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China Fishery - Low PE Post Reply Rate topic
newbie888 Veteran	26-Jan-2014 20:40        newbie888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	pessimism is in the air...short any counter will also have a good chance... but this fish may rise due to the direction the company is heading to... yeah! tchoonw      ( Date: 26-Jan-2014 19:15) Posted: you wanna short this fish? good chance! earlybird14      ( Date: 25-Jan-2014 12:40) Posted: US market sell down badly last night. Will it affect china fish AGM and egm
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tchoonw Master	26-Jan-2014 19:15        tchoonw About Contact  Quote this Post!
x 0   x 0  Alert Admin	you wanna short this fish? good chance! earlybird14      ( Date: 25-Jan-2014 12:40) Posted: US market sell down badly last night. Will it affect china fish AGM and egm
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earlybird14 Supreme	25-Jan-2014 12:40        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	US market sell down badly last night. Will it affect china fish AGM and egm
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Blanchard Master	25-Jan-2014 00:11        Blanchard About Contact  Quote this Post! Style: Combined   Mood: Yells: "Winners cry..... Losers smile....."
x 0   x 0  Alert Admin	Rothamsted asks for GM fish oil plants trial consent     http://www.bbc.co.uk/news/uk-25873931 http://www.theguardian.com/environment/2014/jan/24/fish-oil-from-gm-crop
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earlybird14 Supreme	24-Jan-2014 09:23        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	China fish has shifted its main operation from North Pacific Ocean to South Pacific Ocean. Revenue in South Pacific Ocean increase from 30% to 60% may be up to 70% subjected to where CF fleet go to( this year will be South Pacific because of biomass increase after 1 year of rest). China fish facilities in Peru are old through numerous acquisition, copeinca facilities are new and always report to hit fishing quota earlier than the fishing season end. Hopefully, these 2 companies can merge properly and fully utilize each other to reduce the cost and improve margin further. earlybird14      ( Date: 23-Jan-2014 18:01) Posted: Look at Revenue in past 4 year in different division Division - 2010, 2011, 2012 & 2013 Russia Operation - 387Million, 374.7Million, 375Million, 361Million. Suffering in Monopoly case in Russia for past 1 year, revenue is not affected. It is expected the Revenue will be maintain @ 360 to 380Million Level Peru Operation - 136.2Million, 170.1Million, 179.1Million, 165Million - After Acquisition of Copeinca, The Revenue will jump 200% to 500 to 600Million CF Fleet Operation - 15.4 Million, 140.6 Million, 49.9Million, 27.9Million - Earlybird read news somewhere but cannot find now, the CF fleet which was rest and recorded impairment loss in last year has deployed their CF Fleet to Southen Pacific Ocean - The revenuw will be expected to resume to 70 to 100Million. The total revenue which will be expected in 2014 will be 930 to 1080 USD Million which is 67% to 94%. Net profit margin in past 4 years were, 21%, 15%, 12%, 15%. With average margin of 15%, The net profit will be 139.5 to 162Million or EPS of 6.98 to 8.1 cents  to. PE ratio will be   6.44 to 5.55. Based on 30% net profit dividend payment(average), dividend will be   2.1 to 2.43 or 4.67 to 5.4% dividend yield. This is the estimation from Earlybird, since no brokers or bankers are willing to issue report. Earlybird give some guidance on it. This is why China Fish allow 52cents as warrant exercise price for Carley group, because this is the minimum price that China Fish shall worth in 1 year time. Let's see if China fish can go up to 71cents as what other Bros estimate its actual value. All the best to all vested.
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srichipan Master	24-Jan-2014 09:16        srichipan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last trading day before AGM. Yesterday saw the end of contra T t plus 5 flushing. Today likely green
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earlybird14 Supreme	24-Jan-2014 09:14        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Last chance to load before AGM and EGM.
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guoyanyunyan Supreme	24-Jan-2014 08:17        guoyanyunyan About Contact  Quote this Post!
x 0   x 0  Alert Admin	...run up in 09/2013 reach high @ $0.455..consolidate for 3mth+ hit low @ $0.375.. difference is $0.08... ...last week run reach high @ $0.495 ...how long it consolidate... how low it go..?..
