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Global Logistic
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carmen30
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04-Nov-2016 11:46
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agree. funds dont react to lousy rumors with more than $ 300 mil transacted on ground zero day 1.
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carmen30
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04-Nov-2016 11:44
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this is good . under state it better than over state it. buffer. anything more is bonus
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moron101
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04-Nov-2016 11:43
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Obviously in accumulation mode now... for the big run up next week. monitor closely.. | ||||
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Northy
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04-Nov-2016 11:41
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I am just taking a conservative personal view of share price vs book value. Not stating how much the company is worth in an event of takeover etc. Just a conservative stand on my part to where I may start considering to shave profits
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carmen30
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04-Nov-2016 11:41
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thanks info. i checked, hopu belongs cofco, while hillhouse capital ceo sits on the board of jd.com
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FATABA
Supreme |
04-Nov-2016 11:35
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May I ask...I Fyou are GIC , why wld u accept 85% of BV ?  GLP is profitable , well managed , global? GIC dont need $$ , need good investment over 4% ....LOL
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carmen30
Member |
04-Nov-2016 11:30
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anyway, big corp execs like to have business discussion over the weekend. maybe they feel more relaxed to discuss. | ||||
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carmen30
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04-Nov-2016 11:27
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if GIC holding 36%, CIC holds some in direct and indirect interest, NAV 2.60, it is a good buy at this price range.
feel safer with GIC in it. |
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carmen30
Member |
04-Nov-2016 11:22
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nav is 2.60 right ?
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Marine
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04-Nov-2016 11:18
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GLP has a nett Debt of 2B US$, if the CIC take over they will be buying a 8B US$, think price will hover between $1.95 and $2.05 until the further news. so just range bounce now, |
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Northy
Member |
04-Nov-2016 11:08
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We can never outplay the big boys . Just monitor value. | ||||
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carmen30
Member |
04-Nov-2016 11:07
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i dont know why, no matter how i look at it, it looks like accumuation mode to me. maybe it is girl's instinct | ||||
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carmen30
Member |
04-Nov-2016 11:05
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if you notice, there was a rush buy up from 2.03 to 2.05 just now...big volumes (maybe that is not their ticket, thus accumulation), and then quickly piut a bloc 2.05 ...and to 2.03 (tickets same ? ) .... | ||||
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carmen30
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04-Nov-2016 10:58
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you are smart when i read ur post again. nowadays offer price about +15% of last closing price.so anything below 2.2 seem ok to buy .
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carmen30
Member |
04-Nov-2016 10:55
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thanks. i think china prefer to hold assets to cash. they are doing "assetization" all over the world now. vested.
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Northy
Member |
04-Nov-2016 10:52
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Let's see if it's correct. Base on 85% of book value we should be seeing mid $2.2s. But play with caution | ||||
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dc16888
Master |
04-Nov-2016 10:49
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last 2 days saw vols & price up after lunch |
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carmen30
Member |
04-Nov-2016 10:48
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if this the trend, then the news highly true. below 2.15 buy. as hinted by big house.
tp : 2.45
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Northy
Member |
04-Nov-2016 10:38
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Pattern last couple of days seems be a sell off at the start of the day and buying up thru the day. With an increase of 5 cents gain each day for the last 2 days (excluding the initial surge) | ||||
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carmen30
Member |
04-Nov-2016 10:36
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thanks your article. buy a bit for weekend play. big house say 2.45
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