Gishu Sensation retweeted
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Wild that @nick_coatsworth, such a vocal doctor when it comes to the privatisation of health, is silent on such matters. Was also extremely quiet on the collapse of Healthscope.
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All the politicians properties are also grandfathered. Both sides sold off government assets, never agreed any of those times. Healthscope a worry but equally worried about $15B going to CFMEU corruption, fraud and crime under Labor.
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Dave didn't want the Government out of his life when he was on the dole, spending most of the day smoking dope.
The Government sold off electricity distribution, that went well..not.
Healthscope couldn't run Northern Suburbs Hospital in Sydney. Killing people before they bailed out.
Does he want no NDIS, Aged Pension and Job Seeker.
His investment properties are grandfathered, so he is just anti Labor and a Cooker to boot.
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Jun 2
That man is a fucking clown. The only companies that provide psychiatric care are:
* Ramsay Health Care
* Aurora Healthcare
* St John of God Health Care
* Healthscope
* Avive Health
* Healthe Care
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Australia's Healthscope finds new operator for Mount Private Hospital reut.rs/43F3kGV reut.rs/43F3kGV
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Australia's Healthscope finds new operator for Mount Private Hospital reut.rs/4nUtFKE reut.rs/4nUtFKE
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May 28
Nice constructive update from $HCW this morning 8%, looks like Healthscope NFP bid is dead in the water. Chart is a work of art 🖼️
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Sometimes the loudest battles are the silent ones. 💭
This May 20th, 2026, Healthscope launches INSIDE THE MIND
10 Days of Awareness, a campaign dedicated to opening honest conversations around mental health, self-awareness, healing, and breaking the silence.
For 10 days,
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#EXCLUSIVE 👉 A toddler’s preventable death has triggered the unprecedented takeover of Northern Beaches Hospital, stripping private operator Healthscope of control after systemic failures.
MORE: bit.ly/4mZtXiQ
Get the news first with The Daily Telegraph app: bit.ly/4bOfgf8
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Voters might like to check out how private operator Healthscope stuffed up operating Sydney’s Northern Beaches hospital. State Government had to step in and take it over.
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Malaria continues to burden families, healthcare systems, and entire communities across endemic regions. Behind every statistic is a human life. 🌍
#worldmalariaday #Healthscope #MalariaAwareness #PublicHealth #FightMalaria #GlobalHealth
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Malaria ends with us.
This World Malaria Day,
The Healthscope is raising awareness, promoting prevention, and calling for action. Reinvest. Reimagine. Reignite. #WorldMalariaDay #MalariaEndsWithUs #TheHealthscope
#EndMalaria #PublicHealth
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TL;DR – Brookfield ($BN/ $BAM):
A tiny group of insiders (Jack Cockwell Bruce Flatt) controls a trillion-dollar empire with just 85,000 special Class B shares. The 1.6 billion public shares you can buy? Zero voting power.
They rebuilt the exact same ultra-complex spiderweb (Edper) that collapsed in the 1990s. Same accountants. Same tricks. Different name.
The Flywheel
Teacher buys annuity → premium flows to Brookfield insurance → money goes into BAM-managed funds → BAM collects fat fees → dividends back to BN → sell more annuities. Fees at every turn. The teacher gets her guarantee. Brookfield gets the marks and control.
The Problem
Everything runs on internal “marks” blessed by Deloitte — even when contradicted by market prices, partners (Kinder Morgan wrote down the same pipeline while Brookfield marked it up), or later defaults.
•$4 billion in related-party asset sales at “existing valuations” (Brookfield as seller, buyer, and appraiser).
•$7.8 billion insurance money funneled to Brookfield PE/RE in 2024 alone.
•93% of PE portfolio independently rated junk or bankrupt (Healthscope & Altera collapsed — yet “growing contribution” language right until default).
•Office defaults: Chicago tower bought for $306M sold in foreclosure for $41M (87% loss). $3B defaults since taking property arm private.
Insurance Red Flags
Statutory filings show collapsing surplus, heavy Bermuda/Vermont captives, and reinsurance counted as capital. One filing admits: without the captives, they’d fall below minimum regulatory capital. A $1.48B “backstop” from a counterparty that booked zero reserve against it.
The Numbers
•Distributable Earnings (the hyped number): $6.3B
•Actual GAAP net income: $641M (nearly 10x gap — way wider than Blackstone/KKR/Apollo)
•ROIC < WACC (every new dollar supposedly destroys value)
•Trades at huge premium to peers despite declining revenue and massive debt.
What’s Coming
5B office debt due 2026, Oaktree lock-up expiring, institutions net selling (Fidelity cut 23%), failed S&P inclusion, open SEC probes.
This isn’t a bankruptcy call. It’s simpler: when the market stops believing “our marks are gospel” and “complexity = sophistication,” the valuation rerates hard toward peer multiples. No Armageddon needed — just math winning.
The author is short BAM (puts) and BN equity. Full thread is a forensic deep dive sourced from filings FT investigation.
If you wouldn’t let one guy appraise his own house, underwrite his own mortgage, and insure it… why trust 45 executives doing the same with a trillion of other people’s money?
Worth the read if you own it or just like seeing how these machines really work. The marks always break eventually.
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📊 Leaf Market Wrap – 1 April 2026
🌟 Notable Movers Outside ASX 200
☢️ $CXU 32.26% – Uranium rally continues
💰 $HMC 16.24% – Healthscope bid speculation
🌍 $ETM -41.94% – Kvanefjeld update
💸 $LIN -13.56% – $100M placement
⚖️ $FID -12.94% – ASIC/regulatory issues
#SmallCaps #ASX #Investing #Trading #Equities #Finance #MarketWrap #Shares #StockMarket #InvestSmart
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@isave2invest
CDPQ pension has a 'minor' ownership interest in Healthscope
abc.net.au/news/2025-05-28/c…
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