Medical Properties Trust Inc (MPW) オプション

Yaa and the stock was struggling and diluting for 7-9 years and thought it was dead money. Always respected the ceo who owns about 25-30% of the stock and more held by insiders. A lot changed in the last 2 years. I caught up a year or so. Gee let’s see if there’s an opinion on my other stock. Again, it’s y I got here. Not any followers so I will just check in from time to time, but l look at other avenues as well. I wish you the best. I’m out

I saw what was worthless and not spending time on, starting to move up in price. I followed on yahoo, but saw they had less info than hub. I stated listing to quarterly cc to better get a sense of the path they were on. Zacks today, Zack’s is following a penny stock. This is their second or 3rd piece on them. I could care less if you or anyone else buys it. However, that’s how I got to mpw. I was looking at, I hoped good learned opinions.

There was the infamous woman who showed up with her husband at the CMKX "victory" party. She got drunk and chewed out Urban Cassavant on stage.

I vividly remember a guy on Raging Bull some 20 years ago whose wife got hold of his account when he wasn't around and started blabbing EVERYTHING. Hubby had lost all their money in penny stocks. The wife was no idiot and was actually quite articulate She understood the stock was a scam. No suicide but the couple, was divorcing.

There have been some suicides. Plenty of BKs and divorces galore especially during the Dot Com collapse days.

And yet in 13 years you made not one post to talk about your great investment (which looks like it had a pump and dump in Jan 2014). Is this like a cicadae that rises every 10 years from the ground?
Why had you never posted before? Why now?

His wife and family left him, and he kept saying he was contemplating suicide because he had nothing.

Again, way past well off can mean anything....in IHUB terms it might mean you can pay for lunch AND dinner.
Since we're throwing out vagueness as a reference point, I once owned a piece of a major league baseball team....can you afford to pay for Juan Soto.

Please note, you will see that I’ve posted on ELTP first, before mpw. I forget I was even on the board so I had to get a new pw. So, I’m not anything but an investor w 2 non investment grade companies getting info and questioning my decisions. I still believe in both. It may take a year or more but, I will due (no do) well.

I started on this site 13 years ago or so, because of a penny stock I owned symbol ELTP it went from Pennies to .80-.90 cents. I truly believe and believed in the CEO. The company was a one trick pony of an abuse resistant opioid. I sold 70-80%, and held on to the rest as it was worthless. They diluted to the max and got into andas. I started buying a year or so ago as sales, profits and pipeline grew. I currently have over a million shares and my avg cost is about .17. Top line growth is double digits as its pipeline is adding to sales. It is my only penny stk. the only other non investment grade stk, is Mpw that’s why I’m here

"begged for death," What does that mean?

"begged for death," What does that mean?

Too late I’m already there, just a comment on research and blinders. 13 years ago, I was in Eltp and made a small amount of money but held a significant position. Added significantly more in the last 12 months as I’ve watched and leaned. Sorry but I’m way past well off, so it’s only a comment on investing

Oh, I'm arrogant! But then IHUB sets a very low bar.
I often wonder when people here say they have significant money, what that means? I mean because I have significant monies, but due to inflation, I wonder what percentage truly do? The country went through The Great Resignation a few years ago and I think a high percentage will regret it.
But, anytime I read someone on here talking about their penny stocks as if its going to make them rich, I tend to write these people off.
So, unless you've recently changed your name, you took the moniker of a penny stock some 13 years ago almost to the day, but the stock did nothing so you never posted? Now you're making claims you're gonna be rich due to it and MPW, which I already know has financial troubles.
There's quite a bit you've posted that doesn't make sense, and I'm a researcher of personalities.

Currently I have over 98% of my investment cash in many funds and blue chip stocks of diversified markets. I do have significant monies, my 2%, in 2 high beta stocks. Mpw and ELTP. Both I expect to have significantly better returns, than my stock/bond 18 plus % yrs returned. I’m over fifty and live off of my retinas 70% to spare after tax. So preaching skills that you most likely don’t posess, is arrogant. I’m not talking about you, just some comment s I’ve read

When I first started trading and posting on RagingBull....a guy who started showing me penny stocks begged for death, then soon disappeared.

