| Latest Forum Topics / Vallianz Last:0.056 -- |
|
|
SEMBMARINE - A NEW CHAPTER - DEMERGED
|
|||||
|
donut42days
Veteran |
15-Dec-2014 09:49
|
||||
|
x 0
x 0 Alert Admin |
no big player whr got chance for watever coy? market very sian one la..hehe |
||||
| Useful To Me Not Useful To Me | |||||
|
nqing87
Supreme |
15-Dec-2014 09:45
|
||||
|
x 0
x 0 Alert Admin |
wow, this kid played stocks when he was 9 y/o?? i did remember i used to looking at the TV screen for stocks everyday when i was in pri school or kindergarden, as my dad was playing last time, but was looking at it just for fun as the changing values attracted me.. this kid actually really play stocks  when he was at 9, when i was probably playing toys lol.. dunno is it just sg or happening around the world, but in this 2 years since i started playing counters, some counters which are loss making are doing better than those that has good order book or profits.. sometimes i dunno if it' s just me having wrong foresight or not considering  and having relevant info on counters which i think is fundamentally good.. when loss making counters are holding so well, it makes me wonder if it' s just irrationality or something that i didnt see.. even if  u know it' s  irrationality or manipulation, it will definitely affect the confidence as an investor.. it makes me wonder why i should invest in good profit making company with good fundamentals, when loss making companies are having their fun time moving up lol.. it makes stock market like a sort of gambling den, when i think that it shouldnt be make into one..
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
RedEye1811
Master |
15-Dec-2014 09:21
|
||||
|
x 0
x 0 Alert Admin |
Bro nq...I totally did not expect a contract win...not in these conditions...surprise, surprise...but sadly it not going to help  stock price of Vallianz  much...anything O& G at moment toxic even if contract wins to shore up book orders...and with Swiber, I too had to read twice if not four times as I thought it a mistake...but Swiber got the USD710 contract (which again not going to help stock price much)...I do wonder if Vallianz will benefit from the contract by Swiber in anyway... But perhaps we should simply work out the trading system of the kids in the story at following URL....we obviously not doing ti right... http://www.news.com.au/finance/money/new-york-schoolboy-makes-a874-million-trading-stocks-at-lunch-time/story-e6frfmdr-1227156052753
|
||||
| Useful To Me Not Useful To Me | |||||
|
nqing87
Supreme |
15-Dec-2014 08:32
|
||||
|
x 0
x 0 Alert Admin |
lol contract win when we least expect it.. true enough, vallianz really announce contract win at 4th quarter.. but USD 97mil is nothing awesome about it lol.. better than nothing though.. and at first i thought u type wrongly for swiber win USD 710 mil.. then i check, really USD 710mil lol.. that' s like a super massive contract worth more than  few jack-up rigs from keppel..
|
||||
| Useful To Me Not Useful To Me | |||||
|
RedEye1811
Master |
15-Dec-2014 07:46
|
||||
|
x 0
x 0 Alert Admin |
Ummm...I was not expecting a contract award win...with Swiber halted I thought it was a definite connection to Vallianz and Swiber...but Vallianz got the USD97 million contract and Swiber just announced USD710 million project win....under normal conditions this would be great news but given the down state of the oil sector likely just firing blanks.... |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
ysh2006
Supreme |
15-Dec-2014 07:33
|
||||
|
x 0
x 0 Alert Admin |
No use oil drop even swissco won big projects recently also come down...up is chance to sell...I think only..
|
||||
| Useful To Me Not Useful To Me | |||||
|
gslgsl
Senior |
15-Dec-2014 07:27
|
||||
|
x 0
x 0 Alert Admin |
Vallianz Clinches US$97M Charter Award in the Middle East Group to supply a specialized vessel to a national oil company for up to five years New vessel will diversify its OSV fleet and widen its scope of services
|
||||
| Useful To Me Not Useful To Me | |||||
|
gslgsl
Senior |
15-Dec-2014 07:25
|
||||
|
x 0
x 0 Alert Admin |
Vallianz Clinches US$97M Charter Award in the Middle East |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
RedEye1811
Master |
12-Dec-2014 15:31
|
||||
|
x 0
x 0 Alert Admin |
Perhaps Swiber will offer to take all of the debt of Vallianz off its hands and give  Vallianz all the worthy tangible assets (ignore the trade receivables of Swiber) of from Swiber....Swiber already got enough debt so adding more can not make things worse than they are...Vallianz not as badly in debt as Swiber so kicking can to them would be real nice and get good assets in return... Swiber can then go private and Vallianz will have a great B/S with great D/E... That just sarcastic wishing and not realistic but would be great way for Vallianz to straighten out B/S real quick...
