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25-Aug-2016 19:34

Otto Marine Rg / Otto Marine

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The risk is that if the takeover is not successful, the share price will drop back to 0.2+... the price b4 the announcement.

Winlost ( Date: 15-Aug-2016 10:06) Posted:

Offer price not so interesting...

granto ( Date: 15-Aug-2016 09:51) Posted:

Otto Marine takeover moves a step closer: http://splash247.com/otto-marine-takeover-moves-step-closer/

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15-Aug-2016 15:07

Olam Intl / OLAM_OLAM

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As highlighted in the newspaper, Olam announced stellar 2nd qtr result. I believe this will propel it above $2

flytony66 ( Date: 13-Aug-2016 12:16) Posted:

Good result but price not moving.

FATABA ( Date: 12-Aug-2016 15:37) Posted:

Nett profit up 20% to S$115 M fm previous year. .... This is great effort considering the econ climate ....which Wilmar and noble are doing badly this qtr.

3 mths up 3.5% revenue to $4.98B from preceding yr. ... Expand ed in various segment .....wow 20B company a year.

Earnings per share S$ ...4c in Q2 from 3.76c previous yr. .....improvement

NAV 154.84 as of Jun 16 ....from 154.58 Dec 31 2015

OLAM is paying a dividend of 3c per share as against 2.5c previously ......... )) how many counters manage to offer more dividends this qtr ?

ALL above is done without direct contribution from the JV with Mit co which starts in Oct .2016. .

Happy investing.

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11-Aug-2016 10:34

OUE / OUE LTD worth buying for long term

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This stock is way undervalue. Current price: 1.6 vs NAV: $ 4.31.

basantd ( Date: 11-Aug-2016 10:11) Posted:

Oue flushed with cash they are doing share buy back again..

Maximum number of shares authorised for purchase 90,329,686..

Number of issued shares excluding treasury shares after purchase 903,178,860

Number of treasury shares held after purchase 78,423,000

They gonna mop up alot of shares which shud drive price UP...

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05-Aug-2016 20:16

OUE / OUE LTD worth buying for long term

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Bro, i don' t think it' s too late if the price is still below $1.6. The lowest for the past 1~2 years is 1.49 (i think). It is only the second day that OUE has started the share buyback and i believe it will keep the share buyback in the short term. Alternatively, you can also look at OUE Commercial Reit. It' s giving 0.0268 for half year ... and for full year it' s giving around 0.0536. It' s current trading at around 0.695. 1 OUE is equivalent to 2.2 OUE Commercial REIT but the dividend is 0.03 vs 0.117 (based on 2.2 OUE Reit share).

Qanghoo ( Date: 04-Aug-2016 23:37) Posted:

Tmr probably gap up, wihat with 3c div .... I missed this one .....

bishan22 ( Date: 04-Aug-2016 21:12) Posted:

Good closing.... I am watching first...

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05-Aug-2016 08:49

Landmark REIT / Overview of Lippo Malls Trust

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If you annualised the quarter DPU of 0.85 .... based on the current price of 0.37, it is giving around 9.1%. The DPU has been increasing on quarterly basis after their acquisition of new Malls ... which in the first place caused it to drop from 0.40+ to 0.29 (lowest). Now that the acquisition has been completed .... i' m not quite sure if it' ll go back to the previous low again unless US starts increasing the interest rapidly.

The REITs have been going up recently as it is current seen as same haven. At 9.1%, it is among the non-industrial REIT with freehold properties in SGX. Good to hold ... unless you are looking from purely a capital gain perspective, and not from recurring income perspective ....

Other good REITs that is not industrial related REIT have already gone up ... and the yield are mostly less than 8%. From the yield perspective ... this still has room to move .... DYODD

Know-Your-Stuff ( Date: 04-Aug-2016 23:43) Posted:

Run up by almost 30% from $0.29. It' s more than 3 years of dividend. Time to take profit. Most of the volume selling at $0.37 today.

lingua101 ( Date: 02-Aug-2016 12:43) Posted:

will it go above 40 cents anytime soon?

Dividend declare?

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04-Aug-2016 17:17

Cedar Strategic / CEDAR TUA HUAT

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Agreed. If intend to subscribe the rights .... and believe in the new management .... it' s better to buy from open market now at 0.003. Who knows ... maybe if during rights trading, and the share price will somehow go up above 0.0036 (or 0.004) to encourage subscription of rights, those who buy now can sell it at higher price ... and then subscribe the rights at lower price

goodman ( Date: 12-Jul-2016 06:32) Posted:

There have been couple of sell down to the buy price which I think is better than getting the rights. I don't think I will subscribe to the rights when my buy price is already at 3. How about you guys? Taking up the rights? If wana take up the rights why not take now at buy price?