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newbie888 Veteran	23-Jan-2014 23:58        newbie888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	very positive analysis...I Like!!! and yea im still holding and am waiting for the right time to load more.... earlybird14      ( Date: 23-Jan-2014 18:01) Posted: Look at Revenue in past 4 year in different division Division - 2010, 2011, 2012 & 2013 Russia Operation - 387Million, 374.7Million, 375Million, 361Million. Suffering in Monopoly case in Russia for past 1 year, revenue is not affected. It is expected the Revenue will be maintain @ 360 to 380Million Level Peru Operation - 136.2Million, 170.1Million, 179.1Million, 165Million - After Acquisition of Copeinca, The Revenue will jump 200% to 500 to 600Million CF Fleet Operation - 15.4 Million, 140.6 Million, 49.9Million, 27.9Million - Earlybird read news somewhere but cannot find now, the CF fleet which was rest and recorded impairment loss in last year has deployed their CF Fleet to Southen Pacific Ocean - The revenuw will be expected to resume to 70 to 100Million. The total revenue which will be expected in 2014 will be 930 to 1080 USD Million which is 67% to 94%. Net profit margin in past 4 years were, 21%, 15%, 12%, 15%. With average margin of 15%, The net profit will be 139.5 to 162Million or EPS of 6.98 to 8.1 cents  to. PE ratio will be   6.44 to 5.55. Based on 30% net profit dividend payment(average), dividend will be   2.1 to 2.43 or 4.67 to 5.4% dividend yield. This is the estimation from Earlybird, since no brokers or bankers are willing to issue report. Earlybird give some guidance on it. This is why China Fish allow 52cents as warrant exercise price for Carley group, because this is the minimum price that China Fish shall worth in 1 year time. Let's see if China fish can go up to 71cents as what other Bros estimate its actual value. All the best to all vested.
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earlybird14 Supreme	23-Jan-2014 18:01        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Look at Revenue in past 4 year in different division Division - 2010, 2011, 2012 & 2013 Russia Operation - 387Million, 374.7Million, 375Million, 361Million. Suffering in Monopoly case in Russia for past 1 year, revenue is not affected. It is expected the Revenue will be maintain @ 360 to 380Million Level Peru Operation - 136.2Million, 170.1Million, 179.1Million, 165Million - After Acquisition of Copeinca, The Revenue will jump 200% to 500 to 600Million CF Fleet Operation - 15.4 Million, 140.6 Million, 49.9Million, 27.9Million - Earlybird read news somewhere but cannot find now, the CF fleet which was rest and recorded impairment loss in last year has deployed their CF Fleet to Southen Pacific Ocean - The revenuw will be expected to resume to 70 to 100Million. The total revenue which will be expected in 2014 will be 930 to 1080 USD Million which is 67% to 94%. Net profit margin in past 4 years were, 21%, 15%, 12%, 15%. With average margin of 15%, The net profit will be 139.5 to 162Million or EPS of 6.98 to 8.1 cents  to. PE ratio will be   6.44 to 5.55. Based on 30% net profit dividend payment(average), dividend will be   2.1 to 2.43 or 4.67 to 5.4% dividend yield. This is the estimation from Earlybird, since no brokers or bankers are willing to issue report. Earlybird give some guidance on it. This is why China Fish allow 52cents as warrant exercise price for Carley group, because this is the minimum price that China Fish shall worth in 1 year time. Let's see if China fish can go up to 71cents as what other Bros estimate its actual value. All the best to all vested.
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earlybird14 Supreme	23-Jan-2014 17:34        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	Look at operation environment, China Fish prospect is positive 1) Russian Pollock  Monopoly - Case is closed. Supplier changed from FAS to RSC. Russia government doesn't kick Pacific Andes out from the market. The 65% revenue is safe, US 361Million 2) Peru Anchony quota - The quota was cut 70% in 2012 to 2013 2 fishing season. Now the quota is return back. The 29.9% revenue will be stable and increase after acquistion of Copeinca which the quota of anchovy(12%) is 2 times of what China Fish(6 to 7%)  has. Revenue will raise from 165Million to 495USDMillion and become the main revenue source for China Fish 3) CF Fleet Operation - Decision of not operation in South Pacific Ocean due to the low quota in South Pacific Ocean and only establish fishing operation in Namibia. Revenue 27.9Million.
