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Mid to long term - should be good. Post Reply Rate topic
pnuklis Master	08-Dec-2014 21:49        pnuklis About Contact  Quote this Post!
x 0   x 0  Alert Admin	Got hantam liao today
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moron101 Supreme	26-Nov-2014 16:15        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very strong today. Why haa? Lift boat contract again? But low volume. . Easy to be manipulated like EMAS offshore..
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ozone2002 Supreme	11-Nov-2014 10:39        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Looking good! Partnering Triyards (DBS) &bull Subscribing for 29.5m warrants in Triyards, representing an 8.33% stake upon full exercise &bull Strategic move to partner with shipyard to tap the growing demand for liftboats in Asia Pacific &bull Reiterate BUY TP S$2.35 Strategic investment in Triyards. Ezion announced that it is subscribing for 29.5m warrants in Triyards each warrant is exercisable to one ordinary share at an exercise price of US$0.563 (approx. S$0.725) per share, which amounts to a total cash consideration of S$16.6m. The exercise price is at a 9.6% premium to the VMAP for trades done on 10 Nov 2014, seems reasonable at 5.6x FY15 PE (FYE Aug) based on bloomberg consensus. Upon full exercise, Ezion will have an 8.33% stake in Triyards. The subscription is conditional upon the award of at least US$150m worth of shipbuilding contracts (approx two liftboats) to Triyards together with contracts for the provision of engineering services by Ezion, within 180 days of the warrants subscription agreement. Rationale: We believe the rationale for the strategic partnership with the shipyard are: 1) Better control over delivery schedule 2) Strengthening Ezion&rsquo s ability to tap the growing liftboat demand, especially in Malaysia with shorter delivery lead times 3) Popularise and educate the market on liftboats. One of the most resilient O& G plays. Ezion is trading at an undemanding valuation of only 6x FY15F PE. It is one of the most resilient O& G players against weak oil prices as its rig fleet is locked-in on 3-5 year charter contracts and caters to production phases in shallow waters. In addition, the service rig market is still in an early growth phase in the Asia Pacific region. Reiterate BUY. Our TP of S$2.35 is pegged to 10x FY15F PE.
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granto Master	11-Nov-2014 08:31        granto About Contact  Quote this Post!
x 0   x 0  Alert Admin	Triyards issues warrants to Ezion for future subscription shares:  http://www.seashipnews.com/News/Triyards-issues-warrants-to-Ezion-for-future-subscription-shares/3w3c2862.html
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happyharvest Elite	25-Oct-2014 23:32        happyharvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	weird is they still giving dividend. seem like they are confidence of their future cashflow ? moron101      ( Date: 25-Oct-2014 11:52) Posted: Very bad results especially Q4. Price may tank to 50 cents soon. Siao liao..
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happyharvest Elite	25-Oct-2014 23:29        happyharvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	now result out. Do you still think it will reach your target by end of year? Chewbecca      ( Date: 19-Oct-2014 14:56) Posted: So you think there was no due diligence done at all before the announcement and it was all done in the 24 hours before announcement and completion? Ok........ lordoftherings      ( Date: 19-Oct-2014 13:56) Posted: With due respect I disagree, despite good news stories the price has declined to .6550 and appears to be following the same trajectory as that of its major shareholder EZRA. Therefore I don' t think this is just my opinion, but a general lack of investor confidence.   This latest acquistion appears to be the act of panic buying to boost the share price.   Perhaps we will discover the background behind this rushed acquistion soon.   Have you ever seen a public listed company, announce and complete on an acquisiton of $23.3M in 24-hours?
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moron101 Supreme	25-Oct-2014 11:52        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very bad results especially Q4. Price may tank to 50 cents soon. Siao liao..
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lordoftherings Member	21-Oct-2014 10:25        lordoftherings About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone else tried to view the  Copies of the Equity Purchase Agreements which were stated as being available for public inspection in the SGX announcement?   They could not be produced!!!!!   That' s what happens when you try to rush through a deal to compensate for upcoming poor results.
