Originally Posted by
Maverick
Well since we weren't taken over this morning , might as well to lay out my expectations for Friday.
Care profit $24m +8%
Village profit $41.5m +11% ( not including new build margins)
New build Margin $35.5m +22%
Underlying profit $59m +18%
EPS 8.32cps +4% ( profit increase diluted by heaps of extra shares issued)
Cooperate overheads $23.8m +14% ( not including care costs, .ie nurses/ care workers)
Notes;
-It is possible cooperate overheads will be lower as at some point they should slow down these hefty increases as staff levels match the new expansion ambitions
-The biggest variable in all this is "new build margins" . OCA have a lot of apartments for sale FY22 and so depending on how good their summer sales were then this figure could vary the most, however this is not so important in the long run.
-For long term investors then most important number to watch is "village profits " and a high capex spend.
If the numbers are close enough to these then things are progressing very nicely indeed.