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15-08-2020, 06:27 PM
#6361
Wonder what OCA’s RR-EBITDAPCA currently is
Analysts mightn’t like what they see
Could be why share price struggling to get any real upward momentum.
Last edited by winner69; 15-08-2020 at 06:40 PM.
At the top of every bubble, everyone is convinced it's not yet a bubble.
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15-08-2020, 07:26 PM
#6362
can you calc that for us from the FA statements? are they that accurate? has the current situation distorted the numbers? for OCA long term averages as they are a model under constant change? should this not be seen over a 10 year view?
MAV seems to have a comprehensive model.
This is also why i dont think the Viking want this share as its just hard to value.
Last edited by Waltzing; 16-08-2020 at 04:40 PM.
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17-08-2020, 07:55 PM
#6363
Member
 Originally Posted by tommy_d
over-valued at $1.10, under-valued at $0.85= clear buy/sell markers. Within that range it's less simple. I bought more in the 90s yesterday.
enjoying the bounce.
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17-08-2020, 08:16 PM
#6364
Originally Posted by winner69
Wonder what OCA’s RR-EBITDAPCA currently is
Analysts mightn’t like what they see
Could be why share price struggling to get any real upward momentum.
What is this new measurement basis you have come up with or are you taking the proverbial ?
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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17-08-2020, 08:29 PM
#6365
RR-EBITDAPCA (Run Rate of EBITDA, pre-COVID adjusted).
For clarity, nothing I say is advice....
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17-08-2020, 08:37 PM
#6366
Originally Posted by peat
RR-EBITDAPCA (Run Rate of EBITDA, pre-COVID adjusted).
I'm so "happy"...another yardstick to use to help us understand OCA's accounts that are so easily comprehensible already 
I think I will leave that to others and stick with my strategy of using underlying profit adjusted for Covid. I am happy with that methodology and think its important one doesn't get affected by PBEAS, (Paralysis by endless analysis syndrome).
Last edited by Beagle; 17-08-2020 at 08:42 PM.
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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17-08-2020, 08:52 PM
#6367
On finding that out I also found a cool boat
Attachment 11857
For clarity, nothing I say is advice....
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17-08-2020, 09:00 PM
#6368
lol...now you're talking my language 
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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17-08-2020, 09:20 PM
#6369
Originally Posted by Beagle
I'm so "happy"...another yardstick to use to help us understand OCA's accounts that are so easily comprehensible already
I think I will leave that to others and stick with my strategy of using underlying profit adjusted for Covid. I am happy with that methodology and think its important one doesn't get affected by PBEAS, (Paralysis by endless analysis syndrome).
I confess its hard to fathom why a solid company would trade below the value of all its assets. Like if it shut down and sold everything, shareholders would get paid out more than the value of their current holdings. Someday this will re rate to a much higher multiple, when punters figure out the massive discount to asset value let alone the future trading value.
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17-08-2020, 09:26 PM
#6370
Couldn't agree more. So much negativity around OCA. Let Earl and the Team execute and then judge.
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