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Will it Break 10cents again??? Post Reply Rate topic
darocupcake Master	25-Feb-2015 10:22        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	I hope he wun end up bank - rupt instead lolx. one must nt forget vallianz has diversified the business into chartering, ship maintenance n travel...nt to mention ship building might be their next target given nw that oil Is so cheap they will go built oil tanker lolx RedEye1811      ( Date: 25-Feb-2015 10:18) Posted: Bro...u must be going to make a fortune then as undoubtedly given your confident prediction u will be shorting this counter to the max....congrats on the shorting windfall u going to be banking... earlybird14      ( Date: 25-Feb-2015 10:10) Posted: THis is the best ever result that they can have. After this result, is down down down till bankrupt.
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RedEye1811 Master	25-Feb-2015 10:18        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Bro...u must be going to make a fortune then as undoubtedly given your confident prediction u will be shorting this counter to the max....congrats on the shorting windfall u going to be banking... earlybird14      ( Date: 25-Feb-2015 10:10) Posted: THis is the best ever result that they can have. After this result, is down down down till bankrupt.
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darocupcake Master	25-Feb-2015 10:15        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	lets see. I believe swiber will work very closely with vallianz earlybird14      ( Date: 25-Feb-2015 10:13) Posted: The charter spot rate of PSVs and AHTSs  in Jan is only 50% of last year.
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earlybird14 Supreme	25-Feb-2015 10:13        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	The charter spot rate of PSVs and AHTSs  in Jan is only 50% of last year.
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earlybird14 Supreme	25-Feb-2015 10:10        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	THis is the best ever result that they can have. After this result, is down down down till bankrupt.
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RedEye1811 Master	25-Feb-2015 10:08        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Bro....given the market sentiment at moment the results actually great...if the record of Jason Holdings or SinoConstruct anything to go by, the reduced results of Vallianz should now see it rise.......if Jason Holdings can go from 20c to 59c in 12 months barely making a profit, then if Vallianz makes zero profit it share price likely rise to new heights....In today' s market if do bad price up...if do good price down so this could be good news...still waiting to see Jason' s results as their increase still bewilders me...but drop of Vallianz could be good if follows Jason' s path....25c by end of 2015...(sarcastic comment there). nqing87      ( Date: 25-Feb-2015 08:53) Posted: sigh.. not a fantastic result at all.. Q4 results is revenue USD 48mil, profit only USD 4mil, compare to Q3 revenue USD39mil, profit USD 5.2mil.. full year revenue USD150mil, only get about USD 20mil net  profit.. near 8  fold increase in revenue, but  double in profit only..  with the current order book and if they get the same margin, only will get about  USD 80mil profit.. how to service their hundred of millions debt > .< their margin is totally far off from what they used to have in FY2013.. probably wont go bust and banks probably wont chase them hard for payment, as they still can sell their assets (which are very new) if really need to.. but they will generally be working for the bank:(
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RedEye1811 Master	25-Feb-2015 10:01        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Bro...agree on fact net profit margin not what expected as well....but to accurately value need to drill for some specific things...if non-recurring then 2015 can come in better than expected...so all those running to sell now may be selling cheap not realizing underlying value on a forward looking basis better than expected if simply looking at the historical backward looking info...of course, if not recurring then not so good...need to figure out if the increase should be a core concern moving forward or not if get a full picture...sadly, the description in report quite vague...sounds like it recurring but perhaps it something they can trim moving forward with better consolidation....agree...think they invested Jubilee travel due to travel expenses... nqing87      ( Date: 25-Feb-2015 09:51) Posted: bro, u are right about the admin expenses.. i didnt realise it' s rather significant rise.. but even so, it doesnt change the fact for the much lower net profit im expecting in 2014, base on 2013 profit margin lol.. this current order book likely  arent going to be enough to fulfil their debt obligation.. anyway, i see " travel-related expenses" as one of the admin cost increase.. maybe that' s the reason why they recently acquisite jubilee travel? to cut down cost.. lol extracted from the FY report: " (d) Administrative expenses Administrative expenses increased by US$13.28 million to US$16.79 million for FY2014 mainly as a result of the consolidation of RSOS, Jetlee Group and OER Group. Administrative expenses comprise largely staff and travel-related expenses. " RedEye1811      ( Date: 25-Feb-2015 09:31) Posted: Bro Nq...Results a bit of mixed bag...I not had time to dig results in full but a major reason for Q4 results not being as good as Q3 is the sharp increase in admin expenses. In Q3 admin expenses were USD$3,537,000 but in Q4 it was USD$6,882,000. This an increase (if got my number right) of USD$3,537,000 that really helps to knock a lot off the bottom line. If this increase a non-recurring item if it to be due to the acquistion costs of the various subsidiaries they acquired in Q4 (Jetlee engineering, OER and admin fee of engaging independent auditor for purchase PTSB etc) then the future reduction in admin expenses will help with bottom line in coming quarters. But if increase due to recurring admin expenses then that needs to be addressed. I cannot find if increase due to a non-recurring or recurring. Anyone see? Of course the increase in finance cost from Q3 to Q4 also a factor but not as much as 100% increase admin costs.