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edwinjup Supreme	21-Oct-2014 08:41        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last q result poor and tough times ahead....maybe can think to switch to others ....maybe
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lordoftherings Member	19-Oct-2014 16:59        lordoftherings About Contact  Quote this Post!
x 0   x 0  Alert Admin	If due diligence had commenced earlier and you would assume an agreement entered into, shouldn' t the SGX and shareholders been advised earlier? So you think 24-hours between SGX announcement and completion is a normal way of doing business?...... Chewbecca      ( Date: 19-Oct-2014 14:56) Posted: So you think there was no due diligence done at all before the announcement and it was all done in the 24 hours before announcement and completion? Ok........ lordoftherings      ( Date: 19-Oct-2014 13:56) Posted: With due respect I disagree, despite good news stories the price has declined to .6550 and appears to be following the same trajectory as that of its major shareholder EZRA. Therefore I don' t think this is just my opinion, but a general lack of investor confidence.   This latest acquistion appears to be the act of panic buying to boost the share price.   Perhaps we will discover the background behind this rushed acquistion soon.   Have you ever seen a public listed company, announce and complete on an acquisiton of $23.3M in 24-hours?
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Chewbecca Senior	19-Oct-2014 14:56        Chewbecca About Contact  Quote this Post!
x 0   x 0  Alert Admin	So you think there was no due diligence done at all before the announcement and it was all done in the 24 hours before announcement and completion? Ok........ lordoftherings      ( Date: 19-Oct-2014 13:56) Posted: With due respect I disagree, despite good news stories the price has declined to .6550 and appears to be following the same trajectory as that of its major shareholder EZRA. Therefore I don' t think this is just my opinion, but a general lack of investor confidence.   This latest acquistion appears to be the act of panic buying to boost the share price.   Perhaps we will discover the background behind this rushed acquistion soon.   Have you ever seen a public listed company, announce and complete on an acquisiton of $23.3M in 24-hours? Chewbecca      ( Date: 19-Oct-2014 07:33) Posted: You could look at it that way or you could see it as their confidence in their business and imminent new orders. Given triyards consistent track record, I tend to think the latter?
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lordoftherings Member	19-Oct-2014 13:56        lordoftherings About Contact  Quote this Post!
x 0   x 0  Alert Admin	With due respect I disagree, despite good news stories the price has declined to .6550 and appears to be following the same trajectory as that of its major shareholder EZRA. Therefore I don' t think this is just my opinion, but a general lack of investor confidence.   This latest acquistion appears to be the act of panic buying to boost the share price.   Perhaps we will discover the background behind this rushed acquistion soon.   Have you ever seen a public listed company, announce and complete on an acquisiton of $23.3M in 24-hours? Chewbecca      ( Date: 19-Oct-2014 07:33) Posted: You could look at it that way or you could see it as their confidence in their business and imminent new orders. Given triyards consistent track record, I tend to think the latter? lordoftherings      ( Date: 18-Oct-2014 23:10) Posted: You think so, with this reckless acquistion.   The proposed acquisition of Strategic Singapore/Vietnam was announced on the 14th October and then on the 15th completion took place.   24 hours to spend $23.3million where was the due diligence, surely you spend more time buying a car.   Little wonder the share prices are falling in Mr Lee' s companies............
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Chewbecca Senior	19-Oct-2014 07:33        Chewbecca About Contact  Quote this Post!
x 0   x 0  Alert Admin	You could look at it that way or you could see it as their confidence in their business and imminent new orders. Given triyards consistent track record, I tend to think the latter? lordoftherings      ( Date: 18-Oct-2014 23:10) Posted: You think so, with this reckless acquistion.   The proposed acquisition of Strategic Singapore/Vietnam was announced on the 14th October and then on the 15th completion took place.   24 hours to spend $23.3million where was the due diligence, surely you spend more time buying a car.   Little wonder the share prices are falling in Mr Lee' s companies............ happyharvest      ( Date: 18-Oct-2014 20:08) Posted: 2 months+ to prove you are right!
