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reliever Senior	07-Nov-2016 10:00        reliever About Contact  Quote this Post!
x 0   x 0  Alert Admin	Possible takeover?
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Trexxx Veteran	07-Nov-2016 09:57        Trexxx About Contact  Quote this Post!
x 0   x 0  Alert Admin	tempting to take profit... i can go europe trip already ken777      ( Date: 07-Nov-2016 09:56) Posted: Hear before, buy before news and sell on news Even they have projects they get cash immediately? Do you think there is no implication and just a one way ticket so smooth sailing? Things they build pop up overnight? Just my 2 cent Trexxx      ( Date: 07-Nov-2016 09:33) Posted: hold till results?
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ken777 Veteran	07-Nov-2016 09:56        ken777 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hear before, buy before news and sell on news Even they have projects they get cash immediately? Do you think there is no implication and just a one way ticket so smooth sailing? Things they build pop up overnight? Just my 2 cent Trexxx      ( Date: 07-Nov-2016 09:33) Posted: hold till results?
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cowabunga Veteran	07-Nov-2016 09:55        cowabunga About Contact  Quote this Post!
x 0   x 0  Alert Admin	wait SGX query then game over
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ETHunter Master	07-Nov-2016 09:38        ETHunter About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	If fully paid, can go longer term. Believe now is just the start of their turnaround . Further results can only be better Imo. Still waiting for my 100% gain within 1 year. :)
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dragonboy76 Master	07-Nov-2016 09:37        dragonboy76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	don' t think they have turn into profit last Q, maybe reduced losses. those projects secured recently hasn' t materialize the profit yet maybe price surge due to speculation only since no announcement over the weekend
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Trexxx Veteran	07-Nov-2016 09:33        Trexxx About Contact  Quote this Post!
x 0   x 0  Alert Admin	hold till results?
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huatster Senior	05-Nov-2016 20:33        huatster About Contact  Quote this Post!
x 0   x 0  Alert Admin	No smoke without fire. Seems that Things are going well and the results should show it
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Newlearner Veteran	04-Nov-2016 22:59        Newlearner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vard shined among all e oil related counters! Next friday result. V nice chart, today broke out of symetrical triangle, Maybe some good news?
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1oopls Master	04-Nov-2016 17:47        1oopls About Contact  Quote this Post!   Yells: "I love my evil cute cute darling"
x 0   x 0  Alert Admin	Still very undervalued in my opinion. Their aqauculture (aka fishing raft capabilities) and luxury cruise vessels will be the interesting topic in the upcoming result analysis. Hopefully, we can see good signs of the turnaround story. Upside potential is huge (from $2 to $0.13). Assets are highly undervalued, utilisation of its assets are key.
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dragonboy76 Master	04-Nov-2016 17:17        dragonboy76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lol... understand your comparison btw NC and Vards. i' m only puzzled by the ' timing' of today surge it is near to election and oil price dropped a lot already. if ppl bought on the basis of good progress / result on Vards so far, then they should have already bought in some times ago and not today.  sheerluck      ( Date: 04-Nov-2016 16:53) Posted: The goods news is all news from VARD since Q2 are good news.   In comparison to another shipbuilder in SGX, Nam Cheong, NC is trading at 0.3 P/BV while VARD is trading at 0.4 P/BV.   Is NC cheap in comparison?   Purely looking at this you will be misled.   The quality of the 0.3 and 0.4 is very different.   0.3 has no contract backing for most vessels NC is building.   While VARD' s 0.4 all with backing from contract.   So in fact, 0.3 is very risky.   So far NC still haven' t annouced any contract wins but in contrast VARD has alot. If NC hit cashflow problem and need fire-sale of asset, 0.3 will then be high.   VARD 0.4 is consider safe.   Even with 0.7 you are still getting some MOS but to hit 0.7 will need VARD to restart their dividend payout which will be unrealistic in the next year or so. But I do agree they still need to tidy up their business.   Their coming Q3/4 is not going to be explosive.   But so far, from open information available, if both VARD and NC were to explode, the manner will be very differnt.   One is with fireworks while the other is kaboom! Anyway, DYODD as usual. dragonboy76      ( Date: 04-Nov-2016 16:02) Posted: should have good news to announce. can' t be suddenly the odd one out surging even if they diversifying, they still got a lot to do to tidy up their business. can' t be this reason.  but i must say Vard is good, if OCBC is accumulating, then there must be a reason for them to do so
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sheerluck Supreme	04-Nov-2016 16:53        sheerluck About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Work for your money first then let your money work for you"
x 0   x 0  Alert Admin	The goods news is all news from VARD since Q2 are good news.   In comparison to another shipbuilder in SGX, Nam Cheong, NC is trading at 0.3 P/BV while VARD is trading at 0.4 P/BV.   Is NC cheap in comparison?   Purely looking at this you will be misled.   The quality of the 0.3 and 0.4 is very different.   0.3 has no contract backing for most vessels NC is building.   While VARD' s 0.4 all with backing from contract.   So in fact, 0.3 is very risky.   So far NC still haven' t annouced any contract wins but in contrast VARD has alot. If NC hit cashflow problem and need fire-sale of asset, 0.3 will then be high.   VARD 0.4 is consider safe.   Even with 0.7 you are still getting some MOS but to hit 0.7 will need VARD to restart their dividend payout which will be unrealistic in the next year or so. But I do agree they still need to tidy up their business.   Their coming Q3/4 is not going to be explosive.   But so far, from open information available, if both VARD and NC were to explode, the manner will be very differnt.   One is with fireworks while the other is kaboom! Anyway, DYODD as usual. dragonboy76      ( Date: 04-Nov-2016 16:02) Posted: should have good news to announce. can' t be suddenly the odd one out surging even if they diversifying, they still got a lot to do to tidy up their business. can' t be this reason.  but i must say Vard is good, if OCBC is accumulating, then there must be a reason for them to do so     sheerluck      ( Date: 04-Nov-2016 15:47) Posted: VARD is ploughing ahead ignore the fact the oil is now below US$45. Is this a tell-tale sign that market is disentangling VARD with oil price with its diversification strategy? Is the market telling us that it is beginning to see the bright future of VARD? Maybe it is just OCBC accumulating behind our back as before? Who knows!
