OCA - Oceania Group - retirement villages

[Daytr]

How much could they potentially pay out in dividends if development stopped?

Well it depends how big they are at the time. At the moment the debt value outweighs the development stock so its only once the development stock outweighs the debt they are in float territory.

I do wonder about market saturation, are we getting there? Will we get there at some point in the near future? Or is their another decade or two to run...
These are all considerations in regards where this ends up.

According to some, it's just growth & more growth and there's no risk of an oversupply or even just a change in appetite that impacts the outlook.

[SailorRob]

Well it depends how big they are at the time. At the moment the debt value outweighs the development stock so its only once the development stock outweighs the debt they are in float territory.

I do wonder about market saturation, are we getting there? Will we get there at some point in the near future? Or is their another decade or two to run...
These are all considerations in regards where this ends up.

According to some, it's just growth & more growth and there's no risk of an oversupply or even just a change in appetite that impacts the outlook.

You can't keep baiting us, nobody is that dumb!

Try something else.

[Daytr]

You can't keep baiting us, nobody is that dumb!

Try something else.

Hmmm not sure about that...
Free loans! No it's rent in advance, oh hang on I didn't mean that. Free loans! 🤣

[SailorRob]

Hmmm not sure about that...
Free loans! No it's rent in advance, oh hang on I didn't mean that. Free loans! 🤣

Keep it up, you have as many friends here as the other threads.

No matter how hard you try, you'll never understand it, not even with mavs pictures.

49% in maths!

[Daytr]

Keep it up, you have as many friends here as the other threads.

No matter how hard you try, you'll never understand it, not even with mavs pictures.

49% in maths!

SailorBoy, never changes. And like a boy when he can't bamboozle you with his magic show, he resorts to getting personal and lazy insults. Ohhh you have no friends... 🤣🤣🤣

You really are like a kid in primary school.
These cyber friendships are about as real as your secret sauce.

I'm very proud of that 49% in Bursary.
Seeing I only attended about 1/3rd of classes & walked into the exam with no revision.
My ping pong game also improved dramatically with all that free time...

Pssst free loans, we want free loans.
Really you are giving out free loans?
No we want your money for free.
Well you can get ducked.
Well what if you give me the money & I give you a villa of the same value to live in until you die and we give you back 70% of the loan then.
OK done, but what's with the free loans?
Forget it mate, it's just a gimmic for dumb investors, but you saw through it straight away.

[ValueNZ]

SailorBoy, never changes. And like a boy when he can't bamboozle you with his magic show, he resorts to getting personal and lazy insults. Ohhh you have no friends... 藍藍藍

You really are like a kid in primary school.
These cyber friendships are about as real as your secret sauce.

I'm very proud of that 49% in Bursary.
Seeing I only attended about 1/3rd of classes & walked into the exam with no revision.
My ping pong game also improved dramatically with all that free time...

Pssst free loans, we want free loans.
Really you are giving out free loans?
No we want your money for free.
Well you can get ducked.
Well what if you give me the money & I give you a villa of the same value to live in until you die and we give you back 70% of the loan then.
OK done, but what's with the free loans?
Forget it mate, it's just a gimmic for dumb investors, but you saw through it straight away.

No one ever claimed there was no service given to receive that "loan". Just that the cost to shareholders of receiving that capital is close to zero (+- some, historically negative cost, or paid to receive the ORA).

[winner69]

This thread just rolled over 20,000 posts

Catching up to PEB and ATM but those two been around much longer

[mistaTea]

This thread just rolled over 20,000 posts

Twenty thousand high quality posts I might add! 🫣🤭

[Baa_Baa]

This thread just rolled over 20,000 posts

Catching up to PEB and ATM but those two been around much longer

Almost catching up to your number of posts. And 5 million views, that’s average 250 views for every post!

[RTM]

Keep it up, you have as many friends here as the other threads.

No matter how hard you try, you'll never understand it, not even with mavs pictures.

49% in maths!

I remember when I passed bursary maths….my teacher reckoned he was going to apply for a recount.