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24-05-2017, 01:53 PM
#311
well..i guess $1.52 is under the way TJ!!! How is AFT and PEB???
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24-05-2017, 02:28 PM
#312
Originally Posted by dabsman
Still no news on a DRP?
I was hoping for some news on this... as I am sure it would be very well received. Might be a question to ask in CHCH when the annual meeting comes up soon(ish)... anyone going?
Good to see the re-rating continuing today, with ARV trading on good volume, at all time highs
Last edited by trader_jackson; 24-05-2017 at 02:31 PM.
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24-05-2017, 02:30 PM
#313
Originally Posted by King1212
well..i guess $1.52 is under the way TJ!!! How is AFT and PEB???
Yes quite possibly, unfortunately AFT and PEB aren't doing so well... unlike ARV they just 'met' estimates... ARV smashed it out of the park
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24-05-2017, 02:39 PM
#314
Well, keep holding...if u believe in them!
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24-05-2017, 03:19 PM
#315
Originally Posted by winner69
How things have changed - SUM is now the undervalued not wanted DOG of the retirement sector eh t_j
Well done Arvida
SUM shares "only" grew underlying profit 50% last year and 55% the year before that. Apparently not good enough but 47% is wonderful, go figure...
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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24-05-2017, 03:49 PM
#316
Originally Posted by Roger
SUM shares "only" grew underlying profit 50% last year and 55% the year before that. Apparently not good enough but 47% is wonderful, go figure...
Wonderful it is... given the much lower risk (dramatically lower borrowing, and less exposure to development risk etc), and the "cash reward along the way" being dividends (not peanuts )
I am sure SUM day SUM shares will begin going back up again - maybe when they have a better continuum of care and facing less risk of construction costs running away, among other factors - sometimes being smaller and more nimble isn't a bad thing.
Last edited by trader_jackson; 24-05-2017 at 03:51 PM.
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24-05-2017, 03:52 PM
#317
Good result overall from a relatively new small player, well done to all those holders.
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24-05-2017, 03:55 PM
#318
Originally Posted by sb9
Good result overall from a relatively new small player, well done to all those holders.
Agree.
Nice to be proved wrong.....again.
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24-05-2017, 04:04 PM
#319
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24-05-2017, 04:31 PM
#320
Originally Posted by trader_jackson
Wonderful it is... given the much lower risk (dramatically lower borrowing, and less exposure to development risk etc), and the "cash reward along the way" being dividends (not peanuts )
I am sure SUM day SUM shares will begin going back up again - maybe when they have a better continuum of care and facing less risk of construction costs running away, among other factors - sometimes being smaller and more nimble isn't a bad thing.
But as ARV start new developments in earnest won't they be increasing the above mentioned 'risks'
Debt increased from 3% to 16% of equity plus debt in F16 - expect more leverage in future years.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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