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  1. #501
    percy
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    An interesting post on Ryman thread.
    Posted by Harrys on 15-06-2004, post #13 on page one.

  2. #502
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by Bjauck View Post
    If the increased funding from the government fails to fully reflect the pay equity changes, then those small operators will be in trouble. With recent residential real estate price inflation, perhaps the government will be relying even more on private payers to pay for care costs (they also scrapped the planned big increase in the asset threshhold.) In addition they may be relying on the big operators such as OCA to cross-subsidise the care beds from their profits from the sale of ORAs.

    "The Westpac report found private companies such as Ryman are expected to provide "around 40 per cent of the rest home beds needed over the next 10 years.
    "These beds are "almost always" part of a larger village like Bob Scott. These facilities find it easier to make money. As the report puts it, they have the "scale and alternative revenue streams to remain profitable".
    (my highlight)
    https://www.stuff.co.nz/business/ind...red-population
    I think we're headed for a real calamity in this sector in terms of bed availability. Nurses will want pay relativity, then cleaners, then administration staff and so on. Where does this logically end ? In my view it ends with a substantial bed shortage because a heck of a lot of smaller operators will have to shut the doors !
    It may come to a situation where if relatives of elderly folks want the best care for their needy one they have no alternative but to purchase an occupation right agreement. In this regard the listed operators all appear to be well positioned and I am hoping my Mum coming up 88 year next month keeps her marbles and I don't have to go through a six year dementia fiasco like I did with my Dad.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  3. #503
    Speedy Az winner69's Avatar
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    Looks like the share price drifting to below $1

    The enthusiasm for this rising star seems to be waning

    They need to make an decent acquisition and maybe even tie it in with a capital raising to get punters excited again.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  4. #504
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    Quote Originally Posted by winner69 View Post
    Looks like the share price drifting to below $1

    The enthusiasm for this rising star seems to be waning

    They need to make an decent acquisition and maybe even tie it in with a capital raising to get punters excited again.
    Come on winner....OCA just listed...give them a break....

  5. #505
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    Quote Originally Posted by winner69 View Post
    Looks like the share price drifting to below $1

    The enthusiasm for this rising star seems to be waning

    They need to make an decent acquisition and maybe even tie it in with a capital raising to get punters excited again.
    If things get any sillier it might be buying time (again).

  6. #506
    Speedy Az winner69's Avatar
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    Quote Originally Posted by King1212 View Post
    Come on winner....OCA just listed...give them a break....
    The results briefing mentioned acquisitions ....and CEO sounded pretty keen on the idea in the media in the days following

    Might follow Arvida - acquired something an did a cap raising not many months after the IPO

    Seems acquisition is only way for share price to get another boost

    Nrarly 10% of it's recent high and lower than before the full year announcememt
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  7. #507
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    Still a good 25% above the IPO price though...

  8. #508
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    Saw an Oceania tv ad today... very smart, subtle, heart warming, and overall well done I thought. My grandad even said he likes it - and that is when you know it must be good.
    Good to see IPO funds being spent well

    Disclosure: my grandad [typically] hates 11 out of 10 TV ads

  9. #509
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    selling pressure!!!

  10. #510
    percy
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    Quote Originally Posted by King1212 View Post
    selling pressure!!!
    Most probably a lot of investors are taking a little bit out of the sector,covering themselves, should there be a change of government.

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