OCA - Oceania Healthcare

Started by Benji, Jun 24, 2022, 03:46 PM

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winner (n)

#600
Quote from: Waltzing on Jul 12, 2023, 05:42 PMSmooth operators OCA... smooth .... no idea what happening here just read the head line...

https://www.nzherald.co.nz/nz/everil-orr-village-residents-thought-the-new-facility-next-door-was-for-them-they-were-evicted-instead/NSTI7KVAYZHA7GECXWZAUWM5XI/

I've emailed the investor relations person at OCA to get Brent  to provide the media with a new photo of himself to use .....I mentioned that the one in that article fits your description of OCA Waltz

And that photo of the old guy just gushes sadness

Waltzing

#601
A smooth operator ..  https://www.youtube.com/watch?v=4TYv2PhG89A

who owns these... forget it as we have seen Navidia was not priced 2 years ago and now the retail SHAZ are buying re gen AI chat bots that will send you operator 47 to operator on you ...

https://www.youtube.com/watch?v=E_eZVrmwaWU

perhaps this man is the face of New New Zealand business....




winner (n)

Bad day for OCA shares with a close of 76 cents

Just as things were looking good it turns tail

Tomorrows another day and it might close over 80 cents


Whacc

Quote from: winner (n) on Jul 12, 2023, 05:59 PMI've emailed the investor relations person at OCA to get Brent  to provide the media with a new photo of himself to use .....I mentioned that the one in that article fits your description of OCA Waltz

And that photo of the old guy just gushes sadness

How did you get on with that email?

Left Field

"The difficulty lies not in new ideas... but in escaping from old ideas." (J M Keynes.)

Forrestdun

They potentially took over management of some funds that hold OCA.

Left Field

"The difficulty lies not in new ideas... but in escaping from old ideas." (J M Keynes.)


Henry Filth

I suspect that it's a mistake - that internal shuffling between various Blackrock funds somehow "leaked" into market announcements.

LoungeLizard

A bit strange. Either Blackrock are developing a substantial holding or they're not. If they are, they are required to divulge it aren't they?

Whacc

Very strange.

You need to disclose SSH above 5%.
To get to 11% overnight without any large blocks available would be quite something.

winner (n)

Quote from: Whacc on Jul 24, 2023, 05:20 PMHow did you get on with that email?

They said the press had lifted the photo from the Annual Report

Basil

#612
http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/OCA/417099/401450.pdf

Lots of warm fuzzies here....but not a single mention about how underlying eps has declined since they listed more than 6 years ago, (in fact you'd be forgiven for thinking eps is entirely irrelevant lol)

Lots of patting themselves on the back for how well they've done with growing the asset base, navigating challenges, reimagining this and that...I am sure some people lap this stuff up and there will be lots of palm pressing and smiles all round at the meeting.  A new 5 year plan mentioned, (whatever happened to the original 6 year plan and the point of inflection ?)

No update about how they are getting on with selling their old care villages.  All their talk about growth in this and that and how's its going to be better going forward and how clever they were to manage their debt costs and all the while earnings per share are going nowhere.

Just as well its going to all be different going forward...well that's what some people keep telling us year after year....

winner (n)

#613
Hugs all round can do wonders though Basil

Our Liz in your speech said ' Brent will provide further detail on our sales progress and comment on our portfolio shortly but it is vital that we continue to position ourselves for future growth. '

But Brent doesn't seem to say anything about sales progress

Might have missed something

Have to wait for somebody to tell us what Brent told them in post meeting chats

winner (n)

Jeez Liz greasing up to shareholders ....love this bit ... I don't need to tell a room full of experienced investors

Experience the key word eh