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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

Comment by Kanatainvestoron Dec 18, 2023 1:00pm
120 Views
Post# 35790102

RE:RE:As Long as the "Formal Valuation" is a minimum $18.50...

RE:RE:As Long as the "Formal Valuation" is a minimum $18.50...I don't see this going back to $12s with interest rates where they are (the yield on Canadian 10 sovereigns is down to 3.17% from 4.25% when the first $20.5 offer was made). If you look at PLC, DNTL and the likes they have rallied substantially the last few weeks as investors started pricing a meaningful reduction in interest rates in 2024. If you combine that with the pharmacists shortage easing in 2H24, you have a very strong foundation for a major increase in adjusted and absolute EBITDA margins. As such, there might be a knee-jerk reaction to the deal falling apart, but that doesn't change the much improved outlook.


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