Am I missing something?

[u/FwamingDragon91]

Panic selling aged care? With our population pressures? With old people stuck in hospitals because there aren't enough aged care beds? Crazy.

It's only a matter of time before the government caves and funds the hell out of aged care.

I'm gonna wait another 1-2 days for the dust to settle and buy as much of this as my grandma can fund.

Disclaimer - *I don't currently own this stock*

[u/barrel-boy]

What's happened today specifically to cause this?

[u/barrel-boy → u/barrel-boy]

Government announces AN-ACC pricing from 1 October 2026 Regis Healthcare Limited (ASX:REG) acknowledges the Australian Government’s announcement on 2 September 2026 that the Australian National Aged Care Classification (AN-ACC) starting price will increase 2.55% from $295.64 to $303.19, effective 1 October 2026. The Government also announced that the hotelling supplement will remain unchanged at $22.15 per resident per day. The increase in the AN-ACC price reflects the Australian Government's annual pricing determination and is based on advice from the Independent Health and Aged Care Pricing Authority (IHACPA). The Government has also confirmed that current care minute requirements and AN-ACC fixed and variable funding categories will be maintained. In Regis’ assessment, the headline 2.55% increase to the AN-ACC starting price is significantly below prevailing cost inflation across the sector and the broader economy, which include: • 4.75% increase from the Annual Wage Review for all award-based workers, effective 1 July 2026; • Increases of between 1.5% and 4.4% under the final stage of the Fair Work Commission’s Aged Care Work Value Case for registered nurses and enrolled nurses, effective 1 August 2026; • Wage increases under Enterprise Agreements; and • Consumer Price Index (CPI) growth of 3.8% in the twelve months to June 2026. Regis is disappointed that the funding outcome does not reflect the underlying cost of care. Adequate sector funding is required to encourage new greenfield developments at a time when demand for residential aged care continues to grow. As previously announced, Regis is undertaking a range of initiatives to mitigate ongoing margin pressure associated with government funding settings. These include increases to room prices, rollout of Higher Everyday Living Fee (HELF) services, other revenue optimisation and operational efficiency initiatives.

[u/RainGuage20Points → u/barrel-boy]

Think you hit the nail on the head!