RYM - Ryman Healthcare

[winner69]

10% underlying growth wouldn’t be a great look for Gordy especially after the phenomenal performance from Simon. Having met Gordy I thought he was very open and capable. Obviously they’re dealing with a larger capital base etc.. which adds a challenge but if it does come in at bottom end of guidance it’ll raise a few questions.

Yes Gordy needs to keep going with what Simon left him ...might be a big challenge though.

[Scrunch]

Spooky eh ......l

Not really - just another variant of SUM other 50%ish rule but for OCA its a 9-10% rule (and not quite as much history)

[Beagle]

RYM and OCA in synch according to this...

Attachment 10520

That's quite remarkable.

Yes Gordy needs to keep going with what Simon left him ...might be a big challenge though.

Simon...a true legend...I wouldn't want to try and fill his shoes...Gordy has it all ahead of him...on the other hand I think its fair to say Julian didn't have much trouble taking up where Norah left off

SUM / RYM pretty closely correlated too until just recently which kind of makes me wonder, (speaking of shoes), if the slow sales thing means RYM is the next shoe to drop ?

SUMRYM.jpg RYM in yellow.

[couta1]

Looking at the price action leading up to the result on the 24th I'd say the market is expecting a very average one, mind you SUM other companies have also been very average for a while now haven't they.

[winner69]

Share price back to 12 bucks

That’s good

Gives sum hope that SUM might get up 6 bucks ....

.......or if RYM result not that good it’s share price will revert to $11.20 ...or even lower if SUM goes down as a result of a por RYM result

That’s not too good

[winner69]

Very solid set of numbers

Jeez they should like Hallensteins with their ‘very challenging market conditions’ statement but heck they don’t seem to be having trouble selling units unlike sum others

http://nzx-prod-s7fsd7f98s.s3-websit...964/300403.pdf

[trader_jackson]

Very solid set of numbers

Jeez they should like Hallensteins with their ‘very challenging market conditions’ statement but heck they don’t seem to be having trouble selling units unlike sum others

http://nzx-prod-s7fsd7f98s.s3-websit...964/300403.pdf

Yea but NPAT down winner, didn't you say this is the number that counts?
That number that counts down 16% or something...
But yes, I agree it is pretty good

[winner69]

Yea but NPAT down winner, didn't you say this is the number that counts?
That number that counts down 16% or something...
But yes, I agree it is pretty good

NPAT being down happening to all sector participants as revaluation gains aren’t what they used to be.

That $326m a big number though t_j

Ps ..if I remember rightly OCA NPAT for H1 was down 97%. Wonder what Arvida result will look like?

[trader_jackson]

NPAT being down happening to all sector participants as revaluation gains aren’t what they used to be.

That $326m a big number though t_j

Gearing creeping up, but margin is great... amazing how sum companies say they are struggling with margins, while others are excelling
That dog (you know the one) is reporting Tuesday next week... they must be doing worse than RYM so I'll be expecting a -20% or more drop in NPAT

[Biscuit]

NPAT being down happening to all sector participants as revaluation gains aren’t what they used to be.

They say it is due to changes in the revaluation assumptions made in 2018.