les frais légaux pour les acquisitions, le listing sur le NYSE) et des dépenses marketing plus élevées pour faire rouler les nouvelles acquisitions.

Comme il y a d’autres acquisitions en vue, on peut s’attendre à des couts qui vont rester semblable dans les prochains trimestres mais ca ne devrait pas augmenter alors que les revenus augmenteront.


#39

Philippe et moi allons rencontrer le management de Nobilis dans 1 semaine à Los Angeles. Si quelqu’un a une question qu’il aimerait que je leur pose, juste à me le dire.


#40

Serait intéressant d’avoir un compte-rendu ici de votre rencontre, toujours utile :wink:


#41

Oui on va poster des résumés des rencontres. On rencontre NHC, MBX, PKT, IBH, HTL ET AKR ainsi que plusieurs compagnies qu’on ne connait pas beaucoup encore, en espérant y trouver une nouvelle opportunité intéressante!


#42

si jamais tu as les notes de ta rencontre avec NHC, ce serait grandement apprécié. Sinon quels sont tes impressions @MMartin sur les derniers déroulements avec NHC.

que penses-tu de cet article?
http://www.capitalcube.com/blog/index.php/nobilis-health-corp-fading-performance-but-may-be-making-a-comeback/