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lovebullmarket Member	25-May-2015 14:05        lovebullmarket About Contact  Quote this Post!
x 0   x 0  Alert Admin	what brewing in CHINA FISHERY? can short?
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Leongsan Senior	23-May-2015 02:13        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	recent cash collected from rights for copeinca. first rights 34 recent 17,3 not price that came down from stockpicker      ( Date: 22-May-2015 19:12) Posted: Can' t help but noticed that you use 34cts when  the price was about 26 cts before the right announcement.   Anyway,   valuation if any should primary based on earnings. The recent price hike was because of the increase in fish catch but it is expected to at least 2 good years to make up for the losts last year. Before considering a good year ahead,   read this.. http://www.theweathernetwork.com/news/articles/risk-of-new-global-warming-plateau-rising-with-el-nino-2015/51382/   Leongsan  Member  20-May-2015 09:42           About Leongsan           Contact              Quote!                      x 0    x 0  Alert Admin recent cash collected from rights for copinca. 34cents plus 0.8of 17.3=47.84cents /1.8shares =26.58 cents.
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stockpicker Master	22-May-2015 19:12        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can' t help but noticed that you use 34cts when  the price was about 26 cts before the right announcement.   Anyway,   valuation if any should primary based on earnings. The recent price hike was because of the increase in fish catch but it is expected to at least 2 good years to make up for the losts last year. Before considering a good year ahead,   read this.. http://www.theweathernetwork.com/news/articles/risk-of-new-global-warming-plateau-rising-with-el-nino-2015/51382/   Leongsan  Member  20-May-2015 09:42           About Leongsan           Contact              Quote!                      x 0    x 0  Alert Admin recent cash collected from rights for copinca. 34cents plus 0.8of 17.3=47.84cents /1.8shares =26.58 cents.
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Zenith154 Member	22-May-2015 12:12        Zenith154 About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Haha the EPS isn't high for first quarter but the quota caught in first season will be reflected from the second quarter onwards. But yes perhaps you're right and it'll take longer than expected. But I can wait :) entry point of 17.5 enables some margin of error now Qanghoo      ( Date: 21-May-2015 09:32) Posted: Suit urselve, I suppose.  Just think time not ripe yet for all the irrational exuherance.  EPS will be low PE will be high for current fy.  I concede though that one wild card is the very significantly lower interest costs.  Not only 23 USD mil due to rights issue, but more interest savings from refund of LSA also.  This, n not the erratic anchovy catch due to warming oceans, possible juvenile biomass, etc, that cld surprise.  Zenith154      ( Date: 20-May-2015 09:29) Posted: I don't think the fishy price movements are of significant importance as of now. The market will follow fundamentals when the earnings report comes out or move even before it comes out. The last earnings report that came out provides us with a high chance that the next report's net profit will be significantly higher. Furthermore the debt that has been undertaken to acquire Copeinca has already been discounted though all the price drops as you mentioned. Hence I believe most negative factors that have turned many investors away are already discounted at the current share price. Look for the higher profits with the 23 million reduction in interest payments, higher fishmeal prices and higher volume of sales
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Qanghoo Supreme	21-May-2015 09:32        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Suit urselve, I suppose.  Just think time not ripe yet for all the irrational exuherance.  EPS will be low PE will be high for current fy.  I concede though that one wild card is the very significantly lower interest costs.  Not only 23 USD mil due to rights issue, but more interest savings from refund of LSA also.  This, n not the erratic anchovy catch due to warming oceans, possible juvenile biomass, etc, that cld surprise.  Zenith154      ( Date: 20-May-2015 09:29) Posted: I don't think the fishy price movements are of significant importance as of now. The market will follow fundamentals when the earnings report comes out or move even before it comes out. The last earnings report that came out provides us with a high chance that the next report's net profit will be significantly higher. Furthermore the debt that has been undertaken to acquire Copeinca has already been discounted though all the price drops as you mentioned. Hence I believe most negative factors that have turned many investors away are already discounted at the current share price. Look for the higher profits with the 23 million reduction in interest payments, higher fishmeal prices and higher volume of sales. Qanghoo      ( Date: 19-May-2015 16:58) Posted: Px tanked to 17c+ after sometime after the refund from LSA was announced.  Copeinca purchased actually saddled CFG with a mountain of debt.  The refund from LSA (known much earlier) n rights will help reduce debt.  To me px tank cos rights was issued at 17c.  A wk before rights was announced, px was abt 32 - 33c.  Then I think one or two days before announcement px dropped to around 26.  So, likely there was trading on insider news.  After that, there was relentless selling down to abt 17c+.  Then px started u-turning even before 2q results.  Don' t get me wrong.  I always thought long-term, CPF' s prospects are good.  But the way share px movements were going smells very fishy indeed.
