Latest Posts By JMS213
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| 08-Oct-2014 15:39 |
China Fishery
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China Fishery - Low PE
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It is under Golden Target Pacific Limited. Now it shows Pacific Andes ... ??? Anyway Global Thematic Partners did take up a substantial amount in CF ... 2.53% Just the TOP 5 alone is already ~ 85% remaining float is merely 15% |
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| 08-Oct-2014 15:29 |
China Fishery
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China Fishery - Low PE
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Leongsan, you may want to show when and how you have extracted the figure. As of 13 December 2013 Annual Report, Pacific Andes did not have 16,538,074 which is 0.81%. Please take a look at the report. Thanks |
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| 07-Oct-2014 11:41 |
China Fishery
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China Fishery - Low PE
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Apparently, it is from SGX .... see what EZ has posted. My understanding it has to be above 5% before they have to make the announcement. They have been accumulation while the rest are selling.
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| 07-Oct-2014 11:10 |
China Fishery
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China Fishery - Low PE
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Haha ... now you know. There is another piece of info that you missed out. Super Investment, Calyle Group, Nomura holdings no change 69.71%, 11.09 and 0.79% respectively. The change is Global Thematic 2.53% and Pacific Andes 0.81% from " 0" . The float is going to be even lesser, together they hold 84.93%. Ez, you should consider buying .... Equilibrium is Positive |
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| 07-Oct-2014 10:48 |
China Fishery
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China Fishery - Low PE
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Ez, you are right. As you have posted, Global Thematic Partners, uses thematic investment, a powerful approach that have been refined over many years. They do thorough and independent research with risk management to seek long-term value creation for their clients In general, Thematic Investing is considered to mean a top-down investment approach with a focus on broader, macroeconomic themes that a fund manager can use to identify strong companies. They have increased their holding and is the 3 largest owner after Carlyle Group. Still maintain, Equilibrium is positive.
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| 03-Oct-2014 08:46 |
China Fishery
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China Fishery - Low PE
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You may want to take a look who are the Top 5 shareholders in CF other than Pacific and Carlyle Group. |
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| 03-Oct-2014 08:39 |
China Fishery
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China Fishery - Low PE
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Warren Buffet did it again " I bought stocks in Wednesday' s big sell off" . Veteran trader, Art Cashin said " Stocks are technically oversold" Equilibrium positive |
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| 25-Sep-2014 10:57 |
China Fishery
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China Fishery - Low PE
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EZ, is right .. heavy downpour this morning. Relax and take it EZzzzz. Equilibrium is Positive .... Bulls kicked the legs out of this week' s bear run on stocks, and the " dip buyers" could keep coming in even though the selloff may not be over. Look at the statistic. they only show Precipitation. NO. oh really ... they have Humidity and Wind. SP, you have missed the BIG number : Temperature Lima, Peru is 16*c while KL is 27*c and don' t forget the Wind, Peru is 19 km/h while KL is merely 6km/h Can you take a look at the chart it is heading down ? Equilibrium is Positive |
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| 15-Sep-2014 10:46 |
China Fishery
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China Fishery - Low PE
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Agreed with S69, don' t look at the short term. Ezzz look for the trends and what is happening .... There is still demand for wild fish and the ocean is only capable of supplying that much .... Price will keep on going higher and higher. Lafayette has been renamed Damanzaiho. Forget about what kicked out of Russian. They exit from there ... Thankfully .... Now even the Russia' s biggest bank, Sberbank also moving East. Look for the Equilibrium which is POSITIVE. Else you will TKK .... Groggy .... Relax like you said take it ez ..... |
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| 07-Sep-2014 18:28 |
China Fishery
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China Fishery - Low PE
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Yes, latest development is pointing to a healthy and positive Equilibrium. Now the Lafayette changed flag to Peru and is named Damanzaiho. Just watch as the fish transform ... it should improve the company profitability. Management is working on the intregration and operation of CF. Equilibrium is positive. |
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| 01-Sep-2014 22:39 |
China Fishery
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China Fishery - Low PE
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You are right, Peru' s Ministry of Production, Produce has developed a new gourmet product : " deluxe" canned anchovy. Right move to exit from Russia Pollock business.Peru blog: Rebranding anchovy from fishmeal to ' deluxe' product Fishing ban could hit hake exports to Russia
Peruvian scallop. Photo: Alex E. Proimos
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| 28-Aug-2014 13:20 |
China Fishery
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China Fishery - Low PE
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Stockpicker, the former management already knew that Copeinca is a valuable asset. Copeinca majority owned by the Dyer-Coriat family fight tooth and nail to resist the takeover. They have no choice, finally being acquired by China Fishery Peru' s Copeinca hires UBS after China Fishery bid(Reuters) - Copeinca, Peru' s No. 2 fish exporter, said on Monday it has hired a team of financial advisors to " explore alternatives" after it received a $556 million unsolicited buyout bid from China Fishery Group Two of Copeinca' s controlling shareholders rejected the bid in February, though third said it would be considered. Smaller retail investors could still accept the offer. UBS, DNB Markets and Carnegie will advise the Peruvian company on its options. Peru is the world' s top exporter of fishmeal and each year brings in about $1.8 billion in export receipts. Its rich seas are increasingly coveted by multinational companies, even as the government takes steps to curb signs of overfishing. |
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| 28-Aug-2014 09:07 |
China Fishery
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China Fishery - Low PE
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After seeing all the posts, found the article that SK have mentioned. We should enjoy the Equilibrium is positive. Yes, it is by Bloomberg L.P. is a privately held financial software, data and media company headquartered in New York City.Let me help to put things in perspective. Personally don' t think Bloomberg will simply put up the figures, afterall they provide financial software tools such as an analytics and equity trading platform, data services and news to financial companies and organizations. What could be really wrong and glaring is TIME ? One is 2013 and the other is end of 2014 With some $2.5 billion of assets at the end of March 2014, Copeinca accounted for at least 90 percent of the group' s total assets and earnings, company filings show. Stockpicker " Luckily, can still find Copeinca' s financial statement for Dec 13" The last 2Q financial reports show Copeinca has brought in huge profits for the company which is also stated " Copeinca accounted for at least 90 percent of the group' s total assets and earnings, company filings show." This is very significant US$1.5B grew to US$2.5B and the Banks knew it .... cheers China Fishery Takes Extra Month to Win Copeinca Bondholder DealBy Christine Jenkins and David Yong Aug 22, 2014 3:58 AM GMT+0800
Anchovy QuotaChina Fishery officials didn' t immediately return e-mails and calls made outside of working hours for the Singapore-listed group. Calls to Copeinca' s main number weren' t answered. China Fishery spent more than $782 million taking over Copeinca last year, giving it control of the biggest anchovy quota-holder in Peru and the world' s third-largest fishmeal producer. The purchase was partly funded by loans that lenders now say must be guaranteed by Copeinca, according to S& P. With some $2.5 billion of assets at the end of March, Copeinca accounted for at least 90 percent of the group' s total assets and earnings, company filings show. " That' s a lot of additional debt for Copeinca bondholders to share with other group creditors," Charles Macgregor, the Singapore-based head of Asia at Lucror Analytics Pte, an independent credit-research company, said before the extension was announced. " This is a credit that continues to surprise on the downside."
