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Maller Elite	22-Jul-2015 18:43        Maller About Contact  Quote this Post!
x 0   x 0  Alert Admin	More vol and interests these few days. Think got chance
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outlook Senior	22-Jul-2015 11:07        outlook About Contact  Quote this Post!
x 0   x 0  Alert Admin	Touched 0.051. Maller      ( Date: 22-Jul-2015 08:42) Posted: Today will rally?
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Maller Elite	22-Jul-2015 08:42        Maller About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today will rally?
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Maller Elite	22-Jul-2015 00:30        Maller About Contact  Quote this Post!
x 0   x 0  Alert Admin	This one at least got free bonus share. Profitable hong kong co with most biz in China?
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Qanghoo Supreme	21-Jul-2015 21:04        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	There' s a 1 for 10 bonus issue n share consolidation comin' too.  Truth is, so many other stocks on SGX  suffering the same disease.  Maller      ( Date: 21-Jul-2015 19:08) Posted: Someone post this earlier: Half year result: Earning per share (half year): 0.9 c (Sing), NAV: 0.34c (Sing), Cash and cash equivalent: 2c/ share If the Earning for full year is consistent, the full year earning could be 1.8c which is equivalent of PE of 2.7. The standard PE is 10~15x. Furthermore, the current price is a huge discount to its NAV (0.05 vs 0.34). It' s cash is equivalent to 2c/share. Unfortunately, the share price doesn' t seems to be in synch with the fundamental. If it is in accordance with the fundamental of 10~15x, the price should be at least 0.18c (which is still way below it' s NAV). Let' s see if the FY result is as good as the half year result appleronaldo ( Date: 19-May-2015 13:43) Posted: Can swing how high?????????????
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Maller Elite	21-Jul-2015 19:08        Maller About Contact  Quote this Post!
x 0   x 0  Alert Admin	Someone post this earlier: Half year result: Earning per share (half year): 0.9 c (Sing), NAV: 0.34c (Sing), Cash and cash equivalent: 2c/ share If the Earning for full year is consistent, the full year earning could be 1.8c which is equivalent of PE of 2.7. The standard PE is 10~15x. Furthermore, the current price is a huge discount to its NAV (0.05 vs 0.34). It' s cash is equivalent to 2c/share. Unfortunately, the share price doesn' t seems to be in synch with the fundamental. If it is in accordance with the fundamental of 10~15x, the price should be at least 0.18c (which is still way below it' s NAV). Let' s see if the FY result is as good as the half year result appleronaldo ( Date: 19-May-2015 13:43) Posted: Can swing how high?????????????
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Maller Elite	21-Jul-2015 18:18        Maller About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tmr got chance? This one haven't jump yet...
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outlook Senior	21-Jul-2015 14:02        outlook About Contact  Quote this Post!
x 0   x 0  Alert Admin	Touched 0.05. Maller      ( Date: 21-Jul-2015 13:21) Posted: Ha ha, looking
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Maller Elite	21-Jul-2015 13:21        Maller About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ha ha, looking
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outlook Senior	13-Jul-2015 17:39        outlook About Contact  Quote this Post!
x 0   x 0  Alert Admin	went down last week to 0.043. Today closed at 0.046.Hope price will hold.
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outlook Senior	25-Jun-2015 09:22        outlook About Contact  Quote this Post!
x 0   x 0  Alert Admin	Price rose from a low of 0.047 yesterday to hit a high of 0.052 this morning.
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lovebullmarket Member	05-Jun-2015 13:43        lovebullmarket About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looking good today!
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outlook Senior	02-Jun-2015 09:44        outlook About Contact  Quote this Post!
x 0   x 0  Alert Admin	Price has dropped to 0.051. Should be safe to accumulate at 0.05 and wait for it to rise.
