Originally Posted by
CJ
BV is relevant but only if they can turn it into earnings. Look at earnings and growth. I think MET is adding 200 a year, SUM 300 and RYM 700! It's this development, especially if they do I house and earths full developers margin, that drives the high prices.
Common thought is RYM is market leader in all respects, SUM is doing a reasonable job at copying (and wins awards) while MET is still to turn that corner. If they do, then they should take off.
Disc: hold RYM and heavily into MET