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Latest Posts By flyfox - Member      About flyfox
First   1-20 of 85   Older>   Last  

29-Nov-2014 22:23 Hyflux   /   Hyflux       Go to Message
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They are still struggling to improve on their financial engineering to win more contracts and might be abit challenging on China' s side where got time to talk about hydrogen.

pasttime      ( Date: 29-Nov-2014 22:19) Posted:



if they can improved their filtration technology to filter hydrogen from biomass gas. this is a gold mine company that may also convert world biomass waste into world hydrogen source for fuel cell. and other hydrogen applications.

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29-Nov-2014 09:39 China Fishery   /   China Fishery - Low PE       Go to Message
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x 0 		The trendline may not hold though, u so confident. Cf just need a rights issue to bring it down...

stockpicker      ( Date: 29-Nov-2014 07:43) Posted:



That 0.245 is near the lower trend line where CF will be heading.   Still no sign for a recovery yet.

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29-Nov-2014 00:56 China Fishery   /   China Fishery - Low PE       Go to Message
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colorfulfilm      ( Date: 28-Nov-2014 23:09) Posted:



https://www.dropbox.com/s/4d85948xwbroa6n/china fishery 28.11.2014.png?dl=0

share my charting of CF for reference. This is weekly chart. In the past, there are three times big vol. It is definely not retailer investor. I dare say this is last washing. Cos the vol of weekly chart can' t be cheating. Planing to make full position once at/below 0.245.

My logic is mother PA financing, feed son CF. CF becomes good, PA is also outperformance.

Welcome different points!!!
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28-Nov-2014 13:06 China Fishery   /   China Fishery - Low PE       Go to Message
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anyway since those banks are bookrunner for the PARD rights .. if they are not taken up, the banks have to subscribe for all the rights isit?

 
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28-Nov-2014 12:43 Seatrium   /   Sembmarine       Go to Message
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important to be greedy, but not catching falling knives. Wait for the uptrend and u start to buy still not too late.
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27-Nov-2014 21:35 China Fishery   /   China Fishery - Low PE       Go to Message
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What u ve just said doesnt make sense.

You see: if CF rights, PARD will subsrcibe. means that money will still flow out of their pocket.

Borrow money to CF, money will still flow out. As PARD owns close to 80%, it really doenst make a difference.

 

 

 

Leongsan      ( Date: 27-Nov-2014 17:26) Posted:



2 possbilities: either pard help to pay copeinca loans by lending money to cf at low interest rate OR cf having a rights for pard to subscribe?

Pard own loan note interest rate is high. 8.75%. Rights likely

flyfox      ( Date: 27-Nov-2014 15:02) Posted:

Yeah i agree though, i cant understand why retailers are aggressively selling down the stocks. It is good to redeem the bonds as the interest rate is too high.

Anyway there is only a float of about 10%+ in the market which can possible explain why the market is not efficient. I am only afraid there there are some bad insider news that the sellers know beforehand.

2 possbilities: either pard help to pay copeinca loans by lending money to cf at low interest rate OR cf having a rights for pard to subscribe.


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27-Nov-2014 17:42 China Fishery   /   China Fishery - Low PE       Go to Message
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So that probably explains why CF drop so much...beacuse afraid of rights...
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27-Nov-2014 15:02 China Fishery   /   China Fishery - Low PE       Go to Message
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x 0 		Yeah i agree though, i cant understand why retailers are aggressively selling down the stocks. It is good to redeem the bonds as the interest rate is too high.

Anyway there is only a float of about 10%+ in the market which can possible explain why the market is not efficient. I am only afraid there there are some bad insider news that the sellers know beforehand.

2 possbilities: either pard help to pay copeinca loans by lending money to cf at low interest rate OR cf having a rights for pard to subscribe.


EZ3626      ( Date: 26-Nov-2014 21:37) Posted:

Flyfox, reading through the reports, it does show that they are doing the right thing to raise funds to redeem Copeinca Bonds.  Market sentiment was weak and management deemed a bond coupon above 10 percent as " expensive," CreditSights said. It does seem like the s^k is behaving irrational at this moment. It was a good thing that I let it go early. It is attractive now but will wait for it to settle. All I can say is interesting ......

China Fishery Sets March Deadline to Redeem Peruvian Unit' s Debt

By David Yong    Nov 24, 2014 12:16 PM GMT+0800


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. Copeinca' s $2.5 billion of assets as at the end of March made up more than 90 percent of the group' s total, filings show. 

