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

 

[moa999]

Tough industry when much of the competition is from not for profits or government.
And cutting costs can result in very negative headlines or government investigations.

 

[cove]

What happens if voluntary assisted dying gets expanded?
Currently a growing market but many post war baby boomers may be more decisive about living on when the joy is gone.

 

[cove]

I prefer Regis Resources over REG.

 

[Quickstatus]

Not going into REG/RYM

Hoping to go back into FRI at under $0.70 and got some SNC

Bid for VGN at 2.20 today prior to market opening but didn't get it.

Anyone got experience with uranium. URNM/PDN/DYL??

 

[Freq Flier 2013]

Not going into REG/RYM

Hoping to go back into FRI at under $0.70 and got some SNC

Bid for VGN at 2.20 today prior to market opening but didn't get it.

Anyone got experience with uranium. URNM/PDN/DYL??

I purchased some warrants in Pdn recently. Around $10-11 seems to be a good buy.

 

[Buzzard]

Anyone got experience with uranium. URNM/PDN/DYL??

Don't buy any shares domiciled in Iran.