ARV - Arvida Retirement Villages

[bull....]

anyway i think the company should tell us if they use kumera or not ? might give us a indication of costs

[justakiwi]

Corrected it for you.

anyway i think the company should tell us if they use Kūmara not ? might give us a indication of costs

[troyvdh]

I understand that where Kumara is harvested the most has been decimated...

[nztx]

I understand that where Kumara is harvested the most has been decimated...

but how are ARV's kumara's doing ?

Are there many planted out the back ?

[Charlie]

ACC and FB buying in .
correct me if Im wrong .
Seems ACC paid $1.17 a share av ?
Purchases of 4,148,368 shares for consideration of NZD $4,831,196.40.

[winner69]

Maybe an Investor News will come out next week

Once market sees they are going well with increased sales and margins share price will recover a lot of recent losses

It was about $1.25 was announced …..financials probably better state now so could get back to that level pretty quickly.

[Greekwatchdog]

Maybe an Investor News will come out next week

Once market sees they are going well with increased sales and margins share price will recover a lot of recent losses

It was about $1.25 was announced …..financials probably better state now so could get back to that level pretty quickly.

I don't know W69. SUM result hasn't done much for their share price and I thought that was pretty good considering head winds and SUM's commentary was positive. Its been nice adding under a $1.


Like you say we must be due a Investor Update. What is it? Heads you win, tails you win?

[BlackPeter]

I don't know W69. SUM result hasn't done much for their share price and I thought that was pretty good considering head winds and SUM's commentary was positive. Its been nice adding under a $1.


Like you say we must be due a Investor Update. What is it? Heads you win, tails you win?

Makes sense.
SUM has been treated pretty lenient by the market in the recent property downturn and is therefore still pretty much fully priced. Market just priced this good news already in.

ARV (and RYM, OCA) however have been relentlessly down ramped (as well in this forum). For sure - if they come out with good news this will be a surprise for the market and the reaction should be accordingly.

Assuming my html exercise below works, the following table should demonstrate that SUM's SP is much closer to NTA than the other three contenders, and SUM's PE (while still good) is the dearest of the four. Why should investors pick this one over the others?

	SUM	ARV	OCA	RYM
SP	$8.68	$0.94	$0.75	$5.45
forw PE	8.6	4.8	7.7	6.1
forw CAGR	2.1	1.6	3.9	4.6
SP/NTA	0.92	0.49	0.56	0.76

[winner69]

BP isn’t it a shame that things aren’t always equal in the world ….like everything trades at same multiples

The relativities you show could be just a reflection of how the multitudes see each of them from a prospects / risk / management ability etc etc perspective

Like SUM seen as much better than ARV and ‘prices’ it accordingly

All subjective though eh …can’t please everybody

[BlackPeter]

BP isn’t it a shame that things aren’t always equal in the world ….like everything trades at same multiples

The relativities you show could be just a reflection of how the multitudes see each of them from a prospects / risk / management ability etc etc perspective

Like SUM seen as much better than ARV and ‘prices’ it accordingly

All subjective though eh …can’t please everybody

Sure ... if everybody would have the same viewpoint and the same method to value things we would not have a market. Market works only if somebody wants to buy (which means they think the thing is good value) and somebody wants to sell at the same price (which often means they think it is too dear).

However - we know that market has a tendency to change their views (just look at both SUM and RYM history) - and often it might be sufficient to trigger this change if somebody starts barking up another tree ... though, admittedly - you could argue that somebody starts barking up another tree when the market changes its view. Chicken - egg?

Anyway - nobody can predict the future, but I find it helpful to use some tangible values instead of just relying on the ups and downs of human moods (i.e. hype trend) to measure for my benefit whether a stock is over-, under- or fairly valued. Each to their own.