The Hong Kong-headquartered company may raise funds by selling local-currency bonds in Hong Kong  or Singapore by December, CreditSights Inc. analysts said in a report published Oct. 23 that was based on meeting they had with China Fishery executives. Market sentiment was weak and management deemed a bond coupon above 10 percent as " expensive," CreditSights said.

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26-Nov-2014 12:57 China Fishery   /   China Fishery - Low PE       Go to Message
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Btw just to ask,

 

Will ChinaFishery have another rights? I read somewhere that PAIH conduct rights to fund the Copeinca Bonds so that CF don' t need to for out money or something..

But just wanna know how this makes sense.

Alternatively, i thought PAIH will fund PARD rights, PARD rights will use to fund CF rights...

 
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25-Nov-2014 11:21 China Fishery   /   China Fishery - Low PE       Go to Message
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He is not a China CEO he is a malaysian
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25-Nov-2014 10:55 China Fishery   /   China Fishery - Low PE       Go to Message
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its possible that CF may have another rights issue

PAIH rights to pay for PARD rights, PARD rights to pay for CF rights...
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25-Nov-2014 10:06 China Fishery   /   China Fishery - Low PE       Go to Message
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I think so...but nvm i already write that off in by stock holdings.. just assume I lost all the money on CF already.

But still wont sell the shares...

edwinjup      ( Date: 25-Nov-2014 10:03) Posted:

Why drop ? Right issues coming also ??
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24-Nov-2014 12:05 China Fishery   /   China Fishery - Low PE       Go to Message
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no choice, they need to conserve cash. They can happily give dividends. Since pacific andes is majoirty shareholder, they are more happy to distribute dividends to themselves. but they ll suffer with alot of debt and lack of money to redeem bonds and hence debt will never go down.. Gotta think long term. CF is currently not in a perfect shape but at least need they are doing something about it...

Qanghoo      ( Date: 24-Nov-2014 09:53) Posted:



As expected, dividend burnt!

edwinjup      ( Date: 23-Nov-2014 14:47) Posted:

Do rem..fish net debt to equity ratio still around 89.7%....and they target 75% in 3 yrs....so may need to wait long long unless they willing to let go some copeinca share ...
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22-Nov-2014 20:59 China Fishery   /   China Fishery - Low PE       Go to Message
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China Fishery results is out

but No final dividend is proposed to enable the Company to conserve cash for redemption of the Copeinca Senior Notes. oh well

 
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20-Nov-2014 21:31 China Fishery   /   China Fishery - Low PE       Go to Message
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thanks!

 

but why is the catch for sept so low, isit because or Al Nino or its seasonal (better to compare YoY)

Also any reason to justify why it drops too much , or because the word china sound' s like an s chip?

 

 
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20-Nov-2014 16:10 China Fishery   /   China Fishery - Low PE       Go to Message
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possible to turn out to be a loss?

Well Benjamin Graham say that there is no good or bad stock, it' s just buying at a bargain or not.

This stock has alot of debt and many risk ahead, but at this price, there' s quite abit of margin of safety, looking at book value and pe ratio

 
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20-Nov-2014 13:09 China Fishery   /   China Fishery - Low PE       Go to Message
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well, he say confident only, but this kind of thing cant confirm one eh.

edwinjup      ( Date: 20-Nov-2014 11:31) Posted:



Ah win catch some fish today for tikam fy2014result..should be out by 24nov (Monday). CEO say in 3q result..." the group is confident of achieving continued profitability for the next quarter and fy2014"   ......the fishmeat price up from April 2014 us$ 1620 to us$1905 in July.....May got some div.....copeina notes will redeem before 16march 2015....nav 0.7337...eps for. First 9month fy2014 is us2.50c....so I tikam tikam...

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20-Nov-2014 13:07 Sembcorp Ind   /   SembCorp Industries       Go to Message
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Yeah this kind of thing I also know how to say....LOL

 

 

Share price fall so much then downgrade....

If they are always one step behind the price, what' s the point of knowing it.

 
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19-Nov-2014 12:14 Hyflux   /   Hyflux       Go to Message
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punishment for having no contract
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19-Nov-2014 11:05 China Fishery   /   China Fishery - Low PE       Go to Message
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no I mean the profit for quarterly report..haha
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