OCA - Oceania Group - retirement villages

[Harvey Specter]

I'd prefer to see the full financials before commenting in detail mate but those sort of numbers don't normally go together unless the company has been trading at massive losses over many years.

The first rule of private equity is never use equity.
The second is to use debt to the maximum extent.

[Goldstein]

So are Hercules and Oceania supposed to be the big threat to RYM, SUM and MET's share price this year???

[dingoNZ]

The first rule of private equity is never use equity.
The second is to use debt to the maximum extent.

Basically this, take a look at literally every single listing done by a private equity firm. Aus has half a dozen in the pipeline coming up

[Beagle]

So are Hercules and Oceania supposed to be the big threat to RYM, SUM and MET's share price this year???

Supply and demand. There's only a certain pool of investors money prepared to chase these companies at their lofty PE multiples. Add considerably more supply and...

[couta1]

Supply and demand. There's only a certain pool of investors money prepared to chase these companies at their lofty PE multiples. Add considerably more supply and...

True mate but you don't want a lemon when you can already buy a juicy orange aye.

[Beagle]

True mate but you don't want a lemon when you can already buy a juicy orange aye.

Very true mate. Waiting for the oranges to go on special

[couta1]

Very true mate. Waiting for the oranges to go on special

I think the specials finished last week but you can still buy them at a discount if your quick

[skid]

Might be jumping the gun a bit --one up day is not a trend

[Beagle]

Might be jumping the gun a bit --one up day is not a trend

Well said. The story behind the saying One swallow does not make a summer
http://en.wikipedia.org/wiki/The_You...nd_the_Swallow

[trader_jackson]

http://www.afr.com/street-talk/macqu...0160503-gokwys

Out from aussie about what is happening with these.. doesn't look like an IPO (unfortunately)