Given this announcement taking longer to come out then seems like it bigger than simply update on acquisition of subsidiaries from Swiber...just announce it and get it over with...
|
||||
| Useful To Me Not Useful To Me | |||||
|
earlybird14
Supreme |
12-Dec-2014 15:12
|
||||
|
x 0
x 0 Alert Admin |
I understand where you come from. 2013 was a good years for offshore industry. Nobody will expect crude oil drop to below 60 dollars. Whoever invested in offshore company are suffering now.
|
||||
| Useful To Me Not Useful To Me | |||||
|
moron101
Supreme |
12-Dec-2014 14:47
|
||||
|
x 0
x 0 Alert Admin |
My goodness! Could be both bought over by big bros overseas. Korean or Chinese or US giants? | ||||
| Useful To Me Not Useful To Me | |||||
|
RedEye1811
Master |
12-Dec-2014 14:11
|
||||
|
x 0
x 0 Alert Admin |
Admit I not kept up to date on Kreuz post it going private. So perhaps private investor regretting it or not, I am not certain. But I simply reflecting on the timing of the announcement of sale of Kreuz and release of Q3 2013 results. In Nov 2013 Kreuz was already jumping around 76c - 81c. If memory right it was a Friday and they halted trade to announce sale to private investor. Then it resumed trading and price moved from 76c to 80c and was stuck. A few days later they release Q3 2013 results and it was a big increase in top and bottom lines. Given good results it could have cause share price to jump to above 85c or 90c. But as sale already announced then 80c was where stuck. I was simply wishing results had been announced first as could have sold at higher price. Hey, that just retrospective wishing and simply that. My dislike for deal was the timing of announcement and results release. That is all.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
earlybird14
Supreme |
12-Dec-2014 13:34
|
||||
|
x 0
x 0 Alert Admin |
Sell Kreuz subsea too cheap? As per my understanding, the private investor on Kreuz subsea is very regretting to buy Kreuz subsea now which is an empty shell company with 1 barge, 1 super old diving support vessel and 1 super problematic diving support vessel under construction in China. Halin offshore which is diving support operation  close down recently, all their diving support vessels are up for sales. To buy Halin offshore better than buying kreuz subsea since the USA owner has been looking for buyers for months till decide to disolve it.
|
||||
| Useful To Me Not Useful To Me | |||||
|
RedEye1811
Master |
12-Dec-2014 13:27
|
||||
|
x 0
x 0 Alert Admin |
This is also one of the scenarios I am thinking is about to happen. Swiber in my opinion is just about on verge of having to buy a printing press to find cash. Rawabi Holdings if not mistaken got some link to Saudi Amaro (or whatever it called...darn head too tired to think today) that is linked to government so Rawabi got some deep pockets and likely got some shield from drop in oil price...Swiber just a ghost ship in empty ocean with circling sharks looking to feed on their debt so Swiber perhaps looking offload like Kreuz (god I hated that deal....had investment in Kreuz and still think they sold it too cheap particular when after made announcement to sell they (Kreuz) came out with great results that would have likely driven their share price far higher than 80c....)
|
||||
| Useful To Me Not Useful To Me | |||||
|
earlybird14
Supreme |
12-Dec-2014 13:19
|
||||
|
x 0
x 0 Alert Admin |
Or sell Vallianz away to Rawabi Holding to raise cash like they sell away Kreuz Subsea to raise cash.
|
||||
| Useful To Me Not Useful To Me | |||||
|
RedEye1811
Master |
12-Dec-2014 12:47
|
||||
|
x 0
x 0 Alert Admin |
Swiber I can see wanting a rights issue but Vallianz?? Do not think they as cash strapped as Swiber yet or will be for a while. So do not see why Vallianz would be halted if Swiber doing a rights issue or vice versa. Umm...can you clarify so help educate myself as I likely missing something...thanks... |
||||
| Useful To Me Not Useful To Me | |||||
|
earlybird14
Supreme |
12-Dec-2014 12:35
|
||||
|
x 0
x 0 Alert Admin |
How about a right issue to raise cash?
|
||||
| Useful To Me Not Useful To Me | |||||
|
RedEye1811
Master |
12-Dec-2014 12:31
|
||||
|
x 0
x 0 Alert Admin |
Most likely announcement to do with the intended acquisitions of Vallianz of those couple of subsidiaries of Swiber (PTSB etc)....perhaps an update on whether going through with deal or need to be sweetened. Alternative a far out thought could be some takeover of Vallianz...given Falcon Energy is seeking to buy over CH Offshore then perhaps that setting the tone for consolidations to begin in the O& G sector given fall in crude oil prices. Just hope they do not drag announcement wait out for days like they tend to, but given halt on a Friday likely not announce anything till after weekend...
|
||||
| Useful To Me Not Useful To Me | |||||
|
wendycheong81
Veteran |
12-Dec-2014 10:33
|
||||
|
x 0
x 0 Alert Admin |
worrying when halt with swiber
|
||||
| Useful To Me Not Useful To Me | |||||
|
benlee
Member |
12-Dec-2014 09:15
|
||||
|
x 0
x 0 Alert Admin |
Yeah.. I also hope so.. hehe.. Both vallianz and swiber are halted.  
|
||||
| Useful To Me Not Useful To Me | |||||

