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Barcalo Master	01-Dec-2016 21:04        Barcalo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dun worry, you dun buy someone will buy. anthonykwong      ( Date: 01-Dec-2016 20:50) Posted: how to buy this ? loss - 200 mil market cap how much ? oil prices $60 i also wont buy this. oil price is instant business contracts are not. big oil corp takes time to adjust and review their strategies. how will US shale react ?
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anthonykwong Supreme	01-Dec-2016 20:50        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	how to buy this ? loss - 200 mil market cap how much ? oil prices $60 i also wont buy this. oil price is instant business contracts are not. big oil corp takes time to adjust and review their strategies. how will US shale react ?
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Barcalo Master	01-Dec-2016 14:27        Barcalo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ezra price is steadily support at 4.2c. No instant danger. Shortists kan cheong now. Spritesea      ( Date: 01-Dec-2016 09:41) Posted: CraigFoo, I agree with u too.. someone like xxxxxxboy76 should had heavily short sell when assuming the report will have a very negative impact.. STUCKED now... today already +9%..
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sheerluck Supreme	01-Dec-2016 11:26        sheerluck About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Work for your money first then let your money work for you"
x 0   x 0  Alert Admin	OPEC finally gets their act together, at least for now.   But O& G related coy needs to queue up to reap the benefit. First to gain are those who are already selling oil.   Instant gain from higher oil price. Next in line are those who has oil production in the pipeline. Then come those supporting the production. Then come those that gets business from those supporting the production. If I rank them in order of 1, 2, 3, and 4, KRIS comes in first becos it is selling oil but its CAPEX is heavy. EZRA can come in 3rd but its internal injuries too deep.   Interest alone already buay tanhan.   Slave to lenders.   Now that OPEC done deal, EZRA will likely take opp to ask shareholder for money liao.   This is their rare window of opp to do so.   But I don' t think their mgmt are truly capable.   When oil is good, they ride along, when oil is bad they totally lost.   Cannot turn business around, don' t know how to streamline (didn' t even willing to take pay cut and still have the cheek to ask noteholder to give up loan convenants).   This type of mgmt is all for themselves.   So I wouldn' t buy this coy unless the mgmt shows some real sincerity in cutting cost to sail thru this tsunami with their shareholders. Shipbuilders comes in fourth.   But they dont benefit at all now becos market is oversupplied with OSVs.   US$50+ oil wouldn' t make all oversupplied OSVs suddenly become hot babes.   Even with oil at US$60, big oil coy will not embark on major Offshore CAPEX investment becost the margin of safety is to low for the risk involved.   So coy like Nam Cheong wouldn' t benefit at all. My views.
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Spritesea Member	01-Dec-2016 10:03        Spritesea About Contact  Quote this Post!
x 0   x 0  Alert Admin	few months ago? That' s why it' s happening.... u think up it goes down, u think down it goes up..     dragonboy76      ( Date: 01-Dec-2016 09:49) Posted: when price was $0.60 few months ago, everybody shouted rally. but look at what is the price now. if you think i shorted this counter, then so be it. anyway, whatever i say, ppl here are free to dispute. just watch how this company progress. Spritesea      ( Date: 01-Dec-2016 09:41) Posted: CraigFoo, I agree with u too.. someone like xxxxxxboy76 should had heavily short sell when assuming the report will have a very negative impact.. STUCKED now... today already +9%..
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dragonboy76 Master	01-Dec-2016 09:49        dragonboy76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	when price was $0.60 few months ago, everybody shouted rally. but look at what is the price now. if you think i shorted this counter, then so be it. anyway, whatever i say, ppl here are free to dispute. just watch how this company progress. Spritesea      ( Date: 01-Dec-2016 09:41) Posted: CraigFoo, I agree with u too.. someone like xxxxxxboy76 should had heavily short sell when assuming the report will have a very negative impact.. STUCKED now... today already +9%..
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Spritesea Member	01-Dec-2016 09:41        Spritesea About Contact  Quote this Post!
x 0   x 0  Alert Admin	CraigFoo, I agree with u too.. someone like xxxxxxboy76 should had heavily short sell when assuming the report will have a very negative impact.. STUCKED now... today already +9%..
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pnuklis Master	01-Dec-2016 09:20        pnuklis About Contact  Quote this Post!
x 0   x 0  Alert Admin	OPEC cut or no OPEC cut Ezra is not likely to survive this glut. This is hopeless and running out of cash. The impairments are drop in the ocean and much more required if we want to be realistic. Wake up Lionel and face the fact!
