OCA - Oceania Group - retirement villages

[Beagle]

I think RYM is only just starting. Dabbled its toes in Aussie (and only one region of Aussie) and things are going well. The ability to add more villages there is not tied up by bs council requirements and land restrictions we have here. Also there is much cheaper build cost and labour isnt the issue we have here. I think its still running and and getting into its stride...

Fair comment but SUM other retirement companies are looking at Australian expansion too RYM at $11.30 are on a 2018 underlying PE of 28.25.
Getting a bit ahead of itself ?, you folks be the Judge.

[777]

Sold out this morning. Well ahead of itself.

[couta1]

Fair comment but SUM other retirement companies are looking at Australian expansion too RYM at $11.30 are on a 2018 underlying PE of 28.25.
Getting a bit ahead of itself ?, you folks be the Judge.

I was starting to get worried the way RYM was running that I was going to have to adjust my ratio % for SUMs value compared to RYM down to 45% from 50% mate, hope reversion below the mean isn't going to become the new normal.

[trader_jackson]

Sold out this morning. Well ahead of itself.

If you think OCA has gotten ahead of itself, you think ryman is on another planet?
Sum listed retirement village stocks even go up producing results below expectations

[couta1]

If you think OCA has gotten ahead of itself, you think ryman is on another planet?
Sum listed retirement village stocks even go up producing results below expectations

I think you will find he is referring to selling RYM.

[Beagle]

I was starting to get worried the way RYM was running that I was going to have to adjust my ratio % for SUMs value compared to RYM down to 45% from 50% mate, hope reversion below the mean isn't going to become the new normal.

I knew that post was coming lol.

[winner69]

I was starting to get worried the way RYM was running that I was going to have to adjust my ratio % for SUMs value compared to RYM down to 45% from 50% mate, hope reversion below the mean isn't going to become the new normal.

Be good if OCA did a 1 for 5 ——- we could then have a 1 SUM = 1 OCA and both 50% of RYM as a guideline.

Taking RYM out of the discussion I reckon the market is saying both OCA and SUM are both valued about right at the moment.

That’s assuming OCA full earnings $54m

[trader_jackson]

I think you will find he is referring to selling RYM.

Ah yes - good, makes sense now.

[777]

If you think OCA has gotten ahead of itself, you think ryman is on another planet?
Sum listed retirement village stocks even go up producing results below expectations

Whoops wrong thread. It was RYM I sold out of. Note to self "remember where you are".

[Lawstudent05]

any indication of the DIV being able to be reinvested?