OCA - Oceania Group - retirement villages

[Waltzing]

"Pure downramping here"

IF EPS doesnt grow....

MAV's model says in 2024 it will and therefore anyone who is badly underwater here will be richly rewarded if they AVE down.

But the last few days indicates the Market hasnt yet bought into FOO BARS numbers.

Its worth doing some serious work on the Con Cash Flow and looking at a P&L with the Stock numbers built in which FERG seems to heading towards or already has.

[Habits]

Pure downramping here, $1 is well below fair value even if eps remains flat which it won't.

Should market value equal fair value.. of course not, you are comparing apples with avocados couta mv is sometimes higher than fv but this is not one of those times

[couta1]

Should market value equal fair value.. of course not, you are comparing apples with avocados couta mv is sometimes higher than fv but this is not one of those times

Depends what measure you use to assess fv, in this case I use NTA as around fv but feel free to use your avo if you so wish.

[Habits]

Depends what measure you use to assess fv, in this case I use NTA as around fv but feel free to use your avo if you so wish.

It's like the slide show of a house and how it is perceived by the various parties like owner, valuer, REagent, buyer. Very different results for each

[Waltzing]

In an inflationary or STAGGA environment short term the market will price for head winds.

And that is what MR B has highlighted.

[Habits]

Depends what measure you use to assess fv, in this case I use NTA as around fv but feel free to use your avo if you so wish.

It's like the slide show of a house and how it is perceived by the various parties like owner, valuer, REagent, buyer. Very different results for each. That is why I favour charts over over-analysing, it is the markets consensus which takes shape in time

[couta1]

It's like the slide show of a house and how it is perceived by the various parties like owner, valuer, REagent, buyer. Very different results for each. That is why I favour charts over over-analysing, it is the markets consensus which takes shape in time

I definately don't over-analyse but I'm one of those nasty 'insiders' with a long term outlook, time to go for a good walk being a magic Welly day.

[winner69]

deleted - off topic .... horse tipping no place on this thread

[winner69]

We will never see $1 again

Hope you are right Rawz

[Waltzing]

Getting close.....

Winner(n) i thought your post was right on topic.

MAV 20 to 1....

If the MAV has legs in this stock market race then 20 to 1 are for the Nag to fall at the last fence and break a leg and be put down....

Else you need to rerate the MAV's odds.

MR B has the Nag at odds that say Nah not betting on this Nag...

How many Nags in the sector race anyway and which one is how many lengths ahead ?

So far SUM other Nag is in the lead heading round the back straight bend...