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RHC has headed into a rare buy zone occasion dropping from $75 is to $64 is'h atm. Vol picking up but the bottom, is it firm.?
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ASB have Ramsay currently undervalued by 30%? Target price of $82
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Originally Posted by Yoda
ASB have Ramsay currently undervalued by 30%? Target price of $82
Have kept a close watch on this since selling out a couple of years ago. In that time the stock has gone nowhere. For the first time in many years growth seems to have slowed. The big questions are is it only a temporary blip, and has the stalled growth been reflected in the stalled sp?
I see little reason why it would start to rise any time soon, certainly 82 looks far too optimistic
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Originally Posted by ratkin
Have kept a close watch on this since selling out a couple of years ago. In that time the stock has gone nowhere. For the first time in many years growth seems to have slowed. The big questions are is it only a temporary blip, and has the stalled growth been reflected in the stalled sp?
I see little reason why it would start to rise any time soon, certainly 82 looks far too optimistic
Yea I agree. I did the same in 2015 and sold again as it was going no where. I hadbought at the top of the run I think, So won’t be rushing back .
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28% by vol shorted on ASX tues. S/P still dropping. credit Suisse for one have down graded. Am watching for my first entry into this high grade investment stock.
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Originally Posted by Joshuatree
28% by vol shorted on ASX tues. S/P still dropping. credit Suisse for one have down graded. Am watching for my first entry into this high grade investment stock.
I had a close look in 2015/16 not a buyer then and not a buyer now.
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Curious why not h2so4. Be int in your opinion.
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Originally Posted by Joshuatree
Curious why not h2so4. Be int in your opinion.
I have no doubt they are high grade investment stock. $11.5b market cap and a great company.
They have a high capital spend.
In 2015/16 market cap was $12.8b. I could not get my valuation above 11.3 which is made up of discount cashflow plus equity. So no discount to market or margin of safety there.
Fast forward to 2018
Market cap $11.5b.
Investment capital now $9.2b
High capital spending still. Profit margin has fallen with lower return on capital and lower cash return as an investment.
No need for spread sheet for cashflow and understandable why it’s being shorted.
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Member
Is RHC now a "sell"? Already down $10.00 on buy price (broker recommendation) maybe its time to cut losses before it tanks any further.
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