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20-Jan-2014 11:47

China Fishery / China Fishery - Low PE

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Yes, master. Thanks for sharing this thread months ago. Earlybird believe you are one of the best here. Therefore, decided to load heavily on this fish on year end and wait for this year start early.

Earlybird leave first. Wish you earn tons of money like what you earned from Sinarmas.

srichipan ( Date: 20-Jan-2014 11:39) Posted:

Won't turn red. Parabolic is not like that one la. lol.

earlybird14 ( Date: 20-Jan-2014 11:13) Posted:

If today close red, the parabolic will show a red dot.

Still one more week time to AGM

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20-Jan-2014 11:36

Gallant Venture / batam is a crown jews for gallant

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Earlybird set a big nest and store a lot of worms in the nest. patiently waiting big birds fighting for it.

Good luck to those vested.

Since Salim A Gong decide to park Indomobil in Gallant Venture, they shall push it up in one day.

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20-Jan-2014 11:28

China Fishery / China Fishery - Low PE

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Earlybird become panic bird. Experience tell earlybird is time to move to other and not greedy. Since earlybird has scoop 20k from China Fish.

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20-Jan-2014 11:24

China Fishery / China Fishery - Low PE

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Instead of buy cheap, earlybird thinking to cash out and not to be greedy.

Earlybird scare to see this type of sell block build up after 1 bit down.

This is confident killing.

danytan ( Date: 20-Jan-2014 11:15) Posted:

U can now buy cheaper worms, earlybird

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20-Jan-2014 11:13

China Fishery / China Fishery - Low PE

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If today close red, the parabolic will show a red dot.

Still one more week time to AGM.

danytan ( Date: 20-Jan-2014 10:48) Posted:

Update: 608 lots blocking at 475

danytan ( Date: 20-Jan-2014 09:51) Posted:

Price backtracked this morning.

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19-Jan-2014 08:13

China Fishery / China Fishery - Low PE

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http://www.amarincorp.com

http://en.m.wikipedia.org/wiki/Amarin_Corporation

Besides that, earlybird would like to share the US biopharmaceutical company to whoever playing US nasdaq market.

Fish oil contain EPA which also can treat cardiovascular disease. Amarin productVascepa is approved for patients with very high triglycerides (>500 mg/dL).

Now, they are fighting the approval of patients with high triglycerides (200 mg/dL to less than 500 mg/dL). It was rejected once in Oct 2013 and share price drop a lot and the company is appealing it now and decision may happen in next few weeks.

Early bird invested JAZZ biopharmaceutical years ago with 5k, now it worth 100k. Earlybird look at the potential of fish oil pill on treating of cardiovascular disease too. Bet 5k on this stock too, and waiting for its development for 3 to 5 years as long term investment and hope for its successful.

Early bird like to eat fish since child and feel the benefit from fish. Believe will gain more benefit in the future.

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19-Jan-2014 07:55

China Fishery / China Fishery - Low PE

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http://edition.cnn.com/2014/01/18/health/fish-oil-recovery/

Fish meal price is down from 2000 and flat at 1500 per ton level after anchovy quota is resume. This 25% drop reflect the 184% increase in quota.

However fish oil price is getting higher and higher. This is the reason behind it. Fish oil is used to feed fish too but start using for Human supplement widely in this few year. Fish oil from small fish is more valuable than big fish because big fish oil may accumulate poison.

So, now human is fighting fish oil with fish farm and price getting higher and higher. Anchovy is the biggest resource of fish oil. The consumption of fish oil supplement started from US, slowly will move to other country, can foresee the demand of fish oil in the future.

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18-Jan-2014 22:11

China Fishery / China Fishery - Low PE

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You are right, master. Early bird think too much. Pacific Andes group is undervalued as simple as it is. It is matter of time for big player to push it.

