OCA - Oceania Group - retirement villages

[Greekwatchdog]

Yes, a very overtly intricate song from Tool …..need to listen to listen to it again tonight …though not really a Tool fan

I would have thought you would be watching those duds play tonight.

Down the Wahs

[winner69]

I would have thought you would be watching those duds play tonight.

Down the Wahs

Not a Wahs fan …just a casual interested observer …

[Greekwatchdog]

Not a Wahs fan …just a casual interested observer …

Nope, lost interest in them with all the politics. I don't see a championship team there as players have an issue, mental strength. They are too fragile up top

[ValueNZ]

Was only responding to Value quoting something about analysing withers one intuition leading to missed opportunities ….

The lyrics in the song Lateralus by Tool have the Fibonacci sequence in the Syllables, which is what made me think of the song.

When you look at random sets of data looking for something, you'll be able to find it all over, but that doesn't mean it's necessarily useful information. Hence the Overthinking, overanalysing in the context of TA. The withers my intuition is what is instinctive, you are buying apart of a business so what matters matters is price you pay and the discounted cash flows.

[ValueNZ]

So your investment in OCA is based on gut feel rather than any other consideration of what "value" might be.

Not at all.

You on the other hand? Well. "Cough Cough" ME TODAY

[ValueNZ]

Fascinating reading all the posts from when the SP was in the low 50s. I don't like quoting old posts but lots of lessons there.

That chart is beautiful, thanks Baa_Baa

Not just from when the SP was in the low 50's, but also at the peak in 2021. Look at some of the people who were buying then, who now ghost the thread, or occasionally post about how terrible OCA as a company is.

[winner69]

The lyrics in the song Lateralus by Tool have the Fibonacci sequence in the Syllables, which is what made me think of the song.

When you look at random sets of data looking for something, you'll be able to find it all over, but that doesn't mean it's necessarily useful information. Hence the Overthinking, overanalysing in the context of TA. The withers my intuition is what is instinctive, you are buying apart of a business so what matters matters is price you pay and the discounted cash flows.

Fascinating what you say about that song. Thanks for telling us Value, appreciate it.

"Intuition" got me into Me and intuition along with watching the squiggly line turn down get me out with a profit.

[winner69]

Warriors lose again, this time to Sea Eagles 24-10. The dream of ‘this is our year’ is over for 2024. Fans are gutted but putting on a brave face and saying they’ll keep cheering the team on in the last few games. Loyal fans sticking with Up the Wahs and looking forward to 2025

Oceania share price went ballistic and closed the week up 5 cents at 82 cents. Rate cuts helping the cause. Investors are now talking about where the market might take the share price …like $1.00 and higher. They not saying much about how the company itself is performing …just letting the market reprice the shares.

A casual observer agrees all over for the Warriors this year and thinks next year will be a disappointment as well. Oceania share price on fire but the company itself has to demonstrate in November half year update they deserve the rerating by delivering on their strategy.

[Habits]

The commonality of SP and Warriors was good until Oceania and the rest of our market started to cheer up, the Warriors continued their usual pattern. What the warriors need now is an interest rate cut, a unbiased ref would help. But until then they're going separate ways with OCA weekly wins

[Greekwatchdog]

Warriors lose again, this time to Sea Eagles 24-10. The dream of ‘this is our year’ is over for 2024. Fans are gutted but putting on a brave face and saying they’ll keep cheering the team on in the last few games. Loyal fans sticking with Up the Wahs and looking forward to 2025

Oceania share price went ballistic and closed the week up 5 cents at 82 cents. Rate cuts helping the cause. Investors are now talking about where the market might take the share price …like $1.00 and higher. They not saying much about how the company itself is performing …just letting the market reprice the shares.

A casual observer agrees all over for the Warriors this year and thinks next year will be a disappointment as well. Oceania share price on fire but the company itself has to demonstrate in November half year update they deserve the rerating by delivering on their strategy.

If your expecting a good First Half result in Nov then you will be disappointed, and then you will compare OCA to the highly disappointing Warriors season, can't wait for that. Sigh.