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China Fishery - Low PE Post Reply Rate topic
domanic Elite	19-Apr-2015 20:28        domanic About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	so whats the news
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mrwise Supreme	19-Apr-2015 19:56        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Please short if u dare!!! Burn all shorter tomorrow!!! teddytan438      ( Date: 19-Apr-2015 19:45) Posted: Looking to some short tml man!!!!
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teddytan438 Senior	19-Apr-2015 19:45        teddytan438 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looking to some short tml man!!!!
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ffyyss Member	19-Apr-2015 18:50        ffyyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Once 0.215 clear , its likely 27 as gap is covered on announcement of rights issue. Low volume wa done on the gap down.If it' s debt issue can improve thru the rights issued, and profitability improve on bottoming of fish meal prices ,profitability can improve significantly as its recent bond yields are at a high of 9%.   Its debt issue has cause the market to price it only about 1/3 of its NAV of near  55 cts. It' s improving EPS in the coming quarters may see it getting a full year FY15 EPS of 2.4 - 2.8 cts fully diluted as interest expense fall and profitability improves.Base on an undemanding PE of 10 ,it should at the very least be worth 24 - 28 cts for one of largest fish meal co in asia.
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mrwise Supreme	18-Apr-2015 22:44        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Looking at 0.25 soon....
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stockpicker Master	18-Apr-2015 21:50        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	NOAA said.. El-NiNo is finally here.. and that report was dated in March 2015 http://earthsky.org/earth/el-nino-has-arrived-says-noaa
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calvino Member	18-Apr-2015 21:19        calvino About Contact  Quote this Post!
x 0   x 0  Alert Admin	What have we here? A blue-fins Tuna or salted-fish?
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stockpicker Master	18-Apr-2015 15:00        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Play this stock carefully.   It was said the El-Nino never came as predicted in 2014 and it will come in 2015 or 2016. http://sanfrancisco.cbslocal.com/2015/04/16/long-awaited-el-nino-may-bring-drought-busting-rain-to-northern-california-by-2016/
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Zenith154 Member	17-Apr-2015 13:17        Zenith154 About Contact  Quote this Post! Style: Combined
x 0   x 1  Alert Admin	Fish meal and fish oil prices are also significantly higher due to previous shortages. If fish meal prices can stay at 1600-1800 per mt there is a good chance for an earnings boost in the next 6months to a year. Stock is beginning to run. Time to jump on the boat  Qanghoo      ( Date: 15-Apr-2015 12:49) Posted: The quota is abt 6% higher.  But the debt will drop substantially with rights issue n return of money from LSA.  EPS will however deteriorate quite a bit due to almost doubling of share base.  But I think at this level it' s like bottom or near bottom already.  Still El Nino can happen n disrupt the fishing season.  If EN clears, this fish will surely grow in strength.  think2profit      ( Date: 15-Apr-2015 11:02) Posted: Added some. On recovery phase because  the 2015 catch  is forecast  much higher than that of last yr...
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Qanghoo Supreme	15-Apr-2015 12:49        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	The quota is abt 6% higher.  But the debt will drop substantially with rights issue n return of money from LSA.  EPS will however deteriorate quite a bit due to almost doubling of share base.  But I think at this level it' s like bottom or near bottom already.  Still El Nino can happen n disrupt the fishing season.  If EN clears, this fish will surely grow in strength.  think2profit      ( Date: 15-Apr-2015 11:02) Posted: Added some. On recovery phase because  the 2015 catch  is forecast  much higher than that of last yr...
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think2profit Master	15-Apr-2015 11:02        think2profit About Contact  Quote this Post!
x 0   x 0  Alert Admin	Added some. On recovery phase because  the 2015 catch  is forecast  much higher than that of last yr...
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think2profit Master	14-Apr-2015 09:50        think2profit About Contact  Quote this Post!
x 0   x 0  Alert Admin	Zenith, Agreed. China Fishery seems to be on the recovery phase. Bite bit by bit to enjoy the ride... Zenith154      ( Date: 09-Apr-2015 15:14) Posted: Fishing quota for first season out Liao. 2.58m mt looks like good sign for turnaround
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Zenith154 Member	09-Apr-2015 15:14        Zenith154 About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Fishing quota for first season out Liao. 2.58m mt looks like good sign for turnaround
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Bigmama Elite	24-Mar-2015 17:15        Bigmama About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just cut and forget it lah. Don't live on empty hope.
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RoundRound Elite	24-Mar-2015 15:12        RoundRound About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tikam Tikam can also"
x 0   x 0  Alert Admin	Be careful of fishy traps..for both CFSS & mother share PAD...pump & dump things lovebullmarket      ( Date: 24-Mar-2015 15:09) Posted: Wah jump le
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lovebullmarket Member	24-Mar-2015 15:09        lovebullmarket About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wah jump le
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beginners Veteran	15-Feb-2015 09:54        beginners About Contact  Quote this Post!
x 0   x 0  Alert Admin	This group of Ng = no good, when you put all of them together, it become worst !!! Qanghoo      ( Date: 12-Feb-2015 09:36) Posted: Heard Carlyle not taking up.  Surprising.  Is there something that we don' t know abt?    Anyway, noticed that all the recent rts issue priced at so called substantial discount to last traded px before announcement also result in px collapse.  Swiber n Pac Andes itself are two other examples.  Come to think of it, need they price the rts at such low px?  Cld have priced higher n at a lower ration isn' t it.  Sometimes, can' t help but wonder if the Ngs are the one forcing the px down to further enrich themselfes. Leongsan      ( Date: 12-Feb-2015 09:03) Posted: Pard and Caryle 80%.........others 20% say 400mil shares. Funds and big holders say 100mil still leaves 300mil free . Short sellers trigger margin calls and fear. This way of destruction of value,bearing in mind not underwritten, is fishey. Someone is collecting?
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Leongsan Senior	15-Feb-2015 08:12        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	1 for 1 rights at 34 cents Leongsan      ( Date: 15-Feb-2015 06:05) Posted: CAP III-A Limited 227,027,028      11.09% how the increase? stockpicker      ( Date: 14-Feb-2015 21:41) Posted: Carlyle bought 113 mil share @ 1.85 in 2010 and then take up 96.15 mil warrant issues @ 0.52 in 2013,   thus making a total investment of $259 mil.   Now with share price @ 0.179,   it losses amounting to $ 222 mil or $1.06 per share. it is losing its pants.. Can' t blame them if they are not interested in the rights issues.
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Leongsan Senior	15-Feb-2015 06:05        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	CAP III-A Limited 227,027,028      11.09% how the increase? stockpicker      ( Date: 14-Feb-2015 21:41) Posted: Carlyle bought 113 mil share @ 1.85 in 2010 and then take up 96.15 mil warrant issues @ 0.52 in 2013,   thus making a total investment of $259 mil.   Now with share price @ 0.179,   it losses amounting to $ 222 mil or $1.06 per share. it is losing its pants.. Can' t blame them if they are not interested in the rights issues.
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stockpicker Master	14-Feb-2015 21:54        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	MSICeres has this to report recently imarpe reports south biomass up to 600k from 244k but 98 pct juveniles ...no quota or ban lifting date yet... water temp in our coast n/c rised all of a sudden in 1.5 /2.5 deg C..
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