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$warrior Master	02-Jun-2017 22:36        $warrior About Contact  Quote this Post!
x 0   x 0  Alert Admin	A good summary of the smart investor - of course there are those johnny come lately investors who are jealous and green eyed, waiting for it to collapse....... Lets collect the divvies and wait jeremyow      ( Date: 02-Jun-2017 12:10) Posted: So long one is sitting on paper profits of 30% and more now, that will be your margin of safety to buffer against any downside shocks in this counter. Some more, dun think their business economics is ' jia lat' that they will make losses going forward based on their business model and stability of cashflows so far. The only thing I slightly worry is that their cashflows still does not improve this year and still run into slight negative cashflows. But, that is not a major concern. They are not going to run out of business and cashflows anytime soon whereas potential upside is still there once their upgrading capex is removed next year and cashflows should improve. For those already vested, it is a no-brainer to wait out and collect your distributions for this year while waiting for any potential upside having downside protected by a margin of safety with existing paper profits. So, this counter can make an investor currently sitting on 30% paper profits at least another 12% more through the distributions to be received this year. So all in, even if unit price remains at 59 cents for the rest of this year, it will be around at least 42% returns in a year the investor will receive. For those who invested at even lower prices early in January, it could be yet another 10 to 20% more returns to reach around 52 to 62% returns in a year. This is already very good annual returns. Where else to find a 42% or even 62% returns in a year investment with minimal risk since there is already a margin of safety in place for those sitting on paper profits to protect your capital while enjoying any potential upside? See their next quarter' s results for further updates on their progress. No need to debate about this anymore. It is very clear that there is a margin of safety for those who are currently sitting on paper profits with potential upside. In addition, APTT' s business model is stable and not subjected to potential large shocks even if fundamentals should change which in this case will not be by any large extent imho.     feedfrenzy      ( Date: 02-Jun-2017 11:16) Posted: yay!! sitting on yummy profi
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jeremyow Master	02-Jun-2017 12:10        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 2   x 0  Alert Admin	So long one is sitting on paper profits of 30% and more now, that will be your margin of safety to buffer against any downside shocks in this counter. Some more, dun think their business economics is ' jia lat' that they will make losses going forward based on their business model and stability of cashflows so far. The only thing I slightly worry is that their cashflows still does not improve this year and still run into slight negative cashflows. But, that is not a major concern. They are not going to run out of business and cashflows anytime soon whereas potential upside is still there once their upgrading capex is removed next year and cashflows should improve. For those already vested, it is a no-brainer to wait out and collect your distributions for this year while waiting for any potential upside having downside protected by a margin of safety with existing paper profits. So, this counter can make an investor currently sitting on 30% paper profits at least another 12% more through the distributions to be received this year. So all in, even if unit price remains at 59 cents for the rest of this year, it will be around at least 42% returns in a year the investor will receive. For those who invested at even lower prices early in January, it could be yet another 10 to 20% more returns to reach around 52 to 62% returns in a year. This is already very good annual returns. Where else to find a 42% or even 62% returns in a year investment with minimal risk since there is already a margin of safety in place for those sitting on paper profits to protect your capital while enjoying any potential upside? See their next quarter' s results for further updates on their progress. No need to debate about this anymore. It is very clear that there is a margin of safety for those who are currently sitting on paper profits with potential upside. In addition, APTT' s business model is stable and not subjected to potential large shocks even if fundamentals should change which in this case will not be by any large extent imho.     feedfrenzy      ( Date: 02-Jun-2017 11:16) Posted: yay!! sitting on yummy profit bishan22      ( Date: 02-Jun-2017 10:43) Posted: Many like bishan... will makan div this month...no need to fear..
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feedfrenzy Veteran	02-Jun-2017 11:16        feedfrenzy About Contact  Quote this Post!
x 0   x 0  Alert Admin	yay!! sitting on yummy profit bishan22      ( Date: 02-Jun-2017 10:43) Posted: Many like bishan... will makan div this month...no need to fear... redsuns      ( Date: 02-Jun-2017 10:31) Posted: Waiting for 65c. Nothing much to say till then. /yawn...
