MPW STOCK - IS IT FINALLY TIME TO BUY MPW? | EARNINGS UPDATE

Поделиться
HTML-код
  • Опубликовано: 25 дек 2024

Комментарии • 26

  • @thomasinvest27
    @thomasinvest27  Месяц назад +1

    What are your thoughts on MPW?

  • @mhi_292
    @mhi_292 Месяц назад +7

    Thanks for the Analysis. I can totally see how MPW stock is not for everyone, considering the recent performance and the high short interest. But to understand the potential here, an in-depth analysis of the current fundamental development is needed. I won't try to do this, but suffice it to say that it seems that they solve their tenant problems and will likely come out with a well-diversified tenant base in 2025/2026. Re-tenanting of part of their assets is painful (no rent at the beginning). They also seem to have their liquidity under control, and debt levels are being reduced. In my opinion, a reasonable longterm AFFO per share after retenanting can be something around 1 $ per share, an AFFO multiple of 12x for a then again stable company would suggest an optimistic price target of 12 $ ... but that's only my view. I personally like the high risk/high reward profile.

    • @thomasinvest27
      @thomasinvest27  Месяц назад

      @@mhi_292 thanks for sharing your thoughts, looking interesting. You think these things will happen in favor of MPW? I hope it will, but I have my doubts.

  • @finmathsci3052
    @finmathsci3052 Месяц назад +4

    You "analysis" doesn't say a word on the business model of MPW.
    MPW is a REIT, it simply collects rents. Period. They don't need to do anything at all.
    And it has currently 402 properties because they sold some of the properties to cover some of their due debt.
    They had two problematic tenants, the source of all their problems, and they have solved that.
    Which means the company has bottomed. The next two quarters might still look bad but the company is on its way to recovery.
    This is an incredible opportunity.
    By the end of 2025 MPW will be at $7 per share and after that it will shoot up.

    • @thomasinvest27
      @thomasinvest27  Месяц назад

      @@finmathsci3052 thanks for sharing your thoughts! I truly hope the stock goes up for everyone that has invested or is planning to. I have my doubts, but let’s see where they are going in the coming period

  • @larrym.4256
    @larrym.4256 6 дней назад +2

    I think you are a fool. You purely sight numbers without understanding for the reasons and mechanics of the company. Any spread sheet can provide your results, but it takes intelagence to provide reasoning. I hold a large amount of MPW for 2 years and considering acquiring more. WHY? Because I know the reasons and I have no doubt of where it is headed.

    • @thomasinvest27
      @thomasinvest27  6 дней назад

      Well Larry, thanks for the feedback. I hope you’ll get great results holding MPW. What is it that you like about this company.

  • @jovokrneta1412
    @jovokrneta1412 Месяц назад +5

    MPW is a clear asset play. In up to 2 years it will be shown how wrong you are. You may want to rethink what you said in this video and delete the video.

    • @thomasinvest27
      @thomasinvest27  Месяц назад +2

      Hi, I truly hope for the people who invested that they will have great returns. For now I don’t see that happening.

  • @life-is-good-416
    @life-is-good-416 Месяц назад +1

    Good luck with your thesis

  • @seannguyen685
    @seannguyen685 29 дней назад +3

    This guy is paid by the short

    • @thomasinvest27
      @thomasinvest27  29 дней назад

      I’m not! But I get where you coming from. It’s just that I want to warn people what risks there are with this company.

  • @seannguyen685
    @seannguyen685 29 дней назад +2

    His voice is full of fear mongering

    • @thomasinvest27
      @thomasinvest27  29 дней назад

      Thanks for the feedback! I’m trying to work on that, I’m not a native English speaker so it’s kinda hard for me

  • @jmbaez1866
    @jmbaez1866 Месяц назад +2

    Imagine taking financial advice from someone who talks like this 🤦‍♂️😂

    • @thomasinvest27
      @thomasinvest27  Месяц назад

      What is it that you want to see differently?

  • @robertkearney144
    @robertkearney144 Месяц назад +1

    I held MPW for around a year and had an average of $4.50. Luckily I got out in the green over $5.
    Management in this company are poor and keep on increasing debt to solve problems.
    Much better options for stocks than this.

    • @thomasinvest27
      @thomasinvest27  Месяц назад

      I fully agree Robert, thanks for sharing!

    • @paulsondj
      @paulsondj Месяц назад +7

      They are reducing their debt.

    • @ss9030
      @ss9030 Месяц назад +4

      The recent moves show that the company is heading in the right direction. Time will tell.

    • @thomasinvest27
      @thomasinvest27  Месяц назад

      @@paulsondj that’s a good thing indeed. But do you think this company is in a healthy position for the long term?

    • @thomasinvest27
      @thomasinvest27  Месяц назад

      @@ss9030 it’s interesting… What do you think about the long term, is this a healthy investment? Past few years the stock tells otherwise if you look at the total returns including that dividend.