Link to PHP's Investor Page
https://www.phpgroup.co.uk/investors/re ... entations/What caught my eye was the report linked on the PHP website which was produced by Avison Young titled
"
Changing tides in primary healthcare: what does value for money look like today?"[
Avison Young is a global commercial real estate services firm, headquartered in Toronto, with more than 100 offices in 15 countries. Avison Young was founded in 1978.]
This (short) report is dated October 2023.
Did this report lead to the increased shorting?
I suspect PHP commissioned the report as a means to flag up :--
- PHP need to increase rents to continue to be viable.
- The facilities PHP provide are needed by the NHS.
Whether PHP can obtain higher rents from a cash strapped government is debatebale....the government seems unwilling to pay doctors more and is digging it's heels in so I think there will be less political pressure to provide more funds to " Big business and it's shareholders ".