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EZRA HOLDINGS - RED HOT NEWS Post Reply Rate topic
moron101 Supreme	31-Aug-2015 09:28        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This one easily can move above 20cents. Just be a bit patient. . But no contra horr..
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niteowl68 Elite	31-Aug-2015 09:20        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	Hold on to the shares for the ride up to 36c.. strongly agree not to listen to those bears and all longists, do not throw away good shares cheap cheap to the shorts! teeth53      ( Date: 31-Aug-2015 09:14) Posted: In others word. Don sell cheap cheap. Today prices is very cheap. Chiyoda came in after conducted their due diligence. Only short term players tend to make or break in order to made quick gain n or losses.
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niteowl68 Elite	31-Aug-2015 09:17        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	http://rhbosk.ap.bdvision.ipreo.com/NSightWeb_v2.00/Handlers/Document.ashx?i=ca276f14998b4cdc8f9ecb6f0a1fc2a3   I had read this RHB research report with trading Buy tgt at 36c and it is strange how Mkt shorts can overshot in selling Ezra down so much that current market value of 13c places both subsidiaries Triyards and EOL below Zero value on Ezra' s Mkt cap.. Mkt will have to correct this anomaly along the way!  didisiaosiao      ( Date: 29-Aug-2015 12:52) Posted: Who are e WE? daoism84      ( Date: 29-Aug-2015 12:30) Posted: » Crystallising value with sale at effectively book value. Ezra will book a small USD2m gain on the sale, which stands in stark contrast with the group?s current market valuation, which is at c.0.2x P/BV. Note that our adjusted sale-EV is USD890m (USD360m equity plus USD530m of third party debt. We stripped out the USD360m intra-company loan which Ezra includes as part of the deal value.) » De-risking operations and deleveraging the company. This sale has double benefits in operational and financial terms. Ezra?s operational risks are now shared with Chiyoda Corp (6366 JP, NR) in equal parts. Financially, Chiyoda now shares half the working capital requirements of the USD2bn of subsea projects in Ezra?s orderbook, and the USD180m cash inflow will help reduce the group?s net gearing to c.80%. We also expect its EBITDA-interest coverage ratio to improve next year. » Cash inflow is 78% of current market cap. This cash inflow is worth a full 78% of its market cap, and Ezra still owns the other 50% of AMC. It also owns 75% of EOL (EMAS SP, NR) and 61% of Triyards (ETL SP, BUY, TP: SGD0.84). The current market price values both subsidiaries below zero (see Figure 2). » Still maintaining conservatism in valuation. This successful sale vindicates our belief that the market has been overly pessimistic on Ezra, sending it to deep-value territory. We raise our TP to SGD0.36, incorporating a 20% discount to the sale-EV of AMC, c.0.6x P/BV for EOL and 1x P/BV for Triyards. Without the 20% discount, our TP would be SGD0.45 (see Figure 3). We also see long-term upgrade potential in Ezra from operational outperformance at Triyards, which could lead to a re-rating above our highly-conservative 1x P/BV. Key risks continue to be its subsea project execution and vessel utilisation rates.
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teeth53 Supreme	31-Aug-2015 09:14        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	In others word. Don sell cheap cheap. Today prices is very cheap. Chiyoda came in after conducted their due diligence. Only short term players tend to make or break in order to made quick gain n or losses.
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nyde1d1th Veteran	31-Aug-2015 09:13        nyde1d1th About Contact  Quote this Post!
x 0   x 0  Alert Admin	got to be really weary when these analyst issue call buy....
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delsolvtec Member	31-Aug-2015 09:08        delsolvtec About Contact  Quote this Post!
x 0   x 0  Alert Admin	in other words..... " We bot....now ....distribute distribute distribute.....let the suckers buy" niteowl68      ( Date: 31-Aug-2015 08:52) Posted: DBS upgraded EZRA to a Buy with tgt at 30c! https://www.dbs.com.sg/treasures/aics/EquityArticle.page?dcrPath=templatedata/article/equity/data/en/DBSV/012014/EZRA_SP.xml
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teeth53 Supreme	31-Aug-2015 09:01        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Huat huat...argh. Ezra is more an establish player by picking Chiyoda to work with. Instead of allowing short interest like fund mgr to make quick gain on equity.
