I remember similar discussion some years ago about the relativity RYM to SUM. Ryman did (SP-wise) so much better than SUM and one member even created a theorem saying that SUM will always be just a fraction of RYM. Well, he was wrong, wasn't he?
I remember that at that stage both beagle and I said that holding SUM might be more sensible than holding RYM, given that SUM had so much more growth potential than RYM. We both have been right :):
Just wondering whether this is again one of these opportunities to purchase into the undervalued share (OCA instead of into the now fully priced SUM) and just wait for the markets to catch up? It certainly did pay for me some years ago to keep my SUM shares despite the Couta theorem, and I recon in some years I can as well look with pride on the growth of my OCA shares.
They say buy low, sell dear, don't they?
Discl: hold OCA (and INA.ASX), but no SUM anymore;