OCA - Oceania Group - retirement villages

[Antipodean]

There seems to be plenty of people ready to post negative stories about the property market here, specifically only on OCA for reasons, but remarkable silence on any news story providing evidence to the contrary. Would that be a 'balanced' approach?

Also great to see the continual mention of capital raise anytime, despite assertions from the company multiple times it is not necessary. However maybe chatgpt knows (or hallucinates) in a more 'winning' manner?

[allfromacell]

There seems to be plenty of people ready to post negative stories about the property market here, specifically only on OCA for reasons, but remarkable silence on any news story providing evidence to the contrary. Would that be a 'balanced' approach?

Also great to see the continual mention of capital raise anytime, despite assertions from the company multiple times it is not necessary. However maybe chatgpt knows (or hallucinates) in a more 'winning' manner?

Recent commentary from listed providers has reported 10% increase in sales over last year. Most recently MET & SUM. OCA's most recent update was regarding 'pleasing' numbers of sales at The Helier.

RYM has been the exception stating difficulty to make sales in construction sites (who knew?). Recent REANNZ data has shown increasing volumes as well so no real reason to panic on the sales front imo. Things may not be booming but sales are definitely going through...

[mistaTea]

There seems to be plenty of people ready to post negative stories about the property market here, specifically only on OCA for reasons, but remarkable silence on any news story providing evidence to the contrary. Would that be a 'balanced' approach?

Also great to see the continual mention of capital raise anytime, despite assertions from the company multiple times it is not necessary. However maybe chatgpt knows (or hallucinates) in a more 'winning' manner?

Well, I plugged your response to AI to see what 'it' would make of it.

*****

Dear Antipodean,


Thank you for your engaging feedback. Your perspective is indeed valuable, and it offers a great opportunity for deeper discussion. It's crucial to approach analyses with a balanced perspective, and your point about the tendency to focus on negative narratives, especially concerning the property market and Oceania Healthcare (OCA), deserves attention.


The review of OCA’s Annual Report, including the letters from the Chair and CEO, aimed to provide a comprehensive overview that acknowledges both the challenges and the strategic responses by OCA. The mention of potential risks, including those related to the property market and capital raises, was intended to reflect the breadth of information presented in the report, which indeed includes OCA’s own assertions about its financial health and strategic direction.


Your observation about the “remarkable silence” on positive developments is well taken. OCA's efforts in navigating a challenging environment, its strategic investments, and sustainability initiatives, among other achievements, underscore the company's resilience and forward-looking approach. These successes should be celebrated and form a critical part of the narrative.


Regarding capital raises, the intention was not to speculate but to analyse the content provided in the annual report contextually. It's important to rely on the company's official communications for such financial decisions. OCA’s reassurances about the state of its finances and the non-necessity of a capital raise are indeed pivotal pieces of information that stakeholders should consider.


The goal here is not to 'win' an argument but to foster a constructive dialogue that enriches our understanding. Your feedback serves as a reminder of the importance of highlighting both challenges and achievements to provide a more nuanced and balanced view.


Once again, thank you for contributing to the conversation. Let’s continue to engage in discussions that challenge our thinking and deepen our insights.

[Balance]

There seems to be plenty of people ready to post negative stories about the property market here, specifically only on OCA for reasons, but remarkable silence on any news story providing evidence to the contrary. Would that be a 'balanced' approach?

Also great to see the continual mention of capital raise anytime, despite assertions from the company multiple times it is not necessary. However maybe chatgpt knows (or hallucinates) in a more 'winning' manner?

So you only want good news rather than all pertinent news?

Did you not consider that the ‘negative’ property news could be the reason why the sp of OCA has fallen back after the initial bounce from the index selldown? Balanced investors prefer to know what’s happening out there with the critical factors influencing share prices.

Market is dynamic and reacts to news and developments in the market.

I think you have come to the wrong forum if you just want ‘positive’ news.

Dis. Bought during index selldown at 59c.

[winner69]

Wahs have another big game tonight

Their coach believes his group’s best “is better than most in the NRL’’, but they are just not “doing it long enough’,’ and the Warriors head coach hasn’t losing any sleep over that statistic

That’s like Brent saying Oceania “is better than most of other in the RV sector on NZX” but they are “just not selling enough units” but not losing any sleep over that statistic

Up the Wahs ……. Go Oceania …this is our year….NRL champions and share price well over a buck

[Rawz]

As long as they both finish top 8 it’s all good. Fans can be happy with that effort.

[Antipodean]

I want all the news, good and bad. This thread seems to largely be a negative echo chamber at times. Glad to see the commitment to turn it around.

Also, hilarious AI response

[Rawz]

I want all the news, good and bad. This thread seems to largely be a negative echo chamber at times. Glad to see the commitment to turn it around.

Also, hilarious AI response

Remember when it was a positive echo chamber. What was it- "OCA- can never have enough" lol omg what were we thinking

[mike2020]

Barking mad? 😁

[winner69]

Warriors have a good win, first of the season. One fan says ‘first of many, this is our year …NRL champs’

Oceania fan thinks sales going well ….and will continue …..’this is our year and share price well over $1 reflecting how good our company is.’

UP THE WAHS