Originally Posted by
Baa_Baa
Not just banned, gone completely. Who knows why, such a nice informed member, can't imagine what would have happened to result in this.
I agree about the speeches and presentations, and the report. Focus on reducing growth in costs, moving to green fields development, apartments and units, stabilising care ratios, new acquisitions, divesting non-aligned property, good sales volumes, good margins. I reckon FY22 really was the inflection point - even with Covid (no deaths from Covid, pretty amazing a testament to their focus on residents care). One off costs gone, strong balance sheet, sensible shift in strategy, all makes sense to me. Happy holder and the divi is in the bank. Nice.
Some people only focus on the historical numbers, it's pretty much like looking at a SP chart, the rear view mirror. The future is not reported in the results numbers or the chart. The value of the chart is that it tells us when is a good time to buy, or sell if you're trader. The value of the financial report is only in telling us the history, which has little or no insights into the future. It's a shame that the truely deeply researched members have left the room, drowned out by incessant non-holding long winded repetitive whining hyperbolic cross-promotion posts for another RV.