OCA - Oceania Group - retirement villages

[Balance]

*you're....

Your Rob …

[Balance]

Right after you posted this?

Yikes. Maybe someday you'll learn the difference between your and you're.

But of course I'm the idiot because I stack shelves part-time while doing 1.5x a normal university workload.

Sounds to me like you have learnt nothing from doing your university courses.

Which is why I sincerely hope you know how to stack shelves properly!

[winner69]

Does anyone know how the discount rate for the villages is determined? The range is 14-20%, with the median being 14.9%. This seems rather high to me, suggesting that they are understating what their assets are actually worth. A discount rate of 8%-10% in my mind would be more appropriate?

Has anyone here actually done a full DCF of one of the villages? I'd love it see it... Just so I can get my head around how these valuations actually are carried out in it's entirety.

Using 8% to 10% discountrate would have a profound impact on valuations eh

Maybe NTA is actually over 2 bucks

[Daytr]

Anyone raising questions or risks around OCA is shot down with personal put downs by SailorBoy.

Best defense is attack, personal attacks.
It's so childish as is the back and forth on this thread. One common denominator, SailorBoy.

Not sure what you are trying to achieve other than display your own insecurities & childish mindset.

It's getting very boring.

[mistaTea]

Might need to run the chat from today through AI to see if it can work out who has the biggest d1ck.

I certainly can’t tell 🤣

[ValueNZ]

Sounds to me like you have learnt nothing from doing your university courses.

Which is why I sincerely hope you know how to stack shelves properly!

A average so far. And I only attend half the lectures.

And you're right I haven't learnt much from my university courses. Instead I learnt finance from the worlds greatest investors, like Benjamin Graham and Buffett. I read The Intelligent Investor when I was 16-17, have read/listened to nearly all of the work that Buffett has created (partnership letters, Berkshire letters, annual meetings), and I am constantly reading annual reports. Basically anything I can get my hands on from individuals with a proven track record of outperformance.

Anyway I've had enough discussing this with you. Goodbye

[Balance]

Might need to run the chat from today through AI to see if it can work out who has the biggest d1ck.

I certainly can’t tell ��

It’s how and what you drill, not the size of the drill?

[mistaTea]

It’s how and what you drill, not the size of the drill?

LOL! I can appreciate that!

[Balance]

LOL! I can appreciate that!

Or as my ex-secretary used to say to the new interns, it’s the angle of the dangle!

[Cupsy]

Touchy touchy.

I was getting ready to take on the world at 18 years old while enjoying my teenage years. The joys of youthful exuberance … romance, bromance and experiences only teenagers can have.

Certainly not stacking supermarkets shelves and losing hard earned monies by investing in dog stocks! Woof! Woof!

You just keep a’ stacking ‘em shelves - all wasted efforts of course but hopefully you learn something worthwhile from all that hard work.

Maybe you're attempting light hearted humor here, but it's not coming across as comedy.