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Whats SailorRob like in real life? as grumpy as he is on sharetrader? lol :p
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I have shares in both OCA & SUM & something which really irks me is OCA's TV marketing, the difference between SUM & OCA could not be starker.
One of the driving reasons behind people moving to RV's is loneliness, the kids have all gone & older people, including couples often end up getting quite isolated in their homes.
What they want are the same basic human needs as everyone else, fun, companionship, friendship, some joy & activities to fill their day, and the Summerset ads say thats exactly what we can give you, come & see us & we'll show you how.
On the other hand OCA's ads look like the concepts have been developed by cool young agency people who don't actually relate to or understand the market they're talking to.
The previous OCA ad with the fluffy toy being reeled in on a fishing line was awful, simply patronising & insulting to older people (OCA's target market) , implying the residents were all feeble & senile.
And the current one with the couple playing the piano, how many older people are going to relate positively to that rather melancholy TV ad when they hardly ever see their grown up kids & apart from a few seconds at the very end when the Oceania logo finally appears & easily missed, most people would have no idea what its even promoting.
Instead of telling a story of starting a new chapter in life, making new friends & activities & pastimes & some joy to fill your days, it tells a sad story of an ageing couple their lives slowly diminishing & physically falling apart. Who's going to say, 'that's what I want, how do I get it.' ..... 'well come & talk to us at OCA & we can show you how.' - Not likely!
Come on OCA get a new agency which actually understands and can relate to your target market.
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Do you believe that the current price of oil is the value of oil?
Or do you think that the current prices are lower or higher than the intrinsic value of oil? If so, why?
My view is the current price is largely reflective of the value of oil (within cooee anyway), given everything that is known now and the corresponding expectations everyone who makes up the market has right now.
I also believe that supply constraints will lead to higher prices longer term. That is my EXPECTATION - and time will tell if my expectation is good or bad. Even if I am proven correct I’m the future, it doesn’t not mean that everyone else is ‘wrong’ today given the current moving parts.
This was essentially the point I raised about market cap and business value some posts back and all Hell broke loose.