OCA - Oceania Group - retirement villages

[Baa_Baa]

Disc: I'm neither an accountant nor an experienced analyst; as stated before, I'm developing my skills and feel comfortable in the RI model.

All I'm hoping to do is - prepare the model with a set of assumptions, await OCA's annual report to adjust some numbers, form a view on the valuation, visit a few OCA premises and then only buy. But this time around, I'll hold it for a few years (noted OCA is no RYM)

PM @maverick and compare notes. Might save you a heap of time than building it from scratch, good guy that maverick, pretty clued up about OCA fundamentals.

[winner69]

“Imagination will often carry us to places that never were. But without imagination Oceania share price will go nowhere”

Good guy that Carl Sagan ....he’s onto it

[Beagle]

Hey Winner - There's over a million Kiwi's living overseas...you think more than a few might want to come home to our relatively safe little Island ?

[Paradox]

PM @maverick and compare notes. Might save you a heap of time than building it from scratch, good guy that maverick, pretty clued up about OCA fundamentals.

Thanks. I’ve completed all my reformulation and projections last night. Ratios and profitability analysis are painting a good picture now; over the next couple of days I’ll go through them to ensure there are no calc or referencing errors. And then compare them with OCA’s recent investor presentations....will reach out to Maverick after that..hopeful of getting to a valuation by this weekend.

[Beagle]

https://www.nzherald.co.nz/business/...ectid=12343718
House prices holding up very well and don't forget were very strong in January and February 2020. Prices in Auckland by my calculations are about 3% higher now than they were on 31/12/2019.

[dobby41]

https://www.nzherald.co.nz/business/...ectid=12343718
House prices holding up very well and don't forget were very strong in January and February 2020. Prices in Auckland by my calculations are about 3% higher now than they were on 31/12/2019.

I would have said around 1% from the graphic.

[Waltzing]

off topic ,"There's over a million Kiwi's living overseas...you think more than a few might want to come home to our relatively safe little Island ?"

wonder how they are all doing... most in AUS?

As express ways develop through the golden triangle house prices in the upper north island must surely hold up; property continues to become the GOLD of the new digital currency age.. and has a better return then GOLD.

Traffic here over the last 2 weeks has been increasing putting increasing pressure on the golden triangles arterial routes.

[winner69]

Hey Winner - There's over a million Kiwi's living overseas...you think more than a few might want to come home to our relatively safe little Island ?

Apparently coming home in droves ...real estate agent said they’re running out of the quarantine stations to buy a house

Hope they’re good with the shovel to get a bit of cash to spend

[thegreatestben]

Real estate agents are so full of ****. I work quite closely with them in my job and I can tell you they're only there for one thing and take the path of least resistance to get to it every single time.

[dobby41]

Apparently coming home in droves ...real estate agent said they’re running out of the quarantine stations to buy a house

Hope they’re good with the shovel to get a bit of cash to spend

The ones you speak of must have money (to be running out to buy a house) so why are they coming back in the 1st place?
I would have thought it was people without jobs coming back because they can't get a payout in Aus.
Doesn't add up to me.