ARV - Arvida Retirement Villages

[Greekwatchdog]

Investor update is normally ist week March. This things falling with the rest of the sector. I will wait until I hear news before jumping the gun.

[Beagle]

Investor update is normally ist week March. This things falling with the rest of the sector. I will wait until I hear news before jumping the gun.

Fair enough but so far 2022 has been a shoot first and ask questions later type of market.
The chart looks horrific. At least with that other ugly mange infested mutt OCA, you get a decent discount to NTA.

[Greekwatchdog]

I agree Beagle, and the sector has warn it again. The long term prospects of sector are as good any. Sometimes there is some pain thru the cycle..

[Waltzing]

if 1.60 does not hold it a long drop from here...toooo . Looks a lot like the north face of the eiger... not so much?

graph looks a bit down ward doesn't it.. bit like when surfing and you find your going over falls ....

[winner69]

t_j -- remember when we had that bet/game that ARV would beat Heartland to 170

[trader_jackson]

t_j -- remember when we had that bet/game that ARV would beat Heartland to 170

I do... and looks like ARV will win again.
Except this time it isn't a win.

[winner69]

I've sent Arvida an email suggesting the directors look at this thread to get an idea of shareholder sentiment

I’m told they regularly talk to market participants

So no worries

[trader_jackson]

Most interesting... so they've alerted 'market participants' to an aprox 20% miss on what was previously indicated?

Hopefully they talk to the rest of us when they get a chance - cold comfort, but would be something I suppose.

[Baa_Baa]

Most interesting... so they've alerted 'market participants' to an aprox 20% miss on what was previously indicated?

Hopefully they talk to the rest of us when they get a chance - cold comfort, but would be something I suppose.

So, a 20% increase in revenue or NPAT? Cough.

[winner69]

Most interesting... so they've alerted 'market participants' to an aprox 20% miss on what was previously indicated?

Hopefully they talk to the rest of us when they get a chance - cold comfort, but would be something I suppose.

Maybe still on track to deliver that 13 cents eps .... huge increase on F21

At 160 that's a PE nearly 13 .....about the same as OCA (using Mav's forecast). Maybe both are fairly valued at these levels. The markets just got too exuberant with the elevated share prices. SUM are on a PE of 18 and forward looking possibly less than 18 .... they deserve that PE, hard to justify OCA/ARV desrving 18.

So need to disclose anything ...all on track ... and the company doesn't set/control the share price eh