You can (and probably have) checked my posts almost back to my first day. I'm damn honest and consistent. Hate the penny scum, shills, the frauds and the TA hokum.

I try to Save Souls and bank accounts for good investing. But it's almost impressible to turn an atrocious investor into decent one. Gambling addiction, you know. At least I haven't heard of any local penny stock-driven suicides lately. And those do happen from time to time. .

Well, to be fair, this IS an investment website....or at least that was Matt's intention. Not a lot to discuss when just buying index funds. The problem is, this place allows scammers if they just pay their annual subscription and calling them out is verboten.
However, it makes no sense when you see an unused alias for a decade suddenly have much to discuss. Especially when they come on as a stock expert. It could be a penny stock CEO. It could be one of their many aliases.
Not everyone here is as honest as you and I.

That's called an "aged" alias, acquired and stored until needed. Just about everyone on IHUB is either a gambling addict or a shill. I'm a rare exception. My money is in blue chips and index funds and no one listens to people like me who actually make money in stocks. Far too boing for the locals.

Well, as you may recall, we do not agree on the value of TA. As Tommy Dorsey says, using one without the other is like playing a piano with one hand.
Personally, I think its possibly more useful with a thinly traded stock because its easier to spot insider buying and selling or a build up of a pump and dump.
The problem with fundamental analysis is often times, they're guessing at the numbers and real numbers get lost because a company didn't reach its "whisper number". The analysts are just guessing and it takes them being wrong to move a stock quickly.

Explain something for me....you joined IHUB in 2011, but waited 13 years to start posting about a penny pharma company and this one? Why would you do this? Do you have other aliases?

By all means do. I am more than willing to admit if I make a mistake on a stock. In fact, I did make a mistake on this one. I had over 3000 shares with an avg price around $19. I sure wish I had shorted it!! But I don't short stocks, even when I know its the right play. I don't like owing interest on borrowing I guess. I dumped it all around $10.25 after doing a bit more research into the company. I'm not sure you know the picture.
I'm sure you'll mark my post so you can come back when it's under $3 to tell me I was right. Or maybe the next time they cut the dividend in half.

Smart post, FD Good to see you're ignoring the chart. TA is almost totally discredited nowadays and it can be easily rigged in the case of thinly traded or fraudulent stocks.

I have marked your post, this is the easiest money I’ve ever made at these prices and shorts over extended. My opinion is either ur short or do not know the picture. Either way, I win in 1 year or less a double at a minimum. Thanks for the imput

What would the old timers say?? Oh yeah. Balderdash!!
There is nothing with this company happening here that would indicate a buy. The dividend has been cut by about 75% (which is mainly a return of principal), the earnings future looks bleak for the foreseeable future, and the interest through volume indicates this stock is far from ready for a rebound.
How this company is NOT profitable is beyond my comprehension considering the industry they are in.
This stock barely ranks a hold rating at the moment.

Mpw is now on the move. It has based out in the low to mid 4’s and 1 billion dollars worth of shorts are on the hook for the current and increasing dividends viceroy and shorts did not expect. Great value here, good dividend and increasing dividends in 6-9 months. This stock is the stock of dreams if you want a short squeeze. JMHO. Gltl I’ll just sit back and collect my dividends in the mean time

Mpw is now on the move. It has based out in the low to mid 4’s and 1 billion dollars worth of shorts are on the hook for the current and increasing dividends viceroy and shorts did not expect. Great value here, good dividend and increasing dividends in 6-9 months. This stock is the stock of dreams if you want a short squeeze. JMHO. Gltl I’ll just sit back and collect my dividends in the mean time

So good that Wall Street responded with a resounding "meh". Over the years I've found that stocks are shorted heavily with good reason. MPW has been selling off properties to maintain their "dividend", which is really seemingly just a return of principal.
I used to owned this stock, thinking it was a logical investment. However, there has been something drastically wrong going on here. I sold in Oct. '22 fortunately.

