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12-03-2018, 04:27 PM
#461
https://www.nzx.com/announcements/315395
Pretty nice to see, I thought the share price weakening in recent times was possibly because people weren't sure if they could deliver on a big 2nd half - today's announcement shows they are going to deliver a massive uplift in the 2nd half. I note in the half year presentation they mentioned "Expected new sale settlements of 70 units in 2H18", that language has now changed to "Arvida is on track to settle at least 70 new unit sales during the second half", maybe the market missed it because their share price actually went down slightly (then again, could be the juicy dividend, being paid in just over a week I suppose).
I suppose the proof will be in the pudding (aka when half year results are released in late May)
You'd think that if sum others can miss their building guidance (or arguably, barely meet it), yet still have a share price jump after results are released, then others who look like they will exceed it, should have a share price skyrocket.
Last edited by trader_jackson; 12-03-2018 at 04:28 PM.
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12-03-2018, 04:29 PM
#462
Originally Posted by trader_jackson
https://www.nzx.com/announcements/315395
Pretty nice to see, I thought the share price weakening in recent times was possibly because people weren't sure if they could deliver on a big 2nd half - today's announcement shows they are going to deliver a massive uplift in the 2nd half. I note in the half year presentation they mentioned "Expected new sale settlements of 70 units in 2H18", that language has now changed to "Arvida is on track to settle at least 70 new unit sales during the second half", maybe the market missed it because their share price actually went down slightly (then again, could be the juicy dividend, being paid in just over a week I suppose).
I suppose the proof will be in the pudding (aka when half year results are released in late May)
You'd think that if sum others can miss their building guidance (or arguably, barely meet it), yet still have a share price jump after results are released, then others who look like they will exceed it, should have a share price skyrocket.
Need you and lots more to think like that and START BUYING to build some positive momentum
Be continue to be pretty ho hum otherwise
”When investors are euphoric, they are incapable of recognising euphoria itself “
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12-03-2018, 04:57 PM
#463
Originally Posted by winner69
Need you and lots more to think like that and START BUYING to build some positive momentum
Be continue to be pretty ho hum otherwise
Hmm yes... as they say, action speaks louder than words
A shame I already own far to many
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14-03-2018, 09:09 AM
#464
Junior Member
Originally Posted by trader_jackson
Hmm yes... as they say, action speaks louder than words
A shame I already own far to many
Newbie observation: This stock seems to be idling despite receiving only positive reinforcement of the current FY plan. Depth shows a huge queue of sellers and not a lot of buyers. I guess everyone is just waiting for the May results?
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14-03-2018, 11:42 AM
#465
Originally Posted by thesock
Newbie observation: This stock seems to be idling despite receiving only positive reinforcement of the current FY plan. Depth shows a huge queue of sellers and not a lot of buyers. I guess everyone is just waiting for the May results?
Sentiment can be a funny thing - Arvida are developing a record of delivering on what management say which I think ultimately will see the share price perform better. It's always worth remembering it is business performance that drives the share price long term and not the other way around. I've been long for 2 years and have collected 8-9 cents of dividends in that time and await a stronger share price that reflects their execution of business development but we will see I guess.
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14-03-2018, 12:34 PM
#466
Originally Posted by Arbroath
Sentiment can be a funny thing - Arvida are developing a record of delivering on what management say which I think ultimately will see the share price perform better. It's always worth remembering it is business performance that drives the share price long term and not the other way around. I've been long for 2 years and have collected 8-9 cents of dividends in that time and await a stronger share price that reflects their execution of business development but we will see I guess.
Mr Market to busy buying sum other shares, pushing them into "very high territory", arguably at ARV's expense.
May May results change that.
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15-03-2018, 09:29 AM
#467
Arvida's put out their "investor news"...what more do they need to do?
https://www.nzx.com/announcements/315544
Struggling to work out why the sentiment is against them...even with higher wages, their story still looks like a pretty good one.
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15-03-2018, 09:44 AM
#468
Member
mr market will come around mate. great buying at these levels imo. expecting a solid result on the 29th May.
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15-03-2018, 09:45 AM
#469
Originally Posted by SylvesterCat
Arvida's put out their "investor news"...what more do they need to do?
https://www.nzx.com/announcements/315544
Struggling to work out why the sentiment is against them...even with higher wages, their story still looks like a pretty good one.
Need Forbar to pump it up again methinks
What do you think the share price should be anyway Sylvester
”When investors are euphoric, they are incapable of recognising euphoria itself “
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15-03-2018, 10:07 AM
#470
The NTA is basically at the current SP, compared with the likes of SUM who's SP is double it's NTA, looks like good buying at the moment.PS-Would buy some but don't want to dilute my milk holding.
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