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nqing87 Supreme	25-Feb-2015 09:51        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	bro, u are right about the admin expenses.. i didnt realise it' s rather significant rise.. but even so, it doesnt change the fact for the much lower net profit im expecting in 2014, base on 2013 profit margin lol.. this current order book likely  arent going to be enough to fulfil their debt obligation.. anyway, i see " travel-related expenses" as one of the admin cost increase.. maybe that' s the reason why they recently acquisite jubilee travel? to cut down cost.. lol extracted from the FY report: " (d) Administrative expenses Administrative expenses increased by US$13.28 million to US$16.79 million for FY2014 mainly as a result of the consolidation of RSOS, Jetlee Group and OER Group. Administrative expenses comprise largely staff and travel-related expenses. " RedEye1811      ( Date: 25-Feb-2015 09:31) Posted: Bro Nq...Results a bit of mixed bag...I not had time to dig results in full but a major reason for Q4 results not being as good as Q3 is the sharp increase in admin expenses. In Q3 admin expenses were USD$3,537,000 but in Q4 it was USD$6,882,000. This an increase (if got my number right) of USD$3,537,000 that really helps to knock a lot off the bottom line. If this increase a non-recurring item if it to be due to the acquistion costs of the various subsidiaries they acquired in Q4 (Jetlee engineering, OER and admin fee of engaging independent auditor for purchase PTSB etc) then the future reduction in admin expenses will help with bottom line in coming quarters. But if increase due to recurring admin expenses then that needs to be addressed. I cannot find if increase due to a non-recurring or recurring. Anyone see? Of course the increase in finance cost from Q3 to Q4 also a factor but not as much as 100% increase admin costs. nqing87      ( Date: 25-Feb-2015 08:53) Posted: sigh.. not a fantastic result at all.. Q4 results is revenue USD 48mil, profit only USD 4mil, compare to Q3 revenue USD39mil, profit USD 5.2mil.. full year revenue USD150mil, only get about USD 20mil net  profit.. near 8  fold increase in revenue, but  double in profit only..  with the current order book and if they get the same margin, only will get about  USD 80mil profit.. how to service their hundred of millions debt > .< their margin is totally far off from what they used to have in FY2013.. probably wont go bust and banks probably wont chase them hard for payment, as they still can sell their assets (which are very new) if really need to.. but they will generally be working for the bank:(
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donut42days Veteran	25-Feb-2015 09:41        donut42days About Contact  Quote this Post!
x 0   x 0  Alert Admin	good or bad news ...all up lorry.   ME close eyes oso can play better then this..hehe
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earlybird14 Supreme	25-Feb-2015 09:32        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	1 word ------> Run.
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RedEye1811 Master	25-Feb-2015 09:31        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Bro Nq...Results a bit of mixed bag...I not had time to dig results in full but a major reason for Q4 results not being as good as Q3 is the sharp increase in admin expenses. In Q3 admin expenses were USD$3,537,000 but in Q4 it was USD$6,882,000. This an increase (if got my number right) of USD$3,537,000 that really helps to knock a lot off the bottom line. If this increase a non-recurring item if it to be due to the acquistion costs of the various subsidiaries they acquired in Q4 (Jetlee engineering, OER and admin fee of engaging independent auditor for purchase PTSB etc) then the future reduction in admin expenses will help with bottom line in coming quarters. But if increase due to recurring admin expenses then that needs to be addressed. I cannot find if increase due to a non-recurring or recurring. Anyone see? Of course the increase in finance cost from Q3 to Q4 also a factor but not as much as 100% increase admin costs. nqing87      ( Date: 25-Feb-2015 08:53) Posted: sigh.. not a fantastic result at all.. Q4 results is revenue USD 48mil, profit only USD 4mil, compare to Q3 revenue USD39mil, profit USD 5.2mil.. full year revenue USD150mil, only get about USD 20mil net  profit.. near 8  fold increase in revenue, but  double in profit only..  with the current order book and if they get the same margin, only will get about  USD 80mil profit.. how to service their hundred of millions debt > .< their margin is totally far off from what they used to have in FY2013.. probably wont go bust and banks probably wont chase them hard for payment, as they still can sell their assets (which are very new) if really need to.. but they will generally be working for the bank:(
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darocupcake Master	25-Feb-2015 09:20        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	the previous bb which push it all the way to 0.2 is no longer ard else it should be able to be pushed to that value again darocupcake      ( Date: 25-Feb-2015 09:18) Posted: every price bid is so huge n so damn hard to clear. they are giving dividend as usual 0.0005. nqing87      ( Date: 25-Feb-2015 09:06) Posted: the EPS must calculate ownself.. they base that 0.79 on 2billion+ shares i think.. but the NAV i think they use 3billion+ shares
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darocupcake Master	25-Feb-2015 09:18        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	every price bid is so huge n so damn hard to clear. they are giving dividend as usual 0.0005. nqing87      ( Date: 25-Feb-2015 09:06) Posted: the EPS must calculate ownself.. they base that 0.79 on 2billion+ shares i think.. but the NAV i think they use 3billion+ shares darocupcake      ( Date: 25-Feb-2015 09:02) Posted: meaning? what is the nav
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nqing87 Supreme	25-Feb-2015 09:06        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	the EPS must calculate ownself.. they base that 0.79 on 2billion+ shares i think.. but the NAV i think they use 3billion+ shares darocupcake      ( Date: 25-Feb-2015 09:02) Posted: meaning? what is the nav ? Jimmykohkk      ( Date: 25-Feb-2015 08:59) Posted: number of shares: 2349256000 shares. EPS: 0.79 cents... Must also look at the number of shares. So profit huge but number of shares alot.. EPS less than 1 cents.
