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Mark Davies

Chief Executive Officer of Primary Health Properties PLC (PHP), a FTSE 250 healthcare real estate investment trust.

Aug 11, 2026

CharlieMODERATOR
0:58
Good afternoon, sir.
1:00
Good afternoon, Charlie.
1:01
Good afternoon, everybody.
1:02
Thanks for joining us this afternoon on a sunny summer afternoon.
1:06
With us this afternoon, myself, Mark Davis, the CEO, and Richard Howell, our CFO.
1:13
We're presenting to you this afternoon our interim results for the six months ended 30th of June.
1:19
It's been an absolutely transformational period for our company.

23 MINS LATER

24:26
So I'm going to hand you back to Mark, who'll take a closer look at the group's property portfolio.
8:24
Mm.
8:24
And then he'll be like, "You know, I'm gonna fix this.
8:25
I really back myself, and then maybe we'll win on the first day of the season," like Rodgers did.
8:29
And it's like, "Oh, maybe." You know, went away to Arsenal, we got a decent draw in '15, '16.
8:33
And I think West Ham beat us 3-0 or something like that, and it was like, "Ah."
9:16
Yeah
9:16
... a young, exciting footballer, I'm like, "Well, what, what's the craic? I mean, is he gonna be here? You know, am I signing for him? Am I signing for somebody else?" Where if you do make the change, then everyone's like, "Right, it's a new, fresh project.
9:27
We're coming in to play under this person." Um, and yeah, it's go- I...
speaker_3HOST
23:13
Sure
23:13
...
23:13
if that's okay.
23:14
So on the, on the CMA competition side, uh, as you rightly pointed out, Alex, the CMA reviewed that transaction often in great detail.
23:26
You know, the big picture is the property sector's not really a sector that CMA gets, gets too excited about.
23:31
But as I described in my opening remarks, we own critical social UK infrastructure assets.
23:38
So the CMA did a lot of work on this transaction, and the management team invested a lot of time in that review.
26:47
Was that the, was that the case? Or were there other integrations that sort of would-weren't picked up on to the same degree?
2:11
Is, is this your AFQ debut or not?
2:13
It is, yes.
2:14
Very excited and, uh, a very excited breaking news to be taking over from Amelia, so-

10 MINS LATER

12:17
Ooh
12:17
...
12:17
although I don't...
12:18
Yeah, the, the, the pulling out of the little, tiny, tiny bits of bone can be annoying.

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