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Qanghoo Supreme	30-May-2015 23:49        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' ve seen this arguement on this forum a number of times.  I don' t  hold the same view n am not comfortable with it.  N I think it' s fair for me to share my perspective.  The international financial standards which provide the principles n guidelines under which accounts of our listed coys are prepared  have evolved over the yrs n withstood the test of time.  Many of them would have taken shape arising out of contentious issues n even litigations.    The NAV of a coy is the SOTP of its properties, equipment, cash, etc at a given point in time, which wld have netted of equipment depreciation n intellectual property amortisation among other things.  Thus, ti must be an accurate representation of the coy' s value at that given point in time.  This value then forms the basis for negotiations, litigations, etc.  The moment we start to use various arguements  against valuations of this or that, then there is no longer a basis to value a coy n everything becomes arbitrary n falls apart.  We shd also bear in mind that the current value of equipment is also supportable in things such as insurance claims.  N suppose, someone approaches a coy to buy it over LSB (lock, stock n barrel).  the NAV will form the basis for due diligence n negotiation in the first instance.  The parties may then proceed to nitty-gritties to bargain on premiums or discounts, etc.  This must also be the basis in the case of a white knight making a rescue offer for an insolvent coy.  I wld say it' s fair for some of us to take the view that there are things, such as highliy specialised equipment rigs n vessels  (these are some examples I' ve read being put forth in this forum),  that are nigh impossible to sell.  But we might be surprised that, scouting from  around the world, there cld be people willing to pay a decent px for them.  On the other hand, there cld be things we assume  to be  easily saleable at a respectable px n the opposite turns out to be true.    Do excuse me if I appear condescending or overbearing.  Don' t mean to be that way.  Just hoping  to share  how the two sides  of the same coin cld provide intriguing differing  views n healthy discussion.    Cheers.  edwinjup      ( Date: 30-May-2015 12:05) Posted: Dont think it worth $7...nav $7 mainly from those.machines that product dvd etc.....it is very costly to buy those machine but.maybe worthless to.sell now.... Qanghoo      ( Date: 30-May-2015 11:52) Posted: It' s crazy.  Share worth $7.00, eps 34c, trading at $1.00, but nobody wants to buy.  Better the ang moh buy up everything before he leaves.    What a mess.  Absolutely no understanding that all his policies n ideas don' t work, n totally no ground feelings.  Just wonder how he ever got the job in the first place!
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edwinjup Supreme	30-May-2015 12:05        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dont think it worth $7...nav $7 mainly from those.machines that product dvd etc.....it is very costly to buy those machine but.maybe worthless to.sell now.... Qanghoo      ( Date: 30-May-2015 11:52) Posted: It' s crazy.  Share worth $7.00, eps 34c, trading at $1.00, but nobody wants to buy.  Better the ang moh buy up everything before he leaves.    What a mess.  Absolutely no understanding that all his policies n ideas don' t work, n totally no ground feelings.  Just wonder how he ever got the job in the first place! edwinjup      ( Date: 30-May-2015 11:17) Posted: Going to 20 shares to 1 share really a bad news....most counters after share consolidation all underwater..
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Kyoto2008 Elite	30-May-2015 12:00        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	he could have done a lot more if he paid attention to getting ppl to put more trust in the mkt and having less regulations to stunt the mkt.    I think he failed us all in this aspect. Having the catalyst was a good idea, smoothening the way to ipos, but you know SG is dominated by big cos and state owned cos, hardly have any good SG companies get listed and give us retailers value for money.        You want to start a co in SG also difficult, get a vehicle is one big hole in your operating expense.  Everything is going up, never down.    Only thing shrinking is your bowl of wan ton mee. If investors trust  the mkts, more good cos will come to list.   Qanghoo      ( Date: 30-May-2015 11:52) Posted: It' s crazy.  Share worth $7.00, eps 34c, trading at $1.00, but nobody wants to buy.  Better the ang moh buy up everything before he leaves.    What a mess.  Absolutely no understanding that all his policies n ideas don' t work, n totally no ground feelings.  Just wonder how he ever got the job in the first place! edwinjup      ( Date: 30-May-2015 11:17) Posted: Going to 20 shares to 1 share really a bad news....most counters after share consolidation all underwater..
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Qanghoo Supreme	30-May-2015 11:52        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	It' s crazy.  Share worth $7.00, eps 34c, trading at $1.00, but nobody wants to buy.  Better the ang moh buy up everything before he leaves.    What a mess.  Absolutely no understanding that all his policies n ideas don' t work, n totally no ground feelings.  Just wonder how he ever got the job in the first place! edwinjup      ( Date: 30-May-2015 11:17) Posted: Going to 20 shares to 1 share really a bad news....most counters after share consolidation all underwater... Qanghoo      ( Date: 29-May-2015 23:29) Posted: Yep, there was a 1 for 2 last yr.  There were also a number of placements over the last few yrs.  I suppose it' s not just the rights that was a put-off.  It cld be due to the low div payout as well (worse, this yr kosong).  U come after shareholders for money, but u are not willing to share the fruits with them.  That may be the double sore point.  Aftrer all, they are still doing very well, earing > 1.7 spore cts a share, nothwithstanding that last yr was better.  Now, they are gonna consolidate their shares 20 into 1.  With NAV > 35 spore cts now, post-consolidation the NAV becomes > 7 SGD.  Seems becoming a joke to me this consolidation business.  Oh! if there' s anything to cheer abt .... there' s also gonna be a 1 for 10 bonus issue, post-consolidation.  Looks meagre to me though n I don' t think it' s gonna move the share px much.
