|
Latest Posts By nngeeh
- Veteran
|
|
| 06-Oct-2018 21:00 |
Thomson Medical
/
Rowsley is brewing!
|
||||
|
|
If the share price of the mother can sustain above 0.09 (i guess it' ll needs to be much higher than 0.09)  ..... it will encourage warrant holders to exercise it. This will help to raise additional fund of $853M through these warrant. If the mother' s price is just 0.091 ~ 0.093 ... ppl may not want to exercise it. It will sometimes take up to 1 week for the share to be converted and the mother share price might drop below 0.09 after 1 week. So .... i believe the mother share price will be pushed above 0.1 to encourage warrant to be converted.
|
||||
| Good Post Bad Post | |||||
| 06-Oct-2018 20:30 |
Thomson Medical
/
Rowsley is brewing!
|
||||
|
|
PL owns 45.36% of the total available warrants. The question is will PL let the wrt expire when he owns 45.36% of the total warrants? However, if the share price goes beyond 0.09 ... he will need to fork out $386M to exercise the warrant (this doesn' t include the piggy back warrant). The warrant has been dropping from the beginning.
|
||||
| Good Post Bad Post | |||||
| 03-Oct-2018 17:38 |
Thomson Medical
/
Rowsley is brewing!
|
||||
|
|
Or there is good news coming. The volume is huge, and the closing price is day high.
|
||||
| Good Post Bad Post | |||||
| 24-Sep-2018 09:58 |
Allied Tech
/
ALLIED TECH to rocket up to 8cents
|
||||
|
|
There was a placement completed just few months back at 0.06 ... total amount invested was $25M. Invested at 0.06 and we can buy at 0.02. I don't believe the fundamental has changed since the placement that will attract $25M investment...
|
||||
| Good Post Bad Post | |||||
| 20-Sep-2018 19:18 |
Allied Tech
/
ALLIED TECH to rocket up to 8cents
|
||||
|
|
I love companies with share price lower than the available cash per share...
|
||||
| Good Post Bad Post | |||||
| 20-Sep-2018 18:46 |
Allied Tech
/
ALLIED TECH to rocket up to 8cents
|
||||
|
|
I will hope it will drop to .01 Even at this price, u buy 18, for a profitable company that has cash of 32 and total asset of 75. From value, perspective, buy 18, for cash 32 + other asset... very good deal. if drop to 10, the cash alone is 3x the price... wow.
|
||||
| Good Post Bad Post | |||||
| 18-Sep-2018 17:37 |
Allied Tech
/
ALLIED TECH to rocket up to 8cents
|
||||
|
|
Actually, i think it' s quite risky to short at this price. Fundamentally, it' s still financially sound which lots of cash. The NAV is also way above this price, and it is still profitable. It' s trading at almost historical low. If the price drop is due to some issues which has not been disclosed, there is also a high possibility that they will request for trading halt or suspend- which is the worst case scenario if you are shorting.
|
||||
| Good Post Bad Post | |||||
| 12-Sep-2018 16:14 |
Allied Tech
/
ALLIED TECH to rocket up to 8cents
|
||||
|
|
Bro, I just checked their Q2 reports. Cash: 46.797Mil Debt: 4.4 Mil Net Cash: $42.797 Mil which is around cash $0.032/ share. The NAV is 0.0752. Even though the profit has dropped drastically, based on the half year eps of 0.09c ($0.0009) and potential full year eps of 0.0018, based on the current price, the PE is around 11.6 which is ok. The financial looks ok ... not sure what cause the share price to drop these few days.  
|
||||
| Good Post Bad Post | |||||
| 12-Sep-2018 15:33 |
Allied Tech
/
ALLIED TECH to rocket up to 8cents
|
||||
|
|
I bought some at 21 too. The lowest is 19 .... hoping that it' s really bottom. The last 2 Q showing slight profits.
|
||||
| Good Post Bad Post | |||||
| 07-Aug-2018 10:51 |
Asian Pay TV Tr
/
Asian Pay Tv Tr
|
||||
|
|
I' m also monitoring this counter as Temasek is one of the shareholder. The part that i' m not really comfortable is the liability keep going up. Even though the asset is also going up, but it is made up of license and equipment which is very difficult to liquidate .... and also how accurate is the value of these assets? If you look at the profits, as it is less than the div distribution, the div will definitely decrease. The question is how low will the share price drop till? Will the liability finally stop increasing? The Fed will most likely increase the interest rate again .... how will it impact the dpu? |
||||
| Good Post Bad Post | |||||
| 14-Feb-2018 09:57 |
RHT HealthTrust
/
Religare H Trust
|
||||
|
|
Agreed. Added more.
