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28-08-2019, 04:48 PM
#3931
AGM tomorrow
Might give some guidance for 2020 ....remember $84m Underlying is the hurdle under the Exec LTI
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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28-08-2019, 04:56 PM
#3932
Originally Posted by Mudfish
Greg T, another 500,000....just saying.
Macquarie have plenty more waiting for him.
Originally Posted by winner69
AGM tomorrow
Might give some guidance for 2020 ....remember $84m Underlying is the hurdle under the Exec LTI
Maverick been a bit quiet lately. I think they have no chance of getting to $84m or anywhere close with their problem with rampant expense growth.
With much slower growth in real estate prices tight well disciplined control over costs, both operational and building development should be front and centre for all companies in this sector.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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28-08-2019, 05:20 PM
#3933
Originally Posted by Beagle
Macquarie have plenty more waiting for him.
Maverick been a bit quiet lately. I think they have no chance of getting to $84m or anywhere close with their problem with rampant expense growth.
With much slower growth in real estate prices tight well disciplined control over costs, both operational and building development should be front and centre for all companies in this sector.
But I was led to believe that 15% pa underlying earnings growth over 3 years was a given ....and LTI targets aren't usuallt set very high are they
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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28-08-2019, 05:38 PM
#3934
Originally Posted by Mudfish
Greg T, another 500,000....just saying.
A very astute investor..............just saying.
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29-08-2019, 01:03 PM
#3935
Originally Posted by winner69
AGM tomorrow
Might give some guidance for 2020 ....remember $84m Underlying is the hurdle under the Exec LTI
I can't see alot of guidance present... can anyone else?
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29-08-2019, 01:14 PM
#3936
Originally Posted by winner69
AGM tomorrow
Might give some guidance for 2020 ....remember $84m Underlying is the hurdle under the Exec LTI
No guidance given. Sales of Sands apartments have been going well since balance date but care suite sales are slow, in my opinion.
A reminder that it will take them approx. 3 years from now to get to a 50 / 50 basic care to new ORA business model and we still have the 42% Macquarie overhang.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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29-08-2019, 02:24 PM
#3937
Originally Posted by Beagle
No guidance given. Sales of Sands apartments have been going well since balance date but care suite sales are slow, in my opinion.
A reminder that it will take them approx. 3 years from now to get to a 50 / 50 basic care to new ORA business model and we still have the 42% Macquarie overhang.
Earl must be getting a bit bored of repeating the same stuff and showing the same pictures over and over again.
Jeez shareholders are a pain ...but a necessary burden
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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29-08-2019, 02:31 PM
#3938
Member
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29-08-2019, 02:50 PM
#3939
Originally Posted by winner69
Earl must be getting a bit bored of repeating the same stuff and showing the same pictures over and over again.
Jeez shareholders are a pain ...but a necessary burden
He's probably feeling pretty chipper today. He gets to tell shareholders how they've been investing so heavily in company staff and I'm sure shareholders will be really excited to see staff wages go up so nicely while their dividends stay the same and profit has declined. He really missed a trick with the other two really important matters that shareholders really care most about though. They need a comprehensive right up to the minute inclusiveness policy so LGTBQP's feel all loved and valued and then there's the extremely important carbon reduction program, another vital K.P.I. that shareholders love so much. Where's that info ?
Earnings...who cares....that's "gunna" come right so no worries...
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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29-08-2019, 03:08 PM
#3940
Originally Posted by winner69
Earl must be getting a bit bored of repeating the same stuff and showing the same pictures over and over again.
Jeez shareholders are a pain ...but a necessary burden
Earl speaks very well, knowledgeable and confident. The development progress and pipeline is impressive, happy to keep loading up while the transition occurs and SP is muted.
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