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Huat! 6 cents dividend this round, whole FY 7.5 cents. Yield on cost 6.5% but if factored in accumulated dividends of 21 cents over last 4 years, the yield on cost is about 8%. This FY' s dividend include a 2 cents SD so history is unlikely to be repeated. Nonetheless, if Boustead can maintain a base dividend of about 6 cents, it is already very good. Would subscribe for scrip dividend if the offer price is below $0.965.
HVRRVH ( Date: 26-May-2025 11:39) Posted:
| Full year results should be out this evening or within next couple of days. Unlikely to declare more than 4 cents dividend but let' s see whether shareholders would be surprised. |
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Full year results should be out this evening or within next couple of days. Unlikely to declare more than 4 cents dividend but let' s see whether shareholders would be surprised.
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These words of caution is fair enough. I remember back then Rex International was hyping of reaching $1b cap too, if it happens, their share price will be above $1. However, I think highest Rex reached was around 70 cents or 80 cents and look at it now. But I have good feeling about Geo as it is easier to verify their coal reserves, plus their substantive investments backed by strategic partners are quite transparents and visible, with progressive results showed with progress of time. I am surprised that the price hasn' t come down with 2 XDs in May 2025. I was waiting to add but it did not come down to my price range. Now I have to reevaluate whether to go in at current price.
ahberngh ( Date: 22-May-2025 10:33) Posted:
We keep on harping about the $B company, encourage by management.
Long suffering investors already know the situation, won' t be
enticed to buy at 34.5, 34, ,,,, (unless it is in the 20s, as far as I am concerned).
I don' t know what is managements agenda, but I don' t have good vibes. |
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This one prices should gyrate in a circle like a clock. It' s just that this clock only has one arm pointing at $0.695, $0.72, $0.76, $0.785, $0.81, $1 [$1 hopefully with spin off development getting more concrete plus continuous growth in YZJF' s businesses]. The price like not going anywhere in the near term due to macro economy uncertainty. Businesses are unable to plan accordingly with choatic US trade polices which can change in a whim by POTUS and his Dream Team. Wtih the latest dividends received as well as dividends from some other stocks, perhaps I may buy back those that I sold previously at $0.695 level. Aiya, I look left look right like nothing good to buy anyway lah. However, would only buy if it comes to $0.695 or below. If nothing to buy, just keep the cash and see how the does YZJF fare in Aug' s update.
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Last Friday down a fair bit and today shot back up. So far no news on SBB. This upward movement could be due to some rumours on resurgent of covid. Would not add and just monitor. Hope to see China businesses stabilised and start contributing to profits first.
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You quoted my post and you got a thumb down and I want to be clear it wasn' t me. Anyway, I don' t pay attention to those houses lah, they have their own agenda and 90% of their analysis are crap. I do pay attention to company' s annoucements though and I had wanted to vest much earlier on when it was announced that strtegic partners bought the treasure shares at higher than market prices and subscribed to warrant at even higher prices. Long story short, I wasn' t that convinced at that time and was preoccupied with accumulating another stock anyway and had no spare bullets. Nonetheless, I kept it in watchlist and this time round when the price hit $0.26, I had my radar on and started to accumulate current position just before it went beyond $0.30. Apparently, the treasury shares sales were real, the company had received and invested the money already (in the now well publicised infrastruture) and it also showed up in the much better 1Q25 results. Looking back, if I somehow managed to vest earlier (about 1 year back), I could have vested in high $0.30 or even $0.40 so this time I took a calculated risk and even sold some of my existing holdings to vest in this. I would continue to vest below $0.35 if it comes to that. This is another long term investment for me which would require at least 3 years for meaningful returns. I hope it turn out well for all long investors. Meanwhile, let' s gun for increment in dividends.
sweet639 ( Date: 18-May-2025 15:17) Posted:
watch out !!!!, when trading housesasking you to BUY!!