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Leongsan Senior	20-May-2015 09:42        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	recent cash collected from rights for copinca. 34cents plus 0.8of 17.3=47.84cents /1.8shares =26.58 cents. Zenith154      ( Date: 20-May-2015 09:29) Posted: I don't think the fishy price movements are of significant importance as of now. The market will follow fundamentals when the earnings report comes out or move even before it comes out. The last earnings report that came out provides us with a high chance that the next report's net profit will be significantly higher. Furthermore the debt that has been undertaken to acquire Copeinca has already been discounted though all the price drops as you mentioned. Hence I believe most negative factors that have turned many investors away are already discounted at the current share price. Look for the higher profits with the 23 million reduction in interest payments, higher fishmeal prices and higher volume of sales. Qanghoo      ( Date: 19-May-2015 16:58) Posted: Px tanked to 17c+ after sometime after the refund from LSA was announced.  Copeinca purchased actually saddled CFG with a mountain of debt.  The refund from LSA (known much earlier) n rights will help reduce debt.  To me px tank cos rights was issued at 17c.  A wk before rights was announced, px was abt 32 - 33c.  Then I think one or two days before announcement px dropped to around 26.  So, likely there was trading on insider news.  After that, there was relentless selling down to abt 17c+.  Then px started u-turning even before 2q results.  Don' t get me wrong.  I always thought long-term, CPF' s prospects are good.  But the way share px movements were going smells very fishy indeed.
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Zenith154 Member	20-May-2015 09:29        Zenith154 About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	I don't think the fishy price movements are of significant importance as of now. The market will follow fundamentals when the earnings report comes out or move even before it comes out. The last earnings report that came out provides us with a high chance that the next report's net profit will be significantly higher. Furthermore the debt that has been undertaken to acquire Copeinca has already been discounted though all the price drops as you mentioned. Hence I believe most negative factors that have turned many investors away are already discounted at the current share price. Look for the higher profits with the 23 million reduction in interest payments, higher fishmeal prices and higher volume of sales. Qanghoo      ( Date: 19-May-2015 16:58) Posted: Px tanked to 17c+ after sometime after the refund from LSA was announced.  Copeinca purchased actually saddled CFG with a mountain of debt.  The refund from LSA (known much earlier) n rights will help reduce debt.  To me px tank cos rights was issued at 17c.  A wk before rights was announced, px was abt 32 - 33c.  Then I think one or two days before announcement px dropped to around 26.  So, likely there was trading on insider news.  After that, there was relentless selling down to abt 17c+.  Then px started u-turning even before 2q results.  Don' t get me wrong.  I always thought long-term, CPF' s prospects are good.  But the way share px movements were going smells very fishy indeed.     Zenith154      ( Date: 19-May-2015 16:30) Posted: The play is a fundamental turnaround of the stock due to several factors. The reimbursement from the LSA's, the reduction in debt due to the acquisition of Copeinca, and the better catch rate for 2015 thus far with fish oil and fish meal prices staying relatively high. Investors are aware of these factors as seen in the over subscription of the China fishery rights which, to an outsider, seems like the company is just trying to squeeze more money out of investors. Hence the share price has turned around about 35% from its bottom. The future factors to look forward to are if fishmeal/oil prices continue to hover at the 1800-1900 per mt, the severity of this year's El Niño and whether they manage to fully catch the allocated quota for this season. Hopefully they do with majority of it being captured already but the second season is a lot more uncertain due to aforementioned El Niño possibilities. If all goes well we can hope to look forward to prices going back to the 40-50 cent range perhaps by the end of the year. However that's a big if and just my personal opinion of the stock. :)
