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11-02-2019, 04:34 PM
#3101
Originally Posted by peat
I'm not a fan of IPO's myself so its easy for me to take a dim view of PE IPO's. I prefer history as evidence of success or likelihood of such at least.
When I was selling equities I found it weird how so many investors get all worked up over an IPO though as though there is some bargain to be had (and sometimes there is of course) but be careful who you're dealing with. Some clients would say to me "I am only interested in IPO's! " To me that's like buying something completely untested
say like a Holden (just kidding) .
Probably they were some of your older clients. There was a time, probably before 1987, when stagging most IPO's were licences to print money.
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11-02-2019, 05:02 PM
#3102
Originally Posted by winner69
.......and did you both fully understand Note 5.1ii
Yeap its an absolute breeze mate...I live for this sort of thing and get really excited by it.
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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12-02-2019, 10:33 AM
#3103
SP seems to be holding up ex div. I'll look forward to a bit of cash hitting my account on Monday.
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12-02-2019, 07:01 PM
#3104
That shareclarity app has OCA value gap at -17% (ie overvalued at the moment) and only gets 7 ticks out of 15 on the metrics
”When investors are euphoric, they are incapable of recognising euphoria itself “
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12-02-2019, 07:09 PM
#3105
Originally Posted by winner69
That shareclarity app has OCA value gap at -17% (ie overvalued at the moment) and only gets 7 ticks out of 15 on the metrics
That'd be about $0.88, not much above IPO. Maybe those Private Equity sharks knew what they were doing? I'd buy $0.88 in a heartbeat, but who are these Shareclarity anyway and why would you rate them enough to quote their 'value gap'
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12-02-2019, 07:24 PM
#3106
Originally Posted by Baa_Baa
who are these Shareclarity anyway and why would you rate them enough to quote their 'value gap'
Its a free analysis service provided by FNZC under their Direct Broking platform which replaced the ANZ Securities platform. I dont have a view on their skills yet.
For clarity, nothing I say is advice....
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12-02-2019, 07:50 PM
#3107
Originally Posted by peat
Its a free analysis service provided by FNZC under their Direct Broking platform which replaced the ANZ Securities platform. I dont have a view on their skills yet.
I do, their valuations are crap, about as accurate as a coin toss I reckon.
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12-02-2019, 10:04 PM
#3108
Lets check the ship's course--Gee shes absolutely right on her track !!!!
Originally Posted by couta1
I do, their valuations are crap, about as accurate as a coin toss I reckon.
Agreed
Lets have a review here of OCA at this time.
Fundamentals
P/E 11.390 |
EPS $0.093 |
NTA $0.860 |
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Gross Div Y 4.434% |
|
Earl running the Company.
Liz disciplining the Company.
Gregory supervising growth and many millions of shares IN.
Cash flow that I can/could only dream about.
Approx 3500 staff.
Assets over 1.1 billion $$
Personal visits to 3 glorious new builds.
Review board recommendations??
Get aboard folks just like the market is. You aint seen anything yet (apart from 4.43% on your dough) but you will. |
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12-02-2019, 10:07 PM
#3109
Originally Posted by winner69
That shareclarity app has OCA value gap at -17% (ie overvalued at the moment) and only gets 7 ticks out of 15 on the metrics
If they print any of their analysis out on paper and send it to me I hope its on toilet paper so I have some use for it.
I won't mince words here, I honestly think their analysis is complete garbage.
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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12-02-2019, 10:38 PM
#3110
Originally Posted by Beagle
If they print any of their analysis out on paper and send it to me I hope its on toilet paper so I have some use for it.
I won't mince words here, I honestly think their analysis is complete garbage.
Nice one Beagle ��Have you ever tried that new brochure glossy paper. Things could get messy.
Id like to mention that I haven't participated in this forum lately, not because I've run off to the hills because that sp is weak , but rather there have emerged a couple of d...heads who have dominated and their only mission seems to be to pour on whatever misery and derision they can to other certain posters. The ones who have offerered their considered opinions for a long time now.
"The best way to kill something is to stop feeding it."
Ps I haven't sold a single OCA . Nothing has changed my view on the positive future of this company although I do respect any INTELLIGENT counter and cautioning views that are brought up here.
Last edited by Maverick; 12-02-2019 at 10:59 PM.
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