Wish all vested huat.

srichipan ( Date: 18-Jan-2014 14:29) Posted:

Don't second guess and ignore all the noise here. 52cents is short term target price. 72cents Is the long term target price (intrinsic value). FA and TA both positive. AGM + CNY rally coming. I really hope most ppl have bought this earlier

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18-Jan-2014 17:29

Wilmar Intl / Wilmar - Watch for a Strong Rally to Come!

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Palm oil is different with soy oil. Palm oil supply is stable. One palm farm is with 30 years cycle， strong supply is between 5 to 20 years.

Soybean is 1 year plant, if oversupply, can plant less in next year.

Palm oil stable supply imply long term oversupply risk and palm oil price may not recover easily. So, I believe low palm oil price is just a start in last year and may get worst in coming year since defrostation and plantation in Indonesia and eastern Malaysia are still on going, Wilmar even consider to plant in africa.

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18-Jan-2014 17:11

Wilmar Intl / Wilmar - Watch for a Strong Rally to Come!

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Soybean and corn mainly plant in south path in US, only plant in spring to autumn period in north path in US.

2012 was bad in harvest due to mild winter and hot summer and lacking of water.

2013 was very good in harvest due to cold winter and mild summer and has sufficient of water

2014 so far as we know l, it is a cold winter with super storm, key is on if it will be a hot summer with insufficient water, if it follow 2013, it will be another harvest year. Price was too good to those farmer in 2012, therefore they planted a lot in 2013. In 2014, although price is soften but still a good price, so they will plant a lot as well.

What make CPO price lower, one of the reason is due to good price in the past turn a lot of jungle in Indonesia to palm farm and also a lot of rubber estate in Malaysian to palm farm. After 3 years, all these palm tree start to harvest and stockpile increase.

What happen in commodity no matter in metal or food are the same. Over estimate the demand and increase the supply hugely and result in oversupply. After 2011, china, India, Brazil and Russia growth is slow down, especially china, these impact all commodity market.

I used to believe commodity will be back soon but I was wrong till end of last year, this year data tell me, it will be worse for another year. Supply is still there, nobody want to give up their market share and keep on meeting or over meeting the demand. Price has to go even lower to make more shaken out, bankruptcy and merging which we may see in 2014 and 2015 soon.

Lucky03 ( Date: 18-Jan-2014 15:37) Posted:

Ok. Will track CPO price at this site http://www.palmoilhq.com/palm-oil-prices/

Last traded price was RM$2528 and US$766. If last year Jan also see prices depressed, then it may be seasonal and based on trend, 2013 was better than 2012. Let's see 2014. The weather has been rather erratic and getting worst with US experiencing near North Pole temperature this winter so harvest can be quite unpredictable.

earlybird14 ( Date: 18-Jan-2014 14:12) Posted:

Wilmar may break 3 dollar. Last year same period, Wilmar reported good 4th quarter report also could not prevent share price dropping down when CPO price was sinking.

CPO was touching below 2500 last week, if the downtrend is continue and move below, even Wilmar report better result, also can't prevent the fall. This time may fall below 2300 level or lower. Wilmar may really break through 3 dollar.

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18-Jan-2014 14:12

Wilmar Intl / Wilmar - Watch for a Strong Rally to Come!

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18-Jan-2014 14:00

Wilmar Intl / Wilmar - Watch for a Strong Rally to Come!

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But as you known, share price is not reflecting a company actual value. It is manipulated by hedge fund and speculating. Company as big as Wilmar, is on one of the biggest foreign hedge fund hand. Speculating.

Present market trend is weak commodity trend, no matter, metal or food all are under low price pressure. Trading against this trend is not possible.

Wilmar share price shall trade between 3.2 to 3.6 level. Sugar price is at record low. China soymeal and soy oil demand has been filled in past few month, soybean from South America has reached port, supply meet the demand, soymeal and oil price dropping, the crush margin is negative now and getting worst.

CPO price which was pumped up 2600 level due to speculating of low supply of CPO due to bad weather in last month are proven is fault with increasing of stockpile in this few weeks.

