RE:RE:RE:DesjardinsFrom what I understand from reading up on the acquisition of CRH is that it was bought not just as a medical addition but more because it is a cash cow. With lots of cash coming in WELL will not need to finance M&A but it will be done with the FCF created from the solid business of CRU.
What should become clear is whether WELL bought a regular cash cow or a blue ribbon cash cow. The initial reports from WELL management is tthat they have bought a blue ribbon cash cow and this quarterly report should make thiis clear to all investors.
We also have the added bonus that WELL also needs to report in the next 3 weeks so we get not one but two reports from different perspectives on this deal and on the impact that this acquisition will have on the future of WELL.
This is on top of the most recent acquisition announcement.
GLTA