OCA - Oceania Group - retirement villages

[winner69]

Wow …just seen the awesome new Oceania ad on TV

Whoever came up with using Bill Withers ‘Lean On Mw’ deserves a medal

From their Facebook page ‘ With the help of Bill Withers “Lean on Me” narrating this honest interpretation of the journey many of us face, we hope to relieve some of the guilt felt whilst navigating the best care decisions for loved ones“

Well done team Oceania

[Daytr]

OCA has actually very dramatically outperformed Ryman since the OCA IPO.

So what? A new listing eclipsed an established player in percentage terms.
I would hope so.

But really, who invests looking backwards?

[SailorRob]

So what? A new listing eclipsed an established player in percentage terms.
I would hope so.

But really, who invests looking backwards?

Hi Daytr,

You have chosen to go with Ryman, you therefore have no further interest in this thread.

It's been nice having you around.

Goodbye.

[Baa_Baa]

OCA has actually very dramatically outperformed Ryman since the OCA IPO.

In what way has it out performed, SP or something else?

[mistaTea]

I listen to Tobias's podcast, Value After Hours, on spotify when im pushing bubs to sleep in the pram. Its quite good.

youtube link: The Acquirers Podcast - YouTube
spotify: The Acquirers Podcast | Podcast on Spotify

If you look at last years report…even if you ignore the $927M ORA and just use the debt… you are looking at an acquirers multiple of 78 based on current market cap.

One year is nothing to go by, but it will be interesting to see the next report and run the EV/EBIT calc again.

Perhaps another dimension to explain why OCA might not be ‘cheap’ at current market cap given everything that is going on.

[Daytr]

Hi Daytr,

You have chosen to go with Ryman, you therefore have no further interest in this thread.

It's been nice having you around.

Goodbye.

Haha mate. I haven't 'gone' with either.
I just think RYM presents less risk for a similar return.

I look forward to OCA'S full report coming in the next days or so. Will the SP be in the 40s or 60s? Anyone's guess.

Good luck to both!

[SailorRob]

In what way has it out performed, SP or something else?

Share price

[SailorRob]

Yep I do spend a lot of time on OCA, not so much now as I've concluded my research. I was also looking at it as a long term investment perhaps. But now I prefer RYM.
Less risk and potentially more reward. Good luck. I truly hope OCA does well.

Haha mate. I haven't 'gone' with either.
I just think RYM presents less risk for a similar return.

I look forward to OCA'S full report coming in the next days or so. Will the SP be in the 40s or 60s? Anyone's guess.

Good luck to both!

Ok good one man.

[Habits]

Wow …just seen the awesome new Oceania ad on TV

Whoever came up with using Bill Withers ‘Lean On Mw’ deserves a medal

From their Facebook page ‘ With the help of Bill Withers “Lean on Me” narrating this honest interpretation of the journey many of us face, we hope to relieve some of the guilt felt whilst navigating the best care decisions for loved ones“

Well done team Oceania

Yes very well done and striking

[Baa_Baa]

OCA has actually very dramatically outperformed Ryman since the OCA IPO.

In what way has it out performed, SP or something else?

Share price

I'm not sure I would call this as OCA 'very dramatically outperformed' RYM on SP, but more like both have dramatically underperformed, since OCA IPO. Just that RYM has underperformed even more. OCA still fecked on SP in the scheme of things.

https://invst.ly/14v3w0