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COMFORT DELGRO - MOVING FORWARD Post Reply Rate topic
lukewong82 Master	26-Jan-2022 22:19        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	well done .    Chosen1989      ( Date: 26-Jan-2022 21:41) Posted: Lol dumb F*** 1. That has not happened during rebalancing 2021 Q4. That won' t happen as STI want to maintain a wide spectrum 2. Delisted at higher value = not good?? Hard asset company with wide variety of transportation businesses in developed nations P/B at 1-1.05, net cash of 500m at least. profit of 100m a year currently with potential to go back to 300m. Cash flow of 300-400m with potential to go back to 700m.  Investment in green charging systems which is becoming the most profitable long term growth trend in the world (https://electrek.co/2022/01/16/bp-claims-ev-charging-stations-on-the-cusp-of-being-more-profitable-than-gas-pumps/) The best thing that can happen now is that it can list its UK/Aus/NZ entity (which is unlikely) or delist SBS (which is unlikely as well), that will free up cash flow for more investments into the future.  Literally a company that is transforming itself to go with the times whilst still enjoying high cash flow and potential post pandemic revival... This is called investing, finding companies that are overlooked, do your research on them and then invest. This is literally the safest stock in the whole of STI... All my $$ is in this (400k shares in total including SRS, average at 1.55).. Conman      ( Date: 26-Jan-2022 19:01) Posted: Wong, Australia is where the biggest risk is. This explains why the Zoom Bee dropped to 1.3xx. The risk is not about the Pandemic, but the possibility of Aussie public policy change. We need th manage the risks qhile playing thus Zoom Bee. The other 2 risks are, - The possibility of it getting kicked out of STI - The possibility of SBS Transit getting delisted
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lukewong82 Master	26-Jan-2022 22:07        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If covid situation does not improve, I welcome the govt to privatise SBS transit. Predict govt will make a cash offer of $1.20 for SBS Transit and then we get the share of the new ComfortDelgro Transportation shares + Vicom (as dividend) ==> Total amount $2+. If covid situation improves and restrictions removed, earning will improve drastically and share price will rise back to $2+. Both ways win-win
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lukewong82 Master	26-Jan-2022 21:59        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Potential delisting of SBS Transit will mean a increase in share price based on what happened to SMRT delisting in 2016. Maybe after delisting of SBS Transit, the company will be rename to Comfort Trasporation(transportation in foreign countries, taxi, driving centre) and Vicom shares held by delgro will be distributed to shareholders. Such cooperate action will definitely mean the share price shooting thru the roof.
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Conman Elite	26-Jan-2022 21:58        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	You put all your eggs into the SBS Bus? I am quite sure it will be delisted. Reasons : It is a dead stock with almost no trading at all. It is listed just to suck tax-payers' money. Why should tax-payers finance your twice yearly dividend parties while for the other two contractors have no such parties? The gov should cut the part of its payment which goes to maintain its listed status. If the Zoom Bee does not show any sense of social tesponsibility to delist it, it will probably be told by the gov to do so in view of the impending GST hike. Chosen1989      ( Date: 26-Jan-2022 21:41) Posted: Lol dumb F*** 1. That has not happened during rebalancing 2021 Q4. That won' t happen as STI want to maintain a wide spectrum 2. Delisted at higher value = not good?? Hard asset company with wide variety of transportation businesses in developed nations P/B at 1-1.05, net cash of 500m at least. profit of 100m a year currently with potential to go back to 300m. Cash flow of 300-400m with potential to go back to 700m.  Investment in green charging systems which is becoming the most profitable long term growth trend in the world (https://electrek.co/2022/01/16/bp-claims-ev-charging-stations-on-the-cusp-of-being-more-profitable-than-gas-pumps/) The best thing that can happen now is that it can list its UK/Aus/NZ entity (which is unlikely) or delist SBS (which is unlikely as well), that will free up cash flow for more investments into the future.  Literally a company that is transforming itself to go with the times whilst still enjoying high cash flow and potential post pandemic revival... This is called investing, finding companies that are overlooked, do your research on them and then invest. This is literally the safest stock in the whole of STI... All my $$ is in this (400k shares in total including SRS, average at 1.55).. Conman      ( Date: 26-Jan-2022 19:01) Posted: Wong, Australia is where the biggest risk is. This explains why the Zoom Bee dropped to 1.3xx. The risk is not about the Pandemic, but the possibility of Aussie public policy change. We need th manage the risks qhile playing thus Zoom Bee. The other 2 risks are, - The possibility of it getting kicked out of STI - The possibility of SBS Transit getting delisted
