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Neighbourly Pharmacy Inc T.NBLY

Neighbourly Pharmacy Inc. is a Canada-based company that operates a network of community pharmacies. The Company is an owner and operator of retail pharmacies located throughout Canada under banners such as IDA/Guardian, Pharmachoice, Pharmasave and Remedy’s RX. The Company, through its subsidiaries, owns and operates a network of retail pharmacies known as Rubicon Pharmacies (Rubicon or Rubicon Pharmacies. The Company owns and operates approximately 287 locations across seven provinces and one territory, a coast-to-coast footprint that provides scale and diversification. The Company’s pharmacies provide accessible healthcare with a personal touch. The Company also owns British Columbia-based pharmacies.


TSX:NBLY - Post by User

Post by Kanatainvestoron Sep 15, 2023 9:57am
93 Views
Post# 35638039

The gap between bid and ask is massive (30 to 50c)

The gap between bid and ask is massive (30 to 50c)It looks like we've run out of sellers in the $14s, I am not sure who was giving away their shares at these levels with the stock trading two/three standard deviations below its trading multiple.

Outside of elements within management control keep an eye on the outlook for Canadian interest rates, consensus is emerging that the central bank will cut in Q1/24. Markets tend to price interest rate movements 6 months in advance. NBLY’s current valuation is still assuming an elevated interest environment for years to come, but as we approach 2024, the stock will have to take account of the likely decline in interest rates next year.

My guess we end the year in the high teens, possibly $20+, if management reports a strong quarter next month with intiatives by new management to enhance margins starting to bear fruit.
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