-
18-10-2021, 01:07 PM
#1161
Originally Posted by winner69
Beagle - F22 EPS is going to be 30% plus higher than F21 ....nobody will care about EPS accretion then
See my post of the other day
Worth a BIG RE-RATE I reckon
I hope you are right mate. That inflation data out today was a shocker. Up 2.2% in the Sept quarter...biggest contributor was a whopping 4.5% increase in the cost of building a house just in that quarter (annual rate 18% per annum). This must be reflected in the price of existing units going forward so is a real plus for this sector in my view. Money in the bank is losing it's purchasing power at a phenomenal rate at present.
The scramble is on to protect the value of one's capital. I need to have a very long hard look at the high level of cash I am running in my portfolio which is looking like its FAR too high.
Last edited by Beagle; 18-10-2021 at 01:14 PM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
-
18-10-2021, 01:22 PM
#1162
Originally Posted by Beagle
I hope you are right mate. .
Hope they are right mate
In the fine print footnotes they said F22 underlying earnings going to be about $67m before accounting for the acquisition
Add a bit on and a bit of EPS accretion EPS will be about 13 cents .... upmore than 30% on F21
What price ARV ahreprice when market catches on
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
-
18-10-2021, 01:24 PM
#1163
Originally Posted by winner69
Hope they are right mate
In the fine print footnotes they said F22 underlying earnings going to be about $67m before accounting for the acquisition
Add a bit on and a bit of EPS accretion EPS will be about 13 cents .... upmore than 30% on F21
What price ARV ahreprice when market catches on
Hmmm...that's food for thought !
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
-
18-10-2021, 02:37 PM
#1164
Originally Posted by Beagle
Hmmm...that's food for thought !
Yep …..market hasn’t caught on yet to the, full extent of growth.
Shareprice is up 15% since full year announcement so plenty more upside …plus the eps accretion ….plus a re-rate eh
What you reckon beagle ….the 250 you mentioned as first stop by End of lockdown
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
-
18-10-2021, 02:55 PM
#1165
Originally Posted by winner69
Yep …..market hasn’t caught on yet to the, full extent of growth.
Shareprice is up 15% since full year announcement so plenty more upside …plus the eps accretion ….plus a re-rate eh
What you reckon beagle ….the 250 you mentioned as first stop by End of lockdown
Forbar had a price target of $2.50 before this highly accretive acquisition so add 16% to that (mid teens) and you get $2.90 as a price target one year from now.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
-
18-10-2021, 02:57 PM
#1166
Originally Posted by Beagle
…….
That inflation data out today was a shocker. Up 2.2% in the Sept quarter
.
If you don’t count the quarters with GST adjustments this is biggest quarterly rise since June 1987
And we know what happened shortly after that eh
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
-
18-10-2021, 03:04 PM
#1167
You guys better start pumping OCA a bit harder, its more in need. Lol
-
18-10-2021, 03:09 PM
#1168
Originally Posted by couta1
You guys better start pumping OCA a bit harder, its more in need. Lol
Better stay away lol …..OCA so bad pumping doesn’t seem to work …like we’ll never see 140 again
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
-
18-10-2021, 03:25 PM
#1169
Originally Posted by couta1
You guys better start pumping OCA a bit harder, its more in need. Lol
Originally Posted by winner69
Better stay away lol …..OCA so bad pumping doesn’t seem to work …like we’ll never see 140 again
Was the recent OCA share price sell down from the $1.50s market insiders getting ready for the Arvida cap raise?
-
18-10-2021, 03:28 PM
#1170
Originally Posted by Rawz
Was the recent OCA share price sell down from the $1.50s market insiders getting ready for the Arvida cap raise?
Funny you should say that, I was just thinking the same thing so quite possibly so.
Tags for this Thread
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks