RYM - Ryman Healthcare

**OldGuy** · 14-04-2016, 10:26 AM

Originally Posted by Roger

Fair enough mate. You're much closer to the coal face than I am so I totally respect what you have to say BUT perhaps worth noting that Julian Cook did look supremely confident of his new 400 build rate target in that video the other day (plus 100 care beds) and they've never missed a build rate target before. I guess you could say the same about RYM's 15% underlying profit growth target, they're certainly the company with the longer track record and its a superb one, more than happy to concede that.

P(RYM underlying earnings >=15%) < P(SUM build rate >=400)

**couta1** · 14-04-2016, 10:26 AM

I think the point I'm trying to make Roger is that if either company is either perceived to be going to miss it's build target/profit growth target or actually does then either companies share price will take a hit, it's not one company above the other in that respect. As an aside Sum would do itself a service if it stopped reporting quarter metrics as it does tend to paint the wrong picture of sales at times and puts it on the back foot in some ways.

**OldGuy** · 14-04-2016, 10:32 AM

Originally Posted by couta1

I think the point I'm trying to make Roger is that if either company is either perceived to be going to miss it's build target or actually does then either companies share price will take a hit, it's not one company above the other in that respect. As an aside Sum would do itself a service if it stopped reporting quarter metrics as it does tend to paint the wrong picture of sales at times and puts it on the back foot in some ways.

ha! I think the quarterly metrics are great. They provide regular opportunities for well-informed investors like us to capitalise on the wavering sentiment of the ill-informed....

**couta1** · 14-04-2016, 10:41 AM