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28-07-2018, 09:29 PM
#1631
Oca should grow faster than sum initially because theyre currently cheap
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29-07-2018, 09:21 AM
#1632
Member
Originally Posted by Lewylewylewy
Oca should grow faster than sum initially because theyre currently cheap
Have another look. Which is the cheapest?
SUM
Shares: 224,874,299
Earnings/Share 100.46 cents
Share price $7.76
OCA
Shares 610,254,625
Earnings/Share 13.39 cents
Share price $1.13
(Source ANZ Securities)
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29-07-2018, 09:58 AM
#1633
Recent research I have seen shows.;
…………………………………………...RYM...………………………….SUM...…………………… …….OCA
NTA...………………………………….$3.88...………………………..$3.48...……… ………………$1.04
P/NTA...………………………………….3.2...……………………………2.2...………………… ……...1.1
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29-07-2018, 11:36 AM
#1634
Originally Posted by percy
Recent research I have seen shows.;
…………………………………………...RYM...………………………….SUM...…………………… …….OCA
NTA...………………………………….$3.88...………………………..$3.48...……… ………………$1.04
P/NTA...………………………………….3.2...……………………………2.2...………………… ……...1.1
Thanks Percy & thestg
Wow this is interesting, which is the cheapest now/looking forward?
Correct me if wrong, but think I read OCA's existing 50 sites have significantly lower unit density coverage per site than SUM or RYM, meaning OCA has the potential to increase/double the number of units without the need to find & purchase more land.
Got to be a good thing?
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29-07-2018, 11:42 AM
#1635
Originally Posted by Joshuatree
Its full steam in Tauranga with a $250 million eco friendly retirement village all go in papamoa. Generus Living Group who already have a 250 house village are just about to start the new 350 house village. I Like the environmental theme . solar power, , composting, commercial climate controlled glasshouse, market garden, fruit trees , charging bays etc. take note OCA,RYM,SUM etc you are behind the trend.
There are some big players out there besides our NZX companies, jumping in to this lucrative sector and many many small existing players. Possible that there could become an oversupply sometime , but far away hopefully.
Last edited by Joshuatree; 29-07-2018 at 11:43 AM.
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29-07-2018, 12:08 PM
#1636
Just a reminder of the numbers, by 2036, projected there will be 1.258,500 million NZ'ers over the age of 65, that's an additional 547,300 or 77% increase from 2016. 1 in 4.5 NZ'ers will be over 65.
(Source: NZ SuperSeniors website)
That's one huge headache for govt policy planners.
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29-07-2018, 12:37 PM
#1637
Originally Posted by Blue Skies
Just a reminder of the numbers, by 2036, projected there will be 1.258,500 million NZ'ers over the age of 65, that's an additional 547,300 or 77% increase from 2016. 1 in 4.5 NZ'ers will be over 65.
(Source: NZ SuperSeniors website)
That's one huge headache for govt policy planners.
How many retirement homes can you go into aged 65 ?
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29-07-2018, 01:17 PM
#1638
Originally Posted by percy
Recent research I have seen shows.;
...RYM...
.SUM...
.OCA
NTA...
.$3.88...
..$3.48...
$1.04
P/NTA...
.3.2...
2.2...
...1.1
Just as well theres not a rule that says they all should have the same multiple (in reality itll never be that way anyway)
Otherwise RYM shareprice would be only $4 odd
When investors are euphoric, they are incapable of recognising euphoria itself
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29-07-2018, 02:57 PM
#1639
Member
Originally Posted by RupertBear
Lol Winner is an Awesome Cool Cat I would like to be an Awesome Cool Bear one day
Hey, that is my future title!
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29-07-2018, 03:16 PM
#1640
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