ARV - Arvida Retirement Villages

[trader_jackson]

Share price well into the 130s

Go you little beauty

Will soon be at all time highs they say... glad to have topped up at $1.19 a few months back, and look forward to the dividends being in the back account in just a few weeks (two of them)
ie $1.38+ by weeks end

[winner69]

Not often you get impairments in this sector

“Of the 21 cash generating units (‘CGU’) with goodwill attached, two CGU’s were unable to support the carrying value and were impaired”

Written down by 1.2 million

[trader_jackson]

Not going Fien you get impairments in this sector

“Of the 21 cash generating units (‘CGU’) with goodwill attached, two CGU’s were unable to support the carrying value and were impaired”

Written down by 1.2 million

Yes, only black mark on the results really, everything else is pretty much in line or ahead of consensus estimates (and ARV's own guidance in Nov 17)... No worries

[winner69]

ARV stunning result and share price up a miserly 1 cent

AWF a shocker of a result and share price up 7%

Go figure

[trader_jackson]

ARV stunning result and share price up a miserly 1 cent

AWF a shocker of a result and share price up 7%

Go figure

AWF a shocker result, but Mr Market expecting even worse... ARV a stunning result, Mr Market hasn't fully appreciated it I reckon... might do by weeks end

Maybe Mr Market is getting confused with the A's, then again ARV shares are at a 10 month high... AWF on the other hand, well not so much

[janner]

AWF a shocker result, but Mr Market expecting even worse...

That is what makes " the market "..

[hardt]

FY19, 111 units to be delivered at around ( 20% margins ) plenty of high margin villas and none of them being low margin care beds could see development margins higher.
So guessing it could equate to around 15m added to profit FY19 so around another 35-45% profit growth in store for us again next year.

Happy to hold on till the market catches up to how nice having ARV in your portfolio sounds ... perhaps at 16x earnings this could already be caught up.

Disc: hold ( value it at $1.50 )

[trader_jackson]

FY19, 111 units to be delivered at around ( 20% margins ) plenty of high margin villas and none of them being low margin care beds could see development margins higher.
So guessing it could equate to around 15m added to profit FY19 so around another 35-45% profit growth in store for us again next year.

Happy to hold on till the market catches up to how nice having ARV in your portfolio sounds ... perhaps at 16x earnings this could already be caught up.

Disc: hold ( value it at $1.50 )

16x earnings....? hmm makes that other dog Oceania seem ultra cheap (at, apparently, 10 for FY18e - ah well, we'll find out if it is 10 in August)

No worries, ARV still worth well over $1.50 with ryman-like continuum of care, but without the ryman-like underlying PE ratio (far from it actually)

[Valiant]

ARV have announced a pretty decent result and continue to deliver what they say said they would.

I haven't got into the detail yet, but the question I have is what does this company need to do to lose the dog label??


Disc: have been a holder for quite some time

[winner69]

ARV have announced a pretty decent result and continue to deliver what they say said they would.

I haven't got into the detail yet, but the question I have is what does this company need to do to lose the dog label??


Disc: have been a holder for quite some time

......be given a decent dose of flea powder