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  1. #3046
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    Quote Originally Posted by couta1 View Post
    Directors know value when they see it.Lol
    Becoming a Dame must have affected her judgement
    “Imagination is more important than knowledge.”

  2. #3047
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    Quote Originally Posted by winner69 View Post
    Yep and ARV grew the business big time as a result.

    Didn’t OCA get heaps new capital about the same time?
    What was the EPS growth at half year for OCA and ARV?
    No worries - OCA going to have growth of 17% EPS this year with a bigly 2nd half some (on this very thread) have stated

  3. #3048
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    Quote Originally Posted by trader_jackson View Post
    What was the EPS growth at half year for OCA and ARV?
    No worries - OCA going to have growth of 17% EPS this year with a bigly 2nd half some (on this very thread) have stated
    It’s like the good old days t_j when things like eyeballs, hits were the measurement of success.

    These days it’s slightly more sophisticated ......success is measured by love, hype and sexy PowerPoint presentations.

    ARV need to concentrate on those things and not rely on outrageous Forbar valuations.
    “Imagination is more important than knowledge.”

  4. #3049
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    Quote Originally Posted by winner69 View Post
    It’s like the good old days t_j when things like eyeballs, hits were the measurement of success.

    These days it’s slightly more sophisticated ......success is measured by love, hype and sexy PowerPoint presentations.

    ARV need to concentrate on those things and not rely on outrageous Forbar valuations.
    You're right - core hard results don't cut the mustard anymore... its about fancy presos that make you go wow and want to keep buying no matter what is going on at the bottom line
    Bit like PEB's presentations, although hasn't helped FXL much
    Last edited by trader_jackson; 05-02-2019 at 11:29 AM.

  5. #3050
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    Quote Originally Posted by oldtech View Post
    Hmm ... tempted to stock up, but I'm a bit overweight in OCA at this stage. Might grab some more HGH instead ...
    Both stocks have been hammered and both represent good value IMO.

  6. #3051
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    Just a little reminder. Today is last chance to buy in, to receive the dividend. 5pm deadline.

  7. #3052
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    Quote Originally Posted by see weed View Post
    Just a little reminder. Today is last chance to buy in, to receive the dividend. 5pm deadline.
    Looks like punters were buying that dividend on Tuesday ....hope many more will today thinking 106 is the base
    “Imagination is more important than knowledge.”

  8. #3053
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    Quote Originally Posted by couta1 View Post
    Both stocks have been hammered and both represent good value IMO.
    Agree 100%. Possibly worth noting that financials' in the US are up about 13% year to date and the Aussie banks had a big rally on Tuesday but HGH has been the laggard.
    That said I did note with the ASB announcement of their half year profit a big increase in bad and doubtful debt provisioning.
    No butts, hold no mutts, (unless they're the furry variety).

  9. #3054
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    We need to see cost controls kicking in with this company, wages to revenue ratios pulled into line through cutting back on overstaffing in certain areas and allowing workers to clock up too many unnecessary hours(Migrant workers will work every hour possible) I reckon the board who are all substantial shareholders need to set the tone here.
    Last edited by couta1; 07-02-2019 at 03:21 PM.

  10. #3055
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    Quote Originally Posted by couta1 View Post
    We need to see cost controls kicking in with this company, wages to revenue ratios pulled into line through cutting back on overstaffing in certain areas and allowing workers to clock up too many unnecessary hours(Migrant workers will work every hour possible) I reckon the board who are all substantial shareholders need to set the tone here.
    I couldn't agree more. Cost control simply hasn't been good enough. Total expenses up from $81m last period to $101m this half on only a $4m increase in revenue is not good enough. The company would have made a $3.2m loss if it were not for a $4.5m tax credit the NBR was calling into question the other day.
    Earl needs to seriously lift his game with cost control within the company and remember his primary role is to maximise shareholder profits. Toughen up man.
    Strict cost control is absolutely essential if this company is to be built into one that's widely respected in the investment community.
    No butts, hold no mutts, (unless they're the furry variety).

  11. #3056
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    Quote Originally Posted by couta1 View Post
    We need to see cost controls kicking in with this company, wages to revenue ratios pulled into line through cutting back on overstaffing in certain areas and allowing workers to clock up too many unnecessary hours(Migrant workers will work every hour possible) I reckon the board who are all substantial shareholders need to set the tone here.
    good point couta cut the staff , then the residents will die quicker from lack of quality care and quality food. at least the re sales will go up.
    bull

  12. #3057
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    Yeah lets do it. i was in a dementia ward the other day up to 13 residents and 1 caregiver trying to get them all to the table sit them down and give them lunch, stress all round, yep great place to put your beloved and grow the s/p same time. Lets do this!

  13. #3058
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    Quote Originally Posted by Joshuatree View Post
    Yeah lets do it. i was in a dementia ward the other day up to 13 residents and 1 caregiver trying to get them all to the table sit them down and give them lunch, stress all round, yep great place to put your beloved and grow the s/p same time. Lets do this!
    Lets have a facetious response why don't we. Have you considered that some people on here have knowledge of how OCA is running their operations. There are prescribed staff to resident ratio's and management need to stick to a disciplined formula and remember their responsibilities to shareholders and maintain tight discipline.
    Its all too easy to say we're investing in our staff and other such feel good PC platitudes and look like you're doing a good job when you're not. Good disciplined staff to resident ratio's and disciplined control of all costs and good care, are not mutually exclusive things.
    One thing I really like about Julian Cook is he has plenty of mongrel in him when it comes to cost control. I admire that.
    Last edited by Beagle; 07-02-2019 at 03:52 PM.
    No butts, hold no mutts, (unless they're the furry variety).

  14. #3059
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    Quote Originally Posted by bull.... View Post
    good point couta cut the staff , then the residents will die quicker from lack of quality care and quality food. at least the re sales will go up.
    Notice I said overstaffing in certain areas and unnecessary hours, I'm not talking about normal,accepted and benchmarked ratios here. One Rogue manager with no real appreciation for the fact that OCA is a listed company can do a lot of damage to bottom line profits before they are pulled into line by senior management.

  15. #3060
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    Quote Originally Posted by couta1 View Post
    Notice I said overstaffing in certain areas and unnecessary hours, I'm not talking about normal,accepted and benchmarked ratios here. One Rogue manager with no real appreciation for the fact that OCA is a listed company can do a lot of damage to bottom line profits before they are pulled into line by senior management.
    which areas are these you consider over staffed?
    bull

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