How about put option and call option?
Printable View
Wow …just seen the awesome new Oceania ad on TV
Whoever came up with using Bill Withers ‘Lean On Mw’ deserves a medal
From their Facebook page ‘ With the help of Bill Withers “Lean on Me” narrating this honest interpretation of the journey many of us face, we hope to relieve some of the guilt felt whilst navigating the best care decisions for loved ones“
Well done team Oceania
If you look at last years report…even if you ignore the $927M ORA and just use the debt… you are looking at an acquirers multiple of 78 based on current market cap.
One year is nothing to go by, but it will be interesting to see the next report and run the EV/EBIT calc again.
Perhaps another dimension to explain why OCA might not be ‘cheap’ at current market cap given everything that is going on.
I'm not sure I would call this as OCA 'very dramatically outperformed' RYM on SP, but more like both have dramatically underperformed, since OCA IPO. Just that RYM has underperformed even more. OCA still fecked on SP in the scheme of things.
https://invst.ly/14v3w0