WELL Health is a potential take out target, Stifel GMP saysvery old article but reiterates my view since day 1 of investing in this stock - it's ripe for a takeover or spin-off, especially now that they have signalled the company can grow WITHOUT the need to tap the equity markets
a PE player could inject some cash, take it private, use bank financing to grow it, then spin it out publicly at a later date to monetize everything. this strategy is frequented enacted by private equity firms.
“Although early days, we see WELL as setting up for a possible exit of part or all of its operations in a longer-term scenario,” Keywood said. “WELL’s clinic assets could be attractive to private equity with an EMR customer base suitable for Telus Health or Loblaw. The strategic nature of these assets could imply a higher multiple.” https://www.cantechletter.com/2020/04/well-health-is-a-potential-take-out-target-stifel-gmp-says/#