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Global Logistic
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ehclim
Elite |
05-Jul-2016 22:16
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Thanks for your enlightenment.
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earlybird14
Supreme |
05-Jul-2016 22:13
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I used to think so. But I sideline first. The 3-4bil debt which is supposed to be divested to China investors are too shining there. Once they settle this debt, it will ease my concern if they really bought expensive assets, especially the U.S. Warehousing. If China firms take it, it mean it is not expensive
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Soulcityy
Senior |
05-Jul-2016 22:11
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Hmm..maybe I'm too old to be here, sorry time to go home and sleep | ||||
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Soulcityy
Senior |
05-Jul-2016 22:09
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Zero sum game. Wild Wild West. You shoot me I shoot you back. So no one shoots but everyone threatens to shoot. You are trying to take their pistol away but you want to keep yours. Errors .. It don't work that way | ||||
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HazardKoh
Master |
05-Jul-2016 21:54
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Wow.. u still dun understand what is the difference between opinion and false info. Ya same.. like  if u have a  girlfriend and  a guy  go post in a forum .." XXX gf i think she is not a good girl" vs " XXX gf  went to bed with me before..." . ya sure, is his own opinion.. sure...
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Soulcityy
Senior |
05-Jul-2016 21:38
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Hazardkoh you still don't get it bro ! It's just his opinion! For all you care he can say GLP is worth 2cents! If you get emotional and believe him, then bail out or doubt him. Cut loss. Otherwise trust your own calculated judgements. It's just his opinion. False true half true 3/4 false 50% maybe no one knows! it's just an opinion his opinion! Please sir, it's just like some guy has a Girlfriend and everyone says.. Whoa not pretty lah but they all just feel inadequate or its just their opinions. Maybe they like her but I reachable! What matters ultimately is how you yourself , you who are as intelligent as your life could make you to be, decide worth and values in anything life throws at you and not just some silly stock is a more silly stock market. | ||||
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ehclim
Elite |
05-Jul-2016 21:33
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The best part is GLP has strong Temasek backing and with good assets in Japan and US. They are in high growth phase now hence they are unable to pay you good dividends. Givens 2 to3 years time frame you will reap the fruits. I have vested interest and continue to accumulate.
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HazardKoh
Master |
05-Jul-2016 21:28
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ya.. at least u giving a very good analysis of GLP. But i still scratching my head how a $1.80 share has a -0.75c fair value as mentioned by audreytan... hmm... -0.75c fair value means the company is in actual fact bankrupt right?  
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Soulcityy
Senior |
05-Jul-2016 21:26
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This junction dude probably grew up in Pyongyang North Korea. Have a nice day dude | ||||
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earlybird14
Supreme |
05-Jul-2016 21:24
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If property market boom again, GLP of course will fly. So, the key is if GLP can survive well if there is a property price crash. With gic behind, this can be put aside.
But at the same time don't expect GLP to boom. Because GLP only can give about 3% dividend, other REITs can give up to 8-10% dividend. A lot said GLP is different with REITs but I think the only different is GLP is not required to comply REITs rules by giving 80% above cash flow as dividend.
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Soulcityy
Senior |
05-Jul-2016 21:17
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God damn I'm drunk at the beach this time ! | ||||
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Soulcityy
Senior |
05-Jul-2016 21:15
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What you call false posts others call " calculated negative sentiments". Definitions maketh the defined. You call it dog someone else says it's animal. I mean let's not start bitching here for never ending rhetoric. Please if done one else calculated a nav in a certain way to derive a negative derivative, shall we all silence that mind? Like EB means .. It's just differing opinions and calculations. I calculate earth will end in 2 billion years time, someone else laughs at me mocks me tells me huh?? We will probably end this planet in 50 yrs! So you want to shame intimidate silence and punish me? | ||||
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earlybird14
Supreme |
05-Jul-2016 21:08
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Who right who wrong doesn't matter. How you are going to value this company.
If you add up last 4 years of net profit from fair value gain of property value, you shall be alert on the NTA in the book now. Why GLP started to drop from above 3, if you still manage to get some past research report, one of the concerns addressed was their properties were bought during the property boom since 2012 till to date and these gain were recorded since that time. Plus the U.S. Warehousing liability is not divested to China investor yet. The above drive GLP from above 3 to below 2. Market obviously is still very cautious on above this explain why GLP Prive stuck here. None of property stock perform well now with potential interest hike and property market collapse. So just take it easy if you are confidence with GLP. In fact, gic is there.
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Soulcityy
Senior |
05-Jul-2016 20:51
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Any stock that has substance and can test loyalty brand name perpetual profitability and relevance will automatically attract smart money. Otherwise there will always be Kan Cheong spiders at the slightest hint of negativity, will become siao and emotional. Let's face it, if you ain't got it you ain't got it. There is always a time of reckoning to separate the boys from the men! Geez I'm drunk at East Coast Beach woodshed baked up dude.. | ||||
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HazardKoh
Master |
05-Jul-2016 17:20
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Precisely and we have supporters of ppl who post false information. Cant believe it... They cant tell the difference between positive negative things about a stock and posting FALSE INFORMATION about a stock. Do we  welcome ppl to post FALSE information/rumours? We should not let those who post false information off so easily right? If a counter has negative NTA (real one)  and he comes and tell us based on negative NTA, is a risk to buy the counter or urge us to sell the counter, then is up to us to do our own dilligent. But that audreytan posted FALSE information.. should we welcome such act?
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HazardKoh
Master |
05-Jul-2016 17:17
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Hello, posting negative sentiment statement against a stock is TOTALLY DIFFERENT from posting FAKE/FALSE INFORMATION. Look at the ACTUAL FACTS for GLP. The way Audreytan posted was " -0.75c fair value with high debt and high gearing" . Do you not think he is posting FALSE INFORMATION??? And u supporting him?? I think either u are his friend or u his clone.
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HazardKoh
Master |
05-Jul-2016 17:12
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Please.. If i say negative thing, I will use REAL FACTS... for example company X has NTA of -1 cent, I will post using REAL FACTS.. not inventing some FAKE INFORMATION!!! Wow.. I think u really do not understand what is the difference between genuine positive and negative posting about a company vs INVENTING FAKE / FALSE INFORMATION/RUMOURS.. Facepalm. I think u do not know the meaning of FALSE INFORMATION. Cant u see that someone posting GLP having -0.75c fair value and high debt and high gearing is FAKE info??? alamak..faint..
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junction
Master |
05-Jul-2016 16:10
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I think some forerunners do not know what they are talking about.   Shareholders have a right to ask for clarification because some people post with an ulterior motive.   Hard earned money is involved so those who post false info on purpose should be exposed.
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Charlie2310
Senior |
05-Jul-2016 16:08
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scoop some up at 1.81. TP: 1.85 |
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Soulcityy
Senior |
05-Jul-2016 15:40
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Nobody is a expert in reading balance sheets or predicting stock trends or always buying the winning stocks. Time and again most people lost money in the market, few win so emotions run high and anger sets in. Anyway I'm off to the pubs to have a few beers. Win or lose just be chill CHILL and please please stop scolding bullying intimidating and shaming people who have opposite views. I'm done with this silliness and time for a few beers. | ||||
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