RYM - Ryman Healthcare

[Beagle]

Missing the XRO train...um...all I have to say is this lol https://www.youtube.com/watch?v=esjec0JWEXU

[winner69]

Jeez ...this in the NBR sounds ominous ....using the word questionable ...ouch

Must try to get a copy


Ryman’s middle age spread

The retirement village company’s underlying earnings and growth assumptions look increasingly questionable.

[Beagle]

Jeez ...this in the NBR sounds ominous ....using the word questionable ...ouch

Must try to get a copy


Ryman’s middle age spread

The retirement village company’s underlying earnings and growth assumptions look increasingly questionable.

Good click bait headline that one. Thing is they keep saying their target is 15% underlying earnings growth which ostensibly almost exactly doubles underlying earnings every 5 years but they keep undershooting that 15% now more than once. They are starting to really underperform this sector but are priced at roughly double the underlying PE of SUM companies which have a well proven track record over many many years of growing MUCH faster.

No wonder they use the word "questionable"...I've been saying the same thing and questioning their valuation for a very, very long time.
Short Ryman / Long SUM a really great strategy to eliminate sector risk.

[winner69]

Good click bait headline that one. Thing is they keep saying their target is 15% underlying earnings growth which ostensibly almost exactly doubles underlying earnings every 5 years but they keep undershooting that 15% now more than once. They are starting to really underperform this sector but are priced at roughly double the underlying PE of SUM companies which have a well proven track record over many many years of growing MUCH faster.

No wonder they use the word "questionable"...I've been saying the same thing and questioning their valuation for a very, very long time.
Short Ryman / Long SUM a really great strategy to eliminate sector risk.

You got a sly job on the side doing commentary for the NBR!

[Beagle]

You got a sly job on the side doing commentary for the NBR!

Ssssshhhhh...keep it quiet

[winner69]

Does this disclosure mean that Andrew Mitchell no longer works at a Ryman and has cashed in $2.6m of his bonuses

http://nzx-prod-s7fsd7f98s.s3-websit...718/301292.pdf

[trader_jackson]

Does this disclosure mean that Andrew Mitchell no longer works at a Ryman and has cashed in $2.6m of his bonuses

http://nzx-prod-s7fsd7f98s.s3-websit...718/301292.pdf

You reckon he is jumping ship to Arvida like sum other executive did?

[winner69]

You reckon he is jumping ship to Arvida like sum other executive did?

No, sussed it out - Ryman announced changes to its development team, with Chief Development Officer Andrew Mitchell moving into a consulting role to assist with special projects.




.

[Baa_Baa]

consulting role to assist with special projects.

That’s usually the desk closest to the exit door.

[winner69]

Craig’s did a little piece on Ryman

https://craigsip.com/insights/overvi...n%20healthcare

In our view RYM is the best fit in the sector, with a high quality portfolio, a proven track record and more defensive continuum of care model.