OCA - Oceania Group - retirement villages

[bull....]

quick look
wasnt to bad a result .. surprised a little i must say
there margins were up when they sell stuff too cheap ( surprised ) but as they say this will provide a buffer going forward.
operating cashflow up too which is good
think they need to crank up the sales more which obviously means more development happening ... starting to address this issue
for all those its so much under NTA its a bargain i guess your be going its more of a bargain now lol

[Greekwatchdog]

quick look
wasnt to bad a result .. surprised a little i must say
there margins were up when they sell stuff too cheap ( surprised ) but as they say this will provide a buffer going forward.
operating cashflow up too which is good
think they need to crank up the sales more which obviously means more development happening ... starting to address this issue
for all those its so much under NTA its a bargain i guess your be going its more of a bargain now lol

I need a drink after reading that Bull. Humble Pie a touch!!

Anyway I am content and look forward to this time next year.

[hyinvest]

Operating cash flows
Net cash inflow from operating activities for 12 months (March, 2022) = 105.5 million.

Convert 12 months of OCF to 10 months to be able to compare it to (10 months to 31 March 2021)
(10*105.5)/12 = 87.9 millions (~ 9% decrease compared to 10 months to 31 March 2021).
To adjust it with 6.9% inflation
87.9*(1-0.069) = 81.8 millions (~15% decrease compared to 10 months to 31 March 2021).

EPS
(~37% decrease in EPS for 12 months) compared to 10 months
convert EPS to 10 months
(8.7*10)/12 = 7.25 EPS (~47% decrease in EPS compared to previous 10 months) without adjusting for inflation.

Total Comprehensive Income
(~31.9% decrease for total income for 12 months) compared to previous 10 months.
Convert total income to 10 months
(114.4*10)/12 = 95.4 millions (~43% decrease in total income for 10 months) compared to 10 months without adjusting for inflation.

change - Copy.jpg

[bull....]

I need a drink after reading that Bull. Humble Pie a touch!!

Anyway I am content and look forward to this time next year.

the result explains the strenght in price yesterday and day before , people must have been expecting something positive as i said yesterday it is worth taking notice when you get a stock go against the grain of the overall market on big red days

[Rawz]

delete....

[jagger]

Convert 12 months of OCF to 10 months to be able to compare it with PCP (to 10 months 31 March 2021)

"pcp" is already 12 months.

[winner69]

Total Comprehensive Income $114.4m ..... v $167.9m for 10 months last

Quite a big drop

[winner69]

Suppose the EPS accretive crap still to come .... maybe next year

[hyinvest]

"pcp" is already 12 months.

I meant in their report they are comparing the 12 months (to March, 2022) to 10 months (to March, 2021).
I converted all results for 12 months to 10 months to be able to compare with 10 months (to March, 2021).

[hyinvest]

Total Comprehensive Income $114.4m ..... v $167.9m for 10 months last

Quite a big drop

Yes, significant drop.