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SlothSG Veteran	09-Jun-2024 19:41        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yeah man 👍 For those vested since then, it would be free of cost 😂 fruitfulness      ( Date: 09-Jun-2024 14:31) Posted: Inconsistent but Superlatively High Dividends over the past 5 FYs as measured against the share price of 29c yesterday: 2023    14.48% 2022      31.72% (assuming distribution of HKT dividend-in-specie to be worth 8.3c. Add to 0.9c final dividend gives total div of 9.2c) 2021    24.17% 2020    23.79% 2019    21.58% Which SGX companies give such high dividends over the past 5 years?   MrBear12      ( Date: 20-May-2024 06:19) Posted: Very high yields but dividend not consistent.
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MrBear12 Supreme	09-Jun-2024 16:23        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	None I know. Only private equity can match such high dividend payouts fruitfulness      ( Date: 09-Jun-2024 14:31) Posted: Inconsistent but Superlatively High Dividends over the past 5 FYs as measured against the share price of 29c yesterday: 2023    14.48% 2022      31.72% (assuming distribution of HKT dividend-in-specie to be worth 8.3c. Add to 0.9c final dividend gives total div of 9.2c) 2021    24.17% 2020    23.79% 2019    21.58% Which SGX companies give such high dividends over the past 5 years?   MrBear12      ( Date: 20-May-2024 06:19) Posted: Very high yields but dividend not consistent.
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fruitfulness Veteran	09-Jun-2024 14:31        fruitfulness About Contact  Quote this Post!   Yells: "May the Lord God establish the works of my hands!"
x 0   x 0  Alert Admin	Inconsistent but Superlatively High Dividends over the past 5 FYs as measured against the share price of 29c yesterday: 2023    14.48% 2022      31.72% (assuming distribution of HKT dividend-in-specie to be worth 8.3c. Add to 0.9c final dividend gives total div of 9.2c) 2021    24.17% 2020    23.79% 2019    21.58% Which SGX companies give such high dividends over the past 5 years?   MrBear12      ( Date: 20-May-2024 06:19) Posted: Very high yields but dividend not consistent.
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Alignment Elite	08-Jun-2024 20:26        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Another sign of a desire to stream up cash to the very top.
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SlothSG Veteran	07-Jun-2024 07:38        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Likely FWD IPO in HK surfaced again 😋
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MrBear12 Supreme	20-May-2024 06:19        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	Very high yields but dividend not consistent.
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SlothSG Veteran	20-May-2024 05:45        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Okie & thanks for sharing yr view 😊 Alignment      ( Date: 19-May-2024 22:43) Posted: No I did not. At current prices PCRD remains much the better valued stock representing effectively a way to buy PCCW at a significant discount.  My preference is still to hold PCRD until the relative valuation changes.sufficiently to merit a swap, possibly if/when there is corporate activity at the PCRD level. PCRD would obviously benefit from a PCCW fiber transaction (if it materialises) in the same way as PCCW so that will work out well for PCRD. I would expect the share price impact to be proportionate (as that would make sense) for both shares. If PCRD' s share price somehow benefits significantly more then I may have to reconsider whether it would then be time to sell, but it would need to go up quite a bit first given the big discount to PCCW it is trading at presently. SlothSG      ( Date: 19-May-2024 09:54) Posted: Did you pick up PCCW recently? Seems like fibre business sales may go thru 🤞 Simply irresistible assets. Huat to all!
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Alignment Elite	19-May-2024 22:43        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	No I did not. At current prices PCRD remains much the better valued stock representing effectively a way to buy PCCW at a significant discount.  My preference is still to hold PCRD until the relative valuation changes.sufficiently to merit a swap, possibly if/when there is corporate activity at the PCRD level. PCRD would obviously benefit from a PCCW fiber transaction (if it materialises) in the same way as PCCW so that will work out well for PCRD. I would expect the share price impact to be proportionate (as that would make sense) for both shares. If PCRD' s share price somehow benefits significantly more then I may have to reconsider whether it would then be time to sell, but it would need to go up quite a bit first given the big discount to PCCW it is trading at presently. SlothSG      ( Date: 19-May-2024 09:54) Posted: Did you pick up PCCW recently? Seems like fibre business sales may go thru 🤞 Simply irresistible assets. Huat to all!   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	19-May-2024 09:54        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Did you pick up PCCW recently? Seems like fibre business sales may go thru 🤞 Simply irresistible assets. Huat to all!   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	01-May-2024 16:04        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The entry price should not be a factor in determining whether to keep or sell a stock (except if you have capital gains taxes/losses to consider). Decisons should be based on estimates about future outturns.
