Manolete Research @manoleteRe
Research is for informational purposes only, and should not be construed as investment advice. Seville Joined January 2025-
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Here at Ballsag Capital, we must investigate our enemies! Any criticism of $MPW is false and paid for by the shorts! Only my words are truth! Although "Project Hudson" and "Project Thames" were total failures, I am taking control. "Project Tylenol" now in effect! "Approved."
At Manolete, we think the truth about the origin of how these two inexplicably large $MPW "shareholders" came about will soon come to light and the @SECGov won't be too happy about it.
"Even if we were to assume 100% contribution of the contemplated rent from new Steward replacement "quality operators" (4Q24 - FR), a scenario that is highly unlikely given the apparent insolvency of at least HSA and Insight, MPT's consolidated leverage would be higher than in…
"Even if we were to assume 100% contribution of the contemplated rent from new Steward replacement "quality operators" (4Q24 - FR), a scenario that is highly unlikely given the apparent insolvency of at least HSA and Insight, MPT's consolidated leverage would be higher than in… https://t.co/mT55gjZaeJ
"MPT was here..." $MPW MPT admitted it hired same spy firm as largest tenant SHCS in October 2022. The "Audere Report" was prepared for MPT management in late-2022. Work performed by Audere for Steward included, without limitation, fabricating bank records, inventing fake…
A Historic Disaster at Prospect - One More Example of the "Strength of MPT's Underwriting" MPT appears on its way to an 80%+ loss on the $1.8BN it has invested into Prospect Medical Holdings since July 2019, and a possible 60%+ writedown on the remaining carrying value of its…
"MPT was here..." Rather "is here..." $MPW Trumbull CEO resigns after just two weeks. Trumbull run by "quality operator" Insight, which is pausing almost all inpatient/outpatient. wfmj.com/story/52615154…
"MPT was here..." $MPW 2019 MPT price for PMH CT RE: $457MM, which set most recent rents; 3.3x prior price paid 3 years earlier by PMH. Equaled LGP /Lee/Topper dividend in 2018 dollar-for-dollar, with SLB proceeds used to finance TL debt from dividend recap. So "leveraged…
@manoleteRe @DamianA166007 @CivisXVI $745mm PHP sale px w/ $50mm escrow. PHP Term Loan $453mm (+PIK?) senior to $MPW. Less: loan, escrow, ~$70mm RI PPG to Debtor, closing costs/taxes/PBGC...net proceeds just short of $150mm to $MPW. Only RI PPG goes into waterfall. Wonder how those IOIs due 3/18 on CA & CT looked?!
It's a good time for MPT unsecured note holders to remember that MPT is very likely out of compliance with the MTUA test, all else the same. By a wide margin at that. What will MPT do to remain in compliance? And lying about "being able to add back RE impairments" of which there…
It's a good time for MPT unsecured note holders to remember that MPT is very likely out of compliance with the MTUA test, all else the same. By a wide margin at that. What will MPT do to remain in compliance? And lying about "being able to add back RE impairments" of which there…
What is this, $400MM+ of claims through the waterfall BEFORE MPT's real estate claims? The real estate is carried for $660MM as of Q4:24. YNHH most recently bid $150MM for the WholeCo. The CA assets are "cash flow positive" likely excluding affiliated entity costs, excluding…
At Manolete, we hope the @DOJCrimDiv and the @SECGov are paying attention to the most recent filing in this class action suit against $MPW. Should help with their homework in proving securities fraud. The wheels of justice move slowly, but they move....
"The facts above, as further detailed below, adequately allege the elements of a federal securities fraud claim: materiality, falsity, scienter and loss causation." $MPW
"MPT was here.." And here, and there, and there... $MPW "Indeed, the Insight deal underscores what has become a vicious cycle: A hospital sells its real estate to MPT, pockets the proceeds, slashes care, and spirals into financial distress. At that point, the property is so…
Bethany Mclean helped expose Enron, and now seems to have her eyes set on $MPW. Comprehensive article exposing the new "quality" operators for what they are- serial fraudsters. What a scam. #properroundtripping businessinsider.com/american-hospi…
@mkaplantv Such a stark contrast between $MPW's jets, hangar, box at Denny, lavish exec comp, absurd new HQ vs. SQUALOR often seen at $MPW hospitals (water leaks, mold, rodents, rented HVAC units...) where under-paid + over-worked nurses have to go out-of-pocket to buy bereavement boxes.
Medical Properties Trust advertising during the Auburn-Bama game while their hospital tenants go bankrupt leaving vulnerable communities without care.
"MPT was here..." $MPW The PA hospitals have "experienced significant losses" since 2014. MPT bought the real estate in 2019 for $421MM. MPT "underwrote" in place "Adjusted EBITDAR" of $4.7MM. Year 1 cash rent was $31.6MM. 2023 cash rent would have been approx. $35.5MM.…
cullmanloya @cullmanloya
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4K Followers 1K Following clueless idiot. burn the NRs and read the source filings. learning in public. I play competitive card games sometimes Abundance Breeds Excess.
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276 Followers 299 Following "Project Easter" was a fraud. Round-tripping, Manolete & Malta. “Project Picasso” also a fraud. Aldag stole from Guilford, now he’s stealing from YOU.
ESPN @espn
59.2M Followers 432 Following Serving Sports Fans. Anytime. Anywhere. Sign up for ESPN! https://t.co/SsALNN0g8C Questions about your subscription? https://t.co/RHwMSWojULTrends for United States
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