RYM - Ryman Healthcare

[percy]

Wow. I'm a little speechless.

And that was one of my better posts.!!!! lol.
Marilyn did ask!!

[rayonline]

Just a newbie question on this. Is this a long term view, I have been hesitant look back a year or year and a half the capital hasn't gone up much if any for the last 12 months and the dividend yield I read is around 1.7%. However I heard there are lots of demand from the ASX and Forsyth and Barr have said all people should have RYM in their portfolio.

[Harvey Specter]

Forsyth and Barr have said all people should have RYM in their portfolio.

JB Were prefers MET.

[percy]

Least we forget;
Ryman raised $25mil of equity on listing in 1999 and have not been back for capital since.
Since then they have invested $1.7 billion in new villages.
They have paid $431mil in dividends.

[jmsnz]

Very interesting Percy, I am nearing a 10 year anniversary of holding RYM and they are showing a huge return for me.

Who knows if that will continue for the next 10 years Rayonline, but you can not deny:
a) The services of this sector will be in demand as the population ages
b) Ryman are the 'best of breed' in this sector

I suspect that whether Ryman is the right choice depends on your investment horizon, the longer it is the stronger case you are likely to be able to make for them.

[Zaphod]

Once units resales bring in the new villages (including Melbourne) start occurring in a few years, things will pick up quite markedly. Having a positive underlying profit (unlike most operators) certainly helps from day one.

MET have had a very good run recently as the company has been turned around, but they face some major issues with their building stock. Some serious capital is going to need to be invested into the older villages, so it's probably a good thing IFT involved.

[rayonline]

If I look back more than 3 or 4yrs then sure, they have done fantastically. But as a investor who gets into them now. I am a bit hesitant.

[percy]

If I look back more than 3 or 4yrs then sure, they have done fantastically. But as a investor who gets into them now. I am a bit hesitant.

The fun is just starting.!
Been years getting the model right,now rolling it out with extra momentum.!!

[longy]

In about 5 years time there will be a lot of baby boomer going to retire so the demand for this sector is quite bright... I think.

[percy]

In about 5 years time there will be a lot of baby boomer going to retire so the demand for this sector is quite bright... I think.

The facts back you up.