ARV - Arvida Retirement Villages

**Joshuatree** · 23-12-2016, 09:28 AM

So on to it TJ hats off

13/7/15

Originally Posted by trader_jackson

I have said this for a while, but people are blinded by SUM (and others) and how great the resales etc are... yet ARV is actually much more attractive from a traditional point of view (Forward PE ratio, dividend yield)... ARV are a "new" company, and despite management delivering very good outcomes so far (eg successful village integration and acquisition of a couple of very very high quality villages, as original hinted to in the prospectus and various market updates), people are already writing it off, such as the assumption that they will always be stuck in what is apparently a seemingly extremely low-margin and outdated care based portfolio (even though this is only part of their business)

I would even be tempted to say the ARV will be the best performing retirement stocks on the NZX over the coming year.

**peat** · 23-12-2016, 10:18 AM

Given the revaluations on their books are ensuring NTA is close to market value of the assets ARV is the 2nd best based on buying cheapest assets . But yes being smaller means more growth potential.

Price:NTA

MET 1st @ 1:1

ARV 2nd 1.25:1

SUM 3rd 3(ish):1

RYM 4th 4:1

**trader_jackson** · 04-01-2017, 12:13 PM

$1.29... Haven't even got half way through day 1 (on the NZX) of 2017 and ARV is already at an all time high... not to many sellers around, while buyers are desperate to get in (buyers to sellers currently at 10:1)

While the 're-rating' is a year overdue, it is good to see it occur.

It is fair to say, ARV is off to a great start

. No doubt 2017 will be an interesting year for ARV.

winner69, if this keeps up, ARV could jump in front of HBL in the race to see who gets to $2 first: HBL or ARV

**winner69** · 04-01-2017, 12:23 PM

Originally Posted by trader_jackson

$1.29... Haven't even got half way through day 1 (on the NZX) of 2017 and ARV is already at an all time high... not to many sellers around, while buyers are desperate to get in (buyers to sellers currently at 10:1)

While the 're-rating' is a year overdue, it is good to see it occur.

It is fair to say, ARV is off to a great start

. No doubt 2017 will be an interesting year for ARV.

winner69, if this keeps up, ARV could jump in front of HBL in the race to see who gets to $2 first: HBL or ARV

No t_J - let's make it $1.60

Heartland struggling to get there

**kizame** · 04-01-2017, 03:02 PM

Originally Posted by winner69

No t_J - let's make it $1.60

Heartland struggling to get there

HBL got there. What you had been saying all along and it made it, now look at the consolidation pattern on the daily and weekly chart,I think there is more to come,and as I have said before I think 1.80 is next target price.

**kizame** · 04-01-2017, 03:04 PM

Originally Posted by kizame

HBL got there. What you had been saying all along and it made it, now look at the consolidation pattern on the daily and weekly chart,I think there is more to come,and as I have said before I think 1.80 is next target price.

Ooops wrong thread sorry,but sort of appropriate maybe.

**winner69** · 09-01-2017, 06:52 PM

t_j jeez 135 and only 17 cents behind HBL

I reckon ARV will beat HBL to 160

Great start to new year for you eh - well done

**trader_jackson** · 09-01-2017, 09:25 PM

Originally Posted by winner69

t_j jeez 135 and only 17 cents behind HBL

I reckon ARV will beat HBL to 160

Great start to new year for you eh - well done

It has done well hasn't it? Heartland should watch out...

Good volumes as well...SUM investors might be on holiday, but others are snapping up ARV shares while they are still cheap(ish?) I suppose

Woudln't be surprising if some were selling down the 'big 3' (although ARV is fast catching up) and repositioning their portfolios...

Market cap over $450m now... who would have thought this "dog" ARV would be (nearly) half the size of, say, SUM, just 2 years after it's IPO

Well done to all the holders.