I can see it head back down to below $8 after these results, adding that the dow dropping so hard as well.
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I think Julian has mislead Beagle about build rates and other things.
Might be angry Beagle at ASM ...no Julian will be safe as most punters not flying or going to crowded meetings in April.
It is what I've been saying all along - they need care, they can't just ignore it and pump out units otherwise they'll find demand (as people get older and desire increased continuum of care) will drop... finally they've bitten the bullet (rather than nibbling at it over the last few years like other operators (RYM, ARV, OCA).
book Value up 16%
Company worth heaps more than a year ago
That’s good.
hey winner, there is one good thing about SUM's FY19 results today... it makes ARV look really good!
So OCA aren't the only one getting hit in the pocket by increased care wages...
Disc: hold OCA and SUM