Overseas infrastructure funds like these businesses. MET got bought, now ARV got bought, the trend is in..…good chance in next few years OCA gets the ruler run as its next cheapest cab off the rank.
Are the fundies going to pay a premium for the best in class SUM or the smaller dog that can grow into a bigger dog quicker.
I think holding some OCA alongside SUM or RYM not a bad strategy
Great win for Warriors over the Tigers 28-16. The Tigers are the worst team in the NRL this year but a win is a win …..and the dream of ‘this is our year’ is still alive. Fans are getting really excited again and can’t wait for another win next week over the Eels. Yes, it feels like this really ‘is our year’. UP THE WAHS
Oceania had a terrific week with its share price ending up 8 cents at 78 cents. Nothing really changed in the company itself except the new CEO started and she might have bought good fortune with her. The big thing was Arvida being taken over and the price just reinforced the cheapness o& Oceania. This saw existing fans buying even more and a lot of new fans joining the bandwagon. It’s beginning to look like this is the year for Oceania, as one observer put it they going great guns with a 40 knot ARV gale is at their back that is due strengthen at half time and then the they are in the hands of referee Adrian Orr for some favourable decisions. What can go wrong.
A casual observer says a positive week for both but wonders if the momentum will be sustained. Interesting week coming up.
”When investors are euphoric, they are incapable of recognising euphoria itself “
Anyone else see Suzanne Dvorak's work experience as a bit of a red flag?
Maybe I am a cynic but seeing chief executive at Save the Children and working for the UN makes me think she might be a left leaning nut.
Oceania is a for profit entity and I hope her decision making reflects that fact.
It would have been ideal if she had spoken at the AGM, so we could gauge where her focus is.
C’mon Value … read her full resume ….and there’s no harm in having social conscience as well and helping those less fortunate in her spare time
Best part is … As an Industrial Advisor to EQT Group, Suzanne advised in the acquisition of Stockland Retirement Living and was transitional CEO for the newly rebranded business, Levande – one of Australia’s largest retirement living providers with 10,000 residents and 58 retirement villages (formerly owned by Stockland).
EQT just loves buying retirement villages …maybe she’s a ‘plant’ and takeover Oceania on the horizon
”When investors are euphoric, they are incapable of recognising euphoria itself “
Many gurus reckon put $x into S&P500 every month and you’ll end up rich
So had a look if this ‘strategy’ applied to OCA
If a punter bought $100 of OCA shares every month since they listed they would have spent $8,700 and now hold 9,100 share …worth $7,100. So a $1,600 capital loss …offset by say ~$1,000 in divies
That punter will just have to persevere with his strategy a few more years …..he’ll come right one day…but on other hand he’s saved $7,100 so not too bad
”When investors are euphoric, they are incapable of recognising euphoria itself “
Many gurus reckon put $x into S&P500 every month and you’ll end up rich
So had a look if this ‘strategy’ applied to OCA
If a punter bought $100 of OCA shares every month since they listed they would have spent $8,700 and now hold 9,100 share …worth $7,100. So a $1,600 capital loss …offset by say ~$1,000 in divies
That punter will just have to persevere with his strategy a few more years …..he’ll come right one day…but on other hand he’s saved $7,100 so not too bad
Did this for IFT as well
You'd have 1,592 IFT shares now worth $17,260
So $100 a month into OCA gives your $7,100 but into IFT its $17,260
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Originally Posted by Daytr
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