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bishan22 Supreme	02-Jun-2017 10:43        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many like bishan... will makan div this month...no need to fear... redsuns      ( Date: 02-Jun-2017 10:31) Posted: Waiting for 65c. Nothing much to say till then. /yawn.... justinN      ( Date: 01-Jun-2017 23:37) Posted: suddenly here so quiet, no more buzz anymore, all run road liao... lol. Is this the beginning of the slide towards 40c again?
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redsuns Member	02-Jun-2017 10:31        redsuns About Contact  Quote this Post!
x 0   x 0  Alert Admin	Waiting for 65c. Nothing much to say till then. /yawn.... justinN      ( Date: 01-Jun-2017 23:37) Posted: suddenly here so quiet, no more buzz anymore, all run road liao... lol. Is this the beginning of the slide towards 40c again?
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Adtower Veteran	02-Jun-2017 00:19        Adtower About Contact  Quote this Post!
x 0   x 1  Alert Admin	Y this loss making coy px no drop much ??
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justinN Member	01-Jun-2017 23:37        justinN About Contact  Quote this Post! Style: Fundamental
x 0   x 2  Alert Admin	suddenly here so quiet, no more buzz anymore, all run road liao... lol. Is this the beginning of the slide towards 40c again?
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jeremyow Master	25-May-2017 10:03        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	Sorry, typo mistake in the first paragraph last sentence of my earlier post which should read, " .........,  then there is hope that next year' s distribution may either stabilise at 6.5 cents or even increase.   jeremyow      ( Date: 24-May-2017 11:03) Posted: The unit price of APTT going to $1 within this year is highly unlikely though nothing is impossible. The potential of rising to a unit price of $0.65 is a more realistic target for this year. As with a unit price of $0.65, the distribution yield is 10%. It all depends on their business and financial performances for the rest of this year and next. If financial results continue to show sustained progress in their businesses under the new owner and CEO, then there is hope that next year' s distribution may either stabilise at 65 cents or even increase.  If distribution increase more than their distribution guidance for this full year or increase next year, then unit price will follow to close the gap. Nothing is confirmed yet how well they can continue to perform for this year (that is why I advise investors to watch their next quarter' s financial results).  But I reiterate as mentioned in one of my earlier post, those investors with paper gains of at least 30% on the current unit price has nothing to fear as they are already protected with a good margin of safety against any shocks even if APTT disappoints. I also reiterate that given their current financials and distribution guidance, it is unlikely there will be any major rude shocks from them at least for this year.   I have been repeating my opinions on this company and still stand to the same opinions until their next quarter' s fianncial results are released. Readers are definitely entitled to your own opinions as in investing no one is right or wrong until proven on hindsight. And there is always a price to pay when acting upon individual opinions and there is no U-turn in investing due to time opportunity cost if one suffers a bad investment choice or miss out on a good investment choice. So, think hard, think carefully before acting.  But in all things, always remember that protecting own capital is first rule in investing. If one cannot protect his capital well, then it is better to just invest long term in a reliable index fund which gives average annualised returns of 3% to 9% rather than take the risk to select indivdual companies to invest one' s capital if one do not know how to go about doing it or in the case of trading, if one does not have a reliable trading system/ method which gives good mathematical odds of making consistent profits over a long term.  At the end of the day, if one can grow his net worth through a long period of time (at least 5 years) through investing or trading (whatever one calls his approach be it fundamental/technical/ or whichever fanciful names) and derive stable or increasing passive income (in the form of dividends or trading profits), then whatever method or practice he uses is sound and profitable. If unable to do so over at least a period of 5 years, then it is an unsound method or practice which causes the investor or trader to lose more than he gains over time. Then, he ought to re-examine his method/practice and improve upon it for if not, the simple fact is that he will continue to just lose more and more money over the long haul using the same unsound method/practice.
