Author Topic: DVA DaVita HealthCare Partners  (Read 104567 times)

no_free_lunch

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Re: DVA DaVita HealthCare Partners
« Reply #450 on: January 11, 2018, 10:30:04 AM »
The price targets are encouraging but it would be nice to know what is behind that.  Does anyone have any 2019 or 2020 free cash flow forecasts?


flesh

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Re: DVA DaVita HealthCare Partners
« Reply #451 on: January 11, 2018, 11:50:40 AM »
Just listened to the 16 minute jpm presentation however the q and a wasn't part of the recording. Anyone know where to find the q and a portion written or otherwise?

Bluffy

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Re: DVA DaVita HealthCare Partners
« Reply #452 on: January 11, 2018, 01:06:26 PM »
Just listened to the 16 minute jpm presentation however the q and a wasn't part of the recording. Anyone know where to find the q and a portion written or otherwise?

Had the same problem. Go in their again and look right over the presentation. There should be a tab next to "presentation" labeled with "Q&A".

Otherwise: https://jpmorgan.metameetings.net/events/healthcare18/sessions/13926-davita-inc-q-a/webcast

MrB

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Re: DVA DaVita HealthCare Partners
« Reply #453 on: January 12, 2018, 03:03:58 AM »
Just listened to the 16 minute jpm presentation however the q and a wasn't part of the recording. Anyone know where to find the q and a portion written or otherwise?

Had the same problem. Go in their again and look right over the presentation. There should be a tab next to "presentation" labeled with "Q&A".

Otherwise: https://jpmorgan.metameetings.net/events/healthcare18/sessions/13926-davita-inc-q-a/webcast

Presentation (only)
http://investors.davita.com/static-files/915e0798-b9c0-44c9-b3a4-02bfead9a001

ValueMaven

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Re: DVA DaVita HealthCare Partners
« Reply #454 on: January 13, 2018, 03:23:32 PM »
This is a very interesting deck...prob explains why DVA has been on fire recently.  If Thiry is able to pull this off, we are looking at a stock thats going to go much higher...I still think Berkshire might acquire this (regardless of the standstill letter that was signed 5yrs ago)

Sincerely,
VM