Originally Posted by
Roger
$9.20 before report day for RYM, (Roger short / Couta1 long)...looking forward to my free cider after next years SUM annual meeting or maybe earlier if we catch up and go skiing at Queenstown this winter :). The SP action on SUM is at odds with my assessment of fair value but I'm not worried about it mate and am more than happy to hold for long term growth. SUM now have a good track record of doing what they say they're going to do in terms of forecast build rate and margins are on track as confirmed by Julian. Oceania list on Friday ? Might give the whole sector a lift, hopefully not over $9.20 for RYM :D