OCA - Oceania Group - retirement villages

[Entrep]

This is SUM vs OCA since the March 2020 crash:



This is SUM vs OCA since OCA was listed:



SUM has consistently been the stronger stock. Personally, I find OCA attractive compared to SUM as a value play (which is totally unsophisticated) with nice dividends.

How about you others - why do you choose OCA over SUM?

[Panda-NZ-]

I choose RYM because its the market darling and is now the same value that it was in 2014.

[Panda-NZ-]

Plus they have more discretion in picking customers and staff shortages plus wage pressures aren't as much of a problem when less of them are needed per person.

[percy]

A comparison.
.................................................. .....ARV...........................OCA............ .............RYM................................SU M
share price.......................................$1.26. .........................80cents.................. .$8.23..............................$9.94
PE................................................ .....3.92..........................9.23........... .............5.94................................5 .52
yield............................................. .....4.37%.......................5.5%............. ...........2.72%............................1.94%
NTA............................................... ...$1.84.........................$1.32............ ...........$6.76..............................$8.9 1
Share price discount to NTA.................21.6%......................... 39.4%......................None................... ..........None
share price premium to NTA.................None.......................... ..None....................21.74%.................. ...........11.56%.

[Baa_Baa]

I choose RYM because its the market darling and is now the same value that it was in 2014.

And it was ~the same price for 3 years through to 2017

Plus they have more discretion in picking customers and staff shortages plus wage pressures aren't as much of a problem when there is less needed per person.

One business, 185 job ads: Why Ryman needs so many staff

[Panda-NZ-]

One business, 185 job ads: Why Ryman needs so many staff

News just in ... a large and growing business needs staff.

Though nothing is mentioned about staff needs/profit per resident.

[winner69]

Updated chart OCA share price as % of SUM Share price

Once only need 5 OCA shares to buy 1 SUM share - now you need 12 (going on 13)

[winner69]

PATTY woll be happy - yield getting better by day

One thing - dividend will be maintained or might even be increased ....even if they have to borrow more to pay it

[Panda-NZ-]

One business, 185 job ads: Why Ryman needs so many staff

To add to the above, the number includes employing their own construction staff.

Shows how efficient they are.

[winner69]

Bargain hunters coming out in force

could be strong close to the week