sharetrader
Page 738 of 1942 FirstFirst ... 23863868872873473573673773873974074174274878883812381738 ... LastLast
Results 7,371 to 7,380 of 19415
  1. #7371
    Member
    Join Date
    Feb 2002
    Location
    , , .
    Posts
    258

    Default

    I bought another parcel at $1.33 not expecting price to drop to $1.30. The market so often reacts the opposite to what you expect. ARV covid affected result next week will no doubt reflect a similar outcome as Ryman. Will Mr Mkt be similarly unkind to OCA. Time will tell.

  2. #7372
    Senior Member
    Join Date
    Oct 2016
    Posts
    1,069

    Default

    Quote Originally Posted by Curly View Post
    I bought another parcel at $1.33 not expecting price to drop to $1.30. The market so often reacts the opposite to what you expect. ARV covid affected result next week will no doubt reflect a similar outcome as Ryman. Will Mr Mkt be similarly unkind to OCA. Time will tell.
    Yep I did the same. If the SP drops any more, I will buy some more, and then I will be well overweight in this stock, so really exposed to any adverse shocks. Well into profit, but hate to see it dissipate.

  3. #7373
    Guru
    Join Date
    Apr 2020
    Location
    landskrona sweden
    Posts
    4,308

    Default

    being over weight in anything increases risk...

  4. #7374
    Senior Member
    Join Date
    Oct 2016
    Posts
    1,069

    Default

    Quote Originally Posted by Waltzingironmansinlgescul View Post
    being over weight in anything increases risk...
    Haha that is certain. But if it goes back up to $1.46 or higher, being overweight is a sign of opulence. I believe that was the case in the 18 century.

  5. #7375
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    37,737

    Default

    The good old management incentive scheme - likes pigs to the trough eh or as they say in management HR consultancy lingo 'align these executives’ interests with the interests of Oceania’s shareholders'. What a load of crap.


    As long as OCA aren't complete losers relative to NZX50 they got over one hurdle ....and of course the profit hurdles (target) seem to be missing


    For the first performance hurdle, Share Rights will qualify for vesting on a straight-line basis from 0% where the total shareholder return (TSR) from the commencement date to the measurement date is equal to the 35th percentile of the NZX50 Group to 100% where the TSR is equal to or greater than the 75th percentile of the NZX50 Group.

    For the second performance hurdle, Share Rights will qualify for vesting if OCA’s annual growth in underlying earnings (before interest, tax, depreciation and amortisation) per share (UEPS) from the commencement date to the measurement date is equal to or greater than the target for growth in UEPS for that period
    Last edited by winner69; 23-11-2020 at 08:30 AM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  6. #7376
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    37,737

    Default

    I have asked them to tell us what the UESP targets are.

    Betcha they nowhere near what shareholders Beagle and Mav reckon OCA earnings will be
    Last edited by winner69; 23-11-2020 at 08:33 AM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  7. #7377
    ShareTrader Legend bull....'s Avatar
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    10,993

    Default

    Quote Originally Posted by winner69 View Post
    I have asked them to tell us what the UESP targets are.

    Betcha they nowhere near what shareholders Beagle and Mav reckon OCA earnings will be
    they will be lower for sure , just look at the share price action.
    one step ahead of the herd

  8. #7378
    Guru
    Join Date
    Apr 2020
    Location
    landskrona sweden
    Posts
    4,308

    Default

    but arnt there outstanding sales and no Covid costs this half? which means earnings should be up?

    nothing from MR B because of course its all been said before...Mr M has already detailed the sails deferred till this half report?
    Last edited by Waltzing; 23-11-2020 at 06:52 PM.

  9. #7379
    ShareTrader Legend bull....'s Avatar
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    10,993

    Default

    grant robinson letter has a bigger effect on oca than other retirement stocks as a larger proportion of oca profits are margins on sale at higher prices. hence why its not so good anymore to levergae the property boom
    one step ahead of the herd

  10. #7380
    Member
    Join Date
    Oct 2020
    Location
    Windy City
    Posts
    36

    Default

    Quote Originally Posted by bull.... View Post
    grant robinson letter has a bigger effect on oca than other retirement stocks as a larger proportion of oca profits are margins on sale at higher prices. hence why its not so good anymore to levergae the property boom
    Letter is a response to public pressure and keeping political capital in place. Will it have any real impact?

    Orr's response, translated eloquently in the link below, suggests not. Sounds like RBNZ will move on data, not letters.

    https://thespinoff.co.nz/politics/25...tters-decoded/

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •