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  1. #11
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    I looked back into my records to see what price they were in the rights issue in September 2012,
    found they were A$20c , extras were available under the top up as well.
    Come distance since then!

  2. #12
    IMO
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    Hi OR. i vaguely remember a share consolidation so had a look back . Yes 1 for 7 end of 2012 when it had a mountain of debt. Come a long way since, rewards ahead imo. cheers JT

  3. #13
    Junior Member
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    Mar 2014
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    Quote Originally Posted by Joshuatree View Post
    Another sale announced above book value. Price been drifting but good pickup today and FIRST DIV from the new entity in June.
    Hey JT, could you please give me the details for the June dividend or where to find them, can't seem to find any mention of them.

    Cheers

  4. #14
    IMO
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    Hi Hmm,im assuming cain88's post today on H/C is accurate re"spoke to the co today" "they will announce the div amount on 19th june". cheers JT

  5. #15
    Member Pumice's Avatar
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    Jul 2009
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    Brisbane
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    AOG's divesting their non retirement assets seems to be going well, so a divvie would be nice. Curious to know if the Aussie budget will have a negative impact like it did on Japara healthcare (JHC - Also another similar stock you might be interested in. AOG has Qld, JHC has the other states covered).

  6. #16
    IMO
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    Thanks Pumice wasn't aware of JHC ; or of negative effects from the Budget! JHC just listed this month Can you give us any background.See it listed re $2.70 dropped fast to $2.45 ouch! Are you in Mark? cheers JT

  7. #17
    IMO
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    IPO JHC $2 a share , hit re $2.70 on listing now$2.46 mkt cap re$644 mill FY 15 pe re 23 DY est 4.2%. Looks like profit taking rather than the Budget pumice, what a great gain congrats whoever.

    35 props
    total places 3,131
    av occupancy 95.3%
    Av FY2013 EBITDA/place (excl corp costs)A$21,408
    Av FY2013 bondvalue/bond playing resident $A236,491
    can one compare those figs with RYM SUM MET?
    Last edited by Joshuatree; 20-05-2014 at 12:47 PM.

  8. #18
    Member Pumice's Avatar
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    Brisbane
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    Quote Originally Posted by Joshuatree View Post
    IPO JHC $2 a share , hit re $2.70 on listing now$2.46 mkt cap re$644 mill FY 15 pe re 23 DY est 4.2%. Looks like profit taking rather than the Budget pumice, what a great gain congrats whoever.

    35 props
    total places 3,131
    av occupancy 95.3%
    Av FY2013 EBITDA/place (excl corp costs)A$21,408
    Av FY2013 bondvalue/bond playing resident $A236,491
    can one compare those figs with RYM SUM MET?
    Unfortunately I didn’t get any at $2.00, but did pick up some at $2.39 after their asx release post budget. The fall seemed like a bit of a knee jerk reaction. The long term prospects look very exciting.

    JHC (and possibly AOG) were negatively affected by the repealing of the payroll tax subsidy they enjoyed. (JHC did put out an ASX statement saying it would have a circa $4m impact, but haven’t seen anything from AOG)
    Hopefully RYM have looked into this as well.

  9. #19
    IMO
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    Thanks pumice.
    AOG today has announced purchase of 2 sites in Sanctuary cove and Norwest business park.as major new retirement hubs totalling 14.4 hectares for $53.6 million. Proposed developments of 740 units/agedcare beds with an end value of $380 mill to accommodate 1,000 people.

    Target of 200 new units annually by 2016
    and 500 annually by 2018

  10. #20
    IMO
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    Debt expected to be reduced to $A350 mill by end of June (7/4/14 announcement )mkt cap atm $A985 mill. Price rangebound atm. Would say RYM have the balance sheet to T/O?

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