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Bullboard - Stock Discussion Forum DRI Healthcare Trust T.DHT.UN

Alternate Symbol(s):  DHTRF

DRI Healthcare Trust is an open-ended trust that provides unitholders with differentiated exposure to the anticipated growth in the global pharmaceuticals and biotechnology markets. Its business model is focused on managing and growing a diversified portfolio of pharmaceutical royalties to deliver attractive growth in cash royalty receipts over the long term. Geographically, it has a presence... see more

TSX:DHT.UN - Post Discussion

DRI Healthcare Trust > Time to bring management in house
View:
Post by Hanalyst727 on Jul 08, 2024 3:36pm

Time to bring management in house

Note to Trust Directors:

This is an opportunity to correct a fundamental long-term problem limiting growth and trust in the Trust: Namely, that all management and deal-making is occuring at arms-length by DRI Healthcare.
The Trust surely now has cause to cancel its
contract with DRI Healthcare and re-hire the team in house. Another idea is for the Trust to buy DRI Healthcare, considering BK likely still owns a big chunk of it?

DRI Healthcare has always seemed to me a black box fertile for abuse of the Trust. For example, I have always wondered :
a) what percent of DRI Healthcare's revenue came from the Trust?
b) can DRI Healthcare cherry pick deals and do "sidepocket" deals for third party investors separate from the Trust?
c) they have 39 people listed on their team - what on earth are they doing to generate so few deals - and even the few they are doing are mostly second versions of existing deals. There are hedge funds with billions of dollars that are managed by a handful of people.

Sad and shocking for someone with so much success and a sterling family reputation to betray our trust.


Comment by raybay_98 on Jul 08, 2024 3:47pm
Posters pay attention. This poster has the best analysis by far. Good work bud!
Comment by retiredcf on Jul 09, 2024 7:26am
Of course at times like this, we get a guy who is obviously not a shareholder (he's hoping for lawsuits) providing support to a guy who hardly ever posts at all (and never before on this BB). Will see if I can dig up more analyst reactions. GLTA 
Comment by raybay_98 on Jul 09, 2024 8:47am
Hey brain dead. All you can do is quote 'analyst reactions'. Are you that inept to do your own dd? jmho
Comment by retiredcf on Jul 09, 2024 9:01am
Clearly I struck a nerve. How many shares do you own?  
Comment by Bamsmba on Jul 09, 2024 10:53am
You got it, Retiredcf... you provide more value to this BB... than anyone I have seen. I got out of this stock before it time to buy!
Comment by retiredcf on Jul 11, 2024 2:20pm
Naturally, you disappear when the SP begins to recover and then show up when there's a bit of weakness. And as usual, you're very good with the insults but not very good with answering questions. Pretty safe to assume that you own no shares. GLTA
Comment by HermannHaller on Jul 09, 2024 9:19am
Analyst reactions are interesting, I appreciate them being posted. Plus I do my own dd, as I assume others are too. 
Comment by HermannHaller on Jul 08, 2024 4:29pm
I think it's fairly obvious that internal mgmt is better, but as you say we don't know what else is in DRI, how big it is, or what it might cost, or if it would even be for sale...so...
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