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MrBear12 Supreme	30-Apr-2024 09:29        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Sounds like you are a substantial shareholder. You can well afford to sell some then Formless      ( Date: 30-Apr-2024 09:27) Posted: I have a lot of pac cen. MrBear12      ( Date: 28-Apr-2024 10:38) Posted: You can top that up with champagne to get some froth. As for me, I' ll find an empty glass to pour my wine.
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Formless Member	30-Apr-2024 09:27        Formless About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have a lot of pac cen. MrBear12      ( Date: 28-Apr-2024 10:38) Posted: You can top that up with champagne to get some froth. As for me, I' ll find an empty glass to pour my wine.
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MrBear12 Supreme	28-Apr-2024 10:38        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	You can top that up with champagne to get some froth. As for me, I' ll find an empty glass to pour my wine.
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SlothSG Veteran	28-Apr-2024 10:33        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well said !   👏 👏 Alignment      ( Date: 28-Apr-2024 09:55) Posted: Certainly a share which was trading at 35 cents then falls to 28 cents when the company announces it wont pay a half year dividend, then moves back to 33.5 cents when the company announces it will pay a full year dividend including catching up on the HY dividend it didnt pay represents a great trading opportunity, all in the course of half a year. At least for those who understood what was going on.
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SlothSG Veteran	28-Apr-2024 10:31        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Case of glass half full of water? 😉   MrBear12      ( Date: 28-Apr-2024 08:45) Posted: This lovely gem looks like a company that takes money from new investors like me to fund old investors like you.😁 Smart gem. SlothSG      ( Date: 28-Apr-2024 08:35) Posted: It varies from one' s perception based on their due diligence. yeah find that anything below $0.30 is a buy for me now in fact I took my time to accumulate when it falls below $0.30 😍 as usual, pls dyodd
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Alignment Elite	28-Apr-2024 09:55        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Certainly a share which was trading at 35 cents then falls to 28 cents when the company announces it wont pay a half year dividend, then moves back to 33.5 cents when the company announces it will pay a full year dividend including catching up on the HY dividend it didnt pay represents a great trading opportunity, all in the course of half a year. At least for those who understood what was going on.
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MrBear12 Supreme	28-Apr-2024 08:45        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	This lovely gem looks like a company that takes money from new investors like me to fund old investors like you.😁 Smart gem. SlothSG      ( Date: 28-Apr-2024 08:35) Posted: It varies from one' s perception based on their due diligence. yeah find that anything below $0.30 is a buy for me now in fact I took my time to accumulate when it falls below $0.30 😍 as usual, pls dyodd. MrBear12      ( Date: 28-Apr-2024 08:27) Posted: Any idea what is cheap? 20 cents is good?? Or give a 50percent premium. 30 cents I considered cheap
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SlothSG Veteran	28-Apr-2024 08:35        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	It varies from one' s perception based on their due diligence. yeah find that anything below $0.30 is a buy for me now in fact I took my time to accumulate when it falls below $0.30 😍 as usual, pls dyodd. MrBear12      ( Date: 28-Apr-2024 08:27) Posted: Any idea what is cheap? 20 cents is good?? Or give a 50percent premium. 30 cents I considered cheap. SlothSG      ( Date: 27-Apr-2024 19:18) Posted: Nice thoughts? Too troublesome for lazy me Just accumulate more when the market sell cheap
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MrBear12 Supreme	28-Apr-2024 08:27        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Any idea what is cheap? 20 cents is good?? Or give a 50percent premium. 30 cents I considered cheap. SlothSG      ( Date: 27-Apr-2024 19:18) Posted: Nice thoughts? Too troublesome for lazy me Just accumulate more when the market sell cheap. Alignment      ( Date: 21-Apr-2024 15:20) Posted: I get that the status quo is attractive. At the current share price you get a share paying a sustainable dividend yield of 12.9% with the dividend likely to go up. But there is another way of looking at it. PCRD is simplistically a holding company for PCCW shares. PCCW shares in themselves already yield 10% I could match the 12.9% PCRD yield by buying PCCW shares and using a bit of leverage (which is effectively what PCRD itself is doing). Meanwhile PCRD is trading at a material discount to that implied by the PCCW price. On my calcs PCRD should be trading at least 30% higher (not investment advice, do your own research, all the other usual disclaimers etc). At least part of that discount reflects the costs of the PCRD holding company structure (paying board members etc). My own preference would be for Richard Li to privatise PCRD by splitting the 30% upside with us, and I could then go out and buy PCCW shares directly (potentially with leverage) with the proceeds. Win for us and win for Richard Li
