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Super Coffee
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reaper123
Member |
26-Nov-2016 00:03
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You wont even get a chance to be la.. Dreamer. Cosco security guard is the highest you can become
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zandlery
Supreme |
25-Nov-2016 23:56
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That is why you are just a crazy dude that lose a lot of money rather than own a billion |
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anthonykwong
Supreme |
25-Nov-2016 20:20
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you get the whole point mixed up...
i am saying if i were dutch group , i will not pay billions to acquire Super group.... imho there are better f & b targets who are more strategic with superb potential ....
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Qanghoo
Supreme |
25-Nov-2016 15:17
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don' t know anything don' t keep bluffing.
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jeremyow
Master |
25-Nov-2016 15:12
Yells: "Passionate business investor" |
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http://www.businesstimes.com.sg/companies-markets/dutch-coffee-firm-jacobs-douwe-egberts-to-acquire-privatise-super-group The Dutch company is not a small fry F& B manufacturing company. They have penetrated into the markets of more than 100 countries. There must be something good about Super Group they saw which made them pay not a small sum but over $1 billion to take over Super Group. Attached below is an excerpt from the Business Times article. Said Super founder and managing director David Teo Kee Bock: " We are proud that JDE, the leading pure-play consumer packaged goods coffee company in the world, recognises the strength, depth and breadth of the company that we have so laboriously worked to build over the past 29 years. As the company enters its 30th year, we are pleased that Super will be part of the JDE Group as we continue to build on the legacy we have established." Here' s information extracted from the Dutch company JACOBS DOUWE EGBERTS (JDE) their website about them: A global coffee & tea company, serving consumers in more than 100 countries through iconic brands including: Jacobs, Tassimo, Moccona, Senseo, L&rsquo OR, Douwe Egberts, Kenco, Pilao & Gevalia
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anthonykwong
Supreme |
25-Nov-2016 13:51
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maybe. but personally i wont pay such billions on such assets
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spore1
Supreme |
25-Nov-2016 13:46
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Later may hv chance of better offer price
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anthonykwong
Supreme |
25-Nov-2016 13:39
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think dutch group "overpays"...premium too much ....
for that kind of $, better f & b companies to take over ... |
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spore1
Supreme |
24-Nov-2016 17:57
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Stick to yr own plan. Think current mkt condition is too risky for long term investment. Play within yr mean.
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jeremyow
Master |
24-Nov-2016 17:32
Yells: "Passionate business investor" |
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If one focuses solely on short-term price movements alone, you are be right that Super Group has a known and fixed take over price tag few months down the road, so it is a no brainer. On the contrary investing in any other companies now would subject an investor to short-term market price movements especially in current volatile stock market condition. It really depends on what is one' s objective here, trading on short-term price movements or investing for more longer term based on evaluating business fundamentals and price valuation? If one has a short-term trading objective, then staying put with a known and fixed price tag for take over of Super Group' s shares maybe relatively safer.
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spore1
Supreme |
24-Nov-2016 17:14
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Super price is more or less secured .SH is speculative . It could b a dead cat bounce. | ||||
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feedfrenzy
Veteran |
24-Nov-2016 17:05
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spot on. i vested some in starhub recently. good run up today. saw an island gap the other day didnt get best price but good enough.. thats why thought of adding me that said... i will sleep over it
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jeremyow
Master |
24-Nov-2016 16:01
Yells: "Passionate business investor" |
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Some telcos are currently attractive in their valuations if you also follow the discussions on other threads. There maybe a lot of noises going on and opinions of how a 4th telco may affect the telco industry. My opinion is that all the three telcos Singtel, M1 and Starhub are capable of handling the incoming 4th telco. It is not an armageddon (end of the world) case for telcos. True that there may be some short term effects but the impact I think will not be as exaggerated as some market watchers and investors think it is. Due to the attractive valuations of some telco companies now, this more than already compensate for any drop in earnings in a worst case scenario should it happen in future due to the incoming 4th telco. Thus, I think we not only need to consider the business side of things, but also the valuation side of the business. If the business is still sustainable in the long term, a short term decrease in earnings is only temporary. If one has invested at cheap valuations, it already more than compensated for any future drop in earnings even if the earnings remain depressed for a good period of time (few years). But should there be any unforeseaable upside surprises to the three incumbent telcos due to the incoming 4th telcos, then getting the telcos at cheap valuations now is really a great bargain. Pls DYODD too as my sharing is purely my own opinion of judgment which maybe proven correct or wrong in due course.