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MrBear12 Supreme	01-May-2024 11:50        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	Freely received, freely give I mean since you got it free, can sell lower la Or hold forever! SlothSG      ( Date: 01-May-2024 11:48) Posted: Yes, many long term shareholders got their share FOC for this counter 😋 Formless      ( Date: 01-May-2024 11:30) Posted: Something to do with the boss holding so much of the shares.He bought a lot at not so high price before PC gave lots of dividend. He told me his PC are now FOC. I bought later I got about half of the div my sifu has gotten
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SlothSG Veteran	01-May-2024 11:48        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, many long term shareholders got their share FOC for this counter 😋 Formless      ( Date: 01-May-2024 11:30) Posted: Something to do with the boss holding so much of the shares.He bought a lot at not so high price before PC gave lots of dividend. He told me his PC are now FOC. I bought later I got about half of the div my sifu has gotten. desmondxyz      ( Date: 30-Apr-2024 16:09) Posted: Can share with us the rationale
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Formless Member	01-May-2024 11:30        Formless About Contact  Quote this Post!
x 0   x 0  Alert Admin	Something to do with the boss holding so much of the shares.He bought a lot at not so high price before PC gave lots of dividend. He told me his PC are now FOC. I bought later I got about half of the div my sifu has gotten. desmondxyz      ( Date: 30-Apr-2024 16:09) Posted: Can share with us the rationale? Formless      ( Date: 30-Apr-2024 15:55) Posted: He explained to me the rationale. Seems to make sense
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MrBear12 Supreme	30-Apr-2024 16:15        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	I don't presume to be an expert in any counter, but I understand that every counter has its day. That is why I cannot hold a lot in any one counter. The holdings will have to be reduced to fund other things. But thanks formless. I know little about Marco polo the counter, but i do know he was an explorer and that I' want to be like him too. So I sell my stocks to raise funds for my exploratory trips to the moon and for some charitable work. Makes me a little happier than staring down one or two stocks.
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Formless Member	30-Apr-2024 16:09        Formless About Contact  Quote this Post!
x 0   x 0  Alert Admin	He also told me to buy Marco polo marine when it was low. MrBear12      ( Date: 30-Apr-2024 16:02) Posted: Good you stick with a plan. All the best with this Company and your sifu.
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desmondxyz Veteran	30-Apr-2024 16:09        desmondxyz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can share with us the rationale? Formless      ( Date: 30-Apr-2024 15:55) Posted: He explained to me the rationale. Seems to make sense. MrBear12      ( Date: 30-Apr-2024 15:10) Posted: Change sifu and you will not die of boredom. Happy labor day O formless and all her
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MrBear12 Supreme	30-Apr-2024 16:02        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	Good you stick with a plan. All the best with this Company and your sifu.
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Formless Member	30-Apr-2024 15:55        Formless About Contact  Quote this Post!
x 0   x 0  Alert Admin	He explained to me the rationale. Seems to make sense. MrBear12      ( Date: 30-Apr-2024 15:10) Posted: Change sifu and you will not die of boredom. Happy labor day O formless and all here Formless      ( Date: 30-Apr-2024 09:43) Posted: My sifu advice me to hold till die
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MrBear12 Supreme	30-Apr-2024 15:10        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	Change sifu and you will not die of boredom. Happy labor day O formless and all here Formless      ( Date: 30-Apr-2024 09:43) Posted: My sifu advice me to hold till die. MrBear12      ( Date: 30-Apr-2024 09:29) Posted: Sounds like you are a substantial shareholder. You can well afford to sell some the
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Formless Member	30-Apr-2024 09:43        Formless About Contact  Quote this Post!
x 0   x 0  Alert Admin	My sifu advice me to hold till die. MrBear12      ( Date: 30-Apr-2024 09:29) Posted: 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
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