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Still queuing at $0.405 and $0.395 after first bought at $0.46 and heavily average down at $0.415. Now average cost is about $0.425. On hindsight got in too early at $0.46 and wrong assessment that it will bottom at $0.425 to $0.435. Good thing did not go in one shot and have the option of average down. Into this for long haul and still think the price will come down to test below $0.4 unless new CEO is active and really has some ideas to turn the businesses around and prompt to keep the investing community updated. With NAV higher than market price, the risk is mitigated and the key is don' t buy anymore above $0.4.
HVRRVH ( Date: 07-Oct-2025 16:31) Posted:
| Accumulated more at $0.415. Not to say this is a good potential stock because its value now lies solely on its NAV. However, most other stocks run up already and can average up ones also average up one liao so even though this sick post may still drop a bit but I am taking a chance. Huat if it go back up to at least $0.475. |
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yes agree but I have to recapitalise to average up some of my other holdings, plus standby some cash as it seems market a bit toppish liao. Have to let this go as it is too illiquid.
Alignment ( Date: 08-Oct-2025 11:39) Posted:
A lot further it can potentially go. Even tangible net asset value is 75 cents, not accounting for the potential of the business.
HVRRVH ( Date: 07-Oct-2025 14:58) Posted:
| Let go all! Market is bullish so I may yet leave money on the table but it' s ok. |
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So far their announcements on the reit stated that they will hold 20% interest in the reit and I think we as shareholders will not be getting unit of UIB. We will benefit indirectly thru earning per share from the reit' s earnings.
jpower2015 ( Date: 08-Oct-2025 09:55) Posted:
current shareholder entitled for any UI B-REIT share?
HVRRVH ( Date: 07-Oct-2025 15:09) Posted:
| High chance of going above $2 and beyond, probably just before UI Bostead reit listing date. |
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Accumulated more at $0.415. Not to say this is a good potential stock because its value now lies solely on its NAV. However, most other stocks run up already and can average up ones also average up one liao so even though this sick post may still drop a bit but I am taking a chance. Huat if it go back up to at least $0.475.
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High chance of going above $2 and beyond, probably just before UI Bostead reit listing date.
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Let go all! Market is bullish so I may yet leave money on the table but it' s ok.
HVRRVH ( Date: 11-Sep-2025 15:33) Posted:
| Kena conned. Took some profit at $0.41. Fooled by the low daily volume until now. It' s ok, still holding some. Let' s see it will go up to $0.475 and beyond. |
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Early days with regard to Shanshan deal but as some has pointed out, YZJF is parterning other stakeholders in restructuring Shanshan. This other partners have their own area of experties such as TCL in battery technoloy and China Orient in corporate restructuring. The risk is furhter mitigated as the deal only account to about 4% plus of YZJF' s NAV, not too big, not all in kind of gamble. YZJF is once again demonstrating they are moving away from DI in a big way with this deal. They also showed that they have ready huge cash for deployment if they see any opportunities. It is right to point out also that the competition is fierce in the lithium battery sector but with the world continue to move away from fossio fuel engines,- even Singapore will stop registering any petrol engine vehicles from 2030 - the potential is huge especially Shanshan is already seizable even though it faces head wind now. Sometimes, this type of crisis present opportinities for corporate restructuring with new players coming in to play pivotal parts. In this case, it is YZJF, TCL and China Orient Asset Management. YZJF provide most of the money, TCL with the technology know how and COAM with corporate restructuring knowledge. I think I rather YZJF take the risk than continue sitting on huge pile of cash doing nothing. More over, the cash is going to pile up with more NPL recoveries and moving away from DI so it is good to see so far with the spin off devlopment, they have launch the SGD$100m anchor investment fund with ICH and now a further RMB$1.02B joint venture to restructure Shanshan. I can accept that these investments will take time but if they payout 40% profit as dividend, I am fine.
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Shanghai listed Shanshan' s current stock price before market closed for China National Day holidays stood at RMB$15.9, the consortium already made paper gain of almost 40% with the purchase price of RMB$11.44. Of course, the transaction has yet to be finalised so not counted but it give investors and potential investors an idea where is this driving. TCL is also a listed company in SZ stock exchange and China Orient Asset Managment is a state owned asset management company. In fact, COAM is one of the 4 major state owned asset management companies. I would be surprised if YZJF share price stay at current level or even drift downward.
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Major investment by YZJF into high growth lithium battery company. Should see very positive market actions tomorrow.
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EGM minutes released. Should be follow soon by ETL and news of private placement. It is note worthy that the minutes carries the tone that actual placement size may be much smaller than $250M and though rights issue was mentioned and discussed, it is hardly official that there will be a rights issue! I do hope there will be at least a 1 for 10 rights issue. Can' t imagine really got shareholder asking for 1 for 1, wah lah, want to double the investment? If got 1m shares then must commit half a million should the rights price is $0.50?
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No worries. By the way I also have POEMS account and they will not update automatically for scrips and rights, got to update mannually on your own or ask them to update.
upupaway ( Date: 01-Oct-2025 20:38) Posted:
Thanks for info, appreciate response. See it credited in investor.sgx.com but not in my poems account. Will check with poems.
