ARV - Arvida Retirement Villages

[TobyPascoe92]

..........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'

Sell orders are fast disappearing. Expect some pressure around 4pm & tomorrow... especially with the rest of the market consolidating today - strap in for tomorrow.

[JohnnyTheHorse]

And now the weekly higher low is set. Very nice setup, with the OCA strength backing it up.

The break of 180 confirms continuation of weekly uptrend. Just waiting for the break of 184 to confirm the continuation of the monthly uptrend. All looking very bullish.

[flyinglizard]

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

And so far this year earnings going backwards

Attachment 12271

Hi Winner69, I price ARV above $7 per share. The half year profit is 8% down, Q3 is 17% higher and Q4 prob 25% higher than 2020. For the long term perspectives, ARV is one of the most exciting companies in the sector. Relative Small market cap with fast growth rate, it will become RYM and SUM size within 5-7 years.

The industry average PE is 28.20 now. If ARV backs to industry average PE, SP should be placed at $2.05/$2.06. If ARV backs to industry average PB, SP should be placed at $2.85.

[Beagle]

The break of 180 confirms continuation of weekly uptrend. Just waiting for the break of 184 to confirm the continuation of the monthly uptrend. All looking very bullish.

You got your break of the $1.84. Onward and upward. I wish I had bought more before I started the barking. My experience is the "buy the shares thing when a company does a bond issue" has proven to be VERY rewarding on every occasion.

[tuaman]

time to worry? "Some contracts risk breaching consumer law says chief executive."

https://www.nzherald.co.nz/business/...VT7KFMUFHYU6Q/

[JohnnyTheHorse]

You got your break of the $1.84. Onward and upward. I wish I had bought more before I started the barking. My experience is the "buy the shares thing when a company does a bond issue" has proven to be VERY rewarding on every occasion.

Yes just need a bit of volume to confirm. Should see 200 easy based on how OCA is going.

[peat]

time to worry? "Some contracts risk breaching consumer law says chief executive."

https://www.nzherald.co.nz/business/...VT7KFMUFHYU6Q/

I reckon the fly will be swotted and never get into the ointment.
There are too many social benefits from the retirement industry. Govt wont fork with it.

[dobby41]

I reckon the fly will be swotted and never get into the ointment.
There are too many social benefits from the retirement industry. Govt wont fork with it.

They'd (the operators) be smart to make some changes at the edges which don't materially change the operating model and profitability.

[flyinglizard]

Changes and regulation review in the industry are good. Let those operators to pay for the maintenance and repairs. They could simply pass those expenses to the occupants, top up with a 7-10% management fee by lifting their weekly service fee. Some money from the this pool could be saved and improve operating cash flow. Less disputes betw operators and occupants.

[Beagle]

Bond issue presentation http://nzx-prod-s7fsd7f98s.s3-websit...818/339444.pdf