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02-Aug-2016 20:06

Ezra / EZRA HOLDINGS - RED HOT NEWS

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Ezra uses EMAS and Triyard as collaterals for the credit from DBS and OCBC. Since the Swiber case, all three counter' s price have been going down.... Will this trigger force selling by both banks? It' s looking quite bad... If not... both banks won' t ask for collaterals.

Breeze ( Date: 02-Aug-2016 19:57) Posted:

SHARES of offshore marine company Ezra Holdings extended their losses on Tuesday for a seventh trading session, slipping further to a record low on Tuesday morning. At 10.18am, Ezra shares were down 6.4 per cent at 4.4 cents, the lowest price since its listing in August 2003. The counter topped the volumes chart with 22.19 million shares traded. The failure of rival Swiber Holdings Ltd, which has filed for judicial management, has heightened concerns over the financial health of companies in the oil industry. Ezra is reportedly seeking to raise US$100 million through a share sale and through the divestment of non-strategic assets, according to a report by UOB Kay Hian on Monday. The brokerage said that the turnaround by Swiber from liquidation to judicial management "only delays the inevitable cascade defaults within the sector". listening to the financial crowd

Wisely ( Date: 02-Aug-2016 19:42) Posted:

I am pretty sure the directors are preparing to jump ship. question is WHEN.

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01-Aug-2016 12:14

Southern Arch / Blumont- Objective discussion only.

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Hi Bro, I guess the investors are looking for at least 10M Shares? Why are they looking for married deal - any news coming? To offload or buy?

LONERANGER ( Date: 01-Aug-2016 10:51) Posted:

Anyone big investor here keen to married deal bulmont?

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30-Jul-2016 18:44

DBS / DBS

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The question is what type of asset was tied to the secure loan from DBS? If the assets are mainly vessels ... and during liquidation which could be sold via auction ... at the current challenging situation ... it could worth much less than what the actual value that was used to secure the loan. The $550M could be just paper asset and the actual value could be much less (especially if it needs to be sold off via auction at lelong price).

Perhaps, going into JM ... it' ll give them more time to find better price for these assets .... while keeping Swiber afloats.

investshare ( Date: 30-Jul-2016 08:42) Posted:

No. When liquidate, the creditor will try to get the assets of the company IMMEDIATELY. In a way, it is a short pain and move on. But in order for the JM to work, the creditor must agree to delay their claim, more so for DBS being the largest creditor. DBS has to be the lead in this JM, which means they must have to sacrifice to convince others to agree, eg Swiber will pay other creditor first before DBS. Otherwise if you are creditor of say $10m, do you want to wait or want to get something out now to close the issue?

So the process to recover DBS debt will be even longer and more uncertain. If DBS final exposure is just $150m as what DBS Ceo claimed, I think they should just write this off and move on. There is no reason to risk the $550m for this $150m. It is throwing good money after bad money.

seanpent ( Date: 30-Jul-2016 08:08) Posted:

Bro, is it because others have higher priorities ? E.g. tax dept, etc.

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30-Jul-2016 16:27

Vallianz / Will it Break 10cents again???

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Will BB use this opportunity to pump up the share next week? In mid term, i agreed that it' s better to stand on othe sideway .... the storm is definitely not over. Retailers will follow BB ... if they pump up .... they will chase. Short term .... it' s BB. Mid term .... i think it' ll go back to this level ... long term... it' ll depends on oil and result. I' m interested in the movement for next week?

zandlery ( Date: 30-Jul-2016 16:18) Posted:

I feel the shit storm is not over yet.......I guess investor still standing by to see how it going to unveil......investor confidence still not there yet........

if coming result shown bad impact from Swiber saga....it might go further down........

Don' t take my words......get all info and decide yourself

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30-Jul-2016 16:11

Vallianz / Will it Break 10cents again???

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Is Vallianz worth a punt on Monday? Vallianz dropped almost 40% since the news .....

zandlery ( Date: 30-Jul-2016 15:42) Posted:

if vallianz still profitable n payment not delay from client......next quarter result should be coming soon......

can have clearer picture from there......

nngeeh ( Date: 30-Jul-2016 15:36) Posted:

Sorry, i was referring to Swiber. Similarly, Vallianz has $157M and debt of $517M based on SGX website ... is it in much better shape than Swiber?

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30-Jul-2016 15:37

Swiber / Swiber Holdings Limited

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From their FY report in Feb 2016, the cash and cash Equivalents is $93M. Why will they not able to clear the $24M, and file for liquidation/ JM? Is it because that they redeem the bond? If they are already cash strapped ... and intend to file for liquidation ... why redeem the bond?

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30-Jul-2016 15:36

Vallianz / Will it Break 10cents again???

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Sorry, i was referring to Swiber. Similarly, Vallianz has $157M and debt of $517M based on SGX website ... is it in much better shape than Swiber?

nngeeh ( Date: 30-Jul-2016 15:33) Posted:

darocupcake ( Date: 30-Jul-2016 06:54) Posted:

Those who has been holding all these while n panic sell make losses because of this action by swiber

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30-Jul-2016 15:33

Vallianz / Will it Break 10cents again???