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Chosen1989 Member	26-Jan-2022 21:41        Chosen1989 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Lol dumb F*** 1. That has not happened during rebalancing 2021 Q4. That won' t happen as STI want to maintain a wide spectrum 2. Delisted at higher value = not good?? Hard asset company with wide variety of transportation businesses in developed nations P/B at 1-1.05, net cash of 500m at least. profit of 100m a year currently with potential to go back to 300m. Cash flow of 300-400m with potential to go back to 700m.  Investment in green charging systems which is becoming the most profitable long term growth trend in the world (https://electrek.co/2022/01/16/bp-claims-ev-charging-stations-on-the-cusp-of-being-more-profitable-than-gas-pumps/) The best thing that can happen now is that it can list its UK/Aus/NZ entity (which is unlikely) or delist SBS (which is unlikely as well), that will free up cash flow for more investments into the future.  Literally a company that is transforming itself to go with the times whilst still enjoying high cash flow and potential post pandemic revival... This is called investing, finding companies that are overlooked, do your research on them and then invest. This is literally the safest stock in the whole of STI... All my $$ is in this (400k shares in total including SRS, average at 1.55).. Conman      ( Date: 26-Jan-2022 19:01) Posted: Wong, Australia is where the biggest risk is. This explains why the Zoom Bee dropped to 1.3xx. The risk is not about the Pandemic, but the possibility of Aussie public policy change. We need th manage the risks qhile playing thus Zoom Bee. The other 2 risks are, - The possibility of it getting kicked out of STI - The possibility of SBS Transit getting delisted lukewong82      ( Date: 26-Jan-2022 18:34) Posted: When covid ends/become real endemic world wide, ComfortDelgro Australia' s asset will be monetized or IPO brought up again.. No problem reaching $2.,
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lukewong82 Master	26-Jan-2022 19:16        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	ComfortDelgro commits to giving out AT LEAST 50% of it' s profit as dividends. So ComfortDelgro can be considered as a  " transport reits" . For the previous few years before covid hits, it gave out almost 80% of it' s profit as dividends almost 10 cents per shares. So invest in ComfortDelgro as a " transport reits"
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Conman Elite	26-Jan-2022 19:01        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wong, Australia is where the biggest risk is. This explains why the Zoom Bee dropped to 1.3xx. The risk is not about the Pandemic, but the possibility of Aussie public policy change. We need th manage the risks qhile playing thus Zoom Bee. The other 2 risks are, - The possibility of it getting kicked out of STI - The possibility of SBS Transit getting delisted lukewong82      ( Date: 26-Jan-2022 18:34) Posted: When covid ends/become real endemic world wide, ComfortDelgro Australia' s asset will be monetized or IPO brought up again.. No problem reaching $2.,
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lukewong82 Master	26-Jan-2022 18:34        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	When covid ends/become real endemic world wide, ComfortDelgro Australia' s asset will be monetized or IPO brought up again.. No problem reaching $2.,
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vivacious Supreme	26-Jan-2022 18:29        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	tmr might go back down below 135 again. Seems to be doing the chacha
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Conman Elite	26-Jan-2022 18:17        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today the same story was repeated. Morning BB created fear to make the retailers run for their life and the shortists shorted at 1.35. Then, BBs pushed up to 1.36/7 and create greed for the retailers to buy back high. Shortists had no choice but to cover at 1.37. Be careful when plating with BBs! Conman      ( Date: 25-Jan-2022 17:49) Posted: There were small BBs shorting at 1.35 the moment the market opened and throughout the day. The big BBs' robots held up the price and made the naked shortists cover high at the closing and the big robots sold to them. So it will drop after today if the small BBs idiots stop shorting nakedly. My advice to the smaller BBs (some of them former 'analysts' kena replaced by AI analysts Lol) is never to short nakedly when playing wirh the big BBs. vivacious      ( Date: 25-Jan-2022 17:25) Posted: wow, stable today
