AHR
American Healthcare REIT, Inc.
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I understand what you mean, truthfully all options seem extremely risky; I have a really good set up of swing trades/investments that Ig makes it were I never need to look at those options. Aswell as I think I can gag the REIT market generally better then the tech, or healthcare department. My biggest haul was chasing AHR up to 49$ (dumped yesterday mostly)
Real-estate based shares, theirs alot of good ones out there that dip into other markets like AHR is also considered apart of the healthcare market while being a real estate share. Same with PW and the energy market. However they have their own scandles. Less stable and more volatile REITs are usually offices, Warehouse, and Lesuire based REITs. Aswell as some REITs will promise high divedend yeilds 4%+ as their losing money to try, and maintain shareholders from pulling. Honestly I couldnt give you the full rundown here, but please consult youtube for a few guides on how to navigate the REIT market; everymarket has their mulligans/red flags so always ve researching!
I'm out of alot of tech markets due to the risk of a market correction. Other then that I went with KDP instead of KO, and I start picking up AHR/WSR/BTLCY due to their "lean and mean" portfolio of properties in high traffic areas.
I don't mean to interrupt, but I was lucky enough to buy 20,000 shares of AHR.V at a price of CAD 0.03. I bought 1,000 shares at a time (20 times in total) to avoid driving the price up too much. After five years, the stock was worth CAD 0.90. I then sold 2,000 shares at a time in the following days of this year until I had none left, so 10 times in total. Unfortunately, I had bad luck with 15 other stocks. But the losses were manageable. This isn't something I would recommend, just an example. There was a lot to read, tons of news, and I even wrote fan mail to AHR.V via email and received a reply. The A-Team always said: "I love it when a plan comes together." Good luck with your buying, I'm keeping my fingers crossed for you, and please don't be offended by this message.
# Equíllium special situation trade (ultra, ultra risky). So this company located in an ultra high COL city (La Jolla, CA which btw has a fkn siiiiick breakfast place called Richard Walker's pancake house) has been a stock I have made money on when a bunch of fomo surrounded the stock for vitiligo which is blotchy skin. That flopped. The stock used to be continuously funded by a bunch of funds and big investors, and interest gradually faded. Sometime earlier this year one of those investors, gave the company more money and also effectively reverse merged Aríagen, a private company, into EǬ. Let's treat the company going forward as NewQ for now. In this transaction NewQ gained some cash, and the rights to EǬ504, an AhR modulator. It's thought that AhR modulators can control inflammatory response, but the science is still being iterated on. I am not a scientist. EǬ, if we are to believe their 5-02 deck suggests that with modifications these molecules can target various parts of the body **without** systemic effects (important!). Similar to a guided munition vs a blanket attack (not good!). recently the stock experienced some surges in volume potentially from people buying up the stock as Abi vax got picked up for 4.6Bn Euros. Why? Because Abi vax's Obefazimod enhances the expression of microRNA-124. It is generally well understood that MiR124 and AHR play very important roles in the inflammatory response. Therefore, it could be the case that EǬ504 if funded, becomes a candidate for alleviating inflammatory bowel diseases such as ulcerative colitis. Keep in mind the company will owe the fund $55Mn if the drug is *successful enough.* Additionally, this fund has significant control over NewQ (risk!) Last Monday the company put out a very odd PR: they are buying crypto with their reserves and they moved their ATM with LifeSci (this company does a lot of biotech fundraising and IB). The stock's momentum died and there's been 2-3 days of 1.5-2mm volume and the last most recent day with <600k volume. The company is nearly broke, and you never want to buy into an ATM. Because a company hitting an ATM at low prices tells you the company is desperate and couldn't gather investors. Earnings are on the 13th. I believe that the company could very well reveal a registered offering and reorganization. It's the summer, people go on vacation all the time. Key persons could come back from a bender in Ibiza and have a chat with qualified investors and raise $50mn. If this happens the new investors of NewQ will be locked up and you could be the shareholder of NewQ with more money and more shares issued, but the picture will be the same as now float wise. + the company will initiate development of the drug. Bull case – Company completes offering and reorganization, secures sufficient funding to advance EǬ504 into development, attracts investor interest from the AhR angle for IBD / Autoimmune and skin diseases. Market cap could trend toward $300–400 million over time if progress is made. Bear case – No offering is completed instead there is ongoing ATM usage at low prices suppresses share price, potentially keeping it under $0.50 for an extended period along with free float rocketing. But the company starts development anyway. Super-bear case – Company fails to secure funding or delays development significantly, leading to insolvency or bankruptcy. Long and underwater btw.