Low soy bean and corn price are going to pressure CPO price further. Last year, when soybean and corn were at high price due to supply shortage, CPO was with high stock and price trade below 2400.

I bearish the prospect of CPO in 2014, based on present situation of oversupply of soybean and corn in US. Some expert said, weather was good for North America, it will be good for South America. North export soybean in 1H and south export in 2H. Once south bean announce harvest in March to June period, you will see same thing happen again in last year, CPO trade between 2200 to 2300 level( May be even worst).

Lucky03 ( Date: 18-Jan-2014 13:11) Posted:

Actually, if capital permits, it is a better time to make acquisition of those with long term potential when times is not so good than when the economy recovery is firmly in place and assess are relatively much more expensive.

Wilmar?s R&D work takes place in China, Singapore, Malaysia, Indonesia, India, Vietnam, Russia and Germany. Our R&D efforts aim to improve current processing technology and products, develop green and white biotechnology, and create new product concepts that support healthy living.

earlybird14 ( Date: 18-Jan-2014 12:25) Posted:

Wilmar has done massive business expansion in the past 2 years, especially sugar division.

Once the industry is recovered, Wilmar is the top choice.

But time being, sideline and move money to other potential stock better.

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18-Jan-2014 12:25

Wilmar Intl / Wilmar - Watch for a Strong Rally to Come!

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18-Jan-2014 11:53

Wilmar Intl / Wilmar - Watch for a Strong Rally to Come!

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What you mention is future and not materialise yet. Share price is reflecting short term business trend.

Short term face are. Sugar are redundant in us, brazil, India, Australia. Soybean and corn are also a lot in south and North America. Palm oil stock pile is increasing.

Sugar, soybean and corn price are dropping, CPO dropping too. The facts are all above can turn to biofuel but they are all dropping. Let get back their main market human consumption. Among, corn, soybean, sunflower and palm oil, palm oil is the most unwanted due to healthy issue.

Therefore, Wilmar price is dropping and this is the facts. Investor Can bet for long term. But short term is for shorting player. They can short to the price they are happy with based on short term prospect.

All the best to who vested.

Earlybird just share only.

Lucky03 ( Date: 18-Jan-2014 11:32) Posted:

Most clean energy are more costly and hence not economically competitive and compelling. The push factor is environmental protection that leaves some country with no choice for to push for its early adoption. You are right that the limit has been set at 10% max in terms of mix so far. Stil a potentially very sizable market. Will have to leave to the scientist to overcome the corrosive problem but at least some countries including Indonesia is setting the standard through legislation. After all, a car is not for a lifetime. In Spore context, if the corrosive effect is only visible longer term than 10 yrs, impact may not be as significant ? Many dealers are bringing in diesel powered models.

Brazil led the world in sugarcane production and hence Wilmar interest in Renuka in India that has acquired asset in Brazil for sugar production may be a very strategic initiative.

earlybird14 ( Date: 18-Jan-2014 11:15) Posted:

Main market for biofuel is gasoline for car. Palm oil mainly for biodiesel and not suitable for gasoline.

Sugar cane will go straight to ethanol process. Sugar to ethanol is wasting energy. Ethanol can blend with gasoline for car but it is corrosive will damage engine. 10% is the max it can blend with.

In US, ethanol is from corn. Ethanol facing big rejection due to corrosive and engine damage. Majority of ethanol company in US is under subsidy and big loss

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18-Jan-2014 11:46

Wilmar Intl / Wilmar - Watch for a Strong Rally to Come!

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Malaysia has Rules to blend 5% palm oil to biodiesel. Indonesia is 7.5%. In march, Indonesia will increase it to 10%, and Malaysia is still under plan.

The oil market is still under control by oil & gas company and they pay the tax most. Biofuel is still no market in short term. Biofuel is in the future and corrosive problem is a forever problem, implement high percentage of biofuel blend with gasoline will affect the facities investment change from upstream refinery plant till down stream the car components, all must change to suit for biofuels. Time being, nobody is doing that. Biofuel is still running below 10% wall, country like Malaysia is only 5%.