OK, so just went over to this Viceroy Research website. Don't know who is right, but they are pulling no punches! Based on the articles put out, true or false, this stock I don't see rebounding for a long while. Below is one of many arrows shot.

https://viceroyresearch.org/wp-content/uploads/2024/10/MPW-Trumbull-County-Cloak-and-Dagger.pdf

Also just noticed I lost 50% or so in this trust, about $23k.....minus a couple years of "dividends" I also note their "dividend" has gone from .29 to .08.

good release: Business Wire
Mon, October 14, 2024, 2:17 PM PDT 6 min read

In This Article:
MPW
-4.63%
Independent Members of MPT’s Board of Directors Stand Firmly Behind Management

BIRMINGHAM, Ala., October 14, 2024--(BUSINESS WIRE)--The independent members of the Board of Directors of Medical Properties Trust, Inc. (the "Company" or "MPT") (NYSE: MPW) today released a letter to shareholders regarding the findings of an independent, forensic investigation into short-seller allegations, including with respect to transactions between the Company and Steward Healthcare ("Steward"). The Board’s Audit Committee engaged Wachtell, Lipton, Rosen & Katz ("Wachtell Lipton") to conduct this investigation, which was completed in February 2023.

The full text of the letter is included below.

Dear fellow shareholder,

Over much of the past two years, Medical Properties Trust has been the target of considerable scrutiny from short-selling hedge funds as well as certain media outlets. As fiduciaries for our shareholders, the Board treats these matters with the utmost seriousness.

In response to certain claims asserted by Viceroy Research, the Board’s Audit Committee engaged Wachtell Lipton in early 2023 to conduct an independent investigation into the short-seller allegations, including with respect to MPT transactions involving Steward Healthcare beginning in 2016. Wachtell Lipton in turn retained a leading global consulting firm to assist with financial forensics as part of this investigation. No limitations or restrictions were placed on the scope of the investigation and management cooperation with the investigation was exemplary.

As has been previously reported, in March 2023 MPT filed suit against Viceroy for defamation, civil conspiracy, and tortious interference (among other claims). Due to the active and sensitive nature of this litigation, our Board kept the investigation findings confidential at that time. However, as the OCCRP and Boston Globe resurfaced many of those same allegations in their respective stories published on October 9, 2024, we believe it is now critically important for all investors to have access to this information.

The key findings from the investigation are as follows:

The investigation identified no evidence that MPT gratuitously overpays its operator-tenants for real estate.

The investigation identified no evidence of improper round-tripping.

The investigation found no evidence of improper recognition of "uncollectable" rent through GAAP-mandated straight-line revenue recognition. The investigation also found no evidence to substantiate the allegation that MPT was required to consolidate Steward’s financial results.

The investigation concluded that neither Manolete Health nor MPT has an ownership interest in any Malta property or hospital.

The investigation yielded no evidence that management manipulated acquisitions or other metrics to meet compensation targets.

The investigation yielded no evidence of concerns regarding management integrity.

Our Board continues to stand firmly behind our management team.

During Steward’s lengthy bankruptcy process, MPT’s team worked tirelessly to avoid hospital closures, protect jobs, and ensure continuity of care for patients. Our recently announced global settlement agreement with Steward and its creditors, which was approved by the bankruptcy court in September 2024, enabled MPT to take back control of its real estate, immediately transition operations to quality replacement operators, and sever its relationship with Steward.

With Steward’s removal from our portfolio, we look forward to demonstrating the strength and resilience of MPT’s diversified portfolio of hospital real estate, our ability to create value for shareholders over the long-term, and the importance of our business model to an industry in dire need for more capital solutions.