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Conman Elite	26-Jan-2022 17:46        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Who wrote this Wong? Do you mean Grab will surrender and exit Singapore market and taxis will rule the road again once the pandemic is over? Or, the gov will feed the Zoom Bee with more tax-payers' money with the impending increase of GST? You need to know where the Zoom Bee get its revenue from. It earns from the taxi drivers and the gov. lukewong82      ( Date: 26-Jan-2022 17:19) Posted: Main Catalyst: Reopening and ending of Covid aka towards true endemic of Covid which allows govt to remove all restrictions. World wide recovery once covid ends. Spanish Flu in the 1900s took 3 years to end. So Omnicron suggests Covid is coming to an end. You will be handsomely rewarded once Covid ends and all restrictions removed. Share price was $2.35 before covid hits. Easily goes back to $2 once covid ends which should be 2nd half of this year.,
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lukewong82 Master	26-Jan-2022 17:19        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Main Catalyst: Reopening and ending of Covid aka towards true endemic of Covid which allows govt to remove all restrictions. World wide recovery once covid ends. Spanish Flu in the 1900s took 3 years to end. So Omnicron suggests Covid is coming to an end. You will be handsomely rewarded once Covid ends and all restrictions removed. Share price was $2.35 before covid hits. Easily goes back to $2 once covid ends which should be 2nd half of this year.,
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Conman Elite	26-Jan-2022 16:55        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	There are surely black swans at the horizon. So we will see whether they fly in. If yes, we qill see a big drop. - Getting kicked out of STI - Australian public transport service - SBS Transit Everybody including the BBs are just punting. No one will hold long positions. vivacious      ( Date: 26-Jan-2022 16:02) Posted: would it go below 130?
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vivacious Supreme	26-Jan-2022 16:02        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	would it go below 130?
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Conman Elite	25-Jan-2022 17:49        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	There were small BBs shorting at 1.35 the moment the market opened and throughout the day. The big BBs' robots held up the price and made the naked shortists cover high at the closing and the big robots sold to them. So it will drop after today if the small BBs idiots stop shorting nakedly. My advice to the smaller BBs (some of them former 'analysts' kena replaced by AI analysts Lol) is never to short nakedly when playing wirh the big BBs. vivacious      ( Date: 25-Jan-2022 17:25) Posted: wow, stable today
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vivacious Supreme	25-Jan-2022 17:25        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	wow, stable today
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lukewong82 Master	24-Jan-2022 18:29        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today most dropped what.. SIA dropped, Maple Industrial Trust, Maple Commercial dropped .. so many dropped...    vivacious      ( Date: 24-Jan-2022 16:54) Posted: suddenly drop!
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Conman Elite	24-Jan-2022 18:18        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looking from any angle and all angles, a big drop is coming. vivacious      ( Date: 24-Jan-2022 16:54) Posted: suddenly drop!
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vivacious Supreme	24-Jan-2022 16:54        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	suddenly drop!
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Conman Elite	24-Jan-2022 09:21        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes Buddy thanks for your selfless sharing of your wisdom which I agree in total. Awesome! You are a better Conman than me! Merry Christmas and have a great weekend! Cheers! Conman Buradin      ( Date: 21-Jan-2022 20:53) Posted: Great discussion everyone! Keep it up and see u all next week.
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