Aged Care Sector
It takes approximately 15 years for a retirement village to be built and reach cash flow maturity, with an additional several decades of...
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Aged Care Sector - M&A Arrives to Aged Care
The proposed acquisition of Arvida Group (ARV) by Stonepeak Alps BidCo injected meaningful optimism into the listed aged care sector.
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Aged Care Sector - More Sellers than Buyers
Over the last six months the three aged care operators with March year ends are down a further ~-20%, with Ryman Healthcare (RYM) the worst performer.
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Arvida Group - Debt Juggernaut Rumbling On: NEUTRAL
Arvida Group (ARV) provided an update on drawn debt, implying meaningfully higher debt versus our and Visible Alpha consensus forecasts.
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Aged Care Sector - It's Always Darkest Before the Dawn
The aged care sector has had another tough month, led by Ryman Healthcare (RYM) down ~-12%, re-tracing most of its post capital raise performance.
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