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pineapple123 Member	11-Jul-2013 17:51        pineapple123 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	how'd you even come to this?? could you enlighten me? i study finance but i haven't heard of deriving fair value/share in this manner before. cheers. SFGuyRuleZ      ( Date: 11-Jul-2013 17:42) Posted: Based on half-yr results which is just released: Net book Value / share (excluding intangible assets) ~= $0.55   Assuming current earnings based on half-yr results and taking into account no growth (positive or negative), Intrinsic value or DCF valuation / share ~= $0.48   Therefore, fair value / share = $1.03   The slight loss this quarter was indeed unexpected for me. But since it is a one-time loss and the loss is relatively minimal, I am not too worried. Will remain vested for me. Cheers!!
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flyfox Member	11-Jul-2013 17:51        flyfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lol sorry i see wrong, its last year..   damn no dividend somemore... :((((  expertinvestor      ( Date: 11-Jul-2013 17:29) Posted: Where got dividend! flyfox      ( Date: 11-Jul-2013 17:25) Posted: But if its a one time off loss, still not to bad lah.   Long term they are still quite optimistic.   Plus got good dividend lol
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TinyPotato Member	11-Jul-2013 17:51        TinyPotato About Contact  Quote this Post!
x 0   x 0  Alert Admin	The Q2 loss of NOK 44 mil is due to the remaining write down of impairment charges NOK 70 mil related to the Brazil Yard.
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ynnek1267 Master	11-Jul-2013 17:50        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	see how market interpret tomorrow loh. So far lah, once company make loss, it will make loss continually lah. to me, the management is typical angmo management lah, like to paint good picture. The fact is, revenue is drop, all the cost are getting higher & higher. Their brazil shipyard still there, project still there, cost overrun will just continue lah and require long time to overturn the situation Not good to invest at all in next 1 year.  Investor can only expect  on breakeven or becoming worse in next few quarters. cutemoney      ( Date: 11-Jul-2013 17:37) Posted: Errm.... the result is consider bad? i thought this company still make the profit? I am confuse @_@ ynnek1267      ( Date: 11-Jul-2013 17:32) Posted: habis lah. the management keep cheating lah, say no worry no worry, situation getting worse and worse and worse. Running yard in brazil is a mistake ah. be careful of Sembmar who is also building yard in brazil and building rigs for petrobras. Another one will overrun their cost hor.
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GorgeousOng Supreme	11-Jul-2013 17:46        GorgeousOng About Contact  Quote this Post!   Yells: "Hehehaha...enjoy life n live to the fullest..."
x 0   x 0  Alert Admin	Thank you! Cheers! SFGuyRuleZ      ( Date: 11-Jul-2013 17:42) Posted: Based on half-yr results which is just released: Net book Value / share (excluding intangible assets) ~= $0.55   Assuming current earnings based on half-yr results and taking into account no growth (positive or negative), Intrinsic value or DCF valuation / share ~= $0.48   Therefore, fair value / share = $1.03   The slight loss this quarter was indeed unexpected for me. But since it is a one-time loss and the loss is relatively minimal, I am not too worried. Will remain vested for me. Cheers!!
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rabbitfoot Master	11-Jul-2013 17:43        rabbitfoot About Contact  Quote this Post!
x 0   x 0  Alert Admin	I jual separuh in may. halleluyah      ( Date: 11-Jul-2013 17:28) Posted: Bro rabbit, wat happened to Gallant arh?? Tak boleh jalan lei...pasal orang tak nak main....low volumme.  U masih pegang tak? rabbitfoot      ( Date: 11-Jul-2013 17:22) Posted: Anybody got a hanky ? Started dripping leow, tears I mean
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SFGuyRuleZ Veteran	11-Jul-2013 17:42        SFGuyRuleZ About Contact  Quote this Post! Style: Combined   Yells: "You are your own master.."
x 0   x 0  Alert Admin	Based on half-yr results which is just released: Net book Value / share (excluding intangible assets) ~= $0.55   Assuming current earnings based on half-yr results and taking into account no growth (positive or negative), Intrinsic value or DCF valuation / share ~= $0.48   Therefore, fair value / share = $1.03   The slight loss this quarter was indeed unexpected for me. But since it is a one-time loss and the loss is relatively minimal, I am not too worried. Will remain vested for me. Cheers!!
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cutemoney Member	11-Jul-2013 17:37        cutemoney About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Errm.... the result is consider bad? i thought this company still make the profit? I am confuse @_@ ynnek1267      ( Date: 11-Jul-2013 17:32) Posted: habis lah. the management keep cheating lah, say no worry no worry, situation getting worse and worse and worse. Running yard in brazil is a mistake ah. be careful of Sembmar who is also building yard in brazil and building rigs for petrobras. Another one will overrun their cost hor.
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NoMoney Master	11-Jul-2013 17:36        NoMoney About Contact  Quote this Post!
x 0   x 0  Alert Admin	LOL same GorgeousOng      ( Date: 11-Jul-2013 17:12) Posted: Don't worry you still have your thai girlfriend n chinese girlfriend (midas) ok yah!!! Peter_Pan      ( Date: 11-Jul-2013 16:23) Posted: I need a shoulder...
