| Latest Forum Topics / China Fishery Last:0.076 -- |
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China Fishery - Low PE
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SLPY69
Senior |
25-Oct-2014 11:48
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Kyoto2008, EZ is speaking to the one who said " Jia Lat" not to you,  to go over to Yuuzoo. Isn' t it good ??? Why did you shushshsh EZ when you have high regard for CF ??? As you have said " nothing is wrong with the fundamental, so the question should be " what' s is wrong with this value stock ?"   It is kind of boring without him ... we should have him around ... haha at least the thread is more alive Agreed with JMS, if CF is Jia Lat why would Global Thematic shored up their stake to become the third largest shareholder in CF. Maybe someone should find out if they are reaching the threshold to become a SSH in CF ?  I agreed with you " nothing wrong with CF' s fundamental" .... all the best     |
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Kyoto2008
Elite |
25-Oct-2014 01:14
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Shushshsh....Yuuzoo and CF are two different stocks, both also interesting. You don say CF has no potential, it' s just the time horizon.  For CF, I am thinking it' ll be a 10 to 15 year horizon, very different.  It' s in food, a special part of it and I must have a holding in a key food stock. In a portfolio, you hv to have different stocks.   
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EZ3626
Veteran |
25-Oct-2014 00:38
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Stockpicker, Yuuzoo need your contribution but please don' t be chek ark. Come over talk some good thing for the price to go above 0.50 ...  I am confident next month Nov this s^k will shoot UP. Maybe with your help faster |
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EZ3626
Veteran |
25-Oct-2014 00:32
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ManZzz why take such trouble to talk about all the craps. Come over to Yuuzoo and save you all the story telling. Stockpicker, you don' t get tired one meh. Look at today' s performance for Yuuzoo is so exciting compared to the boring CF. Just look at the volume .... Can' t understand why you are doing all this. Boey Sian meh ... But I like to learn how you tell story from nothing to become something.  Haha ... Remember to read the news this Sunday very sensational for the market ....  Let' s see what is the price of Yuuzoo end of Oct, Nov and Dec as compare to CF   |
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Kyoto2008
Elite |
24-Oct-2014 22:25
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Are there other fishing sites for them?
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stockpicker
Master |
24-Oct-2014 13:13
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Jiat Lat...CF can be in financial trouble if the ban of anchovy fishing is not lifted for this fishing season.. The current biomass is only about 1.4 million tonnes and anchovy industrial  fishing is banned in Peruvian coasts. https://es-la.facebook.com/perupais/posts/1493596570920981   |
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Kyoto2008
Elite |
24-Oct-2014 10:55
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You are probably right, I look at this particular  stock from a long term investment perspective.     
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EZ3626
Veteran |
24-Oct-2014 09:40
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Kyoto2008, you are also in Yuuzoo' s thread. Haha ... head or tail also you win ..... sorry paiseh. Like to share which other s^k is of good value. Thanks   |
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EZ3626
Veteran |
24-Oct-2014 09:13
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With due respect to your analysis and high regard for CF. Let' s base on today' s reading, CF $0.355 and Yuuzoo 0.38 (not forgetting it came down from 0.45 recently) In term of dollar - equal My bet is CF' s price will remain till end Nov and maybe into Dec. Let see what will be the price for Yuuzoo from now till end Nov and even all the way till Dec ? Just a game .... no betting     |
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Kyoto2008
Elite |
24-Oct-2014 00:21
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They are both different lah, don' t say China Fishery is lousy I happen to have a high regard for this co coz I went through the numbers and the thinking. Yuuzoo is different, the drivers are  not the same.   Best buy both lor! Trading wise, I do hve signals China Fishery could come under selling pressure, but this has nothing to do with fundamentals. Yuuzoo can only rocket up the moment AOF exercise that $7mln......you can test it and come back with the right answer.. |
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EZ3626
Veteran |
24-Oct-2014 00:04
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See what I mean ... this s^k is super hao xiao ... what solicitation ... all bs  Thankfully I chiong Wilmar rebounded because the management wu liao buy up the shares. Next bet still W Corp watch out tomorrow ... It going to fly Hold this s^k until pek chet ... lucky let go ... make few rounds from other s^k, come back the  price still the same  Yuuzoo is so low now ....   how not to up ..... come and push Yuuzoo. You will laugh all the way till New Year and maybe CNY     |
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Kyoto2008
Elite |
12-Oct-2014 14:23
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The no of shares outstanding are more than 2 bln, and even tho they could be owned by funds, any hitches could mean price plunge down worse than retailers holding them since fund managers sell by large chunks rather small lots. Just watch that debt, and the AR.  I see them as potential issues.
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Kyoto2008
Elite |
12-Oct-2014 14:21
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Looks like a decent co. with good funds support.      The only downsides seem to be the high debt and the accounts receivables.  It could mean they are giving too much credit to their buyers, and therefore a few things we could try to find out are: who are their main buyers, do the co age the debts (ie categorise them and classify them as bad debts if they remain unpaid for say 90 days).      The mitigating factor for the AR is that buyers won' t get supplies if they don pay up and particularly if it' s a food source the debts do get paid.      |
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Leongsan
Senior |
12-Oct-2014 11:34
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Very small free float. Good go up quick.......bad no bottom. Watching watching watching. Those shouting?........... share and be honest. lol
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EZ3626
Veteran |
10-Oct-2014 13:43
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Kamsai, ... my alert tell me, ai lai liao .... today strong sell. I think this is worrisome for the anchovy quota over and on top of the EN. It is time to watch how the fish develop .... ummph.   |
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Leongsan
Senior |
10-Oct-2014 10:14
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Qanghoo
Supreme |
10-Oct-2014 08:49
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65% chance of a weak EN developing between Oct-Dec 14, lasting into early 2015.  Coincide with Peru' s second anchovy fishing season?  If happens, likely to impact CP' s profits for FY 15.   EL NIÑ O/SOUTHERN OSCILLATION (ENSO) DIAGNOSTIC DISCUSSION issued by CLIMATE PREDICTION CENTER/NCEP/NWS and the International Research Institute for Climate and Society
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Leongsan
Senior |
09-Oct-2014 09:54
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More interesting if you look futher at funds owership http://quotes.wsj.com/SG/B0Z/company-people  
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Leongsan
Senior |
09-Oct-2014 09:43
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See they only built up their stake recently. I wonder how often SGX update their figures.  
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JMS213
Senior |
09-Oct-2014 08:45
Yells: "Just living is not enough. One must have sunshine, freedom !" |
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Leongsan, as you said TOP 1 & 2 have kept their % constant. The sale volume per day can be 0 - 100,000 shares transacted, Global Thematic must have took quite a while to accumulate 51,825,124 shares from the market. With the float ~8%, it is suicidal to short the CF. As usual, there will be diehard souls waiting to prove you wrong. Whatever ..... Equilibrium is Positive     |
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