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Bigmama Elite	09-Dec-2013 15:25        Bigmama About Contact  Quote this Post!
x 0   x 0  Alert Admin	Then 2 cent it will be for ipco. Lol qwertyuiop00      ( Date: 09-Dec-2013 13:25) Posted: Haha I'm just guessing only. Ipco is probably placing a very big bet on blumont, if blumont can solve all its problems and start its mining activities soon, probably we will see the mother of all comebacks, but if blumont fails, then I think blumont and ipco will just stay in the doldrums forever, blumont especially not gonna see the sunlight, haha just my 2 cents Lucky03      ( Date: 09-Dec-2013 11:50) Posted: That's make it sounds like a bet on Blumont may pay off ! LoL :) IPCO is a proxy so lower risk and lower gain.
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hmphie Veteran	09-Dec-2013 13:59        hmphie About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	The ramp is getting dumped.
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churnw Elite	09-Dec-2013 13:49        churnw About Contact  Quote this Post!
x 0   x 0  Alert Admin	Both innopac and bluemont go up ..... Anytime will Cheong ...
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qwertyuiop00 Veteran	09-Dec-2013 13:25        qwertyuiop00 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha I'm just guessing only. Ipco is probably placing a very big bet on blumont, if blumont can solve all its problems and start its mining activities soon, probably we will see the mother of all comebacks, but if blumont fails, then I think blumont and ipco will just stay in the doldrums forever, blumont especially not gonna see the sunlight, haha just my 2 cents Lucky03      ( Date: 09-Dec-2013 11:50) Posted: That's make it sounds like a bet on Blumont may pay off ! LoL :) IPCO is a proxy so lower risk and lower gain. qwertyuiop00      ( Date: 09-Dec-2013 11:39) Posted: If ipco didn't want to cash out its profits on blumont when it was trading at $2+, but yet at the current situation, transferred in more blumont shares from sun spirit group, does it mean they are expecting more to come from blumont? Afterall blumont haven't started its mining activities on copper and uranium yet. Just some thoughts...
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Lucky03 Elite	09-Dec-2013 11:50        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	That's make it sounds like a bet on Blumont may pay off ! LoL :) IPCO is a proxy so lower risk and lower gain. qwertyuiop00      ( Date: 09-Dec-2013 11:39) Posted: If ipco didn't want to cash out its profits on blumont when it was trading at $2+, but yet at the current situation, transferred in more blumont shares from sun spirit group, does it mean they are expecting more to come from blumont? Afterall blumont haven't started its mining activities on copper and uranium yet. Just some thoughts...
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qwertyuiop00 Veteran	09-Dec-2013 11:39        qwertyuiop00 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If ipco didn't want to cash out its profits on blumont when it was trading at $2+, but yet at the current situation, transferred in more blumont shares from sun spirit group, does it mean they are expecting more to come from blumont? Afterall blumont haven't started its mining activities on copper and uranium yet. Just some thoughts...
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Lucky03 Elite	09-Dec-2013 11:35        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If IPCO ended green or even at 0.017, we may have seen its worst. Assess and enter with the assumption of a worst case scenario that their investment in Blumont is written off and should set the floor. QSL unlikely to let go IPCO and I hope they didn't pledge in IPCO for any of the margin financing that will result in any forced selling down the road. guoyanyunyan      ( Date: 09-Dec-2013 10:47) Posted: ...look like holding well enough so far... so monitor and decide when to act or ... ...wait for its unaudited Half Year Financial Results released on or before 15 Dec...
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guoyanyunyan Supreme	09-Dec-2013 10:47        guoyanyunyan About Contact  Quote this Post!
x 0   x 0  Alert Admin	...look like holding well enough so far... so monitor and decide when to act or ... ...wait for its unaudited Half Year Financial Results released on or before 15 Dec...
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Lucky03 Elite	09-Dec-2013 09:45        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like my have seen the worst of IPCO. The profit warning has apparently been factored in.
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Lucky03 Elite	09-Dec-2013 09:11        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The entire portfolio of Blumont can't be higher than its 4 subsidiaries - ESA, Excellent, Asia Plan and IES. So even if write off, it's NAV should not be affected by more than 20% ? The question lies in how they priced their fair value recognition and if overly zealous in recognizing at current traded price which was too risky and unstable. Octavia      ( Date: 09-Dec-2013 09:05) Posted: IPCO profit warning for 1HFY14, due to declines in the value of its financial assets, most significant of which is its 9.74% stake in Blumont.
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Octavia Supreme	09-Dec-2013 09:05        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	IPCO profit warning for 1HFY14, due to declines in the value of its financial assets, most significant of which is its 9.74% stake in Blumont.
