Originally Posted by
BlackPeter
Sure - good thing needs time. I recon this is the reason market rates OCA shares at this stage lower vs NPAT than it rates the other players (well, but MET).
With Ryman you buy perfection - and will get punished if it fails. With SUM you buy a faster growth machine, but while I like (and hold) SUM as well, I am wondering whether markets got with them at current a bit ahead of themselves.
With OCA you buy potential. I like potential :) and see OCA (compared to the others) as undervalued;