RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Thoughts on Q2 2022 Results?
Torontojay, I agree the macro situation is not so good. The question is how much of PHA's business is sensitive to the macro situation?
Nurses will be needed regardless of the overall market environment. I don't think their debt is particularly sensitive to rising interest rates.
The non-ambulatory transport services is a thorn in their side, but is only a relatively small contributor to their financials.
Do you see any major headwind in their core business? If we were building a bear case, what would be the strongest point?
The price action today seems to be the selling mainly from just 4 investors - it doesn't take much to swing the needle one way or the other.