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Charlie
25-07-2024, 10:16 AM
Australian property prices remain resilient despite economic headwinds - ABC News (https://www.abc.net.au/news/2024-07-25/property-prices-remain-strong/104136878)
Got to be good news for Ryman Aus.
X-men
25-07-2024, 01:01 PM
Back the truck!!
Newman
01-08-2024, 10:20 AM
From the chairman's presentation:
We are committed to prudent capital management. The Board made the
decision during the year to suspend dividends. The need to continue to spend
capital to complete committed village buildings and the desire to limit increased
borrowings being key factors behind what I believe to be a logical decision and
in the best interests of shareholders.
As previously communicated the company intends to undertake a further review
of the dividend policy at FY26. Any future dividend policy is expected to be based
on cash flow.
At March 2024, net interest bearing debt was $2.51 billion, up $210 million from
March 2023 however in-line with the position at September 2023. Total funding
headroom at March 2024 was $507.5 million (consisting of undrawn facilities and
cash).
Gearing of 36.2% has increased 3.1 percentage points reflecting both higher debt
and the impact on shareholders equity from valuation movements and
impairments. This sits slightly above our medium-term target of 30–35%.
flyinglizard
01-08-2024, 12:15 PM
still long way to go to reduce the excess debt. The debt is still increasing.
Leemsip
01-08-2024, 12:43 PM
good rhetoric in the preso though.
Super impressive buildings. Just got to monetise them and they seem focussed on this. Im a fan.
Toddy
01-08-2024, 12:57 PM
good rhetoric in the preso though.
Super impressive buildings. Just got to monetise them and they seem focussed on this. Im a fan.
Ticks the boxes if you are not a fan of paying tax. All capital gain and zero dividend tax.
https://www.nzherald.co.nz/business/ryman-healthcare-bombshell-reviewing-fixed-weekly-fees-dmf-for-new-residents/DWZWI6RXWVDEXKSFLYUZJEQHCE/
Ryman Healthcare bombshell: reviewing fixed weekly fees, DMF for new residents
So any new entrants are likely to bashed over the head harder by RYM as soon as they come in door ;)
Did someone say this outfit were going to be growing ? ;)
might need a further new rescue plan after the latest mission falls into hole in the concrete outside the main entrance ;)
Let it not be another wholesale borrowing mission out of the US of A ..
kiwikeith
01-08-2024, 07:52 PM
https://www.nzherald.co.nz/business/ryman-healthcare-bombshell-reviewing-fixed-weekly-fees-dmf-for-new-residents/DWZWI6RXWVDEXKSFLYUZJEQHCE/
Ryman Healthcare bombshell: reviewing fixed weekly fees, DMF for new residents
So any new entrants are likely to bashed over the head harder by RYM as soon as they come in door ;)
Did someone say this outfit were going to be growing ? ;)
might need a further new rescue plan after the latest mission falls into hole in the concrete outside the main entrance ;)
Let it not be another wholesale borrowing mission out of the US of A ..
Hey when a company is not making a profit it is a bit rough to say they are bashing customers over the head when they raise prices. Ryman provides a fantastic product (as some of my relatives can testify) but shareholder returns have been poor in recent years.
bottomfeeder
07-08-2024, 02:12 PM
In the news "Rymans answer to more profits, is now to focus on cash flows" Thats why they earn the big bucks, no doubt. They should now repay their salaries over the last ten years. Glad I am not invested in this company.
X-men
09-08-2024, 11:36 AM
Ryman is on fire lately...must the the AGM announcement...the turn around begins
Leemsip
14-08-2024, 03:03 PM
RYM up pretty decent off the lows. Guy next to me at work (with no knowledge of the sector or financials) reckons $8.
limmy
15-08-2024, 06:36 PM
RYM up pretty decent off the lows. Guy next to me at work (with no knowledge of the sector or financials) reckons $8.
He could be right. There seems to be some momentum in the charts.
limmy
30-08-2024, 03:50 PM
Just going over some of the graphs, ARV and OCA have both risen about 50% since the takeover offer became public. RYM has only risen by about 40% however, so there could be some more room for price improvement ?
Newman
02-09-2024, 09:51 AM
Ryman Healthcare business improvement programme update
https://www.nzx.com/announcements/437275
ronaldson
02-09-2024, 10:22 AM
A telling update covering a lot of ground and deserving of a careful read.
One point of interest is that Ryman "continues to work on segmenting its village financial performance between its aged care and retirement village operations " and intends to provide details of these at the FY25 full year result.
Along with that is the comment that "how both the NZ and AU governments resolve the widely acknowledged insufficiency of aged care funding will also influence when and where we prioritise our future builds. We have been clear with both governments that we need to see change if they want us to build more beds and we believe there are solutions".
I see a linkage between these two observations, likely to lead to an intensification of Ryman's activisim going forward after costs are broken out.
Sideshow Bob
02-09-2024, 04:11 PM
Got to give their website team credit......slimmed down executive team announced today, website already reflecting this.
https://www.rymanhealthcare.co.nz/about-us/investors/senior-executive-team#:~:text=Cheyne%20Chalmers&text=Cheyne%20joined%20Ryman%20in%202020,New%20Zea land%20in%20June%202022.
bull....
03-09-2024, 10:28 AM
looks like from there comments mnargins under pressure still. save money on ditching staff etc
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