US want to reduce subsidy on biofuel to cut budget. It result in corn redundant, soften the corn and soybean price. Palm oil stock pile is increasing now, Palm oil price will drain further, may be below 2013 level.

This is all the realistic problem in short term and this is why CPO price is dropping, Wilmar is dropping.

Good luck to all vested.

earlybird14 ( Date: 18-Jan-2014 11:15) Posted:

Lucky03 ( Date: 18-Jan-2014 10:58) Posted:

Soybean, sugar and palm oil are ingredients for biofuel. Will Wilmar turn into biofuel business big time ?

Bioenergy in China
China has set the goal of attaining one percent of its renewable energy generation through bioenergy in 2020.

The development of bioenergy in China is needed to meet the rising energy demand.[according to whom?]

Several institutions are involved in this development, most notably the Asian Development Bank and China's Ministry of Agriculture. There is also an added incentive to develop the bioenergy sector which is to increase the development of the rural agricultural sector.

As of 2005, bioenergy use has reached more than 20 million households in the rural areas, with methane gas as the main biofuel. Also more than 4000 bioenergy facilities produce 8 billion cubic metres every year of methane gas. By 2006 20% of "gasoline" consumed was actually a 10% ethanol-gasoline blend. (People's Daily Online) As of 2010, electricity generation by bioenergy is expected to reach 5 GW, and 30 GW by 2020. The annual use of methane gas is expected to be 19 cubic kilometers by 2010, and 40 cubic kilometers by 2020.

China is the world's third-largest producer of ethanol, after Brazil and the United States.(RFA)
Although only 0.71% of the country's grain yield (3.366 million tons of grain) in 2006 was used for production of ethanol, concern has been expressed over potential conflicts between demands for food and fuel, as crop prices rose in late 2006.[1]

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18-Jan-2014 11:15

Wilmar Intl / Wilmar - Watch for a Strong Rally to Come!

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Lucky03 ( Date: 18-Jan-2014 10:58) Posted:

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18-Jan-2014 10:50

China Fishery / China Fishery - Low PE

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Early bird has same view.

However, earlybird think again reason of buying china fish month ago after seeing unlisted warrant.

Earlybird considered this unlisted warrant exercise is similar to private placement, common practice of cash injection. Price didin't pump is due to one reason, it need approval in EGM( china fish don't have clause of issue certain % of new share) on 28 jan.

Therefore fund manager choose this time to pump china fish when approaching the EGM. Ng family and Carley hold more than 82%, so basically, it surely approve.

Based on private placement effect, it surely pump higher than offer price, therefore, earlybird, further pumping is possible to cross 52 cents.

Hope for the best to all still vested

guoyanyunyan ( Date: 18-Jan-2014 08:32) Posted:

...after ~10M vol on 25.09.13 that push the price to $0.455..it consolidate for 3 mth+ with strong support @ $0.380...

...after Thu 10M vol.. will it take a break... heavy vol like this don't happen often...kiv...

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17-Jan-2014 20:53

Moya Asia / WATER PENNY left untapped.......$0.045 undervalued

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水 =財

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17-Jan-2014 20:37

Moya Asia / WATER PENNY left untapped.......$0.045 undervalued

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Patient.... Volume will not surge without readon

Anna18 ( Date: 17-Jan-2014 20:27) Posted:

Luckily never buy this share. Have been monitoring for weeks and its like dead. Think I'll buy only when there's some life to it..

earlybird14 ( Date: 07-Jan-2014 12:29) Posted:

No. Only today got 1 to 2 chance to bought at this level.

Anyway, good luck. 4.

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17-Jan-2014 20:02

China Fishery / China Fishery - Low PE

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Father company listed in hk, volume surge hugely.

The whole group is on recovery

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