HVRRVH ( Date: 17-May-2025 15:42) Posted:
| Glad to have started accumulating this stock at just below $0.30. Its pay 4 dividends per year with average yield of 3+ % last year, but it is likely that it would breach 4% dividend yield this year. Heavy investment by strategic partners and there are warrat that execriseable at much higher price [ https://www.straitstimes.com/business/geo-energy-resources-secures-472-million-investment ]. The strategic partners already purchasing the treasury shares at much higher prices. What tangible development that visible was the build up of infrastruture around the mine sites. Going forward, as long as mine is still required by the world, even with cheaper price per ton, Geo is able to generate higher revenue and thus, higher profits through higher production and leasing of the road infrastruture to other miners in the region. First hurdle to climb is to breach the previous high of $0.44 - $0.45. |
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Glad to have started accumulating this stock at just below $0.30. Its pay 4 dividends per year with average yield of 3+ % last year, but it is likely that it would breach 4% dividend yield this year. Heavy investment by strategic partners and there are warrat that execriseable at much higher price [ https://www.straitstimes.com/business/geo-energy-resources-secures-472-million-investment ]. The strategic partners already purchasing the treasury shares at much higher prices. What tangible development that visible was the build up of infrastruture around the mine sites. Going forward, as long as mine is still required by the world, even with cheaper price per ton, Geo is able to generate higher revenue and thus, higher profits through higher production and leasing of the road infrastruture to other miners in the region. First hurdle to climb is to breach the previous high of $0.44 - $0.45.
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3 years holding thus far. Average cost $0.3874 per share, with the latest round of dividend, average cost per share after dividend is $0.3244. Everything considered so far sitting on unrealised gain of 98.42% without even taking into account the 3 years' dividends. Current dividend yield on cost is close to 9% [$0.0345/$0.3874]. In the 3 years, all transactions were ' bought' except one tiny sale of about 3% of the holding to rebalance portfolio specifically to build up stake in Geo Engergy Res. Time taken to reach 100% [including dividends] was much faster than expected. Thank you old Ren! It is not easy and you have not rest on your laulers at all with latest development on the spining off. If I recall correctly, old Ren is drawaing about $60k annual salary and on a few occasions he had repeated the message that he is totally align with the shareholders by sharing the profits through dividends, as he is the biggest shareholders. Looking forward in August with half year update to gauge next year' s dividend amount. $0.0345 this year was honestly above my expectation and hopefully shareholders can get close to $0.04 for next year. Should be attainable if US don' t sabotage the world economy with their erratic trade polices. Side note: Negative views are welcome to act as blindside check but please elaborate with fact and assessment. For the interest of everyone, do not shout thing like fair value 20 cents, 17 cents, s-chips without basis.
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More concrete news out now. US and China will pause tariffs for 90 days. Even then, we do not know what do they meant by ' pause' , is it pause at 0% or 10% or 80% or what. More certainty should emerges in the course of day but SPX future already shoot up almost 3%. Those investors that back out from the $0.72 placement could live to regret. Having said that, pausing the trade war for 90 days is not enough to assure the market. What if nothing achieve in those 90 days or things get escalated again in those 90 days? Let' s just hope good sense and commonsense prevails and if the trade tensions get stabilise, it is almost a give that YZJF will scale $0.81 again in no time. Let' s see.
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XD yet price going up. Happily vested. More to come hopefully.
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Not to boast but am really happy to have vested in YZJF since day 1. Soon to receive 5 figures dividend too with yield on cost of almost 9+ %. On top of that, the investment is sitting on unrealised gains of close to 100% too. The only mistake is to let go of YZJS and re channelled all proceeds to YZJF. Having said that, there will be hits and misses in investment so that?s that. Going forward, more development and growth is already clearly visible on the horizon, noteworthy is of course the spinoff. There may be huge NPL provision writeback too as well as loans reclassifying out from NPL. With China now also taking a softer stance and indicating willingness to dialogue with US, macroeconomic could get a boast too and if Fed cuts rates due to Trump?s pressure, it could compress YZJF?s dividend yield to 4% or even lower which would translate to higher share prices. I can go on and on but it?s enough to highlight why I totally disagree with the notion of YZJF?s future is bleak.
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Yes I think so. Personally I?m not complaining as at current price I can consider buy a bit more but there is no hurry. Waiting to see if it will go and test &0.665. Not only YJZF, Geo Energy also seeing price going in reverse now despite announcing 100% increase in 1Q?s revenue. I am also vested there and we have to act accordingly with BBs. If they want to collect more, it is unlikely for them to keep pushing price up. It has to pause at some point and most importantly long vestors can collect dividends while waiting to add or simply wait till price move up.
pkli899 ( Date: 29-Apr-2025 14:03) Posted:
Except for brief moment yesterday, price didn' t really go up.