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Du_shen Veteran	25-Feb-2015 09:05        Du_shen About Contact  Quote this Post!
x 0   x 0  Alert Admin	yeah jimmy is right. dont just look at the surface. =] Jimmykohkk      ( Date: 25-Feb-2015 08:59) Posted: number of shares: 2349256000 shares. EPS: 0.79 cents... Must also look at the number of shares. So profit huge but number of shares alot.. EPS less than 1 cents. darocupcake      ( Date: 25-Feb-2015 08:55) Posted: wow such small company can gain such high profit though debt is also high. 2012 - 5.5 mil, 2013 - 10 n 2014 - 20mil. every yr 100% profit gain
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darocupcake Master	25-Feb-2015 09:02        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	meaning? what is the nav ? Jimmykohkk      ( Date: 25-Feb-2015 08:59) Posted: number of shares: 2349256000 shares. EPS: 0.79 cents... Must also look at the number of shares. So profit huge but number of shares alot.. EPS less than 1 cents. darocupcake      ( Date: 25-Feb-2015 08:55) Posted: wow such small company can gain such high profit though debt is also high. 2012 - 5.5 mil, 2013 - 10 n 2014 - 20mil. every yr 100% profit gain
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Jimmykohkk Master	25-Feb-2015 08:59        Jimmykohkk About Contact  Quote this Post!
x 0   x 0  Alert Admin	number of shares: 2349256000 shares. EPS: 0.79 cents... Must also look at the number of shares. So profit huge but number of shares alot.. EPS less than 1 cents. darocupcake      ( Date: 25-Feb-2015 08:55) Posted: wow such small company can gain such high profit though debt is also high. 2012 - 5.5 mil, 2013 - 10 n 2014 - 20mil. every yr 100% profit gain. gslgsl      ( Date: 25-Feb-2015 07:56) Posted:   Vallianz Doubled Net Profit to a Record of US$20.4 Million in FY2014  Revenue for FY2014 surged to US$153.7 million from US$20.0 million a year ago  Group continues to participate actively in new OSV tenders for shallow-water oil field operations  Robust order book of US$540.0 million at the end of FY2014
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darocupcake Master	25-Feb-2015 08:55        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	wow such small company can gain such high profit though debt is also high. 2012 - 5.5 mil, 2013 - 10 n 2014 - 20mil. every yr 100% profit gain. gslgsl      ( Date: 25-Feb-2015 07:56) Posted:   Vallianz Doubled Net Profit to a Record of US$20.4 Million in FY2014  Revenue for FY2014 surged to US$153.7 million from US$20.0 million a year ago  Group continues to participate actively in new OSV tenders for shallow-water oil field operations  Robust order book of US$540.0 million at the end of FY2014 darocupcake      ( Date: 24-Feb-2015 11:13) Posted: 2013 470mil contract. 2014 240mil contract only. very bad. nw its waiting for bb to push it
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Intercept Veteran	25-Feb-2015 08:55        Intercept About Contact  Quote this Post!
x 0   x 0  Alert Admin	Co proposing small dividend too
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nqing87 Supreme	25-Feb-2015 08:53        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	sigh.. not a fantastic result at all.. Q4 results is revenue USD 48mil, profit only USD 4mil, compare to Q3 revenue USD39mil, profit USD 5.2mil.. full year revenue USD150mil, only get about USD 20mil net  profit.. near 8  fold increase in revenue, but  double in profit only..  with the current order book and if they get the same margin, only will get about  USD 80mil profit.. how to service their hundred of millions debt > .< their margin is totally far off from what they used to have in FY2013.. probably wont go bust and banks probably wont chase them hard for payment, as they still can sell their assets (which are very new) if really need to.. but they will generally be working for the bank:(
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