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18-03-2024, 09:26 PM
#19361
Originally Posted by Panda-NZ-
It's interesting to see what is actually under threat in real time. They said creatives would be among the safest.
But it's authors, artists, actors and even journalists (esp online blog types) that are first on the chopping block.
Prob need to create another thread dedicated to AI…
But…
https://www.cnbc.com/amp/2024/03/18/...bloomberg.html
It must be Wayne’s World time because when I saw this headline all I could do was keep yelling out SHWING!! over and over again.
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18-03-2024, 10:15 PM
#19362
When’s SailorRob back? Or has he forsaken us?
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20-03-2024, 07:06 AM
#19363
Member
Originally Posted by winner69
The place where AI mines the vast majority of its content is, of course, the Internet. But as more and more of the Internet is AI-created content, it’s basically cannibalizing itself.......leading to what some call "model collapse"
Sounds like what passive investing / EFTs are doing to capital markets.
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20-03-2024, 08:01 AM
#19364
Originally Posted by jagger
Sounds like what passive investing / EFTs are doing to capital markets.
Good point jagger……cannabalising itself eh
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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20-03-2024, 08:06 AM
#19365
Hey Mistatea, have you found an AI thing that can read between the lines ….like this is what they really meant but couldn’t really say it because it’s not good positive stuff.
That would be really valuable ….most of the narratives that companies churn out are in ‘code’ and have hidden meanings
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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20-03-2024, 08:36 AM
#19366
Originally Posted by winner69
Well done Mistatea
Shows that AI is still learning ….hasn’t grasped the concept of the relationship between the Warriors and Oceania yet
Give it time ….it’ll catch on soon enough
Nice to have a good giggle! 🤣
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20-03-2024, 01:55 PM
#19367
Buyers’ market continues :
https://www.interest.co.nz/property/...g-unsold-stock
The housing market is facing a mountain of uncertainty in the form of unsold stock as it heads towards the end of its peak selling season.
Unless there is an enormous surge in sales in March, and there doesn't appear to be any sign of that happening at this stage, the housing market looks set to be heading towards winter with a large overhang of unsold stock that's likely to weigh heavily on buying decisions and prices.
https://www.interest.co.nz/property/...g-unsold-stock
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21-03-2024, 09:03 AM
#19368
Originally Posted by winner69
Hey Mistatea, have you found an AI thing that can read between the lines ….like this is what they really meant but couldn’t really say it because it’s not good positive stuff.
That would be really valuable ….most of the narratives that companies churn out are in ‘code’ and have hidden meanings
GPT-4 has a gift for you winner.
Question
Can you take a look at the Charmain and CEO letters in this Annual Report and read between the lines? Can you detect if anything is being implied or alluded to that I should know about?
Analysis and Answer
After reviewing the letters from the Chair and CEO in the Annual Report for Oceania Healthcare Limited (OHL) for the year ending 31 March 2023, here are the key insights and interpretations that delve beyond the explicit content:
### Letter from the Chair (Elizabeth Coutts)
- **Resilience and Adaptability**: The Chair underscores OHL's resilience and adaptability in the face of a challenging economic environment, which includes a slowing residential property market, labour shortages, and severe weather events. This suggests that while the company has successfully navigated these challenges, such conditions may continue to pose risks to OHL's operations and financial performance in the future.
- **Financial Performance and Growth Focus**: The discussion on solid financial performance, marked by a 5% increase in Unaudited Underlying EBITDA, indicates that OHL is on a stable financial footing. The emphasis on ongoing development across 11 sites and the completion of several projects signals a strategic focus on growth, particularly in care services and independent living units. However, the mention of "broadly unfavourable changes in valuation assumptions" could imply concerns about market volatility and its impact on property valuations.
- **Strategic Divestments and Capital Management**: The decision to exit arrangements with Airedale Property Trust and sell two smaller Auckland care sites may indicate a strategic realignment to focus on more profitable or core assets. This could also suggest a proactive approach to capital management, aiming to enhance financial flexibility and invest in areas with higher returns.
- **Environmental and Social Initiatives**: The Chair’s mention of sustainability commitments, including joining the Science Based Target initiative and working towards climate-related financial disclosures, underscores an increasing focus on environmental responsibility. This may reflect broader societal expectations for corporate sustainability and could enhance OHL's reputation and stakeholder relationships.
- **Governance and Stakeholder Engagement**: The ongoing engagement with residents and stakeholders, and the establishment of a Sustainability Committee, underscore a commitment to governance and sustainability. This could be seen as a strategic effort to bolster trust and transparency, crucial for long-term success.
### Letter from the CEO (Brent Pattison)
- **Navigating External Challenges**: The CEO outlines how OHL has navigated external challenges, including weather events and the economic impact of labour shortages and inflation. This narrative of resilience reinforces the message from the Chair but also underscores the external risks to operational stability and cost management.
- **Strategic Pillars and Innovation**: The detailed discussion on strategic pillars—Offer, Resident Experience, People Capability, and Growth—demonstrates a comprehensive approach to achieving sustainable growth and improving service offerings. The emphasis on innovation, particularly in care services, could indicate a competitive strategy to differentiate OHL in the healthcare and retirement living sectors.
- **Operational Adjustments and Market Conditions**: Comments on adjusting to market conditions, including the cooling residential property market, suggest adaptability but also hint at potential challenges in maintaining sales momentum and development timelines. The focus on premium offerings, like The Helier project, might reflect a strategy to attract a niche market segment amid broader market uncertainties.
- **Commitment to People and Culture**: The attention to employee engagement, training, and development highlights the importance of human capital in OHL's strategy. This focus on being an employer of choice could be crucial for addressing labour shortages and ensuring high-quality care and services.
In summary, the letters convey a message of strategic growth, resilience in the face of challenges, and a commitment to sustainability and stakeholder engagement. However, they also hint at underlying challenges related to market conditions, operational risks, and the need for continuous innovation and adaptation. These insights could be valuable for investors, stakeholders, and partners in understanding OHL's strategic direction and potential areas of focus in the coming years.
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21-03-2024, 09:08 AM
#19369
Originally Posted by Balance
Buyers’ market continues :
https://www.interest.co.nz/property/...g-unsold-stock
The housing market is facing a mountain of uncertainty in the form of unsold stock as it heads towards the end of its peak selling season.
Unless there is an enormous surge in sales in March, and there doesn't appear to be any sign of that happening at this stage, the housing market looks set to be heading towards winter with a large overhang of unsold stock that's likely to weigh heavily on buying decisions and prices.
https://www.interest.co.nz/property/...g-unsold-stock
Going to be a slow grind for the property sector to get back into favour.
Latest developer/property company to suspend payments to investors :
https://www.nzherald.co.nz/business/...FQN34J7D44CBQ/
paywalled
Property devaluations pushed a major property syndicate into negative territory, from a $19.4 million profit into a $22.5m loss, when $13.9m of gains on real estate turned into $28.7m paper or unrealised losses.
And investors in the Pastoral House fund, which owns a Wellington office block, got no payments from October.
Nor can they withdraw their original investment, which for one couple was initially $1 million.
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21-03-2024, 09:21 AM
#19370
That’s very good mistatea …..thank you for doing it
Proactive capital management ….hmmm … cap raise?
Greater communication with stakeholders ….more shareholder updates?
Oh dear ….now I’m reading between the lines of what GPT-4 reported
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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