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Qanghoo Supreme	01-Dec-2016 09:16        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agree with u.  CraigFoo      ( Date: 01-Dec-2016 08:06) Posted: Before you start concerning about other's retirement money. Please refrain from making bold statements of Ezra not surviving more than one year or opec not cuts etc.. Investors have short memory, they forget two years ago, oil was near $90. No production cut in OPEC basically started the downwards spiral. Earlier this month, many analysts said Hilliary is a shoo in for president and mkts will soar if she wins. I'm totally not interested in arguing with you. What you mention in your posts, seriously everyone knows. Just like everyone think Clinton will become president, brexit won't happen etc. We are small retailers, don't think yourself too up. dragonboy76      ( Date: 01-Dec-2016 07:53) Posted: No point arguing with someone I don't even know. It will be wiser to channel the time to investing proper counter instead. Just don't lose ur retirement money. It's a fact ezra is sinking and for opec deal. Yes, they managed to announce a deal but it is still early to gauge the impact. I have also said before all this is meaningful only if it can translate into actual project for o&g companies. It will not be easy since trump is going to promote shale gas and with this oil price back to $50, u will see more shale oil flooding the market.
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Barcalo Master	01-Dec-2016 09:14        Barcalo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hold on your seat belt, Ezra price will fly up starting from 1st Dec 2016.
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CraigFoo Elite	01-Dec-2016 08:06        CraigFoo About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Before you start concerning about other's retirement money. Please refrain from making bold statements of Ezra not surviving more than one year or opec not cuts etc.. Investors have short memory, they forget two years ago, oil was near $90. No production cut in OPEC basically started the downwards spiral. Earlier this month, many analysts said Hilliary is a shoo in for president and mkts will soar if she wins. I'm totally not interested in arguing with you. What you mention in your posts, seriously everyone knows. Just like everyone think Clinton will become president, brexit won't happen etc. We are small retailers, don't think yourself too up. dragonboy76      ( Date: 01-Dec-2016 07:53) Posted: No point arguing with someone I don't even know. It will be wiser to channel the time to investing proper counter instead. Just don't lose ur retirement money. It's a fact ezra is sinking and for opec deal. Yes, they managed to announce a deal but it is still early to gauge the impact. I have also said before all this is meaningful only if it can translate into actual project for o&g companies. It will not be easy since trump is going to promote shale gas and with this oil price back to $50, u will see more shale oil flooding the market. CraigFoo      ( Date: 01-Dec-2016 07:21) Posted: How many blank cheques do you want to issue? Don't be so sensitive. If you don't make suchassumption of etc.. No opec deal, price drop.. No one will target your comment.
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dragonboy76 Master	01-Dec-2016 07:53        dragonboy76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No point arguing with someone I don't even know. It will be wiser to channel the time to investing proper counter instead. Just don't lose ur retirement money. It's a fact ezra is sinking and for opec deal. Yes, they managed to announce a deal but it is still early to gauge the impact. I have also said before all this is meaningful only if it can translate into actual project for o&g companies. It will not be easy since trump is going to promote shale gas and with this oil price back to $50, u will see more shale oil flooding the market. CraigFoo      ( Date: 01-Dec-2016 07:21) Posted: How many blank cheques do you want to issue? Don't be so sensitive. If you don't make suchassumption of etc.. No opec deal, price drop.. No one will target your comment. dragonboy76      ( Date: 01-Dec-2016 05:41) Posted: Irregardless of opec deal, be prepared for ezra to sink within a year. 1 billion debt is too much to bear. Face the fact. It's the company who let investor down, not me. Targeting my statement won't solve ur investment problem
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Shifu8888 Supreme	01-Dec-2016 07:51        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It's a doomsday strategy when they wrote off those investment. This OPEC deal will unleash a new life to all o and g counters. As mentioned before, against popular beliefs that OPEC will not have a deal, I bet OPEC to spring surprise and I acclaimed next year oil price will easily kiss $60. This will re ignite capex for many customers of Ezra.. it's a matter of time their Nta will be turn around phenomenally. Next year is very crucial. O&G will have to turn positive sentiment to incentivise financial Institutions to support the re funding. Ezra will survive. The share price and ezion's will soar today. Vested at 45s. jeremyow      ( Date: 30-Nov-2016 23:40) Posted: That is quite a huge destruction in shareholder value for the NAV to drop from USD 0.3756 to USD 0.0793 in a one year period! Even if there is a turnaround, it is going to take very long time (maybe at least 5 years and more even if we assume the most optimistic rate of growth in recovering the revenues and earnings) to regain the NAV back to previous levels and also regain the cashflows to clear the substantial amount of debts after suffering such a major blow.  If one has the stomach to absorb the risk that a turnaround may not happen (in the worst case scenario) and perhaps also wait for maybe at least 5 years and more for a turnaround to recover the business back to its former days (if a turnaround can happen), then one may put his capital into this company to take on the risk. Basically, a turnaround situation for a company drunk in high amounts of debts is a very fragile proposition. It may not happen at all or even if it happen, it will take a very long time to see any fruits for an investor investing in a company drunk in high amount of debts.     Thus, it is easier and faster to destroy shareholder value. But to regain it back will be significantly harder and need more time.  Aloser      ( Date: 30-Nov-2016 21:59) Posted: I was really shocked! A quick summary: 1) NAV: 7.93 US cts (was 37.56 a year ago), lost 30.21 cts in 1 yr! 2) Financial ratio (debt to asset): 3.05 (was 0.77 a year ago)!   who and how this happen? How to make money to repay the debt? How would ezra survive.  Seems to me ezra has been burning the investor' s money. The residual 8 cts can last how long?
