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Invesque Ord Shs T.IVQ

Alternate Symbol(s):  MHIVF | T.IVQ.DB.U | T.IVQ.DB.V

Invesque Inc. is a health care real estate company. The Company owns a portfolio of North American properties across the health care spectrum. The Company invests in a portfolio of predominantly privately paid senior housing communities. The Company's portfolio includes investments primarily in independent living, assisted living, and memory care, which are operated under long-term leases and joint venture arrangements with industry operating partners. The Company's portfolio also includes investments in owner-occupied seniors housing properties in which the Company owns the real estate, the licensed operations, and provides management services through Commonwealth Senior Living, LLC. It owns a portfolio of over 56 properties in the United States, comprised of 53 assisted living and memory care facilities and three skilled nursing facilities. In Canada, the Company owns an interest in four seniors housing assets.


TSX:IVQ - Post by User

Comment by giovincoon Feb 21, 2024 8:33pm
90 Views
Post# 35892253

RE:Book Value is $4.30

RE:Book Value is $4.3010x lol
Can't buy or sell any shares, will drive price up or down 30%.
I assume no one will sell while driving the price down 30%.
The problem is that enterprise value is tied to debt level, so giving discount to assets being sold, this is not worth that much. Only partial information being provided by management team is also the big problem. New buildings at $35M but how much is indebted from $35M? Only $0.9M saved after firing one executive? They should all take a pay cut since this is less than 20M market cap, should not and cannot taken more than millions in executive salary at this level. It should only be like 200k max.
Debentures were attractive at $40 but not anymore. Had 2.5x guaranteed return plus crazy interest payment.
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