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jeremyow
Master |
24-Nov-2016 15:48
Yells: "Passionate business investor" |
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Just to add on that if even if a person is not knowledgeable to invest prudently, he should never pile up too much cash in the savings account (financial consultants generally advise having cash up to 6 months of a person' s monthly living expenses). This is to provide a buffer in case anything happens to a person and he loses his means of earning his income to sustain his living expenses. But my take is that this is a general advise because every individual' s situation is different. Some people may have reliable regular monthly passive income that may sustain part of his ongoing living expenses. Thus, the amount of needed spare emergency funds may be reduced due to reliable regular supplemental passive income sources. Cash is just a means for a person to use it to make transactions to buy products and services to sustain his living needs and wants. Apart from being a means of transaction, there is no use to be loaded with piles of cash which buying power value is constantly eroded due to inflation. Warren Buffett mentioned before that cash is the worst investment (cash that is not invested). For a person who does not know how to invest prudently, there are still relatively safer investment instruments such as government bonds (not junk bonds) and fixed deposits which does not give high interest returns (generally 5% and less) but nevertheless can already fight inflation over the period of investment and return the initial capital invested to the investor (though all investments are never 100% risk free).
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feedfrenzy
Veteran |
24-Nov-2016 15:31
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hey thanks for the detail advice.. was considering selling to fund purchase of telcos but hmm.. perhaps you are. its good returns almsot risk free provided the deal goes thru....
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KiLrOy
Elite |
24-Nov-2016 15:26
Yells: "I buy only what I can see." |
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Qn is, is 1.30 cfm? |
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jeremyow
Master |
24-Nov-2016 15:25
Yells: "Passionate business investor" |
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Yes. If you are patient, then you will get to let go of your shares at $1.30 instead of $1.26 plus transaction charges. Latest date for this to happen is by next year early May if the take over is successful and plus another bit more waiting time for the money to come back to you. Unless you are not confident of the take over will be eventually successful, then you may sell off part or all your shares now. Or another reason to sell your shares now is unless you have another good investment idea coming along (example a good company stock trading at good undervalued cheap prices now) and you want to rotate your capital by selling Super Group shares now and reinvest the capital into the other good investment opportunity that cannot wait and maybe lost (time opportunity cost) if you wait until next year May. Or you are in need of spare cash now for some emergency reasons that you cannot raise the cash by other means, then you have no choice but to sell the shares now. Apart from any of the above three reasons, I see no other reasons why there is a rush to sell the shares in the open market now. Impatience is not a good reason as selling now and getting back the cash with no other uses for it is the worst investment approach as cash is a depreciating object (even cash sitting in the bank with miserable interest rates which does not fight inflation cost) unless you have good reasons for sitting in cash (e.g. spare cash for emergency use or no good investment opportunities currently to deploy the cash).
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feedfrenzy
Veteran |
24-Nov-2016 15:21
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true also. thought want depoly war chest else where lol.. anyway usaully how long does it take?> ?6months? around 5-6% yield not bad.... btw i purchased via SCB
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sengsk
Elite |
24-Nov-2016 15:03
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Why sell, let them collect from you 1.30 yet you need not have to pay com.
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feedfrenzy
Veteran |
24-Nov-2016 14:58
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any report on this buyout? how long do we have to wait? abit impatient holding 23lots :P tempted to sell at open market |
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