RYM - Ryman Healthcare

[BlackPeter]

I found some interesting information today. I was taking to a tradie that works a lot on rym developments. He was telling me how poorly they make the plumbing, so it's cheap and only designed to last a short while, by the time it fails it's the punters responsibility to fix.

I would take that statement with a grain of salt. In any retirement village (not just Rymans) it is the responsibility of the village provider to fix any building maintenance issues - no matter whether we talk about the independent living "villas" or the care units. Would not make any sense for them to get low quality plumbing - they would need to pay for all follow up cost (which could be substantial). No cost to the occupier (this is all covered by the DMF).

Been last week through a Rymans village - and while I obviously didn't open the walls to check the plumbing ... what one can see looks clearly upmarket.

[winner69]

Baabaa has clarified with me why he got 56% average and I got 50% - baabaa has used a trend line number v my simple long term average.

Yes, on baabaa’s basis the % is increasing over time (that is the sum as % of RYM)

Extrapolating the trend line and assuming that the trend remains in place the %age will be 100% (ie sum share price equals RYM shareprice) around 2050

As BP says value investing is a game for the patient - the very patient.

[couta1]

Baabaa has clarified with me why he got 56% average and I got 50% - baabaa has used a trend line number v my simple long term average.

Yes, on baabaa’s basis the % is increasing over time (that is the sum as % of RYM)

Extrapolating the trend line and assuming that the trend remains in place the %age will be 100% (ie sum share price equals RYM shareprice) around 2050

As BP says value investing is a game for the patient - the very patient.

Beagle might be in SUM retirement village by then presuming he isn't in the dog cemetery.

[BlackPeter]

Baabaa has clarified with me why he got 56% average and I got 50% - baabaa has used a trend line number v my simple long term average.

Yes, on baabaa’s basis the % is increasing over time (that is the sum as % of RYM)

Extrapolating the trend line and assuming that the trend remains in place the %age will be 100% (ie sum share price equals RYM shareprice) around 2050

As BP says value investing is a game for the patient - the very patient.

The problem with linear extrapolations is - they are intuitive and easy to do, but in the long term always wrong ;

Nature is not linear ... and complex systems (like stock markets) still less so.

[winner69]

The problem with linear extrapolations is - they are intuitive and easy to do, but in the long term always wrong ;

Nature is not linear ... and complex systems (like stock markets) still less so.

But Mother Nature does keep many things orderly .....like she keeps us attached to earth and makes sure the sun rises every day (even if you can’t always see it)

[BlackPeter]

But Mother Nature does keep many things orderly .....like she keeps us attached to earth and makes sure the sun rises every day (even if you can’t always see it)

I guess it all depends on your point of view ;

[winner69]

The problem with linear extrapolations is - they are intuitive and easy to do, but in the long term always wrong ;

Nature is not linear ... and complex systems (like stock markets) still less so.

Some say Nature’s Way is God’s Way

Suppose we better not go down that path.

[Brain]

Some say Nature’s Way is God’s Way

Suppose we better not go down that path.

Best not because then you will all have to put up with me talking about the flying Spaghetti monster

[Beagle]

Baabaa has clarified with me why he got 56% average and I got 50% - baabaa has used a trend line number v my simple long term average.

Yes, on baabaa’s basis the % is increasing over time (that is the sum as % of RYM)

Extrapolating the trend line and assuming that the trend remains in place the %age will be 100% (ie sum share price equals RYM shareprice) around 2050

As BP says value investing is a game for the patient - the very patient.

SUM closed at 48.69% so pretty close to half value aye but your proposed revised 56% theorum will have Beagle barking with joy and on that note it's good night from me.

As Couta’s Chief Science Advisor time to clarify what the Couta Theorem is. Actually it has now evolved into a LAW — Couta’s Law of Relativity

Couta’s Law of Relativity states that the SUM share price will always revert to 50% of the RYM share price

The 50% being the long term average since the SUM IPO

Note it doesn’t say it will be 50% all the time but during the ups and downs of the market the forces of nature will ensure it always will revert to 50%

As it did when RYM was trading at what seemed ridiculous multiples in 2014 and 2017 - Nature said things have got out of kilter so the forces of Nature ensured the relativity reverted back to 50%

And then SUM was hyped and ramped up to that ridiculously $8 level - Nature said things have got out kilter so the forces of Nature ensured the relativity reverted back to 50%

It’s all about that time reversion to the mean

Ignore the forces of Nature at your peril

Updated chart ...on monthly closing prices

SUM good Beagle bait there... but I am so sure this completely irrational quantum relative theorem debate has been done to absolute death that I am happy knowing I will be right eventually as share prices always follow earnings I will happily sleep my way to riches https://www.youtube.com/watch?v=BtBEmtj4FaM

[couta1]

SUM good Beagle bait there... but I am so sure this completely irrational quantum relative theorem debate has been done to absolute death that I am happy knowing I will be right eventually as share prices always follow earnings I will happily sleep my way to riches https://www.youtube.com/watch?v=BtBEmtj4FaM

Haha but Xro's share price followed a lack of earnings up to dizzy levels, markets dont always follow rational thinking that's why it's best to be guided by Gold standard Theorums that have stood the test of time. PS - I'll leave you to SUM share whilst I myself are completely all out on a milky journey.