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edwinjup Supreme	30-May-2015 11:17        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Going to 20 shares to 1 share really a bad news....most counters after share consolidation all underwater... Qanghoo      ( Date: 29-May-2015 23:29) Posted: Yep, there was a 1 for 2 last yr.  There were also a number of placements over the last few yrs.  I suppose it' s not just the rights that was a put-off.  It cld be due to the low div payout as well (worse, this yr kosong).  U come after shareholders for money, but u are not willing to share the fruits with them.  That may be the double sore point.  Aftrer all, they are still doing very well, earing > 1.7 spore cts a share, nothwithstanding that last yr was better.  Now, they are gonna consolidate their shares 20 into 1.  With NAV > 35 spore cts now, post-consolidation the NAV becomes > 7 SGD.  Seems becoming a joke to me this consolidation business.  Oh! if there' s anything to cheer abt .... there' s also gonna be a 1 for 10 bonus issue, post-consolidation.  Looks meagre to me though n I don' t think it' s gonna move the share px much.  Kyoto2008      ( Date: 29-May-2015 21:59) Posted: Bro, the product line does not seem to excite, they' re still into discs when ppl now moving into streaming. And their hunger for fund raising put off ppl.    I checked they did rights issue, and placements, quite greedy for money, these people.  Perhaps that' s why price never move much.
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outlook Senior	30-May-2015 11:06        outlook About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you all for your comments and thoughts. Many companies are not doing well. At least this company is still profitable and the company is still confident of its business and do expect to be still profitable this financial year. &ldquo A commentary at the date of the announcement of the significant trends and competitive conditions of the industry in which the Group operates and any known factors or events that may affect the Group in the next reporting period and the next 12 months The market for data storage media has remained demandable. Due to industry consolidation in last two years, which has weeded out the weaker players, margins are still healthy, especially for products such as dual-layered DVD-Rs. The Group&rsquo s ancillary products such as stampers, plastic resins and chemical dyes are still experiencing good demand. Barring unforeseen circumstances, the Group expects to remain profitable this financial year.&rdquo
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Kyoto2008 Elite	30-May-2015 00:28        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hehe, it amazes me how they expand on this product, but there' s a life cycle that could come to an end sooner than we think, so there' s risk of obsolescence once the music stops.      I thought I read they own a couple of copyright movies or songs or whatever, and that could also be an area for expansion  for them that could command higher margins rather than keep on producing discs that would be low margin business. Now it seems the excitement has shifted to manufacturing, plastic moulding like Fu Yu, semi con like Avi Tech and Sunningdale all had very nice runs in these two weeks.   Watching all this, when the Greexit comes and prices go down, grab.     And Silverlake too.      Qanghoo      ( Date: 29-May-2015 23:46) Posted: Bro, this thing abt the DVD-R business has struck me each time I reat  it in SM' s docs.  But I had not given it much thought until u mentioned it.  Actually, I think it' s still big business when u look at it in relation to their annual turnover of > 150mil SGD (here, we can get 1 dual-layer piece at < 50c if we buy in bulk).  I suppose in places like the PRC n other countries  where the internet speed n infrastructure are not as advance, DVDs as a storage n playback medium is still a cheap n reliable alternative.  If I' m not mistaken, even in Australia, they may not yet have a nation-wide fibre broadband backbone like we have here.  So, it may be a few yrs more before we discard SM from our radar screens if they continue  in the same core business.  Kyoto2008      ( Date: 29-May-2015 21:59) Posted: Bro, the product line does not seem to excite, they' re still into discs when ppl now moving into streaming. And their hunger for fund raising put off ppl.    I checked they did rights issue, and placements, quite greedy for money, these people.  Perhaps that' s why price never move much.
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