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| 27-Aug-2014 01:07 |
China Fishery
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China Fishery - Low PE
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S69, just catch up with some of your postings. Yeah, certainly Copeinca is a good catch with asset valued at $2.5 Billion and China fishery is generating positive free cash flow. Equilibrium of the company is good and healthy. Latest news Dow hits all-time high S& P extends record above 2,000. Hope the Sail Fish is ready to take off. Dow hits all-time high S& P extends record above 2,000 Kate Gibson | @CNBCKateGibson 1 Hour Ago CNBC.com U.S. stocks rose on Tuesday, lifting the Dow to an all-time high and the S& P 500 to another record above 2,000, after better-than-expected reports -- including a jump in orders for durable goods -- cast favorable light on the U.S. economy. " A few of the economic indicators have been pretty solid, which flows through to corporate profit," said Cameron Hinds, regional chief investment officer for Wells Fargo Private Bank in Lincoln, Neb. " We' ve had a heck of a run, it' s been over three years since we' ve had a 10 percent correctio," Hinds said. |
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| 22-Aug-2014 10:18 |
China Fishery
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China Fishery - Low PE
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Bro, you talk like you don' t eat fish ... There are a lot of benefits omega oil, ..... Food for the brain. It can only get more and more attractive Not enough that is why they have come up with aquaculture fish to cater for the demand.
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| 22-Aug-2014 10:14 |
China Fishery
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China Fishery - Low PE
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Wow ... Guess it is a good time to buy. Thanks |
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| 22-Aug-2014 09:39 |
China Fishery
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China Fishery - Low PE
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Can I say this is a buying opportunity ? When the company has consolidated the operation and business is bringing in profits and not lost. When funds are coming back, El Niñ o issue has subsided, price of fishmeal is going up ..... I remembered Fitch said this will not affect the rating. I am sure, they have peered into their account and latest quarter, net profits is healthy after factoring the finance costs. is it interesting how this exercise got blown out of proportion .... |
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| 22-Aug-2014 09:22 |
China Fishery
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China Fishery - Low PE
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SLPY, talking about that they actually serve them legal to the shareholders who did not want to transfer their shares to them. So this solicitation exercise is bit wayang in my opinion. Those that have consented should have been paid the consent fee and settle them. Hence reduce the number bondholders. Once the base is reduced they do not have much negotiation power. Like I said, it is whether they want or not. Banks are behind them. That' s this whole exercise is a sheer waste of time and play up when it is not necessary.. Why I said that ? BECAUSE the most difficult task is achieved and this nothing. In case you said what difficult task ..... ACQUISITION OF COPEINCA ..... THEY ARE FIGHTING WITH THE SHARKS AND THEY HAVE EMERGED A CHAMPION. |
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| 22-Aug-2014 08:33 |
China Fishery
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China Fishery - Low PE
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Exactly. It is as if they just realized, O I have to pay the early redemption penalty for the bonds. Nothing new, same goes for the credit facilities for the refinancing, they sensationalized the whole matters after all, the same banks were the one to finance the acquisition of Copeinca. Already heard they have obtained the loan but news went on and on. The loan is so huge that the banks want them to live .... Please continue paying the interest .... la Finally announced we have secured the loan. The rest is history. Hahaha |
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| 21-Aug-2014 23:10 |
China Fishery
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China Fishery - Low PE
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Annisa Lee, a credit analyst in Hong Kong at Nomura Holdings Inc., said by phone on Aug. 20. &ldquo The other alternative is for them to call the Copeinca bonds.&rdquo She did not want to state the obvious, instead said " the other alternative .... Haiz they are playing their game. Kao recommends China Fishery bonds because cash flow may improve given the company is getting $242 million in refunds from suppliers. The El Nino weather impact on fish catches is also receding, he said. China Fishery said in a March 24 statement it had decided not to renew a long-term supply agreement and terminate three others. Under the deal, about $80 million was returned to the company at the end of April and another $162 million will be returned by March 2016, " either in kind as fish or, if mutually agreed, in cash. |
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