ARV - Arvida Retirement Villages

[flyinglizard]

Just be patient, waiting for its new bond issue announcement.

[trader_jackson]

Hey t_j .....your mate at Forbar better pull finger and put out a rave report on Arvida

They seem in love with the sector at the moment.

Hopefully unlike that other one I have shares in, if ARV sell lots more, they will also make lots more (not just a fraction more)

[winner69]

Hopefully unlike that other one I have shares in, if ARV sell lots more, they will also make lots more (not just a fraction more)

yes t_j ARV do tend to make more when they sell more - not like that Oceania who seem to think selling more and make less is a good effort

[winner69]

Good sales numbers from Arvida

And bond issue details coming soon


https://www.nzx.com/announcements/366806

[JohnnyTheHorse]

Milford with a SSH showing back over 5%. Wonder if it’ll be for longer than a week this time.

[Beagle]

MET issued $100m bonds in 2019 and we saw an almost immediate significant run up in their price.
OCA issued $125m bonds in late 2020 and we saw an almost immediate significant run up in their price.
Now its ARV's turn and i expect it is highly likely we will see a significant run up in their price.

I can't explain this phenomenon but it seems when the spotlight of a bond issue goes on a company I have heard is a common thing that the shares do well.
Quite aside from that I think its now clear the whole sector is going to do very well for the foreseeable future and Forbar have a FY22 forecast PE of 14 for ARV which i think is very cheap for this sector with strong tailwinds.

I bought some last week and am on the bid for more @ $1.78

[flyinglizard]

Attachment 12265

ARV
PE = 24.59
PB= 1.356
DIV YIELD = 3.017%
CAGR = 25%-30%

Undervalued.

[peat]

it looks very much as if the 30 ma will cross the 100 which could be one of those slingshots!!

[winner69]

Attachment 12265

ARV
PE = 24.59
PB= 1.356
DIV YIELD = 3.017%
CAGR = 25%-30%

Undervalued.

Nice numbers iizard but EPS (underlying earnings) CAGR is nowhere near 25%-30%

And so far this year earnings going backwards

[winner69]

it looks very much as if the 30 ma will cross the 100 which could be one of those slingshots!!

..........and in no time at all above 200 ---- i believe it hit that magic figure once about a year ago

Then we'll be able so say 'we'll never ARV under 2 bucks again'