Yewkin allays play in backwrds - git yr dawg back - git yr girl back - git yr truck back. I like both kindsa music - mainly Country - but I like Western too.
Since I am ridiculously overweight at 45% I need some distraction.
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"Enigmas"
well they could play the variations of course ... but really nothing like a bit of Pomp and Circumstance ....
was thinking 1.10 but whos to say it wont stay there for ever...
KIP... just KIPPING alone...
One covid death so far this year on 11 January, maybe that was one of their residents. Been very quiet otherwise
What a stupid thing to say Habits. Go take your stupid assumptions elsewhere. Wait for the fact before you comment.
Fundamentals look fine to me, the chart looks like a poorly bred mutt. Sentiment is poor...glad I only have a modest allocation, all free carry. Might up the ante at $1.20 if it gets down there otherwise I'm not fussed about bothering to do anything. I think the threat of Omricon is weighing on the sector and OCA is most exposed with their business model having the highest level of care of the sector so the weakness is understandable.
Well I have had a good look at this over last few days. After selling down a good portion last year I’ve come to the conclusion that OCA is over sold currently. The fundamentals stacks up and the risks are priced in. They have some great assets coming to market next few years. The St Helliers development is going to be sold at a premium for a premium location.
When you consider it’s a care model more closely aligned with Arv I still can’t see the justification for the current price selling below Nav, when Arv is selling at a healthy premium.
On that basis I purchased a decent number adding to my position with the last lot purchased this morning at $1.26.
Just can’t see how you can go wrong at this level. Large insider purchases at a much higher price also gives me comfort.