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ohlele Senior	31-Aug-2015 08:57        ohlele About Contact  Quote this Post!
x 0   x 0  Alert Admin	Awesome news! niteowl68      ( Date: 31-Aug-2015 08:52) Posted: DBS upgraded EZRA to a Buy with tgt at 30c! https://www.dbs.com.sg/treasures/aics/EquityArticle.page?dcrPath=templatedata/article/equity/data/en/DBSV/012014/EZRA_SP.xml
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niteowl68 Elite	31-Aug-2015 08:52        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	DBS upgraded EZRA to a Buy with tgt at 30c! https://www.dbs.com.sg/treasures/aics/EquityArticle.page?dcrPath=templatedata/article/equity/data/en/DBSV/012014/EZRA_SP.xml
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niteowl68 Elite	31-Aug-2015 00:25        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	BloombergBusiness by  Mark Shenk August 28, 2015 &mdash 7:17 AM CSTUpdated on  August 29, 2015 &mdash 3:36 AM CST Oil Caps Biggest Two-Day Gain Since 2009 as Volatility Climbs   U.S. benchmark crude surged Thursday by most since March 2009 Futures post first weekly advance since June in New York Share on Twitter Oil capped the biggest two-day gain since 2009,  sustaining a rebound above $40 a barrel amid signs of a strengthening economy in the U.S., the world&rsquo s biggest crude-consuming country.   Futures climbed 6.3 percent, extending a 10 percent  gain on Thursday that was the biggest in more than six years. U.S. consumer purchases climbed in July as incomes grew, showing the biggest part of the nation&rsquo s economy was off to a good start in the second half of the year.  This comes on the heels of data showing spending and the overall economy did better than previously estimated in the second quarter.
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niteowl68 Elite	31-Aug-2015 00:09        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	EVEN WB IS GOING INTO ENERGY... What is this telling you? Warren Buffett&rsquo s Berkshire Hathaway Inc. disclosed a $4.5 billion stake in Phillips 66,  the Houston-based oil refiner, as the billionaire investor&rsquo s company increases its bet on the energy industry.
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teeth53 Supreme	30-Aug-2015 23:43        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	On Ezra picking Chiyoda via Emas Chiyoda Subsea. Chiyoda is not a short term player going for short term equity quick gain in dollar n cent. Unlike sone others fund mgr. At current time. They is no better time than to made a better decison to better position themself once oil picture turn more flavourable for oil n gas play. teeth53      ( Date: 30-Aug-2015 23:27) Posted: Chiyoda is no ordinary company. Esso / Mobile refinary plant were built here at Jurong by them. At current prices, players from both side received a warm market reception by giving the thump up as seen in their initial trading prices last Friday. The first day after their JV announcement. niteowl68      ( Date: 30-Aug-2015 21:29) Posted: Sometimes stock is being artifically depressed when the BBs had not collected enough shares. Be patient and hold on to the stock and you will see big profit once weak sellers are flushed out.. very soon!
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teeth53 Supreme	30-Aug-2015 23:27        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Chiyoda is no ordinary company. Esso / Mobile refinary plant were built here at Jurong by them. At current prices, players from both side received a warm market reception by giving the thump up as seen in their initial trading prices last Friday. The first day after their JV announcement. niteowl68      ( Date: 30-Aug-2015 21:29) Posted: Sometimes stock is being artifically depressed when the BBs had not collected enough shares. Be patient and hold on to the stock and you will see big profit once weak sellers are flushed out.. very soon!   sriramanv      ( Date: 28-Aug-2015 18:34) Posted: Too many postings and talking on this yesterday and today...finally stock dint show anyting great!!! Have a good weekend...
