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23-05-2017, 03:46 PM
#4631
Originally Posted by couta1
SUM below all the MA's from 5-200 and currently sits on the MA250 line, how's those twitchy MA100 fingers going Roger.
No DEATH CROSS yet
No worries
”When investors are euphoric, they are incapable of recognising euphoria itself “
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23-05-2017, 04:08 PM
#4632
Originally Posted by couta1
SUM below all the MA's from 5-200 and currently sits on the MA250 line, how's those twitchy MA100 fingers going Roger.
Grumpy Hound. Have a read of Rod Duke's speech in the Briscoe thread. He talks about how the company is going to meet and beat the challenges they face...shareholders don't want to hear about challenges, they want to hear from CEO's about how they're going to tackle them ! Julian Cook should take a leaf from Rod's book. Julian's still learning...
I seem to remember that new developments and build this year are weighted to the second half. I expect they'll come out with ~ $70m underlying forecast around the same time as they issued a forecast last year. We may need a bit of patience with this one mate.
Last edited by Beagle; 23-05-2017 at 05:19 PM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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23-05-2017, 04:21 PM
#4633
Originally Posted by Roger
Grumpy Hound. Have a read of Rod Duke's speech in the Briscoe thread. He talks about how the company is going to meat and beat the challenges they face...shareholders don't want to hear about challenges, they want to hear from CEO's about how they're going to tackle them ! Julian Cook should take a leaf from Rod's book. Julian's still learning...
I seem to remember that new developments and build this year are weighted to the second half. I expect they'll come out with ~ $70m underlying forecast around the same time as they issued a forecast last year. We may need a bit of patience with this one mate.
Yeah, didn't help that both the Chairman of the Board and the CEO said the same thing a couple of times, like you say still learning, have never heard Ryman say that, pays to keep things in house unless they are going to make a Definite difference.
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24-05-2017, 04:08 PM
#4634
Purchased more at $4.92, which I see as better value than when I purchased at $4.8 several months ago.
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24-05-2017, 04:08 PM
#4635
Originally Posted by couta1
Yeah, didn't help that both the Chairman of the Board and the CEO said the same thing a couple of times, like you say still learning, have never heard Ryman say that, pays to keep things in house unless they are going to make a Definite difference.
I don't agree, the more information we have the better, maybe they need to clarify the risk.
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24-05-2017, 04:28 PM
#4636
Originally Posted by James108
I don't agree, the more information we have the better, maybe they need to clarify the risk.
Agree 100%, they sure know what's better in the interests of shareholders and investors.
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24-05-2017, 04:33 PM
#4637
This one is making me a bit nervous. I feel very over exposed to SUM and I didn't expect it to fall below $5 again.
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24-05-2017, 04:34 PM
#4638
Originally Posted by sb9
Agree 100%, they sure know what's better in the interests of shareholders and investors.
What Roger was saying that they said there were challenges but didn't say how they were going to meet those challenges .....or what any impact might be
Left punters up in the air .....uncertainty not good
”When investors are euphoric, they are incapable of recognising euphoria itself “
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24-05-2017, 04:40 PM
#4639
Originally Posted by JeremyALD
This one is making me a bit nervous. I feel very over exposed to SUM and I didn't expect it to fall below $5 again.
If sector continues to get rerated down 450 is on cards
Before the last few years excitement about the sector PEs averaged mid to late teens - maybe we are reverting to more normal / sensible valuations
”When investors are euphoric, they are incapable of recognising euphoria itself “
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24-05-2017, 04:47 PM
#4640
Originally Posted by winner69
What Roger was saying that they said there were challenges but didn't say how they were going to meet those challenges .....or what any impact might be
Left punters up in the air .....uncertainty not good
Agreed, but someone should've raised that concern at the recent ASM as to how they're planning to meet those challenges be it during or after the meeting.
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