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  1. #10911
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    Quote Originally Posted by BlackPeter View Post
    As a long term shareholder I really hope management have better things to do than managing the short term jitter of the share price with buybacks or whatever. Really, who cares.

    Relevant is only the real underlying value which this company will generate over decades. Can't complain so far - SP from 80 cents to $1.40 roundabout in a bit more than 4 years, this would be a CAGR of 15% plus add the dividend, say nearly 20% added shareholder value per year.

    Obviously - anybody who likes a bit of a gamble would have bought last year around 50 cents per share or below, and would have earned since than more than 100% p.a.

    What exactly are you complaining about - 100% pa not enough return?
    Totally agree too many people wanting 50% gains per annum regardless of OCA seeming undervalued. It almost seems people now need unrealistic returns instantly or else they feel let down. If it happens be happy if not still be happy you are up. Just wait another 4 years you will be laughing
    Last edited by Ggcc; 14-11-2021 at 05:57 PM.

  2. #10912
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    Quote Originally Posted by BlackPeter View Post
    As a long term shareholder I really hope management have better things to do than managing the short term jitter of the share price with buybacks or whatever. Really, who cares.

    Relevant is only the real underlying value which this company will generate over decades. Can't complain so far - SP from 80 cents to $1.40 roundabout in a bit more than 4 years, this would be a CAGR of 15% plus add the dividend, say nearly 20% added shareholder value per year.

    Obviously - anybody who likes a bit of a gamble would have bought last year around 50 cents per share or below, and would have earned since than more than 100% p.a.

    What exactly are you complaining about - 100% pa not enough return?
    Not relevant - just frustrated lol
    Last edited by dompf; 14-11-2021 at 05:55 PM.

  3. #10913
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    Fair call on 6 months between operational updates being a long time between drinks for this sector. Arvida has its "investor news" which amounts to a quarterly progress update and SUM have their quarterly sales updates which amount to the same thing. RYM may have something too, anyone know ?
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  4. #10914
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    Quote Originally Posted by Beagle View Post
    Fair call on 6 months between operational updates being a long time between drinks for this sector. Arvida has its "investor news" which amounts to a quarterly progress update and SUM have their quarterly sales updates which amount to the same thing. RYM may have something too, anyone know ?
    Oceania has never struck me as being ‘shareholder friendly’

    Seem to be one of those companies that treat shareholders as being a bloody annoyance ……even though they sometimes have to hold their hand out and plead for cash.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  5. #10915
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    Quote Originally Posted by Joh13 View Post
    I thought we would've heard something about an acquisition by now, maybe we'll hear something on the 29th.
    Were you expecting them to make an acquisition?
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  6. #10916
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    Quote Originally Posted by winner69 View Post
    Were you expecting them to make an acquisition?
    The proposed bond issue will:

    - Help facilitate future growth, including funding the current pipeline and potential acquisition of new development sites (brownfield and/or greenfield).

    Reading this I thought yes they had something potentially lined up already.

    This is one of the reasons for the bond issuance, but maybe it was issued mainly to reduce bank debt as they state in the other reasons why they issued the bond.

  7. #10917
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    Quote Originally Posted by winner69 View Post
    Oceania has never struck me as being ‘shareholder friendly’

    Seem to be one of those companies that treat shareholders as being a bloody annoyance ……even though they sometimes have to hold their hand out and plead for cash.
    The one that was friendly to me got poached by MET
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  8. #10918
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    Yikes look at that MACD indicator, where is da love.

  9. #10919
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    Where is the Virus is the question.. They will need to be very careful in these facilities over the summer.

    1.30 got to be some value there.

  10. #10920
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    Quote Originally Posted by couta1 View Post
    Yikes look at that MACD indicator, where is da love.
    Retirement village sector doesn't like Covid, on or about the end of August, OCA, RYM, SUM all came off peaks and have trended down since. MACD's on all of them are very similar, as is RSI oversold.

    That's my take on it, too much of a co-incidence that they all turn over around the same day and have continued down.

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