Some Position Updates - Medical Facilities Corporation
7 months ago
Pound the Rock Investing
"MFCSF (holding update): Generating strong FCF (~12% yield), Q1 $6.3M distributable cash slightly down from $6.5M 2023. Repurchased 15% of shares in Q1 @ CAD$18 (~16% premium to CAD$15.5 current price) + 1.5% more in Q2. Management allocating capital well, may sell more assets like Black Hills. Intrinsic value ~CAD$25 (61% upside)."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Some Position Updates - Medical Facilities Corporation
Source:
Pound the Rock Investing
Published:
May 15, 2025
Idea Type:
Stock Idea