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$warrior Master	25-May-2017 00:41        $warrior About Contact  Quote this Post!
x 0   x 0  Alert Admin	Same sentiment here, Redsuns.   Glad to be vested. Realm of the irrational?   better understand the business first before commenting ..... redsuns      ( Date: 24-May-2017 18:46) Posted: i thank god everyday for being vested in this stock. I wouldnt have slept well if not.  justinN      ( Date: 23-May-2017 22:25) Posted: LOL... seems like still many punters and followers supporting the share price.  Its gone to the realm of irrational - I just dont see how a struggling business deep in debt can survive and sustain in the long run. Anyway.. even if it does go to $1 even, I am prepared to stand aside and stand corrected. Being able to sleep well and having peace of mind on my investments is of utmost importance to me.
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redsuns Member	24-May-2017 18:46        redsuns About Contact  Quote this Post!
x 0   x 0  Alert Admin	i thank god everyday for being vested in this stock. I wouldnt have slept well if not.  justinN      ( Date: 23-May-2017 22:25) Posted: LOL... seems like still many punters and followers supporting the share price.  Its gone to the realm of irrational - I just dont see how a struggling business deep in debt can survive and sustain in the long run. Anyway.. even if it does go to $1 even, I am prepared to stand aside and stand corrected. Being able to sleep well and having peace of mind on my investments is of utmost importance to me.
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TenPips Veteran	24-May-2017 13:13        TenPips About Contact  Quote this Post!
x 0   x 0  Alert Admin	As we know from previous quarter result, stronger NTD is instrumental in increasing APTT' s EBITA after forex.  " The Taiwan dollar has strengthened almost 8 per cent so far this year, trailing only the South Korean won in major Asian markets. Taiwan' s central bank has refrained from weakening the currency through market intervention, a precaution against the possibility of being labelled a currency manipulator by the United States." ~ http://www.businesstimes.com.sg/stocks/taiwan-stocks-rise-for-third-session-techs-financials-jump
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jeremyow Master	24-May-2017 11:03        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	The unit price of APTT going to $1 within this year is highly unlikely though nothing is impossible. The potential of rising to a unit price of $0.65 is a more realistic target for this year. As with a unit price of $0.65, the distribution yield is 10%. It all depends on their business and financial performances for the rest of this year and next. If financial results continue to show sustained progress in their businesses under the new owner and CEO, then there is hope that next year' s distribution may either stabilise at 65 cents or even increase.  If distribution increase more than their distribution guidance for this full year or increase next year, then unit price will follow to close the gap. Nothing is confirmed yet how well they can continue to perform for this year (that is why I advise investors to watch their next quarter' s financial results).  But I reiterate as mentioned in one of my earlier post, those investors with paper gains of at least 30% on the current unit price has nothing to fear as they are already protected with a good margin of safety against any shocks even if APTT disappoints. I also reiterate that given their current financials and distribution guidance, it is unlikely there will be any major rude shocks from them at least for this year.   I have been repeating my opinions on this company and still stand to the same opinions until their next quarter' s fianncial results are released. Readers are definitely entitled to your own opinions as in investing no one is right or wrong until proven on hindsight. And there is always a price to pay when acting upon individual opinions and there is no U-turn in investing due to time opportunity cost if one suffers a bad investment choice or miss out on a good investment choice. So, think hard, think carefully before acting.  But in all things, always remember that protecting own capital is first rule in investing. If one cannot protect his capital well, then it is better to just invest long term in a reliable index fund which gives average annualised returns of 3% to 9% rather than take the risk to select indivdual companies to invest one' s capital if one do not know how to go about doing it or in the case of trading, if one does not have a reliable trading system/ method which gives good mathematical odds of making consistent profits over a long term.  At the end of the day, if one can grow his net worth through a long period of time (at least 5 years) through investing or trading (whatever one calls his approach be it fundamental/technical/ or whichever fanciful names) and derive stable or increasing passive income (in the form of dividends or trading profits), then whatever method or practice he uses is sound and profitable. If unable to do so over at least a period of 5 years, then it is an unsound method or practice which causes the investor or trader to lose more than he gains over time. Then, he ought to re-examine his method/practice and improve upon it for if not, the simple fact is that he will continue to just lose more and more money over the long haul using the same unsound method/practice.
