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21-05-2024, 12:20 PM
#20311
![Quote](images/misc/quote_icon.png) Originally Posted by SailorRob
Sport, perhaps you're not self aware enough to realise that it's not about whether it bothers day trader or not.
It doesn't matter at all what bothers you or doesn't.
Get a life buddy.
Asked a question I answered.
The Wah fans are sure getting titchy on this thread. Pre game / release nerves.
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21-05-2024, 12:30 PM
#20312
![Quote](images/misc/quote_icon.png) Originally Posted by Daytr
Get a life buddy.
Asked a question I answered.
The Wah fans are sure getting titchy on this thread. Pre game / release nerves.
No nerves from this fan, my own expectations are low the full year so no surprise if this hits $0.50.
As for the warriors I gave up on them a long time ago.
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21-05-2024, 12:39 PM
#20313
![Quote](images/misc/quote_icon.png) Originally Posted by Greekwatchdog
No nerves from this fan, my own expectations are low the full year so no surprise if this hits $0.50.
As for the warriors I gave up on them a long time ago.
Ditto. Best thing would be a solid result and a declining share price.
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21-05-2024, 12:48 PM
#20314
So how far does this deep value theory go?
ValueNZ you are unlikely to get what you wish for.
Poor report sub 50c = deeper value
Good report 60c + = deep value
Shocker of a report sub 40c = Mariner Trench value or Titanic value?
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21-05-2024, 12:56 PM
#20315
![Quote](images/misc/quote_icon.png) Originally Posted by Daytr
So how far does this deep value theory go?
ValueNZ you are unlikely to get what you wish for.
Poor report sub 50c = deeper value
Good report 60c + = deep value
Shocker of a report sub 40c = Mariner Trench value or Titanic value?
Ideally the discount to intrinsic value grows, so I can buy discounted cash flows off punters for less. It's as simple as that.
I want the business to do well (duh), but I also want the share price to drop. More bang for buck.
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21-05-2024, 01:01 PM
#20316
![Quote](images/misc/quote_icon.png) Originally Posted by ValueNZ
Ideally the discount to intrinsic value grows, so I can buy discounted cash flows off punters for less. It's as simple as that.
I want the business to do well (duh), but I also want the share price to drop. More bang for buck.
Yep so you have said over & over & its overly simplistic as it makes a lot of assumptions.
Anyway, looking forward to seeing the report.
I agree with Winner that activity in real estate has picked up modestly so over time it should be a positive for OCA.
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21-05-2024, 06:32 PM
#20317
https://www.nzherald.co.nz/sport/war...GLE4EGHX4AG2Y/
I think this Principle needs to get on here for a bit of RAHH RAHH too…
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21-05-2024, 08:09 PM
#20318
![Quote](images/misc/quote_icon.png) Originally Posted by Daytr
Yep so you have said over & over & its overly simplistic as it makes a lot of assumptions.
In direct relation to the ValueNZ post that you replied the above, can you please highlight just ONE assumption he made in the post?
You have said he made a LOT, I'm just asking, Day Trader, for one.
Thanks.
SR
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22-05-2024, 07:27 AM
#20319
![Quote](images/misc/quote_icon.png) Originally Posted by SailorRob
In direct relation to the ValueNZ post that you replied the above, can you please highlight just ONE assumption he made in the post?
You have said he made a LOT, I'm just asking, Day Trader, for one.
Thanks.
SR
Sure, the major assumption which is critical is what the future cashflows will be.
Assumption made on what the net DMF is
Assumption made in the profit on new sales.
Assumption made on the profit on resales.
Assumption made on the day to day operating profit.
There are probably more, every forward model makes assumptions.
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22-05-2024, 07:35 AM
#20320
![Quote](images/misc/quote_icon.png) Originally Posted by winner69
if I posted something along the lines of ‘Jenny Ruth sums up sector issues’ and included the link would I be doing wrong as well
If you are actually Jenny Ruth promoting her own products, then yes. However it is up to this site to police their rules. At the least Jenny Ruth should clearly state that the off-site link to her own review is paywalled.
Last edited by Bjauck; 22-05-2024 at 07:37 AM.
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