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12-04-2016, 11:02 AM
#2591
Originally Posted by Roger
Yes, with only 6% first half growth in underlying earnings if second half earnings don't grow by the mid 20% mark we could see a bad blot on RYM's perfect copy book of year on year underlying profit growth of 15%. I wonder how the market would react to the market darling, arguably still priced for perfection, not achieving perfection ?
They'll do it by hook or by crook
Interesting times if the 26% not achieved - seeing already built into the price
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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12-04-2016, 11:05 AM
#2592
Originally Posted by Bjauck
I think, if my parents were at the stage of requiring toileting and 24 hour carer-attention at home, they would be seriously considering a good RYM or SUM rest home. It is just that they prefer their existing property, with low-level help when needed, to a licence-to-occupy unit/villa in a village.
During a discussion with a colleague whose parents are at that stage in life, they revealed that they intend to look after their parents to the end, which is admirable but perhaps misguided. My opinion changed after they later revealed that one of the key reasons what that they did not want greedy rest-homes to chew through their inheritance.
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12-04-2016, 11:25 AM
#2593
Originally Posted by Zaphod
During a discussion with a colleague whose parents are at that stage in life, they revealed that they intend to look after their parents to the end, which is admirable but perhaps misguided. My opinion changed after they later revealed that one of the key reasons what that they did not want greedy rest-homes to chew through their inheritance.
When it comes down to the intimate 24/7 toiletting of their parents, I wonder if their opinion may change as to "looking after to the end"? When some-one is high-needs, it is like attending to an adult-size baby.
Last edited by Bjauck; 12-04-2016 at 11:26 AM.
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12-04-2016, 05:02 PM
#2594
Originally Posted by Zaphod
During a discussion with a colleague whose parents are at that stage in life, they revealed that they intend to look after their parents to the end, which is admirable but perhaps misguided. My opinion changed after they later revealed that one of the key reasons what that they did not want greedy rest-homes to chew through their inheritance.
We tried it with my wife's mother,before she went into dementia care.
We lasted one night.
She was up and down the hallway all night wanting to know where her breakfast was.!
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12-04-2016, 05:22 PM
#2595
My neighbor lasted two weeks with her mum. Several times I helped to drive round the streets @ midnight looking for her, as she would sneak out to go walkabout.
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13-04-2016, 04:26 AM
#2596
Originally Posted by Roger
…. I guess in simple mathematical terms they need underlying profit growth of 24% this half to remain on track. Market a little sceptical ?
I think the market must be a bit skeptical Roger, even with RYM up 15c yesterday. With 40 days before announcing, and such a clear signal 5 months ago re attaining FY lift of 15%, I am feeling positive.
Sounds like winner and possibly yourself believe such a result is already priced in. I think it has a bit of room to move yet.
Winner makes a good point though. In my view, if RYM fall short of the 15% by even a smidgeon, the market will be very unsympathetic (as always) and theoretically provide some excellent buying opportunities.
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13-04-2016, 05:53 AM
#2597
I think the move into Aussie has slowed them down a wee bit,once they get their momentum in that market going,your 15% will be assured again.
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13-04-2016, 08:57 AM
#2598
I'm thinking of exiting briefly before the next announcement. I doubt they will achieve 15%, and I expect the market to express its disappointment.
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13-04-2016, 09:11 AM
#2599
Member
timing the market is really gambling, you have a 50% change of being right.
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13-04-2016, 09:17 AM
#2600
From Couta1's post #3386 SUM thread.
Simon Challies from the latest Ryman times;
"We've got a busy year ahead and we are off to a flying start.I can't remember a busier period in the history of the company.etc.Hang on to your hats folks because it's going to be a great year."
Does not seem he shares posters concerns?
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