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Yes I recently added EVO to both my wife's, and my own portfolio.
Paid 95cents ps.
Thought the agm speeches were very positive.
I am expecting eps growth to be between 11% and 13% which is slightly higher than their current PE of 10.87.The yield is also a satisfactory 5%.
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Agree - I also like that Nora Barlow (ex Summerset) is the chair - growth plus income perfect combo!
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 Originally Posted by tim23
Agree - I also like that Nora Barlow (ex Summerset) is the chair
Somewhat of a polarising figure...
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She was a fantastic CEO of Summerset,and is very highly regarded in that field .She is acting CEO at EHE Estia in Australia,as well as being a board member.And that will show how skilled she is.
I still hold some SUM shares,and reaping the rewards of her ground work
Being a people type person I think she is the ideal person to be EVO's chairperson.
I also respect fellow board members Alistair Ryan who was CFO at SKC ,and CEO Alan Wham who was CEO at GXH.
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The name Nora Barlow, always conjures up images of Coro Street.. and Last of the summer wine.. :-)))))
Sorry ... Will have to do some research..
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Originally Posted by percy
Yes I recently added EVO to both my wife's, and my own portfolio.
Paid 95cents ps.
Thought the agm speeches were very positive.
I am expecting eps growth to be between 11% and 13% which is slightly higher than their current PE of 10.87.The yield is also a satisfactory 5%.
I've also bought a few recently. Recent SDI gains should cover cost of corresponding expensive dental work; hopefully EVO will take care off some childcare costs and wife's ECE course 
Wrt to Roger's reports, you always get the odd manager overeager to please the top brass... has lead to all kind of unintended historical as well as modern atrocities... If we knew which centre happy to make an anonymous tip off to NB.
Last edited by DarkHorse; 23-09-2016 at 09:14 PM.
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Originally Posted by DarkHorse
Wrt to Roger's reports, you always get the odd manager overeager to please the top brass... has lead to all kind of unintended historical as well as modern atrocities... If we knew which centre happy to make an anonymous tip off to NB.
If we cast our minds back a few years, those type of bad reports were the norm in retirement villages.
Once Ryman and Summerset set the standards the rest had to up their game.
Nora Barlow led by example at SUM,and I expect she brought the same leadership qualities to EVO.
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Originally Posted by percy
If we cast our minds back a few years, those type of bad reports were the norm in retirement villages.
Once Ryman and Summerset set the standards the rest had to up their game.
Nora Barlow led by example at SUM,and I expect she brought the same leadership qualities to EVO.
Hmmm, I wouldn't hitch too much expectation to one person. Dame Paterson had an exemplary record...until Intueri.
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I disagree,Ralph Norris,Mark Waller,Bruce Plested,Tim Glasson,Michael Hill,Kevin Hickman, Rod Duke as just a few names that come to mind.
The power of one.!!
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Nice rise this week on decent volume liking this stock
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