|
||||
| Good Post Bad Post | |||||
| 01-Feb-2018 11:00 |
Shen Yao
/
ThinkEnv name change to Liongold Corp
|
||||
|
|
If you look at the Blumont gang which include IPCO, Liongold, innopac, Magnus .... it' s like they are waiting for something .... the price is not moving, but the buy queue is building up. Maybe the BBs are waiting for the Blumont case to be finally closed ..... when Soh is officially charged. The major shareholder of Blumont has accumulated (+ the court rule to void the star award) up to 80% of the shares. Since he has so much interest, he might try to inject businesses into Blumont to fry up the share price. But, the case needs to have proper closure before the whole gang can try to fry up the price ... my thought.
|
||||
| Good Post Bad Post | |||||
| 26-Jan-2018 08:27 |
Ying Li Intl
/
capitaland maybe interested in YINGLI
|
||||
|
|
If CEL buy from open market to increase the market share to above 30%, CEL will need to make compulsory offer which I believe will be the last purchase price. If the price is pushed up, and the last purchase price is 0.25, Fang can sell the rest at 0.25. On average, his selling price will go up and will not be 0.135. If Fang sold at higher price, the total cost for CEL will be higher... I think both parties have done their Math. If CEL didn' t go thru this method, it will be hard to accumulate thru open market to reach this percentage. This is just my view. I believe the price should go up further... if not, it doesn' t make sense for Fang to sell at such Low price.  
|
||||
| Good Post Bad Post | |||||
| 24-Jan-2018 16:53 |
Ying Li Intl
/
capitaland maybe interested in YINGLI
|
||||
|
|
If it is pertaining to the asset sale (most likely), the price may not fall back. They will get back cash worth 0.225 per share ... which is already higher than the current price. Furthermore, the asset that is being sold represent just 27.1% of the current NAV. After selling which they will get back cash of 0.225, they still have other assets. ******************* The asset that will be sold represent only 27.1% of NAV (around SGD $0.106) but will get back in cash of approximately SGD 0.225. Beside this cash that they will be getting back, they still have 72.9% of the NAV. ********************  
|
||||
| Good Post Bad Post | |||||
| 23-Jan-2018 22:41 |
Ying Li Intl
/
capitaland maybe interested in YINGLI
|
||||
|
|
The volume is really high. The total number of shares :2,557,040,000. The volume is nearly 10% of its total number of shares ..   |
||||
| Good Post Bad Post | |||||
| 20-Jan-2018 21:16 |
Southern Arch
/
Blumont the dark horse?
|
||||
|
|
And Magnus, ISR, ITE and Chaswood
|
||||
| Good Post Bad Post | |||||
| 11-Jan-2018 12:26 |
Sinarmas Land
/
Tenasek into sinarmas land...how true insider news
|
||||
|
|
The FY result should be better than last year: 2016 FY - 263,699,000 2017 9M - 247,064,000. The Q4 2016 came in at $100M. If they retain the same Q4 result as last year, the fy should be at least 347M. They just completed the disposal of the Orchard property in Dec ... and should recognise additional $100M. We could see FY profit of above $400M Let' s wait for the result. Remain vested.
|
||||
| Good Post Bad Post | |||||
| 16-Dec-2017 11:26 |
ComfortDelGro
/
ComfortDelGro fundamentally strong but price weak
|
||||
|
|
This will definitely affect the trust of uber users. The incident happend in oct 2016, and only disclose it now. Will this affect comfort' s tied up with Uber? This is not a good news.
|
||||
| Good Post Bad Post | |||||
| 14-Dec-2017 11:11 |
Ying Li Intl
/
capitaland maybe interested in YINGLI
|
||||
|
|
Still pending SGX' s approval .... come on SGX ... pls approve it fast. | ||||
| Good Post Bad Post | |||||
| 01-Dec-2017 20:38 |
Duty Free Intl
/
Duty Free
|
||||
|
|
I believe DFI will win. However, until the regulator has cleared them, it' ll continue to cause uncertainty. Even though the total div is enough to cover this $40M, if the custom wins, they will continue to impose this tax on DFI every year (not just 2016). Each year, $40M will need to be allocated for tax. This will halve the div distribution per year ..... DFI needs to settle this fast to provide assurance to shareholders.
|
||||
| Good Post Bad Post | |||||
| First < Newer   141-160 of 534 Older> Last |


