RYM - Ryman Healthcare

[Habits]

That's a different subject but looking at all the recent changes to the Tenancy Act and tenants new rights this sector is now very, very tightly controlled.
I wouldn't want to be a residential landlord in the current environment.

Off topic now, kpg must think that it is a good sector to be apart of as they are throwing their weight behind a sizable 3 to 400 million resi investment at sylvia plus more at lynmall and Drury. Provide a good offering and do not overprice otherwise they may come unstuck. The temptation will be to maximize yield.

Back to RYM

[Biscuit]

Off topic now, kpg must think that it is a good sector to be apart of as they are throwing their weight behind a sizable 3 to 400 million resi investment at sylvia plus more at lynmall and Drury. Provide a good offering and do not overprice otherwise they may come unstuck. The temptation will be to maximize yield.

Back to RYM

I think KPG have a good strategy. Combining retail and residential is really the original urban design. Isolated shopping centers you have to drive to is a modern anomaly. Adding in retirement living would also make sense as access is a big issue for older people.

[winner69]

Director Bell sold some shares

At least he doesn't seem to have suggested to Mr Hickman (Bell being a Trustee of his Trust) to sell some of his 33 million shares

https://www.nzx.com/announcements/393453

[BlackPeter]

Director Bell sold some shares

At least he doesn't seem to have suggested to Mr Hickman (Bell being a Trustee of his Trust) to sell some of his 33 million shares

https://www.nzx.com/announcements/393453

Funny - maybe the grocery bill was too high and he unintentionally mixed up the broking account with the savings account? These things happen.

[winner69]

Seems Ryman numbers about completions not that transparent

Investor expresses concern over Ryman build rate reporting


https://www.nbr.co.nz/investor-expre...ate-reporting/

Prob paywalled

[Charlie]

SP almost where it was 8 yrs ago !!!!
5/5/14 8.70

[Rawz]

SP almost where it was 8 yrs ago !!!!
5/5/14 8.70

thats quite incredible isnt it. i bet nobody would have expected that.

maybe could drop more too

[Mr Slothbear]

Seems Ryman numbers about completions not that transparent

Investor expresses concern over Ryman build rate reporting


https://www.nbr.co.nz/investor-expre...ate-reporting/

Prob paywalled

i don’t have access to behind the paywall but believe its the same guy who asked same question at the recent AGM. The way he posed the questions was like an annoying yapper of a thing, the directors responded saying the way they present build rate is consistent with the way it has been recorded and presented over the last several years and was standard. Seemed happy to answer all his questions privately but he wanted to make a show out of it.

[Akcam]

I wonder how long it will be before RYM starts thinking about their shareholders, rather than just building more and more and all the profits going to the builders???

[limmy]

That's probably the wrong perspective when looking at the actions of RYM. If there's a business case for building more units, then doing so will increase the value of the company which in turn benefits the shareholders.

I wonder how long it will be before RYM starts thinking about their shareholders, rather than just building more and more and all the profits going to the builders???