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Qanghoo Supreme	20-May-2015 08:04        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	For the record, CFG fully owns Copeinca.  So there' s no other Copeinca shareholders n we may not know who' s tussling with whom. buysellbuysell      ( Date: 19-May-2015 23:42) Posted: Just buy and collect this fish meal meanwhile watching the monies tug of war between the china fishery owners vs the other owners from the copeinca. but prepare to hold until hand ache unless cpf camping... or srs camping... everyone eats fish and everyone needs fish... It is a necessity product doing a hint here, this message maybe more than meets the eyes.. read and decide for yourself,
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buysellbuysell Master	19-May-2015 23:42        buysellbuysell About Contact  Quote this Post! Style: Flexible   Mood: Yells: "someone please sell down low so that others can buy low"
x 0   x 0  Alert Admin	Just buy and collect this fish meal meanwhile watching the monies tug of war between the china fishery owners vs the other owners from the copeinca. but prepare to hold until hand ache unless cpf camping... or srs camping... everyone eats fish and everyone needs fish... It is a necessity product doing a hint here, this message maybe more than meets the eyes.. read and decide for yourself,
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Qanghoo Supreme	19-May-2015 16:58        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Px tanked to 17c+ after sometime after the refund from LSA was announced.  Copeinca purchased actually saddled CFG with a mountain of debt.  The refund from LSA (known much earlier) n rights will help reduce debt.  To me px tank cos rights was issued at 17c.  A wk before rights was announced, px was abt 32 - 33c.  Then I think one or two days before announcement px dropped to around 26.  So, likely there was trading on insider news.  After that, there was relentless selling down to abt 17c+.  Then px started u-turning even before 2q results.  Don' t get me wrong.  I always thought long-term, CPF' s prospects are good.  But the way share px movements were going smells very fishy indeed.     Zenith154      ( Date: 19-May-2015 16:30) Posted: The play is a fundamental turnaround of the stock due to several factors. The reimbursement from the LSA's, the reduction in debt due to the acquisition of Copeinca, and the better catch rate for 2015 thus far with fish oil and fish meal prices staying relatively high. Investors are aware of these factors as seen in the over subscription of the China fishery rights which, to an outsider, seems like the company is just trying to squeeze more money out of investors. Hence the share price has turned around about 35% from its bottom. The future factors to look forward to are if fishmeal/oil prices continue to hover at the 1800-1900 per mt, the severity of this year's El Niño and whether they manage to fully catch the allocated quota for this season. Hopefully they do with majority of it being captured already but the second season is a lot more uncertain due to aforementioned El Niño possibilities. If all goes well we can hope to look forward to prices going back to the 40-50 cent range perhaps by the end of the year. However that's a big if and just my personal opinion of the stock. :)
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Zenith154 Member	19-May-2015 16:30        Zenith154 About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	The play is a fundamental turnaround of the stock due to several factors. The reimbursement from the LSA's, the reduction in debt due to the acquisition of Copeinca, and the better catch rate for 2015 thus far with fish oil and fish meal prices staying relatively high. Investors are aware of these factors as seen in the over subscription of the China fishery rights which, to an outsider, seems like the company is just trying to squeeze more money out of investors. Hence the share price has turned around about 35% from its bottom. The future factors to look forward to are if fishmeal/oil prices continue to hover at the 1800-1900 per mt, the severity of this year's El Niño and whether they manage to fully catch the allocated quota for this season. Hopefully they do with majority of it being captured already but the second season is a lot more uncertain due to aforementioned El Niño possibilities. If all goes well we can hope to look forward to prices going back to the 40-50 cent range perhaps by the end of the year. However that's a big if and just my personal opinion of the stock. :)
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domanic Elite	18-May-2015 21:44        domanic About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	anyone have a clue whats the play here? rights?