HVRRVH ( Date: 01-Oct-2025 15:51) Posted:
| Already credited on 26.9.25. If you don' t have the shares, how about did you receive the dividend in cash? Or if it is under SRS/CPF then the shares/dividend cash will be credited to SRS/CPF respectively. |
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Already credited on 26.9.25. If you don' t have the shares, how about did you receive the dividend in cash? Or if it is under SRS/CPF then the shares/dividend cash will be credited to SRS/CPF respectively.
upupaway ( Date: 01-Oct-2025 14:54) Posted:
| Have subscribed to dividend to be paid in shares. Anyone know when will get the shares? Don?t seem to get it yet |
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I hope I will be wrong too 
I am inclined to take some profit if it reaches there before spin off but there is no decision yet. Don' t have to think about it until it really get there cos I really don' t think it will be. Simply because the premium will be too rich $1.30 vs $1.11 unless there are related good news/development leading to the spin off. We shall see.
hokpin ( Date: 30-Sep-2025 17:21) Posted:
" I don' t think it will get there, i.e., $1.3 and above before spin off"
Bro, I hope this time only you are not correct.
HVRRVH ( Date: 30-Sep-2025 10:39) Posted:
| Strong support give way and even tested $1.1 yesterday though rebounded quickly to what I think the real trading range of $1.15 to $1.24. Market mechanism at play, probably stop hunt and create liquidity. We are entering Oct and with targeted Nov spin off date, more volatility could be on the cards. Personally will sit tight and do nothing unless price hit $1.3 or above, then maybe lock in some profits before the spin off finalisation but have to emphasis I don' t think it will get there, i.e., $1.3 and above before spin off. |
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Strong support give way and even tested $1.1 yesterday though rebounded quickly to what I think the real trading range of $1.15 to $1.24. Market mechanism at play, probably stop hunt and create liquidity. We are entering Oct and with targeted Nov spin off date, more volatility could be on the cards. Personally will sit tight and do nothing unless price hit $1.3 or above, then maybe lock in some profits before the spin off finalisation but have to emphasis I don' t think it will get there, i.e., $1.3 and above before spin off.
HVRRVH ( Date: 24-Sep-2025 12:53) Posted:
| Strong support $1.2 with resistance $1.24. Fair to say it is likely to stay the same till finalisation of spin off. If have to choose one direction, I would say it is likely to break $1.24 than $1.2 from now until spin off. Relevant parties must be looking at placement size and price, rights ratio and price now among other things. Come to think of it, why the management did the EGM so early as it seems there is plenty of time. |
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https://links.sgx.com/1.0.0/corporate-announcements/QIUZPBAE61EJSSH7/f2de2563f69784f52b108ae758b42f5636943eb9dfd3d6c4aabe355b040c7759
Chairman FF Wong used his 100% dividend money to subscribe for scrip shares at $1.45 per share. Demonstrating supreme confidence in his company 
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No placement? I thought I have been keeping tap on all related news but apparently not. Can share the source or sources?
pasttime ( Date: 26-Sep-2025 07:29) Posted:
shorts constantly reducing their position since boss said no placement.
and the fed start reducing interest rate. so no hope to cover or hold their open positions.
without the shorty disturb the share price will stable for a while until more good news.
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13,103,216 new Shares (&ldquo New Shares&rdquo ) have been allotted and issued at an issue price of S$1.45 per share. The outstanding shares before the new shares was 496,620,580 and at 0.06 cents per share dividend that will total to $29,797,234.8. At $1.45 per scrip share with 13,103,216 scrip shares issued, the total amount is $18,999,632.2. Therefore, almost 64% of the dividend money was plough right back by long term shareholders into the capital of the company. FF Wong should see and know that shareholders have confidence in his company and hopefully he and his successor in time to come continue to generate and unlock value for the shareholders. Any price weakness represent opportunities to collect. Personally waiting at $1.5 if it comes to that.
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No problem. Storng consolidations above $1.2. As the price will determine the private placement price and rights issue price, tug of war of prices now is inevitable. I think anything above NAV of $1.1 is fair, which it is now as the price already trading at a premium. We would know whether the preimium can be sustained or allevated when spin off finally materialised.
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Strong support $1.2 with resistance $1.24. Fair to say it is likely to stay the same till finalisation of spin off. If have to choose one direction, I would say it is likely to break $1.24 than $1.2 from now until spin off. Relevant parties must be looking at placement size and price, rights ratio and price now among other things. Come to think of it, why the management did the EGM so early as it seems there is plenty of time.
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Hopefully $1.25 next Friday also come, let?s see.
SlothSG ( Date: 19-Sep-2025 18:54) Posted:
Zhun Jia .... closed at $1.20 😊
HVRRVH ( Date: 17-Sep-2025 15:32) Posted:
| On track to close at least $1.2 by Friday. Now really it is up to the BBs, whether how much premium they want to accord to the post spin new focus maritime businesses under YZJM. It is already above post spin NAV but still below $0.77 as projected by CGS, it will be super nice if it goes there shortly after spin off. $0.77 is as if it is $1.44 pre spin given that it is 1 for 1 spin off. I would think much dependant on post spin YZJM?s fundamentals. Therefore it is importance and good if they conduct 3Q update, which timeline fall nicely shortly after the planned spin off in Nov. A mid Nov 3Q update that provide clear earning and growth visibility will propel the share price to $0.77. I respect CGS for being the first one that put a definite post spin share price and shall defer to their projection and set my sight also at $0.77 for the time being. Dare to dream. |
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