Oxford Health Plan (OXHP) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Oxford Health Plan (OXHP)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: john douglas who wrote (466)	12/10/1997 11:11:00 AM
From: Michael Burry	Read Replies (1) of 2068

Looks to me like he just repeated what he told the analysts last night. Realize he is a wonderful presenter - it's why he was WS's golden boy. What I'm looking at is short-term liquidity if that $1billion number from the WSJ is correct somehow. If nothing else, it should be agreed that $1 billion due in less than 6 months is a serious problem. If it's not true, that's good, but it must be clarified, since they only have $1 billion in cash and AR. Any further hit to reserves or charges due to Medicare/lawsuits/fines would cause a short-term crisis that could get out of hand. I'm trying to clarify as we speak, but I see 250M in short-term liquidity. At this point, I'm neither bullish nor bearish - just trying to get to the bottom of it. Mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next