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lordoftherings Member	18-Oct-2014 23:10        lordoftherings About Contact  Quote this Post!
x 0   x 0  Alert Admin	You think so, with this reckless acquistion.   The proposed acquisition of Strategic Singapore/Vietnam was announced on the 14th October and then on the 15th completion took place.   24 hours to spend $23.3million where was the due diligence, surely you spend more time buying a car.   Little wonder the share prices are falling in Mr Lee' s companies............ happyharvest      ( Date: 18-Oct-2014 20:08) Posted: 2 months+ to prove you are right! Chewbecca      ( Date: 01-Sep-2014 13:20) Posted: Plenty of room to run. My target is $1 by end of year. This should be a 400 mio market cap (50 mio profits, PE 8) company once it gets its first jack up drilling rig order.
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happyharvest Elite	18-Oct-2014 20:08        happyharvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	2 months+ to prove you are right! Chewbecca      ( Date: 01-Sep-2014 13:20) Posted: Plenty of room to run. My target is $1 by end of year. This should be a 400 mio market cap (50 mio profits, PE 8) company once it gets its first jack up drilling rig order.
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lordoftherings Member	18-Oct-2014 11:03        lordoftherings About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone find it strange why on the 14th Oct 2014 Triyards announce that they are going to buy the shares in Strategic Marine Singapore and Strategic Marine Vietnam and then just a day later completion takes place? Why the rush, just stinks of desperation. lordoftherings      ( Date: 15-Oct-2014 14:08) Posted: Watch this space, questions will be asked about this transaction. granto      ( Date: 14-Oct-2014 22:26) Posted: Triyards buys Strategic Marine yards in Singapore and Vietnam:  http://www.seashipnews.com/News/Triyards-buys-Strategic-Marine-yards-in-Singapore-and-Vietnam/3w3c2744.html
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lordoftherings Member	15-Oct-2014 14:08        lordoftherings About Contact  Quote this Post!
x 0   x 0  Alert Admin	Watch this space, questions will be asked about this transaction. granto      ( Date: 14-Oct-2014 22:26) Posted: Triyards buys Strategic Marine yards in Singapore and Vietnam:  http://www.seashipnews.com/News/Triyards-buys-Strategic-Marine-yards-in-Singapore-and-Vietnam/3w3c2744.html
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granto Master	14-Oct-2014 22:26        granto About Contact  Quote this Post!
x 0   x 0  Alert Admin	Triyards buys Strategic Marine yards in Singapore and Vietnam:  http://www.seashipnews.com/News/Triyards-buys-Strategic-Marine-yards-in-Singapore-and-Vietnam/3w3c2744.html
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ozone2002 Supreme	03-Oct-2014 13:53        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Last:0.785     Vol:887k     +0.04 finally moving up .. spot gd fundamental undervalued stocks and go in before the herd Time: 12:59PM Exchange: SGX Stock: Triyards(RC5) Signal: Bullish MACD Crossover Last Done: $0.79 ozone2002      ( Date: 25-Aug-2014 16:09) Posted: Last:0.73     Vol:360k - no interests still .. price hardly moved ozone2002      ( Date: 03-Jun-2013 15:23) Posted: i was looking through the financials of Triyards.. didn't know it's such an undervalued stock.. single digit PE and decent earnings.. wonder if  Triyards+Ezra Parent  has the same effect as Swiber-Kreuz gd luck dyodd
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happyharvest Elite	02-Sep-2014 22:53        happyharvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	it looks scary whenever ppl make such comment Chewbecca      ( Date: 01-Sep-2014 13:25) Posted: 400 mio market cap would make it about $1.35 Chewbecca      ( Date: 01-Sep-2014 13:20) Posted: Plenty of room to run. My target is $1 by end of year. This should be a 400 mio market cap (50 mio profits, PE 8) company once it gets its first jack up drilling rig order.
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