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pkli899 Supreme	03-Mar-2025 14:14        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha, shortly after I posted, went to 62.5c! vicloo your wish granted liao.
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pkli899 Supreme	03-Mar-2025 14:04        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Your wish seems to get granted soon. Today or tomorrow. vicloo      ( Date: 03-Mar-2025 09:30) Posted: Hope breaking 62c by noon
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Winnertakeall Elite	03-Mar-2025 11:54        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sell wall 11.6m @ 0.60c Difficult to clear but not impossible.   Hope some funds come in for the 6% dividend    vicloo      ( Date: 03-Mar-2025 09:30) Posted: Hope breaking 62c by noon
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vicloo Supreme	03-Mar-2025 09:30        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope breaking 62c by noon
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sgng123 Supreme	01-Mar-2025 02:00        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It on up trend so we don know how high it can go. Big buy block almost daily but the ascend is very gradually. Slow Steady up trend, no chance of load and dump trend.
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stonkmaster Veteran	01-Mar-2025 00:24        stonkmaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	How much do you guys this can go up to? HVRRVH      ( Date: 28-Feb-2025 22:16) Posted: I have exceeded slightly my pre-capped average holding cost, now stand at $0.3819. I have kind of ' utilised' part of the anticipated dividend to purchase the shares now, in case the price keep trending up. I will stop adding for the time being unless the price trend down slightly or stay put after XD. New targeted ' pre-capped' average holding cost post XD is $0.45. Incidentally, today' s volume is 9th highest historically. In fact, volume at such high level was last seen on 16.8.22, and the 1st to 8th highest volumes all preceded 16.8.22. In other words, we have not seen such high volume after the 1st 4 months of YZJF listing. The big difference here is that previously, the high volumes drove the price down and now it is the opposite. We can read all we like into this using technical analysis but suffice to say, long holders have no reason to sell unless need to realise profit or recycle capital to other stocks. Sure got profits and if not, sometning is seriously wrong if we still suffer unrealised loss if we have been around since day 1, unless of course we bought above $0.595 and did nothing to average down with prices hitting lowest of $0.285 before reversing up till now.  HVRRVH      ( Date: 14-Feb-2025 16:38) Posted: We have to decide for ourselves. Personally, I just put it out there for reference purpose to look back myself sometime later, study and examine my own thoughts processes and actions taken. Thus far, my bottomline is that I won' t add till my outright average price is above $0.375.
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HVRRVH Elite	28-Feb-2025 22:16        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have exceeded slightly my pre-capped average holding cost, now stand at $0.3819. I have kind of ' utilised' part of the anticipated dividend to purchase the shares now, in case the price keep trending up. I will stop adding for the time being unless the price trend down slightly or stay put after XD. New targeted ' pre-capped' average holding cost post XD is $0.45. Incidentally, today' s volume is 9th highest historically. In fact, volume at such high level was last seen on 16.8.22, and the 1st to 8th highest volumes all preceded 16.8.22. In other words, we have not seen such high volume after the 1st 4 months of YZJF listing. The big difference here is that previously, the high volumes drove the price down and now it is the opposite. We can read all we like into this using technical analysis but suffice to say, long holders have no reason to sell unless need to realise profit or recycle capital to other stocks. Sure got profits and if not, sometning is seriously wrong if we still suffer unrealised loss if we have been around since day 1, unless of course we bought above $0.595 and did nothing to average down with prices hitting lowest of $0.285 before reversing up till now.  HVRRVH      ( Date: 14-Feb-2025 16:38) Posted: We have to decide for ourselves. Personally, I just put it out there for reference purpose to look back myself sometime later, study and examine my own thoughts processes and actions taken. Thus far, my bottomline is that I won' t add till my outright average price is above $0.375.  hokpin      ( Date: 14-Feb-2025 16:23) Posted: So now every retreat presents a buying opportunity
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sgng123 Supreme	28-Feb-2025 20:04        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Next trump move might be banning US/Europe banks from financing china made shipping loan lol. Killer move to starve china shipbuilding of shipping orders. But this would present great opp for yzjfh to plug the hole. Hope yzjfh in 2025 do a reversal in stock price, going up to nta on fear of US tariff on china shipbuilding. 3 -4 fold jump from 2024 level.
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sgng123 Supreme	28-Feb-2025 19:56        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	At least it moving steadily north unlike yzjsh sinking titanic ship. Think yzjsh bb jump ship, dump yzj shipping and buy into yzjfh. Buf it a gradual process, next week yzjfh tgt would be to touch 0.66 . Additional 10% and 25% tariff in Mar on china, mexico and canada hurting market.