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nqing87 Supreme	08-Dec-2013 19:41        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	my guess NAV will be around 0.07, since at 2011, NAV already at 0.07 (from what u posted) even though blumont/innopac price at 2011 were even lower than now, if im not wrong.. Jackpot2010      ( Date: 08-Dec-2013 19:12) Posted: NAV YE30/4/11 = $0.07 NAV YE30/ 4/12= $0.07  NAV YE30/4/13= $0.08 NAV 1Q31/7/13= $0.10 NAV 2Q31/10/13= ??? (My guess is NAV will drop to ~$0.035 in view of profit warning issued. Current px @$0.017 is half of estimated NAV ($0.035) so px is unlikely to crash next week or near future - UNLESS Blumont or Innopac go into liquidation or 'prolonged' suspension. The latter worst-case scenario cannot be ruled out, especially on Blumont. Personal opinion only -  DYODD, not vested.
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Sealteam6 Member	08-Dec-2013 19:33        Sealteam6 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Digiland in the making!
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Jackpot2010 Master	08-Dec-2013 19:12        Jackpot2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	NAV YE30/4/11 = $0.07 NAV YE30/ 4/12= $0.07  NAV YE30/4/13= $0.08 NAV 1Q31/7/13= $0.10 NAV 2Q31/10/13= ??? (My guess is NAV will drop to ~$0.035 in view of profit warning issued. Current px @$0.017 is half of estimated NAV ($0.035) so px is unlikely to crash next week or near future - UNLESS Blumont or Innopac go into liquidation or 'prolonged' suspension. The latter worst-case scenario cannot be ruled out, especially on Blumont. Personal opinion only -  DYODD, not vested.
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Lucky03 Elite	08-Dec-2013 18:56        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Prepared to continue to collect to 0.008. That has been its lowest over last 5 years or historical low. The floor has been average 0.02 and that's the benchmark for most of the funds raised over last 1 year. Lucky03      ( Date: 07-Dec-2013 16:48) Posted: I have a buy q at $0.015. Let's see if I'll get it next week. guoyanyunyan      ( Date: 07-Dec-2013 15:52) Posted: ...will see next week can the strong support level $0.015 withstand the impact of Profit Warning...
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Lucky03 Elite	07-Dec-2013 16:48        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have a buy q at $0.015. Let's see if I'll get it next week. guoyanyunyan      ( Date: 07-Dec-2013 15:52) Posted: ...will see next week can the strong support level $0.015 withstand the impact of Profit Warning...
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guoyanyunyan Supreme	07-Dec-2013 15:52        guoyanyunyan About Contact  Quote this Post!
x 1   x 1  Alert Admin	...will see next week can the strong support level $0.015 withstand the impact of Profit Warning...
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Lucky03 Elite	07-Dec-2013 13:31        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Most of recent placements and funds raising for IPCO is around $0.02. Lucky03      ( Date: 07-Dec-2013 13:30) Posted: Thanks ! The IPCO book is all paper money.... The almost 10 folds jump in profit booked last year and attributable largely to fair value recognition may be reversed out. Should focus on those tangible performance of its 3 main lines of business in circuit boards (hopefully the recovery of economy and event up tick in electronic manufacturing augurs well), its China natural gas development which has just signed a new 30 yrs contract plus its property development in Seattle, USA for the revival of the property market. cccx123      ( Date: 07-Dec-2013 13:26) Posted: Coming August.. Need to wait very long to bang some tables, eat some food and grill some directors. There hasn't been any force selling of Ipco or Innopac shares so far. Think the 2Q result is 15 Dec or earlier.
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Lucky03 Elite	07-Dec-2013 13:30        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks ! The IPCO book is all paper money.... The almost 10 folds jump in profit booked last year and attributable largely to fair value recognition may be reversed out. Should focus on those tangible performance of its 3 main lines of business in circuit boards (hopefully the recovery of economy and event up tick in electronic manufacturing augurs well), its China natural gas development which has just signed a new 30 yrs contract plus its property development in Seattle, USA for the revival of the property market. cccx123      ( Date: 07-Dec-2013 13:26) Posted: Coming August.. Need to wait very long to bang some tables, eat some food and grill some directors. There hasn't been any force selling of Ipco or Innopac shares so far. Think the 2Q result is 15 Dec or earlier. Lucky03      ( Date: 07-Dec-2013 13:08) Posted: QSL holds 1.35% o IPCO. Hope she didn't also pledged in IPCO for share financing and kena forced selling too. There is also no clarity on what IPCO used to pledge for share margin financing that is paying 6-8% interest per annum. Hope they will issue clarification and reassure shareholders in their Q2 result to be issued by 15 Nov. When is the next AGM ?
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cccx123 Elite	07-Dec-2013 13:26        cccx123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Coming August.. Need to wait very long to bang some tables, eat some food and grill some directors. There hasn't been any force selling of Ipco or Innopac shares so far. Think the 2Q result is 15 Dec or earlier. Lucky03      ( Date: 07-Dec-2013 13:08) Posted: QSL holds 1.35% o IPCO. Hope she didn't also pledged in IPCO for share financing and kena forced selling too. There is also no clarity on what IPCO used to pledge for share margin financing that is paying 6-8% interest per annum. Hope they will issue clarification and reassure shareholders in their Q2 result to be issued by 15 Nov. When is the next AGM ?
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