Sincerely,

Michael G. Stewart, Lead Independent Director
G. Steven Dawson, Independent Director
Caterina A. Mozingo, Independent Director
Emily W. Murphy, Independent Director
Elizabeth N. Pitman, Independent Director
D. Paul Sparks, Jr., Independent Director
G. Reynolds Thompson, III, Independent Director

About Medical Properties Trust, Inc.

Medical Properties Trust, Inc. is a self-advised real estate investment trust formed in 2003 to acquire and develop net-leased hospital facilities. From its inception in Birmingham, Alabama, the Company has grown to become one of the world’s largest owners of hospital real estate with 435 facilities and approximately 42,000 licensed beds in nine countries and across three continents as of June 30, 2024. MPT’s financing model facilitates acquisitions and recapitalizations and allows operators of hospitals to unlock the value of their real estate assets to fund facility improvements, technology upgrades and other investments in operations. For more information, please visit the Company’s website at www.medicalpropertiestrust.com.

:) ....

D I P baby :)

Yes it was. Got pushed pretty good by the shorts and option players.

Horrible day yesterday. Wow.

A lot of great news on all fronts. Much healthier currently...

Peaked over 5 today. Div coming up. PR earning coming up. CC coming up.

Red day on low volume. See if divi date squeezes the shorts.

Bigger news! ... divi' is coming. I am taking that as a plus with regards to Steward.

:) big news!

I'd rule it out just to be safe. Steward should be settled within three Months.

Yeah..only seen with lawsuits..lol.....it's a boiler plate term. It is very important though with regards to a liquidation event(imo)

NO...they shouldn't pay any dividend until Steward is red' up. The heat is growing for them on a daily basis. The lawsuit is just another ambulance chaser like all the others you see.

A little more color on that . From the sec filing. -- MEDICAL PROPERTIES TRUST PROVIDES UPDATE ON STEWARD HEALTH CARE

Birmingham, AL – January 4, 2024 – Medical Properties Trust, Inc. (the “Company” or “MPT”) (NYSE: MPW) today announced plans to accelerate its efforts to recover uncollected rents and outstanding loan obligations from Steward Health Care System (“Steward”) and related processes designed to significantly reduce its exposure to Steward.

As disclosed in the Company’s third quarter 2023 Form 10-Q, Steward delayed paying a portion of its September and October rent to MPT. Despite its obtaining additional working capital financing and selling its non-core laboratory business in the fourth quarter of 2023, Steward recently informed MPT that its liquidity has been negatively impacted by significant changes to vendors’ payment terms. As a result, Steward has continued to make partial monthly rent payments, and total unpaid rent under its consolidated master lease with MPT is approximately $50 million as of December 31, 2023 (exclusive of approximately $50 million that was previously deferred and not currently payable related to the Norwood Hospital, which is under reconstruction).

MPT has engaged Alvarez & Marsal Securities, LLC (“A&M”) as its financial advisor and KTBS Law, LLP and Baker, Donelson, Bearman, Caldwell & Berkowitz, PC as legal advisors to advise the Company on its options to enable the recovery of uncollected rent and outstanding loans. MPT’s management team and advisors have worked closely with Steward and its own advisors to develop an action plan which, if successful, is designed to strengthen Steward’s liquidity and restore its balance sheet, optimize MPT’s ability to recover unpaid rent, and ultimately reduce MPT’s exposure to Steward.

As part of this plan, Steward is pursuing several strategic transactions, including the potential sale or re-tenanting of certain hospital operations as well as the divestiture of non-core operations. Further, Steward has committed to seeking a third-party capital partner for its managed care business, net proceeds from which will be used in part to repay all outstanding obligations to MPT. Steward has also intensified measures to improve collections and overall governance, including establishment of a transformation committee comprised of newly appointed independent directors and submission of periodic cash activity and asset sale progress reports to MPT and its ABL lenders.

