OCA - Oceania Group - retirement villages

[SailorRob]

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.

Day Trader.

He stated that;

Ideally the discount to intrinsic value grows


I want the business to do well (duh)


​​Neither of these statements are assumptions. Perhaps you need to look up the definition.


Thanks for playing.

[SailorRob]

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.

What she needs to say is that she is trying to write and sell articles about business analysis which will help other people make informed decisions and thus make profitable investments.

She is doing this instead of actually making money herself or for other people who entrust their capital with her.

If she is a good analyst then she should be investing all her own capital and that of a number of friends and family as well as the people unknown to her who are clamouring to give her their money.

She will also be able to provide for us a track record of her own performance.

If she does not yet have significant capital of her own, then she will not own a home as this would be a huge drain on the limited capital she has that she can earn much higher rates of returns on.

[Daytr]

Day Trader.

He stated that;

Ideally the discount to intrinsic value grows


I want the business to do well (duh)


​​Neither of these statements are assumptions. Perhaps you need to look up the definition.


Thanks for playing.

Do you have any scruples?
He didn't just say that, you are being selective & arrogant.

[Daytr]

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.

Day Trader.

He stated that;

Ideally the discount to intrinsic value grows


I want the business to do well (duh)


​​Neither of these statements are assumptions. Perhaps you need to look up the definition.


Thanks for playing.

Here it is for the record. See the bit you failed to include about discounted cashflows.

You will do anything to score points and protect your OCA Fandom.
No morals, never own your mistakes.
And saying that's fair after abusing a poster is not owning your mistake.
You are dangerous as most fanatics are.

[SailorRob]

Here it is for the record. See the bit you failed to include about discounted cashflows.

You will do anything to score points and protect your OCA Fandom.
No morals, never own your mistakes.
And saying that's fair after abusing a poster is not owning your mistake.
You are dangerous as most fanatics are.

Still no assumption made in his statement at all.

Keep going though!

[Daytr]

Still no assumption made in his statement at all.

Keep going though!

Are you playing dumb?
I did say you will do anything to score points.

As I outlined in my earlier post in detail, the future cashflows are based on assumptions.

Now stop wasting my time.

[Lego_Man]

"By accessing, using and posting material on Tarawera Publishing Ltd's ("Tarawera") share information web site ("Sharetrader"), you as the User agree to abide by the following terms, conditions and rules ("Agreement").While Tarawera invites Users to engage in open discussion and presentation of views on Sharetrader, Tarawera and Users agree to seven basic rules designed to maintain Sharetrader as an interesting, informative, and legally permissible forum:
...
3. Users will not use Sharetrader to advertise or sell products or services (including financial products and services such as securities) to others; or for spamming purposes to promote or encourage members to purchase products, services, or membership recruitment to others; doing so may incur a fee"

Your spamming of the forum with your paywalled articles is clearly in violation of Sharetraders terms and conditions. Usually I wouldn't care, but it's getting annoying clicking on your links to see a paywall... Anyone else agree?

Doesn't bother me, she has great content and is entitled to make a living. Other sites make their money off advertising. Either way they benefit from eyeballs.

[SailorRob]

Doesn't bother me, she has great content and is entitled to make a living. Other sites make their money off advertising. Either way they benefit from eyeballs.

If the next door neighbour is fiddling and it doesn't bother you, that is beside the point.

The point ValueNZ was raising was rules...

[winner69]

Results tomorrow

I’ll be looking at-

• Are average realised gains for both new sales and resales higher than last year (H1 they were down)
• Any improvement in ‘Operating Loss’ they way I calculate it?
• The state of cash flows ….cash burn has higher than previous periods
• Is a capital raise likely

[bull....]

yep stick my neck out and say i think it be an poor announcement