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SlothSG Veteran	27-Apr-2024 19:18        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nice thoughts? Too troublesome for lazy me Just accumulate more when the market sell cheap. Alignment      ( Date: 21-Apr-2024 15:20) Posted: I get that the status quo is attractive. At the current share price you get a share paying a sustainable dividend yield of 12.9% with the dividend likely to go up. But there is another way of looking at it. PCRD is simplistically a holding company for PCCW shares. PCCW shares in themselves already yield 10% I could match the 12.9% PCRD yield by buying PCCW shares and using a bit of leverage (which is effectively what PCRD itself is doing). Meanwhile PCRD is trading at a material discount to that implied by the PCCW price. On my calcs PCRD should be trading at least 30% higher (not investment advice, do your own research, all the other usual disclaimers etc). At least part of that discount reflects the costs of the PCRD holding company structure (paying board members etc). My own preference would be for Richard Li to privatise PCRD by splitting the 30% upside with us, and I could then go out and buy PCCW shares directly (potentially with leverage) with the proceeds. Win for us and win for Richard Li. SlothSG      ( Date: 11-Apr-2024 18:07) Posted: OIC but why targets for end game? Probably I am more optimistic and this maybe a start of Corp manoeuvre by Mr Richard Li. So far, enjoying the bountiful dividends received 😋 dyodd   and vested 😂 😂
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Alignment Elite	21-Apr-2024 15:20        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	I get that the status quo is attractive. At the current share price you get a share paying a sustainable dividend yield of 12.9% with the dividend likely to go up. But there is another way of looking at it. PCRD is simplistically a holding company for PCCW shares. PCCW shares in themselves already yield 10% I could match the 12.9% PCRD yield by buying PCCW shares and using a bit of leverage (which is effectively what PCRD itself is doing). Meanwhile PCRD is trading at a material discount to that implied by the PCCW price. On my calcs PCRD should be trading at least 30% higher (not investment advice, do your own research, all the other usual disclaimers etc). At least part of that discount reflects the costs of the PCRD holding company structure (paying board members etc). My own preference would be for Richard Li to privatise PCRD by splitting the 30% upside with us, and I could then go out and buy PCCW shares directly (potentially with leverage) with the proceeds. Win for us and win for Richard Li. SlothSG      ( Date: 11-Apr-2024 18:07) Posted: OIC but why targets for end game? Probably I am more optimistic and this maybe a start of Corp manoeuvre by Mr Richard Li. So far, enjoying the bountiful dividends received 😋 dyodd   and vested 😂 😂 Alignment      ( Date: 11-Apr-2024 14:53) Posted: In the context of trying to work out what the endgame will be and when and how it happens
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SlothSG Veteran	11-Apr-2024 18:07        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	OIC but why targets for end game? Probably I am more optimistic and this maybe a start of Corp manoeuvre by Mr Richard Li. So far, enjoying the bountiful dividends received 😋 dyodd   and vested 😂 😂 Alignment      ( Date: 11-Apr-2024 14:53) Posted: In the context of trying to work out what the endgame will be and when and how it happens. Alignment      ( Date: 10-Apr-2024 13:22) Posted: Understood - I have no doubt the agenda will go through. I am more interested in things like body language, how board members respond to certain questions, how the company treats minority investors when face to face etc.
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Alignment Elite	11-Apr-2024 17:52        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	OK, thank you for the feedback.
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fruitfulness Veteran	11-Apr-2024 16:04        fruitfulness About Contact  Quote this Post!   Yells: "May the Lord God establish the works of my hands!"
x 0   x 0  Alert Admin	The most important person, Richard Li, himself will typically not be present at the AGM (I have not seen him in the past 4- 5 AGMs). So the replies to questions raised will just be politically correct answers, with nothing much to give away. Alignment      ( Date: 10-Apr-2024 13:22) Posted: Understood - I have no doubt the agenda will go through. I am more interested in things like body language, how board members respond to certain questions, how the company treats minority investors when face to face etc.
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Alignment Elite	11-Apr-2024 14:53        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	In the context of trying to work out what the endgame will be and when and how it happens. Alignment      ( Date: 10-Apr-2024 13:22) Posted: Understood - I have no doubt the agenda will go through. I am more interested in things like body language, how board members respond to certain questions, how the company treats minority investors when face to face etc.
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Alignment Elite	10-Apr-2024 13:22        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Understood - I have no doubt the agenda will go through. I am more interested in things like body language, how board members respond to certain questions, how the company treats minority investors when face to face etc.
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SlothSG Veteran	10-Apr-2024 10:04        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nope ..... likely all agenda will go thru .... just wait for chop chop.... Alignment      ( Date: 09-Apr-2024 23:02) Posted: Has anyone on this forum been to the AGM of this company before?
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MrBear12 Supreme	09-Apr-2024 23:39        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	No, never even heard of this company. Paying > 10% dividend this year? Unheard of in my investing life. Trade 10% yields Alignment      ( Date: 09-Apr-2024 23:02) Posted: Has anyone on this forum been to the AGM of this company before?
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Alignment Elite	09-Apr-2024 23:02        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Has anyone on this forum been to the AGM of this company before?
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SlothSG Veteran	05-Apr-2024 07:23        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Aside from 4.2cents dividends expected, are u expecting more?
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