Dri Healthcare Trust T.DHT.UN

Buzz on the Bullboards: From oil fields to labs, TSX Stories making waves

[HermannHaller]

Yes, great call! Big pipeline, portfolio 'insulated' from potential tariffs, CEO taking 95% of comp in shares. Very positive message here. Also, the CFO clarified that there were $3.9 million

[SONOFFERGUS]

Plus NCIB is back.  On earnings call, CEO said they will continue to weigh IRRs of new investment vs. buyback but that it's no contest at current unit price

[retiredcf]

May 12, 2025 DRI Healthcare Trust Q1/25 - Results mixed; Announces internalization of the manager at ~4x trailing fees - positive news TSX: DHT-U | CAD

[PressRelease]

Definitive agreements for internalization transaction entered into with manager, estimated to deliver $200 million in cumulative savings over 10 years1Portfolio assets generate second highest cash receipts and Adjusted EBITDA since IPONormal course issuer bid reactivated with ability to purchase...read article.

[HermannHaller]

Stock is recovering nicely, maybe that was the smell of money you were smelling. Haha

[Jonathon Brown]

Several TSX and TSX Venture-listed companies made significant announcements that could shape their near-term trajectories. read article.

[raybay_98]

As the old saying goes, " One Shoe Dropped, When Will The Second Shoe Drop?", and there-in lies the problem imo. It appears this carcas can only attract flies, not looking good or smelling

[HermannHaller]

NBF reiterated $18 target today. Notes that the value of the current portfolio is C$13.50/unit, plus growth. Comp table shows RPRX at 9.8x EBITDA, vs DHT at 4.7x. RPX at 1.4x book value, DHT at 0.8x.

[SONOFFERGUS]

I'll add a caveat tho.  DHT may be inside on the KALV news so may have to come behind. Better tho, do it now on $10.85!  I dunno how it can get cheaper (I have said 1,000 times lol).

[SONOFFERGUS]

Makes sense to me! That the units are trading below the $11 secondary offering in September/23 is absolutely insane.  Lots of good things (and one very bad thing, since resolved) have happened

[HermannHaller]

As you noted, mgmt get more shares in reorg if share price is low. So they have little incentive to boost the price right now (perhaps why they decided to hold on the NCIB?). Not fair to other

[SONOFFERGUS]

Hey. I'm glad that it's only a few dollars given how terribly DHT has performed since the fraud. I continue to think that (1) Kalvista's stock price and words from its CEO are telling us

[PressRelease]

TORONTO, April 22, 2025 /CNW/ - DRI Healthcare Trust (TSX: DHT.UN) (TSX: DHT.U) (the "Trust"), a global leader in providing financing to advance innovation in the life sciences industry, announces that it will hold a conference call to discuss its first quarter 2025 financial results on Tuesday...read article.

[junglejames]

SonofFergus: Thanks for your insights! I hold most of my DHT in a TFSA to avoid T3's but I picked up units some in my "fun account" and what a pain.   However it has been

[SONOFFERGUS]

Hey junglejames. Annoying. I bought DHT for the first time in 2024 so spent a minute reconciling the T3 I received from TD Direct.  The T3 income for cash distributions ties in to the cash

[SONOFFERGUS]

FWIW, DHT traded up smartly today while every other pharma name was getting smashed. Dunno if that means anything, but this stock hasn't shown any fight in months. Good luck to any longs left!