Here's the list I've been posting. Some did well today. I've added details if it helps. Removed ATCH and TUYA since already ran. **IMNN** Only watching this one to see how market reacts. 2024 Financial and Company Update Thursday 02/27 but they haven't beaten their EPS estimate last 3 quarters (-0.36 estimated this quarter). Long term watch due to recent Phase 3 start, 1 to 4 years. **MCTR** Quiet Period Ends 03/03. But I believe the underwriters have up to 03/08 to exercise 300k shares at the IPO price of $4, so careful there. Chinese stock. Went up ~12% today and has been steady rising. **DXLG** Earnings 03/20. Has opened 8 new stores last 12 months, new partnerships, new FiTMAP and Bluecore technologies. **COEP** Making partnerships like crazy past few months and expanding into many new ventures in tech/AI. For this type of stock the D/E 0.26 is good. Went up 23% today so now only watching this. **MVIS** 2 year breakeven and 55% AHR projected, hedge funds and capital groups interest and buy ratings. I have a small position.
I don't think competitors to each other would be the right term. I know Welltower is one of the largest and has been building their portfolio for a long time and Omega Healthcare handle similar types of senior healthcare real estate assets. They each have arrays of operators that hold multiples of properties under each umbrella run their own way so it's not really as simple as they have competitors. I think the main thing to focus on is how their average performance of their asset sectors are in their specific categories in compare with others, and really customers are based on location for the most part while these REITs hold properties run by operators all over the country, and other countries. I think it's just important that Trilogy, AHR's top operator which they now own completely and which is their leading integrated senior home care asset keeps up their occupancy numbers when the industry has been constantly facing greater customer population with record lows of new construction - as well as being able to lower staffing costs because of worker retention with specialized/skilled workers - which is difficult in this industry due to stresses and hours of the industry itself. All in all asking about competitors isn't really super relevant - focusing on how they handle in each category as long as they are doing well while they are in differing geographical locations, I believe the growth is most important as these types of companies tend to continue growth and become acquired for large sums or just large owners in the constant future. The demand will always grow for these types of services/real estate in general unless there's some catastrophe. My focus was built on AHR because of the side by side comparison of the aforementioned senior living REITs debt/income/asset performance growth feeling since the start they've been growing clearly but still under-valued metrically vs. others who are well established - and attribute it to being an REIT (not extremely popuar sector of stocks to be traded constantly) and also they are of recent public offering. The trade volume on average is pretty low for their market cap.
> I would like to add an additional caveat to your point about the hearing tests. > > > I do, however, have copies of all my hearing tests for the last 10 years, so > > I can see how it has changed and can extrapolate reasonably well. Plus, Apple > > claims they'll provide a hearing test feature. > > I must thank you ever so much for bringing this up as it is central to my > biggest argument for Apple in most forms of industry. > > For perspective, AHR's *(Apple Health Records)* can be shared and accessed with > your medical provider, and you can see trends based on your long term data > that you allow the device to track. > > I speculate that if the medical industry were to start integrating and > and leveraging the provided software that Apple gives to help paitents and > medical professionals give quality care, it could allow for cheaper services > and less visits. As well as empowering the patient and medical practicioner. > > have you had a plesant experience using the health app?
You mean AHR - American health care?
1. AHR is an owner and operator 2. Mostly by acquisition as of recent as I can see 3. Idk about that but their liabilities have decreased about \~25% the past half year with that chunk coming from decrease in credit and and term loans \~$500M
Just to clarify, 1. AHR is the owner/operator? 2. Do they expand by mostly new construction or by acquisition? 3. Do they have any tranches of high interest debts that can be refinanced soon at a lower rate? I like the space but I'm currently dealing with poor management in another health care REIT so I'm cautious atm.