OCA - Oceania Group - retirement villages

[ronaldson]

Good work BP. But it would be a foolish CEO and Chair who did not proactively monitor this thread from time to time, so I believe they are aware. Looking forward to a repost in due course of the response you receive.

[BlackPeter]

BP …if she is still there ask Anna anna.thorburn@oceaniahealthcare.co.nz

You will get ‘thanks for your enquiry Peter but unfortunately but we cannot share this information with you at this time’

If you're a shareholder and want to contact them, this is a better email than the general 'enquires' ... investor@oceaniahealthcare.co.nz "you can contact Computershare with any shareholder queries."​

cheers, I guess I will see whether I get anything on my original request back, but will use these to slowly escalate ;

[Entrep]

But it would be a foolish CEO and Chair who did not proactively monitor this thread from time to time

how so?

10 characters

[bull....]

might hit the 60s soon

[SailorRob]

might hit the 60s soon

Let's hope.

[winner69]

If bond yields are anything to go by Synlait, Oceania and Fletchers are the ‘riskiest’ companies on the NZDX

Oceania in good company

[mike2020]

If bond yields are anything to go by Synlait, Oceania and Fletchers are the ‘riskiest’ companies on the NZDX

Oceania in good company

How do you get this? Those two have actual issues on the table while oca is subject to some speculation its just following a trend. Plus it has tangible assets. We don't need another Met life scenario.

[winner69]

How do you get this? Those two have actual issues on the table while oca is subject to some speculation its just following a trend. Plus it has tangible assets. We don't need another Met life scenario.

Just that they are highest yielding bonds on nzdx ….some see this as a measure of “risk”

As a matter of interest MET bonds are yielding less.

[Baa_Baa]

You stirring again, OCA (has more than one bond) is half SML bonds and within cooee of all the RVs, REIT’s and other big names like IFT etc. What exactly did you want to say by making that post? Disingenuous it seems.

[winner69]

You stirring again, OCA (has more than one bond) is half SML bonds and within cooee of all the RVs, REIT’s and other big names like IFT etc. What exactly did you want to say by making that post? Disingenuous it seems.

Looking at the order/ranking of bond yields and the differences between each of the RV companies I think the market is trying to tell us something about they think of the relative merits of these four companies…..and how ‘risky’ they are as an investment

From NZDX -

OCA 8.2%/8.33%
ARV 8.05%
MET.7.82%
RYM 7.43%
SUM 6.99%/7.00%/7.29%

The 5 year Govt rate is 5.4% …..so spread/premium SUM has is 1.4% points v OCA of 2.8% points …….that’s quite significant and not within cooee of each other as you say