nice big sell off at the end of the day - back to 3.23. I will be looking to get in next week at these levels :)
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nice big sell off at the end of the day - back to 3.23. I will be looking to get in next week at these levels :)
Absolutley agree with all that, Norah Barlow must be seen as a CEO to emulate for many now, and look where she has left SUM positioned .............
These comparative tables say it all, SUM has the highest growth rate, lowest expenses per bed and the highest forward land bank, what a magic equation.
I’m looking for SUM to catch RYM also on EBITDA per bed over the next couple of years as SUM margins continue to steadily grow and they perhaps start to capitalize on the award winning reputation and associated sales advantage they have over the competition.
Attachment 5220
Attachment 5221
http://www.macquarie.com.au/dafiles/...MTA2Mjk5NTk5S0
Sparky, I think many of us SUM shareholders will second your words on Norah Barlow. I most certainly do.
Doubled my holding yesterday at $3.25.
I added today, Christmas selling must be over by now :)
Good capital gains to be had here for the forseeable future. Merry Christmas everyone :)
MacQuarie as at 16/12/13 have 12 month price targets as below, seems according to them we are in the right village;
Ryman $7.50 (-5.6%)
Summerset $4.50 (+37.2%)
Metlife $4.65 (+18.9%)
Percentages are upside from present day SP (26/12/13).
Their price target for Ryman seems a little high to me actually, but how do you say, 'going flat for a bit' after getting ahead, in a nice way.
http://www.macquarie.com.au/dafiles/...MTA2Mjk5NTk5S0
Thanks Mac ..for the Mac post...would it not be interesting to see the "books" on BUPA....
Having said that ...my father is in a Bupa facility (Pap RD CHCH) and (I am a nurse) the care there is beyond a level that I would have expected.The staff (mostly from the Phillipines are always courteous engaging kind and empathetic (like me !)...I should add that my mother does visit virtually everyday.
This BUPA...they are English are they not.By the way the staff tell me that they are all paid more than the min wage.
Yes they are English but have a global type presense now i do work at a Bupa facility and its of of the best facilities i have ever worked in its dementia unit is fantastic and a fun place to work i like their care focus but like all retirement type complexes if the manager and clinical manager are bad then this affects the whole facility