It seems there is deliberate effort to keep price in check......for accumulation, as mentioned by volvo125? |
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Should reclaim $0.81 soon and may head higher. Hopefully final price before spinoff is at least 95-105% of NAV.
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52-week low is still $0.31! This stock has come a long way and it has clocked 3 dividends payout with each one higher than the previous ones. If we have received all the 3 payouts, we have effectively holding it at much lower cost. Trump?s insanity should come to a stop once US businesses start to exert more pressure on him, starting with Walmart, Target, Dollartree, BA and the like plus, ironically, the US farmers or what JD Vance said, peasants. YZJF corrected big time to hit $0.625 after the market broiling in Trump?s madness and the discount in price to the proposed sale of TS and the subsequent cancellation of the same. Plus the proposed scrip dividend also made some investors wonder why YZJF seems wanted to raise more cash when it has already has huge cash in hands. Now it seems old Ren just want to increase market cap for further strategic investment which could include a spin off. However, nothing is clear and cast in stone especially with the uncertainty owing to the volatile US trade policies, more precisely the aim to contain China/China businesses. Be it as it may, US is not the totality of the world, I believe the rest of the world can trade with each others if U.S. wants to be isolated itself. We should see stability in YZJF?s share price in current level but as always, I am cautiously optimistic of the continuous growth of YZJF in tandem with the time.
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Not at all. Locked in some profits too.
tccroy ( Date: 23-Apr-2025 15:24) Posted:
Oh you sold some shares just to check who is the buyer. What a sacrifice. Hope you still keeping some till it reaches $1.45
HVRRVH ( Date: 23-Apr-2025 14:58) Posted:
| I have sold some here, queued since 17.4.25, to test who will be the buyer(s). Buyer was Morgan Stanley. They were buying big. Still vested with $0.40 minimum target. |
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I have sold some here, queued since 17.4.25, to test who will be the buyer(s). Buyer was Morgan Stanley. They were buying big. Still vested with $0.40 minimum target.
wehuattogether88 ( Date: 23-Apr-2025 10:23) Posted:
one mouth eat about 3500 lots and cleared all at $0.355, powerful!
tccroy ( Date: 23-Apr-2025 10:20) Posted:
| Omg, sellers at 35.5 disappeared in thin air, now buyers takeover at 35.5 |
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Nice paper gains but should hold till above $0.35 and collect dvd too.
HVRRVH ( Date: 17-Apr-2025 12:10) Posted:
Doubled at $0.31 yesterday. Unable to add during sub $0.3 as fund tied up elsewhere. This one shall keep till pass XD and hopefully the price hit and stay above $0.35 by then.
HVRRVH ( Date: 02-Apr-2025 10:23) Posted:
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Doubled at $0.31 yesterday. Unable to add during sub $0.3 as fund tied up elsewhere. This one shall keep till pass XD and hopefully the price hit and stay above $0.35 by then.
HVRRVH ( Date: 02-Apr-2025 10:23) Posted:
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Either TS placement or cancellation of TS, old Ren seems don' t want to keep any TS. He could be prepping for a spin off but whatever it is, the markets continue to face uncertainty because of the egoistic POTUS. To be clear, nothing is ever certain and the markets are no exception, however, the level of volatility is too great for any meaningful business planning. Let' s see what' s next on old Ren' s sleeves but in the near term YZJF just like majority of others will continue to face headwind. As of now it would be already very good if next FY we can maintain the same level of EPS and DPS and any increase is a bonus.
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Lol I offloaded some at $0.69 as per posted and bought back some as well. I will repeat and rinse the process, i.e., to sell high and buy low, this would further reduce my average holding cost using FIFO since those earlier purchases were at much higher prices. If I can' t buy back at low, then it' s ok, it would simply mean the position size getting smaller and the profits locked in. There again, there is a certain size that I wish to hold so this sell high and buy back low process may not continue forever if I am unable to buy back at low. Also, as the CD/XD is coming up, I will pause this practice for the time being.
pkli899 ( Date: 11-Apr-2025 21:04) Posted:
Thanks volvo125 for the two posts.
I also think the deal may still be on except there is re-negotiation.
Only when negotiation fail then they need to announce.
I followed HVRRVH and off loaded a chunk of my holding yesterday.
Only for me to buy back today, after thinking why no announcement,
is it deal not cancel? |
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