RYM - Ryman Healthcare

[Beagle]

Mind you SUM down about the same %age
I reckon OCA could follow suit and drift back to 110 or so now the excitment of it getting to 120 plus is over

SUM down slightly less in percentage terms. No, the new kid in town is already trading very close to NTA and people are paying "Jack" for their IP whereas with RYM people are paying close to three times NTA so megabucks for their IP. The market is giving the value of RYM and SUM's IP a haircut because their business model's are arguably inferior to OCA's from a shareholders perspective.
I expect the relative SP of OCA to continue to materially outperform other sector participants.

[winner69]

SUM down slightly less in percentage terms. No, the new kid in town is already trading very close to NTA and people are paying "Jack" for their IP whereas with RYM people are paying close to three times NTA so megabucks for their IP. The market is giving the value of RYM and SUM's IP a haircut because their business model's are arguably inferior to OCA's from a shareholders perspective.
I expect the relative SP of OCA to continue to materially outperform other sector participants.

Yep if the others take a haircut and OCA stays around 120 they will materially outperform the other sector participants ...except maybe MET who is way below NTA