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30-12-2014, 11:26 AM
#2221
The comparable company analysis at the bottom of the Infratil announcement is int. Aveo, Ryman, Summerset ,Metlifecare and Retire Aus. Retire Aus comes out well but AOG looks the best going on those figs. JHC may be worth a good look too with the sell down after the payroll stuffup.
Last edited by Joshuatree; 30-12-2014 at 11:27 AM.
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30-12-2014, 11:32 AM
#2222
Originally Posted by Joshuatree
The comparable company analysis at the bottom of the Infratil announcement is int. Aveo, Ryman, Summerset ,Metlifecare and Retire Aus. Retire Aus comes out well but AOG looks the best going on those figs. JHC may be worth a good look too with the sell down after the payroll stuffup.
Agreed. Far better value in this sector on the ASX.
Last edited by Beagle; 30-12-2014 at 11:36 AM.
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30-12-2014, 11:49 AM
#2223
Originally Posted by Roger
Agreed. Far better value in this sector on the ASX.
Will be interesting to see whether the ASX retirement sector outperforms their NZ counterparts?
I have done well in this sector.INA in Aussie, which I no longer hold.gave me a great run,thank you KW,and I am enjoying my "free run" with RYM, and my SUM owe me under 40cents having sold down when they got over cooked.!!!
Last edited by percy; 30-12-2014 at 12:07 PM.
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30-12-2014, 12:03 PM
#2224
Investors love RYM with their enviable long successful record of consistent growth so its priced for absolute perfection. Only time will tell if they can consistently grow with absolute perfection.
Nobody would try and make the case RYM is a value stock mate
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30-12-2014, 12:10 PM
#2225
Originally Posted by Roger
Investors love RYM with their enviable long successful record of consistent growth so its priced for absolute perfection. Only time will tell if they can consistently grow with absolute perfection.
Nobody would try and make the case RYM is a value stock mate
Yes I love my Ryman.Lovely people doing wonderful things for me.!!! lol.
Well you would feel the same if you were having a "free ride" too??!!!!!
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30-12-2014, 12:29 PM
#2226
Yep, well done mate and to be honest I've made a few quid out of the stock in the past too
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30-12-2014, 03:29 PM
#2227
At this rate RYM at 9 bucks next week
All time high not that far away ...think that was 905
Last edited by winner69; 30-12-2014 at 03:36 PM.
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30-12-2014, 03:44 PM
#2228
Originally Posted by percy
Interesting enough the share price at $7.90 is now above both the EMA 50 [$7.76] and the EMA 200 [$7.86],so we will so find out soon whether or not it is the start of a new uptrend.
Above posted 25-11-2014.
With the share price at $8.60 today it would appear the renewed uptrend is confirmed.
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31-12-2014, 06:17 AM
#2229
Originally Posted by winner69
At this rate RYM at 9 bucks next week
All time high not that far away ...think that was 905
I recall about $9.05 too as the all time high.
Given my analysis (with your assistance Winner) of historical rational market value for RYM, then if RYM make the year-end Underlying Profit of NZ$140 million to be announced mid May 2015, which is still four and a half months away, then I get a non-bull non-bear market SP around the $7.70 mark.
What I do have trouble factoring in though is the enormous amount of design/construction work Ryman are currently undertaking which demonstrates to me that their growth rate still appears to be accelerating. Also RYM has enjoyed very high EPS gains in the last two years, these gains should convert to very high Underlying Profit gains in due course but still probably 3-4 years away before we see that… so maybe $8.00 plus justified then.
Attachment 6632
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12-01-2015, 07:49 AM
#2230
Interesting developments happening accross the ditch, aveo introducing some big changes to the model
http://www.theage.com.au/business/re...08-12kf8l.html
one step ahead of the herd
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