RYM - Ryman Healthcare

[Lawso]

As I've just posted on another thread. Brian Gaynor picks RYM as not only the best prospect in this very competitive sector, but one of his top picks across the board for 2005.

[Bobby]

Am glad I am overweighted to the hilt.

[Snow Leopard]

Freed up some funds from HQP to put into RYM today, and then the RYM SP does better out of a MET takeover rumour than MET . (Well not quite but it makes a better movie script).
Can you guys talk it down over the weekend please? [:I]

[Oracle]

PT

How can you talk down the MET takeover? Surely it has to happen.


The 5 year stand still agreement ended. Now as I understand it, if Cook or Todd want out, the other has to buy it, or a 3rd party buys both. Then has to be offered to all shareholders.

How friendly are Cook & Todd? Apparently different philosophies.

Todd must have agreed to Alexcich being poached, surely.

Cook is duplicating MET in UK, by my research. He is a significant partner to a real estate company.

Is there an expert who can advise on what happens to the massive tax losses sitting in MET? If the buyer buys Todd Lifecare & Private Healthcare, does it preserve the required continuity? If it does the shares must be worth more than $3.50. All IMHO.

I believed someone was holding the shareprice last week, bought another 30,000, at $2.60.

[rmbbrave]

quote:Originally posted by Lawso

As I've just posted on another thread. Brian Gaynor picks RYM as not only the best prospect in this very competitive sector, but one of his top picks across the board for 2005.

I have a lot of time for Brian Gaynor so I would like to read his article. Could you please tell me where I can see it.

[Lawso]

rmbbrave: I was simply reporting some points from BG's talk this week to the Auck branch of the NZ Shareholders Assn. I posted more on the Market Driven? thread. There is no "article". BG's article in today's NZ Herald discusses mainly KIP and other listed property businesses and the "obscene" profits made by their management companies. This he also discussed at some length in his talk on Wednesday evening.

[rmbbrave]

Thanks very much Lawso.

[ratkin]

I was expecting the price to fall back after the div date.
355 today, is something about to happen?

[Oracle]

ratkin

Dividend irrelevant. All related To MET takeover, by Aussies?

MET & RYM still make a good fit, even though emphasis is slightly different. Very complimentary, location wise!

I still think MET a good take-over opportunity for Todd.

Ratkin, Hows the Betfair..are UK horses still doing ok?

[ratkin]

Nothing changed on the betfair front, still making good trading profits, the prospect of an australian ban also seems to be receding.

Where is all this talk of merger with metlife coming from?
Always makes me nervous that type of thing. Some good companies often come a cropper once they start merging/ aquiring ie Baycorp, warehouse etc