Jul. 1 at 3:03 PM
$CYH Catalysts coming up, some good, some bad.
The Big Beautiful Bill will hurt rural operators via work requirements/lost revenue for rural hospital operators. CYH has a heavy presence in "rural" hospitals. It is estimated that every hospital will lose roughly
$1 mil/year in revenue via Medicaid/care annually.
Interest rates, they need to be lower to refi debt. Trump wants low interest rates. This will help CYH manage their debt. Huge if we can get them back down to 3-4%.
The Texas divestiture.... frees up around
$500 mil?
Er coming up.
The perfect storm to go to
$20 over the next 6-9 months, or hang out around
$3.
