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21-11-2020, 12:30 PM
#7371
Member
I bought another parcel at $1.33 not expecting price to drop to $1.30. The market so often reacts the opposite to what you expect. ARV covid affected result next week will no doubt reflect a similar outcome as Ryman. Will Mr Mkt be similarly unkind to OCA. Time will tell.
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21-11-2020, 01:20 PM
#7372
Originally Posted by Curly
I bought another parcel at $1.33 not expecting price to drop to $1.30. The market so often reacts the opposite to what you expect. ARV covid affected result next week will no doubt reflect a similar outcome as Ryman. Will Mr Mkt be similarly unkind to OCA. Time will tell.
Yep I did the same. If the SP drops any more, I will buy some more, and then I will be well overweight in this stock, so really exposed to any adverse shocks. Well into profit, but hate to see it dissipate.
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21-11-2020, 01:23 PM
#7373
being over weight in anything increases risk...
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21-11-2020, 03:03 PM
#7374
Originally Posted by Waltzingironmansinlgescul
being over weight in anything increases risk...
Haha that is certain. But if it goes back up to $1.46 or higher, being overweight is a sign of opulence. I believe that was the case in the 18 century.
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23-11-2020, 09:24 AM
#7375
The good old management incentive scheme - likes pigs to the trough eh or as they say in management HR consultancy lingo 'align these executives’ interests with the interests of Oceania’s shareholders'. What a load of crap.
As long as OCA aren't complete losers relative to NZX50 they got over one hurdle ....and of course the profit hurdles (target) seem to be missing
For the first performance hurdle, Share Rights will qualify for vesting on a straight-line basis from 0% where the total shareholder return (TSR) from the commencement date to the measurement date is equal to the 35th percentile of the NZX50 Group to 100% where the TSR is equal to or greater than the 75th percentile of the NZX50 Group.
For the second performance hurdle, Share Rights will qualify for vesting if OCA’s annual growth in underlying earnings (before interest, tax, depreciation and amortisation) per share (UEPS) from the commencement date to the measurement date is equal to or greater than the target for growth in UEPS for that period
Last edited by winner69; 23-11-2020 at 09:30 AM.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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23-11-2020, 09:31 AM
#7376
I have asked them to tell us what the UESP targets are.
Betcha they nowhere near what shareholders Beagle and Mav reckon OCA earnings will be
Last edited by winner69; 23-11-2020 at 09:33 AM.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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23-11-2020, 11:45 AM
#7377
Originally Posted by winner69
I have asked them to tell us what the UESP targets are.
Betcha they nowhere near what shareholders Beagle and Mav reckon OCA earnings will be
they will be lower for sure , just look at the share price action.
one step ahead of the herd
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23-11-2020, 04:17 PM
#7378
but arnt there outstanding sales and no Covid costs this half? which means earnings should be up?
nothing from MR B because of course its all been said before...Mr M has already detailed the sails deferred till this half report?
Last edited by Waltzing; 23-11-2020 at 07:52 PM.
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25-11-2020, 11:17 AM
#7379
grant robinson letter has a bigger effect on oca than other retirement stocks as a larger proportion of oca profits are margins on sale at higher prices. hence why its not so good anymore to levergae the property boom
one step ahead of the herd
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25-11-2020, 11:36 AM
#7380
Member
Originally Posted by bull....
grant robinson letter has a bigger effect on oca than other retirement stocks as a larger proportion of oca profits are margins on sale at higher prices. hence why its not so good anymore to levergae the property boom
Letter is a response to public pressure and keeping political capital in place. Will it have any real impact?
Orr's response, translated eloquently in the link below, suggests not. Sounds like RBNZ will move on data, not letters.
https://thespinoff.co.nz/politics/25...tters-decoded/
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