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TenPips Veteran	24-May-2017 09:53        TenPips About Contact  Quote this Post!
x 0   x 0  Alert Admin	We slept quite well, having more than 30% capital gain within two months, not counting the dividends gained. If you travel to Taiwan often, you may change your perception of this trust.  justinN      ( Date: 23-May-2017 22:25) Posted: LOL... seems like still many punters and followers supporting the share price.  Its gone to the realm of irrational - I just dont see how a struggling business deep in debt can survive and sustain in the long run. Anyway.. even if it does go to $1 even, I am prepared to stand aside and stand corrected. Being able to sleep well and having peace of mind on my investments is of utmost importance to me.
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mrwise Supreme	24-May-2017 05:04        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Stable high dividend and high capital gain stock with current price! Believe there are plenty of room to grow further. New management looks very confident and personally looks forward for my 1st target price of $0.65 within 1 month or earlier! mrwise      ( Date: 22-May-2017 12:31) Posted: I believed UP action will be here soon! Morello      ( Date: 21-May-2017 07:36) Posted: not so fast lah, share prices don' t go up in a straight line.  there will be pauses and pullbacks to shake off weak holders and contras but i' m fine with that
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bishan22 Supreme	24-May-2017 03:35        bishan22 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Stupid reasons... justinN      ( Date: 23-May-2017 22:25) Posted: LOL... seems like still many punters and followers supporting the share price.  Its gone to the realm of irrational - I just dont see how a struggling business deep in debt can survive and sustain in the long run. Anyway.. even if it does go to $1 even, I am prepared to stand aside and stand corrected. Being able to sleep well and having peace of mind on my investments is of utmost importance to me.
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justinN Member	23-May-2017 22:25        justinN About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	LOL... seems like still many punters and followers supporting the share price.  Its gone to the realm of irrational - I just dont see how a struggling business deep in debt can survive and sustain in the long run. Anyway.. even if it does go to $1 even, I am prepared to stand aside and stand corrected. Being able to sleep well and having peace of mind on my investments is of utmost importance to me.
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DoChun Member	23-May-2017 21:37        DoChun About Contact  Quote this Post!
x 0   x 0  Alert Admin	how high can it goes? Dont believe report say 0.64, if u think it get goes higher, just buy lol
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TenPips Veteran	23-May-2017 17:42        TenPips About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nice closing. Overbought and still climbing steadily.
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TenPips Veteran	23-May-2017 16:18        TenPips About Contact  Quote this Post!
x 0   x 0  Alert Admin	60 may form the new support once crossed over convincingly.
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jeremyow Master	23-May-2017 13:56        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	Watch APTT' s next quarter results. New CEO previously a CFO from within organisation and new owner veteran familair in the industy. APTT is now a new refreshed breed. It is no longer under the previous owner Macquarie. Plus upgrading capex to cease from 2018 onwards which can potentially impact cashflows positively. Monitor their next quarter' s various business and financial performances especially their cashflows to see if their businesses continue to generate stable cashflows or even better cashflows. Also, watch for any new development plans in their businesses this and next year under new owner and CEO. I cannot predict their long term prospects but at least if this and next year show good developments in APTT' s businesses and financial performances, their unit price and distribution may continue rising for this and next year. Debts wise there is no immediate concern at the moment. Interest cost has also been reduced due to reduced rates. So the focus is short term on their business and financial performances for this and next year. The substantial amount of intangible assets carried on their balance sheet due to the various operating licenses is not the focused concern. Investors just want APTT to be able to demonstrate sustained improvement in their cashflows and so their distributions will stabilise and even grow from this and next year. Then, unit price will follow in uptrend to close the gap between the rising distribution and unit price.           TenPips      ( Date: 22-May-2017 23:01) Posted: Omg. You better sell this away soon. If you are truly vested, a quick scan of APTT news in sgx portal can give you an idea of her business and what the borrowings was meant for. Anyway, what you are quoting now is old 'rumour' and fear tactics used by fear mongers months ago to push the price. stjoemail      ( Date: 22-May-2017 22:48) Posted: The intangible asset is 86% of total asset, so borrowing is mainly to pay this intangilble asset. Guess the ROA is very low
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