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pkli899 Supreme	28-Feb-2025 19:46        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	With possible spin-off news, if not for YZJSB big sell down, this would have moved much higher.  Too bad, 不 对 时 。
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Observers Elite	28-Feb-2025 16:37        Observers About Contact  Quote this Post!
x 0   x 1  Alert Admin	Possibly benefit from ship brokeraging trading 2nd hand non-Chinese ships for use in the US market. Maybe can contract to YZJSB to refurbish also.
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behonest Senior	28-Feb-2025 15:29        behonest About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ren family is very smart. They spin off the finance from mother ship for a strategy. They knew American will hunt the ship one day. So by spinning off, not only unlock the ship values and it serve as rotation play from ship to finance when thing like this go wrong. Now at finance values , speak the   volume
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vicloo Supreme	28-Feb-2025 14:57        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope breaking 65c next week👍 👍 👍 🤜 sgng123      ( Date: 28-Feb-2025 13:18) Posted: 0.6 reached !!
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HVRRVH Elite	28-Feb-2025 14:35        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes I do hope if the spin off materialised, it would not be at listing price of below $0.50. Hope to see YZM get scale up before spinning off if spin off is on the card. When Ren see trading price 0.5x of NAV, he see the need to create value for shareholders and he seems know how to do it. Cheers.  volvo125      ( Date: 28-Feb-2025 13:59) Posted: The mother YFH can definitely retain it' s listing status after spinning off the Maritime unit (say we give it a name YM). Chinese DI is ~$1.2b (gross return 11%~12% pa), DI in SG in the form of private credits has an AUM target of $500M (with Tahan, Heliconia,  return ~9% pa, liu hua mentioned that in the webiner)  plus the p& pe in china ($292m, powerpoint), plus cash in china ($420m, powerpoint). YFH AUM works out to be $2.4b, definitely big enough and has a baseload profit base to retain it' s listing. So at the current of AUM $4.2b, The new YFH will be ~$2.4b, the new YM will probably start with $1.8b or more if Ren decides to allocate more cash into YM. HVRRVH      ( Date: 28-Feb-2025 11:33) Posted: I think old Ren has some bright ideas with regard to the spin off. Something must be afoot if not he wouldn&rsquo t talk about it to The Edge. Also, the trading volume of YZJF has been higher than average for some time now. However, using simple calculation, it seems that at present, the Maritime segment [YZJM] under YZJF is not big enough to stand alone. The net asset is S$4.07b, AUM is $S4.22b, NAV is S$1.17 and the Maritime segment accounted for about 12% of these values so if based on NAV, the Maritime segment is only valued at NAV S$0.14. To spin off, the theoretical open market price is expected to be $0.14 but we all know what happened to the main YZJF spin off from YZJS. If Ren did not communicate beforehand with institutional shareholders, if these institutions decide to dump again owing to no mandate or whatsoever, then the YZJM will get hammered down like YZJF. If spin off indeed happen, the other segment, i.e, the cash and yield and equity, we may call it Yangzijiang Investment [YZJI], is more interesting as its share of NAV is about 54% therefore = S$0.63. These are mostly cash which old Ren said he welcome interested partners to &lsquo pool assets together&rsquo . Given that these are mostly liquid hard cash amounting to about S$1.8b, could this go the iFast route? How much will the market value it if it does get listed via spin off? It&rsquo s anyone&rsquo s guesses. Lastly, if the above 2 get spin off, YZJF will be left with the Debt Investment asset [YZJDI]. This is worth about 34% [SG & China combined, China only 29%] of total assets. This would give YZJDI the value of S$0.39. I don&rsquo t think this can get listed as it is the reason why YZJF was hammered down since spin off. Therefore, would old Ren form a private company to buy over this? He can do so by scheme of arrangement and distribute shares to YZJF shareholders. If no premium, each existing YZJF share will get S$0.39 and we would have a situation of YZJF reorganise into 3 separate entities, ie, spin off of Maritime to become YZJM with theoretical listing price of $0.14, listing of YZJI at $0.63 and privatisation of YZJDI at $0.39. So existing shareholders will &lsquo realised&rsquo 100% of the NAV in the best case scenario but of course, the reality is far more complex than my simple paper exercise but nonetheless, I think old Ren know much better than me how to handle this to unlock shareholders&rsquo value. It is likely that he would beef up YZJM to some scale before spinning it off. The best is he indeed retire the Debt investment from YZJF.
