ARA

American Renal Associates Holdings, Inc.

Healthcare


Presented:10/05/2017
Price:$15.48
Cap:$0.48B
Current Price:$11.52
Cap:$0.38B

Presented

Date10/05/2017
Price$15.48
Market Cap$0.48B
Ent Value$1.35B
P/E RatioN/A
Book ValueN/A
Div Yield0%
Shares O/S30.99M
Ave Daily Vol198,667
Short Int27.93%

Current

Price$11.52
Market Cap$0.38B
American Renal Associates Holdings, Inc. operates with interest in providing kidney dialysis services. The company also offers outpatient and inpatient dialysis treatments for patients suffering from chronic kidney failure. Its offerings include Autonomy, it is dialysis facility giving decision-making and control; Quality Patient Care, consist of a physician-driven organization, patients receive dialysis treatments; Operational Management, its operating expertise and core competencies are economic advantage; ARA Beacon, which is designed to alleviate administrative responsibilities and assist hospital staff by providing a discharge coordinator; and Acute Inpatient Dialysis Services, includes trained dialysis nurses and technicians. The company was founded by Joseph A. Carlucci, Christopher T. Ford and Syed T. Kamal in 1999 and is headquartered in Beverly, MA.

Publicly traded companies mentioned herein: American Renal Associates Holdings Inc (ARA), Davita Inc (DVA), UnitedHealth Group Inc (UNH)

Highlights

The presenter is short shares of American Renal Associates (ARA), a provider of dialysis services, on the basis of mounting legal and operating pressures. The presenter sees continued margin and profit declines as ARA’s JV partners sell back stakes and insurance companies look to shut down ARA operations. The presenter believes ARA shares will continue declining in price, and could eventually reach a liquidation scenario.

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Idea Discussion

Commentor 1 - 2 weeks ago

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