AFF Member Stock Discussion

[Quickstatus]

Selling half of RIO

 

[There'sOnlyOneJimmy]

Selling half of RIO

Wow, that’s an impressive holding. Will the market be able to absorb that much in one go…

 

[cove]

The stock market is telling us that the latest Federal Budget is a dud for capital creation.
With RiO you can buy the UK shares at quite a discount as they don’t pay franked dividends.

 

[Quickstatus]

Looking at REG and RYM (age care operators) . Comments appreciated

 

[Dr Ralph]

Looking at REG and RYM (age care operators) . Comments appreciated

Also looking at RYM today. The low share turnover concerns me.

 

[Quickstatus]

The low share turnover concerns me.

Much lower than REG
I think the sector is very fragmented - most are private operators.
RHC does age care but they are mainly a private hospital operator which likely is not a good idea given the economic headwinds and the reduction in the PHI rebates.

 

[tgh]

Politically unpalatable for an aged care provider to be profitable and /or paying dividends….
Where is the value ?

 

[Quickstatus]

Where is the value ?

Not sure yet but I reading this