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hokpin Supreme	28-Feb-2025 14:33        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very excited today! sgng123      ( Date: 28-Feb-2025 14:23) Posted: High can be even higher, low can be even lower. Currently yzjfh is on a up trend similar to yzjsh when it trading at 1.50 As long yzjfh continue to generate positive news, up trend continue. stonkmaster      ( Date: 28-Feb-2025 13:44) Posted: Could be pump and dump by bb. Be careful
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sgng123 Supreme	28-Feb-2025 14:23        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	High can be even higher, low can be even lower. Currently yzjfh is on a up trend similar to yzjsh when it trading at 1.50 As long yzjfh continue to generate positive news, up trend continue. stonkmaster      ( Date: 28-Feb-2025 13:44) Posted: Could be pump and dump by bb. Be careful. sgng123      ( Date: 28-Feb-2025 13:18) Posted: 0.6 reached !!
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behonest Senior	28-Feb-2025 14:05        behonest About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ren family is very smart. They spin off the finance from mother ship for a strategy. They knew American will hunt the ship one day. So by spinning off, not only unlock the ship values and it serve as rotation play from ship to finance when thing like this go wrong. Now at finance values , speak the   volume  take note net seller is more than buyer for this counter
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volvo125 Master	28-Feb-2025 13:59        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The mother YFH can definitely retain it' s listing status after spinning off the Maritime unit (say we give it a name YM). Chinese DI is ~$1.2b (gross return 11%~12% pa), DI in SG in the form of private credits has an AUM target of $500M (with Tahan, Heliconia,  return ~9% pa, liu hua mentioned that in the webiner)  plus the p& pe in china ($292m, powerpoint), plus cash in china ($420m, powerpoint). YFH AUM works out to be $2.4b, definitely big enough and has a baseload profit base to retain it' s listing. So at the current of AUM $4.2b, The new YFH will be ~$2.4b, the new YM will probably start with $1.8b or more if Ren decides to allocate more cash into YM. HVRRVH      ( Date: 28-Feb-2025 11:33) Posted: I think old Ren has some bright ideas with regard to the spin off. Something must be afoot if not he wouldn&rsquo t talk about it to The Edge. Also, the trading volume of YZJF has been higher than average for some time now. However, using simple calculation, it seems that at present, the Maritime segment [YZJM] under YZJF is not big enough to stand alone. The net asset is S$4.07b, AUM is $S4.22b, NAV is S$1.17 and the Maritime segment accounted for about 12% of these values so if based on NAV, the Maritime segment is only valued at NAV S$0.14. To spin off, the theoretical open market price is expected to be $0.14 but we all know what happened to the main YZJF spin off from YZJS. If Ren did not communicate beforehand with institutional shareholders, if these institutions decide to dump again owing to no mandate or whatsoever, then the YZJM will get hammered down like YZJF. If spin off indeed happen, the other segment, i.e, the cash and yield and equity, we may call it Yangzijiang Investment [YZJI], is more interesting as its share of NAV is about 54% therefore = S$0.63. These are mostly cash which old Ren said he welcome interested partners to &lsquo pool assets together&rsquo . Given that these are mostly liquid hard cash amounting to about S$1.8b, could this go the iFast route? How much will the market value it if it does get listed via spin off? It&rsquo s anyone&rsquo s guesses. Lastly, if the above 2 get spin off, YZJF will be left with the Debt Investment asset [YZJDI]. This is worth about 34% [SG & China combined, China only 29%] of total assets. This would give YZJDI the value of S$0.39. I don&rsquo t think this can get listed as it is the reason why YZJF was hammered down since spin off. Therefore, would old Ren form a private company to buy over this? He can do so by scheme of arrangement and distribute shares to YZJF shareholders. If no premium, each existing YZJF share will get S$0.39 and we would have a situation of YZJF reorganise into 3 separate entities, ie, spin off of Maritime to become YZJM with theoretical listing price of $0.14, listing of YZJI at $0.63 and privatisation of YZJDI at $0.39. So existing shareholders will &lsquo realised&rsquo 100% of the NAV in the best case scenario but of course, the reality is far more complex than my simple paper exercise but nonetheless, I think old Ren know much better than me how to handle this to unlock shareholders&rsquo value. It is likely that he would beef up YZJM to some scale before spinning it off. The best is he indeed retire the Debt investment from YZJF.
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stonkmaster Veteran	28-Feb-2025 13:44        stonkmaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Could be pump and dump by bb. Be careful. sgng123      ( Date: 28-Feb-2025 13:18) Posted: 0.6 reached !!
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sgng123 Supreme	28-Feb-2025 13:18        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.6 reached !!
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