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CraigFoo Elite	01-Dec-2016 07:21        CraigFoo About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	How many blank cheques do you want to issue? Don't be so sensitive. If you don't make suchassumption of etc.. No opec deal, price drop.. No one will target your comment. dragonboy76      ( Date: 01-Dec-2016 05:41) Posted: Irregardless of opec deal, be prepared for ezra to sink within a year. 1 billion debt is too much to bear. Face the fact. It's the company who let investor down, not me. Targeting my statement won't solve ur investment problem. CraigFoo      ( Date: 01-Dec-2016 04:14) Posted: Ops!!! Wonder what will happen to those who shorted heavily on this one.. But I'm quite sure you are not one of them. As alway
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dragonboy76 Master	01-Dec-2016 05:41        dragonboy76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Irregardless of opec deal, be prepared for ezra to sink within a year. 1 billion debt is too much to bear. Face the fact. It's the company who let investor down, not me. Targeting my statement won't solve ur investment problem. CraigFoo      ( Date: 01-Dec-2016 04:14) Posted: Ops!!! Wonder what will happen to those who shorted heavily on this one.. But I'm quite sure you are not one of them. As always dragonboy76      ( Date: 30-Nov-2016 06:57) Posted: Now opec deal most likely off. Ezra has more than a billion of secured and unsecured loan to be paid within a year. Can they find enough funds to pay? Either they go bankrupt next year or mass dilution of share to raise part of the funds. Those who invested and still think this company can turnaround probably need to rethink again. U won't know when it's going to fully submerge In water. Will be heavily shorted today.
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CraigFoo Elite	01-Dec-2016 04:14        CraigFoo About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Ops!!! Wonder what will happen to those who shorted heavily on this one.. But I'm quite sure you are not one of them. As always dragonboy76      ( Date: 30-Nov-2016 06:57) Posted: Now opec deal most likely off. Ezra has more than a billion of secured and unsecured loan to be paid within a year. Can they find enough funds to pay? Either they go bankrupt next year or mass dilution of share to raise part of the funds. Those who invested and still think this company can turnaround probably need to rethink again. U won't know when it's going to fully submerge In water. Will be heavily shorted today.
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jeremyow Master	30-Nov-2016 23:40        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	That is quite a huge destruction in shareholder value for the NAV to drop from USD 0.3756 to USD 0.0793 in a one year period! Even if there is a turnaround, it is going to take very long time (maybe at least 5 years and more even if we assume the most optimistic rate of growth in recovering the revenues and earnings) to regain the NAV back to previous levels and also regain the cashflows to clear the substantial amount of debts after suffering such a major blow.  If one has the stomach to absorb the risk that a turnaround may not happen (in the worst case scenario) and perhaps also wait for maybe at least 5 years and more for a turnaround to recover the business back to its former days (if a turnaround can happen), then one may put his capital into this company to take on the risk. Basically, a turnaround situation for a company drunk in high amounts of debts is a very fragile proposition. It may not happen at all or even if it happen, it will take a very long time to see any fruits for an investor investing in a company drunk in high amount of debts.     Thus, it is easier and faster to destroy shareholder value. But to regain it back will be significantly harder and need more time.  Aloser      ( Date: 30-Nov-2016 21:59) Posted: I was really shocked! A quick summary: 1) NAV: 7.93 US cts (was 37.56 a year ago), lost 30.21 cts in 1 yr! 2) Financial ratio (debt to asset): 3.05 (was 0.77 a year ago)!   who and how this happen? How to make money to repay the debt? How would ezra survive.  Seems to me ezra has been burning the investor' s money. The residual 8 cts can last how long?
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james81 Member	30-Nov-2016 22:18        james81 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	http://www.bloomberg.com/news/articles/2016-11-30/opec-agrees-to-cut-output-by-1-2-million-barrels-a-day
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Aloser Member	30-Nov-2016 21:59        Aloser About Contact  Quote this Post!
x 0   x 0  Alert Admin	I was really shocked! A quick summary: 1) NAV: 7.93 US cts (was 37.56 a year ago), lost 30.21 cts in 1 yr! 2) Financial ratio (debt to asset): 3.05 (was 0.77 a year ago)!   who and how this happen? How to make money to repay the debt? How would ezra survive.  Seems to me ezra has been burning the investor' s money. The residual 8 cts can last how long?
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kerier Veteran	30-Nov-2016 21:48        kerier About Contact  Quote this Post!
x 0   x 0  Alert Admin	it will be interesting to see if they can make it...  SaveMe      ( Date: 30-Nov-2016 21:12) Posted: I m sure members of management staff have been enjoying huge salary. In view of the difficult time in this sector, hope there will a call for them to take a pay cut, forgo their big bonuses and directors fees. Sorry, no more sashimi and sportscar!
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