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ynnek1267 Master	11-Jul-2013 17:32        ynnek1267 About Contact  Quote this Post!
x 0   x 1  Alert Admin	habis lah. the management keep cheating lah, say no worry no worry, situation getting worse and worse and worse. Running yard in brazil is a mistake ah. be careful of Sembmar who is also building yard in brazil and building rigs for petrobras. Another one will overrun their cost hor.
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expertinvestor Supreme	11-Jul-2013 17:29        expertinvestor About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Where got dividend! flyfox      ( Date: 11-Jul-2013 17:25) Posted: But if its a one time off loss, still not to bad lah.   Long term they are still quite optimistic.   Plus got good dividend lol  ynnek1267      ( Date: 11-Jul-2013 17:17) Posted: http://infopub.sgx.com/Apps?A=COW_CorporateAnnouncement_Content& B=AnnouncementToday& F=881245& fileId=Vard_Holdings_2Q_2013_Results_11July13.pdf wah, how market will interpret this report tomorrow? In their previous announcement, they never mentioned they are going to make loss right? now lose 44Mil NOK leh.
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halleluyah Supreme	11-Jul-2013 17:28        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro rabbit, wat happened to Gallant arh?? Tak boleh jalan lei...pasal orang tak nak main....low volumme.  U masih pegang tak? rabbitfoot      ( Date: 11-Jul-2013 17:22) Posted: Anybody got a hanky ? Started dripping leow, tears I mean
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ynnek1267 Master	11-Jul-2013 17:27        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	wah habis lah kak. revenue drop, materials, salary, expenses all go up. end up, making loss. Coming quarter will be even worse. 70cents is coming!!!!!!!!!
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flyfox Member	11-Jul-2013 17:25        flyfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	But if its a one time off loss, still not to bad lah.   Long term they are still quite optimistic.   Plus got good dividend lol  ynnek1267      ( Date: 11-Jul-2013 17:17) Posted: http://infopub.sgx.com/Apps?A=COW_CorporateAnnouncement_Content& B=AnnouncementToday& F=881245& fileId=Vard_Holdings_2Q_2013_Results_11July13.pdf wah, how market will interpret this report tomorrow? In their previous announcement, they never mentioned they are going to make loss right? now lose 44Mil NOK leh.
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ynnek1267 Master	11-Jul-2013 17:23        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wahahahahaahahahahahah!!!!!!!!! Result is out, you worry or happy. As a consequence, based on a revised assessment of the status of operations in Brazil, it is expected that financial results for the period ending 30 June 2013 (“2Q 2013”) will be lower than the current consensus market estimates. Margins are impacted by further delays and cost overruns at the Niterói yard due to lower productivity than expected, additional costs for outsourcing of hull construction activities to subcontractors, and revisions to the estimates of start-up costs at the new shipyard, Vard Promar. Operations elsewhere in the Group are stable, and the Company as a whole remains profitable. A complete overview of Group’s performance will be disclosed when the Company finalizes and announces the unaudited results for 2Q 2013 on 11 July 2013 Peter_Pan      ( Date: 11-Jul-2013 17:18) Posted: Ok..Thank you U.... GorgeousOng      ( Date: 11-Jul-2013 17:12) Posted: Don't worry you still have your thai girlfriend n chinese girlfriend (midas) ok yah!!!
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rabbitfoot Master	11-Jul-2013 17:22        rabbitfoot About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anybody got a hanky ? Started dripping leow, tears I mean
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Peter_Pan Supreme	11-Jul-2013 17:18        Peter_Pan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "kopi-o siu dai mai hum!"
x 0   x 0  Alert Admin	Ok..Thank you U.... GorgeousOng      ( Date: 11-Jul-2013 17:12) Posted: Don't worry you still have your thai girlfriend n chinese girlfriend (midas) ok yah!!! Peter_Pan      ( Date: 11-Jul-2013 16:23) Posted: I need a shoulder...
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ynnek1267 Master	11-Jul-2013 17:17        ynnek1267 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://infopub.sgx.com/Apps?A=COW_CorporateAnnouncement_Content& B=AnnouncementToday& F=881245& fileId=Vard_Holdings_2Q_2013_Results_11July13.pdf wah, how market will interpret this report tomorrow? In their previous announcement, they never mentioned they are going to make loss right? now lose 44Mil NOK leh.
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GorgeousOng Supreme	11-Jul-2013 17:12        GorgeousOng About Contact  Quote this Post!   Yells: "Hehehaha...enjoy life n live to the fullest..."
x 0   x 0  Alert Admin	Don't worry you still have your thai girlfriend n chinese girlfriend (midas) ok yah!!! Peter_Pan      ( Date: 11-Jul-2013 16:23) Posted: I need a shoulder...
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SFGuyRuleZ Veteran	11-Jul-2013 16:52        SFGuyRuleZ About Contact  Quote this Post! Style: Combined   Yells: "You are your own master.."
x 0   x 0  Alert Admin	market already immune to the results and probably feel won't be as bad as speculated.. cutemoney      ( Date: 11-Jul-2013 16:45) Posted: Wow...  bound back !!! people do feel optimistic to the announcement tonight ???!!!
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