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30-04-2024, 09:55 AM
#9701
Member
Hi all. My latest column published on my Substack, Just the Business, takes a look at the NZX-listed retirement operators and how they rank, including that Summerset is likely to overtake Ryman as the largest in the sector in a few years. The headline is: Mirror, Mirror on the wall, which is the biggest retirement village operator?
And you can find it here:
https://substack.com/@justthebusinessjennyruth
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09-05-2024, 06:40 PM
#9702
18/10/2011
Originally Posted by percy
Always exceptions.
The major reasons for not taking up Summerset,were;I believe RYM's model of doing ever thing in house is best.I believe RYM's reputation is the best.I believe RYM having more than half their units under 5 years old means there are huge earnings to come from resales.I have met CEO and CFO [and the directors at last AGM] and think a lot of them,and the way they run the business for the residents.They have grown the business without coming back to shareholders.Lastly I
found looking at Summerset made me realise RYM are superior.
thought RYM shareholders would be more stable in the next year or two.I suspose
SUM 655% return
RYM 46%. Not 460% but Forty Six.
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