To protect the value of MPT’s assets and hospital operations while Steward executes on its strategic plan, MPT has agreed to fund a new $60 million bridge loan secured by all MPT’s existing collateral plus new second liens on Steward’s managed care business, subordinate only to Steward’s ABL lenders. A portion of MPT’s existing approximately $215 million of transaction-specific and working capital loans to Steward will now also be secured by these same second liens on the managed care platform. The Company has also consented to the deferral of unpaid rent under the consolidated master lease as of December 31, 2023, as well as a limited and tapering deferral of approximately $55 million of 2024 rents, until the earlier of June 30, 2024 or the completion of anticipated asset sales. Partial cash rent payments are expected to recommence in February, including approximately $9 million in the first quarter and approximately $44 million in the second quarter of 2024.

There can be no assurance that Steward will successfully execute its plans or that the Company will recover all of its deferred rent and loans outstanding to Steward. As a result, MPT cannot be assured that Steward will make all scheduled lease payments throughout the remaining approximate 22-year fully extended term of its master lease. Accordingly, pursuant to generally accepted accounting principles, the Company expects to record a non-cash charge in the fourth quarter of 2023 to write off consolidated straight-line rent receivables of approximately $225 million, its approximately $25 million share of straight-line rent receivables related to the unconsolidated Massachusetts partnership and consolidated unpaid rent receivables of approximately $100 million (which includes the previously referenced $50 million related to the Norwood development). Furthermore, MPT routinely evaluates for indications of impairments to its real estate and other investments, including those related to Steward. Such evaluations are ongoing as of December 31, 2023, and no assurances can be provided that further impairment of real estate and non-real estate assets will not be taken with MPT’s fourth quarter 2023 reporting.

Importantly, MPT’s non-Steward portfolio continues to generate robust revenue as demonstrated in the table below, which separates Steward’s third quarter 2023 GAAP revenue from the remainder of the Company’s portfolio:

and a follow up -- As announced in early January, MPT has worked with Steward to develop an action plan designed to strengthen Steward’s liquidity and restore its balance sheet, optimize MPT’s ability to recover unpaid rent and ultimately reduce MPT’s exposure to Steward. MPT and certain of Steward’s asset backed lenders are negotiating a new bridge facility whereby it is expected, but there is no assurance, that each party will fund an initial $37.5 million to Steward, based on its achievement of certain milestones previously established in January. MPT has already funded $20 million of such amount. Any subsequent loan fundings would be contingent on Steward achieving further significant milestones that optimize the amount and timing of recoveries for MPT and Steward’s ABL lenders.

The dividend has not been ruled out. The company stated the board will get together some time this month and make that decision.

Had to look up this term: "Uncommercial transactions"

" It is alleged that Defendants employed a number of "uncommercial transactions" to prop up MPW's non-performing assets in the short term to avoid recording impairment charges."

I'm guessing this has already been posted, but not good news here.
I'm not seeing any reports on the dividend, although I would expect today is the day it should be announced.
As expected, and my reason for getting out is, it no longer looks like a dividend. It now looks like a return of principal.

Attention Long-Term Shareholders of Medical Properties Trust, Inc. (MPW)
Newsfile8:30 AM (UTC-05:00) Eastern Time (US & Canada) Feb 16, 2024

Philadelphia, Pennsylvania--(Newsfile Corp. - February 16, 2024) - A recently filed securities fraud class action complaint alleges that Medical Properties Trust, Inc. (NYSE: MPW), via certain of its officers and directors, engaged in a widespread scheme to hide from investors that, contrary to the Company's public representations, its portfolio of assets were severely distressed and non-performing such that they could not make their rent payments. It is alleged that Defendants employed a number of "uncommercial transactions" to prop up MPW's non-performing assets in the short term to avoid recording impairment charges.

Current Medical Properties Trust shareholders who have held Medical Properties Trust stock since on or before July 25, 2019, can seek corporate reforms, the return of funds spent defending litigation back to the company, and a court approved incentive award, at no cost to them.

