ARV - Arvida Retirement Villages

**hardt** · 21-03-2018, 05:56 PM

topped up at closing as well.

**winner69** · 26-03-2018, 05:31 PM

You guys not buying enough ..... got to get some positive momentum going ....soon, or else it will be back to 110 ...or lower

**King1212** · 26-03-2018, 09:29 PM

Originally Posted by winner69

You guys not buying enough ..... got to get some positive momentum going ....soon, or else it will be back to 110 ...or lower

You are so cheeky winner..

**xavier.downs** · 27-03-2018, 07:58 AM

As someone new to retirement villages - why do you guys see Arvida as so valuable? Having gone through the reports, it looks like their actual profit is not so high compared to the market cap. A significant amount of the profit is from real estate value changes which skews the PE ratio a little (especially since I imagine that they won't be selling their land anytime soon? Does this raise the cost of apartments that they sell though?).

Additionally, they said that rising employee costs would be an issue through this year.

Also, I might just not know how to read the reports, but I couldn't see any of their income going back into development projects, it looked like it was just funded on loans.

Really interested in responses.

**winner69** · 10-04-2018, 03:56 PM

Back to price last seen in November last year

Not surprising

**JeremyALD** · 10-04-2018, 05:18 PM

Hmmm certainly not my best performing share, but pays a pretty good dividend for a retirement stock so I'm happy with that.

**Beagle** · 10-04-2018, 05:23 PM

Originally Posted by X630

As someone new to retirement villages - why do you guys see Arvida as so valuable? Having gone through the reports, it looks like their actual profit is not so high compared to the market cap. A significant amount of the profit is from real estate value changes which skews the PE ratio a little (especially since I imagine that they won't be selling their land anytime soon? Does this raise the cost of apartments that they sell though?).

Additionally, they said that rising employee costs would be an issue through this year.

Also, I might just not know how to read the reports, but I couldn't see any of their income going back into development projects, it looked like it was just funded on loans.

Really interested in responses.

Welcome to the forum. See my post #482 above but in one sentence I can sum it up as follows. There's plenty to choose from in this sector and others offer far better growth prospects.

**trader_jackson** · 17-04-2018, 08:21 PM

Should be just over a month before the full year result is announced. I'm expecting some good things, but the market doesn't seem to know what to expect - but with a share price barely ever trading at or above $1.20 these days, clearly not expecting much...
Time for ARV to smash it out the park and surprise again I say