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teeth53 Supreme	30-Aug-2015 23:10        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	http://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=874180 Ezra Holding announced and Chiyoda Corporation have entered into a binding memorandum of understanding. (MOU) which sets out a summary of the principal terms and conditions of a proposed joint venture JV) between Ezra and Chiyoda in respect of the subsea services business. Joint Venture: Based on the MOU, the proposed transaction is envisaged to comprise the following -- prior to completion of the proposed transaction, Ezra will restructure its ownership of its subsea services business such that the business as carried on by its subsea services business as at the date of this announcement will be held, directly or indirectly, under a newly incorporated company (newco). Emas Chiyoda Subsea. Chiyoda has agreed to acquire, by a combination of purchase of shares of from Ezra and issue of new shares by newco, such number of issued ordinary shares in the capital of newco, representing in aggregate of 50% of the entire issued and paid-up share capital of newco and the company and Chiyoda will enter into a shareholders agreement, which will contain terms governing their respective rights as shareholders of newco. Newco will be a private company incorporated in England and Wales and will be the holding vehicle of the Subsea Services Business upon completion of the restructuring. Newco (Emas Chiyoda Subsea) and its subsidiaries will operate the subsea services business post-restructuring. danger      ( Date: 30-Aug-2015 16:15) Posted: Ezra Holdings Ltd. and Chiyoda Corp. shares jumped the most in at least nine months after they agreed to form a subsea services joint venture valued at $1.25 billion. Ezra rose 13 percent to S$0.13 as of 10:52 a.m. in Singapore trading, the largest intraday gain since September 2013. Chiyoda advanced 7.4 percent to 910 yen in Tokyo, the biggest advance on an intraday basis since November 2014.
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niteowl68 Elite	30-Aug-2015 21:29        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	Sometimes stock is being artifically depressed when the BBs had not collected enough shares. Be patient and hold on to the stock and you will see big profit once weak sellers are flushed out.. very soon!   sriramanv      ( Date: 28-Aug-2015 18:34) Posted: Too many postings and talking on this yesterday and today...finally stock dint show anyting great!!! Have a good weekend...
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didisiaosiao Master	30-Aug-2015 20:51        didisiaosiao About Contact  Quote this Post!
x 0   x 1  Alert Admin	I didnt say u say it wont b approved. I juz asking y wld they not approve? Read carefully!!! happyharvest      ( Date: 30-Aug-2015 15:39) Posted: I am saying if the deal is approved. I did not say it will not approve. read properly.  didisiaosiao      ( Date: 30-Aug-2015 15:35) Posted: Why wld they not approve?
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Qanghoo Supreme	30-Aug-2015 20:29        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cldn' t have put it in a better way.  I fully support ur view.  sriramanv      ( Date: 30-Aug-2015 20:23) Posted: Bro, Fair value can be anything...in STI, BB/shortist only decide...small retailers like us only follow and wait with hopes (and die finally).
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sriramanv Master	30-Aug-2015 20:23        sriramanv About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, Fair value can be anything...in STI, BB/shortist only decide...small retailers like us only follow and wait with hopes (and die finally).
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happyharvest Elite	30-Aug-2015 20:15        happyharvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	If only the deal is confirmed... if the deal is confirmed what would be the fair value of Ezra? danger      ( Date: 30-Aug-2015 16:15) Posted: Ezra Holdings Ltd. and Chiyoda Corp. shares jumped the most in at least nine months after they agreed to form a subsea services joint venture valued at $1.25 billion. Ezra rose 13 percent to S$0.13 as of 10:52 a.m. in Singapore trading, the largest intraday gain since September 2013. Chiyoda advanced 7.4 percent to 910 yen in Tokyo, the biggest advance on an intraday basis since November 2014.
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danger Supreme	30-Aug-2015 16:15        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Ezra Holdings Ltd. and Chiyoda Corp. shares jumped the most in at least nine months after they agreed to form a subsea services joint venture valued at $1.25 billion. Ezra rose 13 percent to S$0.13 as of 10:52 a.m. in Singapore trading, the largest intraday gain since September 2013. Chiyoda advanced 7.4 percent to 910 yen in Tokyo, the biggest advance on an intraday basis since November 2014.
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