If you would like to learn more about this matter, you are encouraged visit https://grabarlaw.co..., contact Joshua H. Grabar at jgrabar @FH-6085. $MPW #MedicalPropertiesTrust

Attorney Advertising Disclaimer

If they do manage to sell some meaningful property, several for that matter and soon, they could break the stranglehold the shorts have on this one. The 1st qt will come to an end in a couple of weeks. When that qt filing comes out, I suspect another heavy write down / write off, due to some of the tenants not being able to fully pay in the first qt

The dividend has not paid so far in the 1st qt. There was a mention by the company that they are hoping to sell some of their proprieties and then the board will meet to decide
I hope they do, as a REIT goes most people invest because of that dividend.

There is currently 196 million shares short. Roughly 1/3 of all shares.

The debt load on this company is $10 billion. They have 1 billion 58 million due in 2024. 1.8 billion due in 2025. 3.5 billion due in 2026. 1.8 billion due in 2027.
They have total revenue in 2023 of 871 million. However, after expenses they managed to lose 556 million for the year.
This likely means they will be forced to sell even more of their properties to pay off the some /all of that debt load.
All numbers taken from the 10K

The latest report -yearend 4th qt report from Feb.
Here is how Medical Properties performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Interest and other income: -$53.45 million versus $26.31 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -228.2% change.
Revenues- Income from financing leases: $19.41 million versus $18.76 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -60.3% change.
Revenues- Rent billed: $78.42 million compared to the $187.14 million average estimate based on three analysts. The reported number represents a change of -66.2% year over year.
Revenues- Straight-line rent: -$166.77 million versus the two-analyst average estimate of -$63.78 million. The reported number represents a year-over-year change of -387.3%.
Net Earnings Per Share (Diluted): -$1.11 versus the five-analyst average estimate of -$0.43.

This may provide the management a little get up and go. From the SEC filings - On March 8, 2024 (the “Grant Date”), the Compensation Committee (the “Committee”) of the Board of Directors of Medical Properties Trust, Inc. (the “Company”) granted performance-based restricted stock unit awards (the “Awards”) to Edward K. Aldag, Jr. and R. Steven Hamner, the Company’s Chief Executive Officer and Chief Financial Officer, respectively, covering an aggregate of 2,700,000 restricted stock units (the “RSUs”) at the target level of achievement. The RSUs may be settled only in cash and the cash payment will be calculated based on the average closing price of the Company’s common stock on the five trading days ending on the vesting date. The Awards were granted under the Company’s Amended and Restated 2019 Equity Incentive Plan (the “2019 Plan”) and will be eligible to vest only if the Company’s share price reaches certain appreciation hurdles, as follows:

Stock Price Hurdle

Percentage of Target RSUs Earned
$7.00 (67% increase above the Grant
Date stock price)
100%
$8.50 (103% increase above the Grant
Date stock price)
200%
$10.00 (139% increase above the Grant
Date stock price)
300%
The purpose of the Awards is to motivate and retain these key executives to help execute the Company’s strategic business plan and restore shareholder value. In determining the appropriateness of granting, and the structure of, the Awards, the Committee was advised by its independent compensation consultant.

The actual number of RSUs to be earned pursuant to the Awards will be determined based on the trailing 20-trading day average closing price of the Company’s common stock during the four-year period ending on December 31, 2027 (the “Performance Period”). Earned RSUs will become vested on the earlier of equal quarterly installments over the first year from the date the RSUs are earned or the date that the Committee makes a determination of achievement of the performance metrics following the end of the four-year Performance Period, subject to the grantee’s continued employment through such date.

A copy of the form of award agreement for the Awards is filed as Exhibit 10.1 to this Current Report on Form 8-K and is incorporated herein by reference. The foregoing description of the terms of the Awards is qualified in its entirety by reference to the full text of such form of award agreement.