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dragonboy76 Master	04-Nov-2016 16:02        dragonboy76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	should have good news to announce. can' t be suddenly the odd one out surging even if they diversifying, they still got a lot to do to tidy up their business. can' t be this reason.  but i must say Vard is good, if OCBC is accumulating, then there must be a reason for them to do so     sheerluck      ( Date: 04-Nov-2016 15:47) Posted: VARD is ploughing ahead ignore the fact the oil is now below US$45. Is this a tell-tale sign that market is disentangling VARD with oil price with its diversification strategy? Is the market telling us that it is beginning to see the bright future of VARD? Maybe it is just OCBC accumulating behind our back as before? Who knows!
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Trexxx Veteran	04-Nov-2016 15:52        Trexxx About Contact  Quote this Post!
x 0   x 0  Alert Admin	lol.. this one power today
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reliever Senior	04-Nov-2016 15:48        reliever About Contact  Quote this Post!
x 0   x 0  Alert Admin	moron101      ( Date: 04-Nov-2016 11:47) Posted: Broker is lying .. Should be 0.25.. dragonboy76      ( Date: 04-Nov-2016 11:19) Posted: your broker lying to you. Lol.
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sheerluck Supreme	04-Nov-2016 15:47        sheerluck About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Work for your money first then let your money work for you"
x 0   x 0  Alert Admin	VARD is ploughing ahead ignore the fact the oil is now below US$45. Is this a tell-tale sign that market is disentangling VARD with oil price with its diversification strategy? Is the market telling us that it is beginning to see the bright future of VARD? Maybe it is just OCBC accumulating behind our back as before? Who knows!
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freckles*.* Senior	04-Nov-2016 15:16        freckles*.* About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bursting loh..!! Yeah....
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dragonboy76 Master	04-Nov-2016 11:53        dragonboy76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	anything lah. Lol some broker just say whatever figure they want. talk is free mah maybe can see some announcement tonight? moron101      ( Date: 04-Nov-2016 11:47) Posted: Broker is lying .. Should be 0.25.. dragonboy76      ( Date: 04-Nov-2016 11:19) Posted: your broker lying to you. Lol.
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moron101 Supreme	04-Nov-2016 11:47        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Broker is lying .. Should be 0.25.. dragonboy76      ( Date: 04-Nov-2016 11:19) Posted: your broker lying to you. Lol.   jessieyeo73      ( Date: 04-Nov-2016 11:11) Posted: Huat Ah !!!!!!!!!!! My Broker say from the way it is, it will hit 0.21 today
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sheerluck Supreme	04-Nov-2016 11:34        sheerluck About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Work for your money first then let your money work for you"
x 0   x 0  Alert Admin	With the delivery of the largest OSCV in their order, risk to revenue is further reduced. Qanghoo      ( Date: 02-Nov-2016 16:14) Posted: Yep, in a few days' time we get to review the rpt card, then we see where we go from there.  No nedd talk many many yah.  sheerluck      ( Date: 02-Nov-2016 13:55) Posted: VARD has delivered six more vessels since Q2.   How many belong to Q3 and Q4 I don' t know but one of the OSCV is should be the largest by single contract value and was delivered to Solstad Offshore.   Three more to go and they will have cleared their target for this FY. VARD is doing not pretty good and OCBC said otherwsie?   As I found out earlier, OCBC used this tactics before.   Issue sell call and they themselves increased stake in this company.   In the open they said one thing but in the no-so-dark they do oppositely. Also VARD is moving away from relying on oil price than comparing to our local O& G who solely if not mostly depends on oil coy investment. Will VARD come out strong?   Let check again in after Q3 and FY16.
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