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moron101 Supreme	18-May-2015 19:31        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Always pumped up 1 bid at last second. Swee!
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Leongsan Senior	18-May-2015 08:57        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	QUOTA LEFT 935,379 MT .....36.25%  week #19 landings in N/C @ 252,517 MT  south region fishing continues poor week #19 @ 359 MT. Still ok meal price high stockpicker      ( Date: 17-May-2015 19:24) Posted: the catch wasn' t good last week.   Understand it was not also good this week.   may be affected by El-Nino
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stockpicker Master	17-May-2015 19:42        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	The El-Nino development
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stockpicker Master	17-May-2015 19:24        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	the catch wasn' t good last week.   Understand it was not also good this week.   may be affected by El-Nino
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Leongsan Senior	13-May-2015 10:25        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	NAV etd look up the rights docs. Main issue is how much fish they are catching,If fishing ok and 2nd season ok, fundamentals should support 45 to 50 cents. Debts reduced. Still the question who has collected and taken over carlyle rights ? will they play?   Qanghoo      ( Date: 13-May-2015 10:02) Posted: CFG NAV now S$53c, PA S$26c.  I think they still use the share base prior to rights to compute which is wrong.  I' m vested (vormited out sometime ago, but swallowed back two days ago), but think useful to set the record straight for forumers.  Not to worry though,  cos this  fish has probably swum out of troubled waters finally.  Debt level shd fall further with more refunds to come from LSA n better profits next few qtrs.  Only worry that El Ninl might drive the anchovies away from Peru fishing grounds for the next few mths.  But after that this fish shd be real scrumptious.  moron101      ( Date: 13-May-2015 09:44) Posted: Current China A Shares & HK H Shares are quite overvalued. Funds have to look out elsewhere for hot Chinese stocks. PARD & CFG are good picks here in terms of mkt cap & NAV.. NAV for CFG is USD 60 CENTS. And this stock were always traded above NAV last times..
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Qanghoo Supreme	13-May-2015 10:02        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	CFG NAV now S$53c, PA S$26c.  I think they still use the share base prior to rights to compute which is wrong.  I' m vested (vormited out sometime ago, but swallowed back two days ago), but think useful to set the record straight for forumers.  Not to worry though,  cos this  fish has probably swum out of troubled waters finally.  Debt level shd fall further with more refunds to come from LSA n better profits next few qtrs.  Only worry that El Ninl might drive the anchovies away from Peru fishing grounds for the next few mths.  But after that this fish shd be real scrumptious.  moron101      ( Date: 13-May-2015 09:44) Posted: Current China A Shares & HK H Shares are quite overvalued. Funds have to look out elsewhere for hot Chinese stocks. PARD & CFG are good picks here in terms of mkt cap & NAV.. NAV for CFG is USD 60 CENTS. And this stock were always traded above NAV last times..
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moron101 Supreme	13-May-2015 09:44        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Current China A Shares & HK H Shares are quite overvalued. Funds have to look out elsewhere for hot Chinese stocks. PARD & CFG are good picks here in terms of mkt cap & NAV.. NAV for CFG is USD 60 CENTS. And this stock were always traded above NAV last times..
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nngeeh Veteran	11-May-2015 10:23        nngeeh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed. Once BB has accumulated enough, the next stop should be above 0.20. moron101      ( Date: 11-May-2015 10:15) Posted: Strong resistance at 19c?
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