ARV - Arvida Retirement Villages

[Beagle]

Beagle - F22 EPS is going to be 30% plus higher than F21 ....nobody will care about EPS accretion then

See my post of the other day

Worth a BIG RE-RATE I reckon

I hope you are right mate. That inflation data out today was a shocker. Up 2.2% in the Sept quarter...biggest contributor was a whopping 4.5% increase in the cost of building a house just in that quarter (annual rate 18% per annum). This must be reflected in the price of existing units going forward so is a real plus for this sector in my view. Money in the bank is losing it's purchasing power at a phenomenal rate at present.

The scramble is on to protect the value of one's capital. I need to have a very long hard look at the high level of cash I am running in my portfolio which is looking like its FAR too high.

[winner69]

I hope you are right mate. .

Hope they are right mate

In the fine print footnotes they said F22 underlying earnings going to be about $67m before accounting for the acquisition

Add a bit on and a bit of EPS accretion EPS will be about 13 cents .... upmore than 30% on F21

What price ARV ahreprice when market catches on

[Beagle]

Hope they are right mate

In the fine print footnotes they said F22 underlying earnings going to be about $67m before accounting for the acquisition

Add a bit on and a bit of EPS accretion EPS will be about 13 cents .... upmore than 30% on F21

What price ARV ahreprice when market catches on

Hmmm...that's food for thought !

[winner69]

Hmmm...that's food for thought !

Yep …..market hasn’t caught on yet to the, full extent of growth.

Shareprice is up 15% since full year announcement so plenty more upside …plus the eps accretion ….plus a re-rate eh

What you reckon beagle ….the 250 you mentioned as first stop by End of lockdown

[Beagle]

Yep …..market hasn’t caught on yet to the, full extent of growth.

Shareprice is up 15% since full year announcement so plenty more upside …plus the eps accretion ….plus a re-rate eh

What you reckon beagle ….the 250 you mentioned as first stop by End of lockdown

Forbar had a price target of $2.50 before this highly accretive acquisition so add 16% to that (mid teens) and you get $2.90 as a price target one year from now.

[winner69]

…….

That inflation data out today was a shocker. Up 2.2% in the Sept quarter
.

If you don’t count the quarters with GST adjustments this is biggest quarterly rise since June 1987

And we know what happened shortly after that eh

[couta1]

You guys better start pumping OCA a bit harder, its more in need. Lol

[winner69]

You guys better start pumping OCA a bit harder, its more in need. Lol

Better stay away lol …..OCA so bad pumping doesn’t seem to work …like we’ll never see 140 again

[Rawz]

You guys better start pumping OCA a bit harder, its more in need. Lol

Better stay away lol …..OCA so bad pumping doesn’t seem to work …like we’ll never see 140 again

Was the recent OCA share price sell down from the $1.50s market insiders getting ready for the Arvida cap raise?

[couta1]

Was the recent OCA share price sell down from the $1.50s market insiders getting ready for the Arvida cap raise?

Funny you should say that, I was just thinking the same thing so quite possibly so.