Latest Forum Topics /
AEM SGD
Last:9.57
-0.33
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business turnaround ?
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MrBear12
Supreme |
09-Apr-2024 12:22
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Wanna join in this prime bull run? | ||||
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tongphlp
Supreme |
09-Apr-2024 12:19
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remove the CEO...the only prime I trust now is Optimus Prime..  
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MrBear12
Supreme |
09-Apr-2024 11:49
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Like I said once, its past its prime. Trader' s stock.
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tongphlp
Supreme |
09-Apr-2024 11:44
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no wonder even aberdeen pared their stakes..
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MambaFinancial89
Veteran |
09-Apr-2024 11:14
Yells: "Be greedy when others are fearful. " |
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Touched $2.43. You were right. Can teach me your forecasting ways, brother? Haha.   
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LoudShout
Master |
09-Apr-2024 10:37
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Good Call.  Charting?
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Premier
Senior |
09-Apr-2024 10:12
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Looks good for 2.50 by end of day | ||||
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MrBear12
Supreme |
09-Apr-2024 08:59
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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See what ceo says on 24th first. Talk to fellow investors at agm then decide price to pay or sell | ||||
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Premier
Senior |
08-Apr-2024 21:44
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Hi All TOMMROW is going up to above 2.43...so stay vested | ||||
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tongphlp
Supreme |
08-Apr-2024 16:42
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yes, current ceo is useless and hopeless
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LoudShout
Master |
08-Apr-2024 15:01
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Time for change in the C suite - dismal performance, inventory accounting issue, arbitration US$20 million payment... where are the so called ramp up 2024 for new wins as announced by the Co in 2022 results? Kicking the can down the road...with dismal performances, errors, payments etc.
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MrBear12
Supreme |
07-Apr-2024 21:04
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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I see, goodwill77. Inventory problem is a very common problem of management. There is a game called the BEER game. Its a computer game managing a company inventory. Played it 25 years ago as part of a course on linear optimization. Suggest the CEO and management play the BEER game till they know how to manage their inventories. Perhaps, introduce BEER game at their AGM? Sold off all AEM some time back as I had CEI shares. Trade with BEER game |
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Goodwill77
Supreme |
07-Apr-2024 20:53
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investor confidence need to be earned back  inventory issue, no earning but loss, no dividend and same CEO... watch for now Dyodd 
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MrBear12
Supreme |
07-Apr-2024 20:28
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Yes, understand you goodwill77. If you have a full time job, leave it to the professional fund managers who should be doing this ground work, but very often, do not. Have a good look around other stocks and you may find that AEM - very hard to reach its peak again. A mountain to climb! Trade with goodwill
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Goodwill77
Supreme |
07-Apr-2024 20:16
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company visit and interview wouldn' t be possible as I am not fund mgr only in AGM ...
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MrBear12
Supreme |
07-Apr-2024 19:43
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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One does not need to look only at P/L statements - sometimes books are cooked. Go down and visit the company, interview management and workers. Inspect their set up. Professional fund managers are supposed to do that instead of staring at screens all day long. Trade on the ground and do your own interviews (DYOI)
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Goodwill77
Supreme |
07-Apr-2024 19:37
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Good point but we will not be able to see CEI P& L now, only consolidated group figures. for now will watch the price as it has rebounded from 216  Dyodd   
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MrBear12
Supreme |
07-Apr-2024 15:41
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Goodwill77, Can I recommend that you watch also the subsidiaries of this company? A few years ago, their was another manufacturing company CEI Contract Manufacturing or something like that. Temasek had a share if I am not wrong, holding CEI as Republic Technologies and later sold to AEM Holdings. This CEI company was run well. Although the price fell after IPO in 2000, yet it lasted for 21 years until AEM bought this company. If CEI is still contributing profits to AEM, so well and good. If AEM has such good companies like CEI, then AEM is well holding on to. Trade looking at subsidiaries of Holding Companies  
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Goodwill77
Supreme |
07-Apr-2024 15:01
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for Aem will watch it for now  
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MrBear12
Supreme |
07-Apr-2024 12:17
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Mr bear just had steak for lunch. Courtesy of the garmen through vouchers, my first cdc spending on steak.
It was a free lunch. In bear language, some left over bull killed by earlier passing bears was leftover for me to scavenge. I think it was killed because it spent all its energy charging at nothing, and when it was a spent force, a bear family came and devoured it. That was how my diet today switched from the usual salmon to steak. I love steak, but salmon is healthier. I could not help but feel sorry for the bull. His is not the only sad story. Many bulls and the companies they chased after came to a sorry state because they chased after profits too quickly, over extended themselves and were killed by the bears. A vital lesson I learn from manufacturing companies is simply this, they are capital intensive, borrow extensively, sometimes over expand, and when what they manufacture becomes obsolete, go bankrupt if they do not scale down and transform. A highly cyclical industry. I hope this is not AEM. Trade manufacturing nimbly |
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