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CWC2929 Veteran	23-Jan-2014 17:08        CWC2929 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Agreed.....this one when cheong   esily can miss the boat......so better buy & hold........hehehe   earlybird14      ( Date: 23-Jan-2014 16:58) Posted: Just keep and wait loh. What at front to this company is positive. Fish consumption is getting higher. Compared to other commodity market, Fish price, fish meal price and fish oil price are the most sustainable and are growing as compared to 5 year price. This industry is less competitive and difficult to penetrate. danytan      ( Date: 23-Jan-2014 16:53) Posted: have to be decisive. anyway recall u had bought in some much higher, hope it evens out.
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earlybird14 Supreme	23-Jan-2014 16:58        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Just keep and wait loh. What at front to this company is positive. Fish consumption is getting higher. Compared to other commodity market, Fish price, fish meal price and fish oil price are the most sustainable and are growing as compared to 5 year price. This industry is less competitive and difficult to penetrate. danytan      ( Date: 23-Jan-2014 16:53) Posted: have to be decisive. anyway recall u had bought in some much higher, hope it evens out. earlybird14      ( Date: 23-Jan-2014 16:51) Posted: purchased some during last few sell down @ 45. Europe market ignore China PMI index. US will ignore too. Fact show that the worse china is, the better US and Europe will be.
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CWC2929 Veteran	23-Jan-2014 16:57        CWC2929 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Just treat warrants = HongBao for CAPIII will do......so don't worry about the warrants...... IkanBilis      ( Date: 23-Jan-2014 14:15) Posted: confused.. how come the warrant can be exercised when the share price is less than 52cents? earlybird14      ( Date: 23-Jan-2014 13:52) Posted: The lower the weakholder can sell, the higher profit that i can earn. TP is still 52cents AGM+-2days. Warrant @ 52cents will be exercise next day after AGM approval.
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danytan Master	23-Jan-2014 16:53        danytan About Contact  Quote this Post!   Mood: Yells: "Up up and away!"
x 0   x 0  Alert Admin	have to be decisive. anyway recall u had bought in some much higher, hope it evens out. earlybird14      ( Date: 23-Jan-2014 16:51) Posted: purchased some during last few sell down @ 45. Europe market ignore China PMI index. US will ignore too. Fact show that the worse china is, the better US and Europe will be. danytan      ( Date: 23-Jan-2014 16:46) Posted: Loaded in the end?
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earlybird14 Supreme	23-Jan-2014 16:51        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	purchased some during last few sell down @ 45. Europe market ignore China PMI index. US will ignore too. Fact show that the worse china is, the better US and Europe will be. danytan      ( Date: 23-Jan-2014 16:46) Posted: Loaded in the end? earlybird14      ( Date: 23-Jan-2014 16:45) Posted: Come to end for today. Big buy wall stand at 45cents. Tomorrow shall be last day to load low.
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danytan Master	23-Jan-2014 16:46        danytan About Contact  Quote this Post!   Mood: Yells: "Up up and away!"
x 0   x 0  Alert Admin	Loaded in the end? earlybird14      ( Date: 23-Jan-2014 16:45) Posted: Come to end for today. Big buy wall stand at 45cents. Tomorrow shall be last day to load low.
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earlybird14 Supreme	23-Jan-2014 16:45        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Come to end for today. Big buy wall stand at 45cents. Tomorrow shall be last day to load low.
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IkanBilis Member	23-Jan-2014 14:15        IkanBilis About Contact  Quote this Post!
x 0   x 0  Alert Admin	confused.. how come the warrant can be exercised when the share price is less than 52cents? earlybird14      ( Date: 23-Jan-2014 13:52) Posted: The lower the weakholder can sell, the higher profit that i can earn. TP is still 52cents AGM+-2days. Warrant @ 52cents will be exercise next day after AGM approval.
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earlybird14 Supreme	23-Jan-2014 13:52        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	The lower the weakholder can sell, the higher profit that i can earn. TP is still 52cents AGM+-2days. Warrant @ 52cents will be exercise next day after AGM approval.
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