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darocupcake ( Date: 30-Jul-2016 06:54) Posted:

Those who has been holding all these while n panic sell make losses because of this action by swiber

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30-Jul-2016 11:42

Triyards / Mid to long term - should be good.

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4c is ard 11%. Furthermore... O&G is still risky and could still furthet downside. If Ezra goes down... it will drag this counter down too.

There are some safer counters... like Reits example Ascendas HT trust that has 90M cash, government link, and giving more than 7% annual dividend. In 5 years, it will give 35%. Much safer... and giving more returns.

sheerluck ( Date: 29-Jul-2016 23:42) Posted:

That 5 years can be better used. Get the money out, look out for decent coy that pays good div, put for 5 years. You likely recover your capital and +4cts profit.

AndyLoss ( Date: 29-Jul-2016 23:18) Posted:

cannot cut laaa.....too risky.... will wait for 5 years...hope it will reach 0.38 :)

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22-Jul-2016 11:20

Procurri / Latest IPO!

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Hi Bigmama, Are you still holding on to your shares? What' s your thought on the current price as the price seems to be stablizing. Appreciate your view. Thanks

Bigmama ( Date: 21-Jul-2016 07:45) Posted:

What about greenface? If more pain today.... It is greenshit leow.

ACTIVIST_SPEAKS ( Date: 20-Jul-2016 19:56) Posted:

--- Post Removed by User ---

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19-Jul-2016 22:02

DeClout / Cloud Investment?

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If Procurri flys tomorrow, declout should do equally well too as they still owns 46%. Their NAV will go up too.

Bigmama ( Date: 19-Jul-2016 20:45) Posted:

I think so too

junction ( Date: 19-Jul-2016 20:27) Posted:

Procurri will rise above 60 cets at least tmr.

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18-Jul-2016 00:11

IPO / IPO-ing. what U should look out for...

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Hi Bigmama, can you share how did you manage to get the placement shares through DBS? Are you using mostly DBS vickers to trade? Did you call your broker to ask for placement shares? Thanks.

Bigmama ( Date: 17-Jul-2016 20:10) Posted:

I have some already. 😜
Just checking how will it perform when open.

halleluyah ( Date: 17-Jul-2016 13:46) Posted:

Bigmama or anyone applying fr it?? Will the ipo price b too high??

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28-Jun-2016 22:53

Yongnam / Yongnam Holdings

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This counter is on my watchlist.

After rights, if min Rights subsription, the NAV will be around 0.70, and the cash injected will be around $24.4 million (and with the existing $8M, the cash/share will be approximate to be around $0.067/share). If max subscription, the cash injected will be around $33 million. In the pipeline, we could be looking forward to projects such as Myanmar Airport & high speed rail.

Most importantly, CIMB security is the underwriter for this rights exercise. At the current price, i doubt most retailer will take up the rights .... this mean that CIMB will most likely needs to take up 62 million shares. I don' t believe CIMB will hold the share very long.

I recall that during the Pacific Andes rights issue, the mother share price dropped below the rights price of 0.051. Both Maybank and SC had to take up the rights .... within 1~2 months after the rights shares were issued, the price went up to 0.061.

During the Brexit last friday, the price stayed steady around 0.21. I think this is worth a look.

Qanghoo ( Date: 28-Jun-2016 21:47) Posted:

In sgx mkt, two ways for coys to dig graves for shareholders. 1) share consolidation. 2) rights issue. Yn has done both. After this mtp again? But I see this coy having good potential over the next few yrs So, if cheap cheap, n can hold, my view is good to consider. DYODD though.

Poawaw ( Date: 28-Jun-2016 17:12) Posted:

After share consolidation of 4 to 1, prices keep trending down for so long, no dividends and rights issue causing further dilution of asset, so predictable, now back to price before consolidation .........good bye to poor loyal investors, all wiped off, and congrats to those who benefitted from this outcome!! A lesson on how share impoverished the investors!

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27-Jun-2016 11:36

Cedar Strategic / CEDAR TUA HUAT

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Does anyone has any view regarding their latest announcement? Even though the possibility of recovering the RB 180million (SGD $36M) seems remote, but there is always a slight possibility that the coy can recover partial sum. It' ll really give the coy a boast if they can recover part of that sum.

The current management should do more audit to see if the previous management is fraundalent. These are shareholders' hard earn money.

***

With assistance from the Company&rsquo s auditors, the Company has successfully located these documents, including an undated Deed of Loan between TCI and Trechance (the &ldquo Deed&rdquo ) which provided, amongst other things, that TCI would repay part of the RMB 180 million Receivable owed to the Company under the Titanium Dioxide Agreement.
The Company has instructed lawyers to send a letter of demand to TCI on the Company&rsquo s behalf to demand that TCI make payment to the Company for part of the RMB 180 Million Receivable.

***

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