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guoyanyunyan Supreme	13-May-2013 09:45        guoyanyunyan About Contact  Quote this Post!
x 0   x 0  Alert Admin	... yes... next change somemoney... and then lotsofmoney.... eventually moneyoverflow....
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WanSiTong Supreme	13-May-2013 09:29        WanSiTong About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Wow! now  win money already! consider to change yr ID ?? NoMoney      ( Date: 10-May-2013 20:44) Posted: yeah i kill my hyflux and get this as this looks like got higher change to earn back my hyflux lost. alot of broker recommend this. Q at 1.03 but did not get then got it at 1.04 going to long this to 1.3-1.5 min   GorgeousOng      ( Date: 10-May-2013 18:01) Posted: Sawadee kar! 5 5 5 now you also interested in this counter! I got out and in today again. Chok dee
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WanSiTong Supreme	13-May-2013 09:14        WanSiTong About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Last done $1.10, Results due 14/5 tomorrow !
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GorgeousOng Supreme	10-May-2013 21:17        GorgeousOng About Contact  Quote this Post!   Yells: "Hehehaha...enjoy life n live to the fullest..."
x 0   x 0  Alert Admin	I sold my Ezion and re enter try to make back from this counter . 1.3 to 1.50 have to wait for a while. Happy to see old timer to invest in this counter. If not so..so boring ler!!!🙊 Good luck yah! NoMoney      ( Date: 10-May-2013 20:44) Posted: yeah i kill my hyflux and get this as this looks like got higher change to earn back my hyflux lost. alot of broker recommend this. Q at 1.03 but did not get then got it at 1.04 going to long this to 1.3-1.5 min   GorgeousOng      ( Date: 10-May-2013 18:01) Posted: Sawadee kar! 5 5 5 now you also interested in this counter! I got out and in today again. Chok dee
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shareflux Senior	10-May-2013 21:06        shareflux About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	The Kiasu who picked up at 103 are amply rewarded. Even the kiasi also have something to take home. The share price need to break away from its range bound to have a sustainable rally. Hopefully the goodies in the results will push through... shareflux      ( Date: 08-May-2013 00:31) Posted: The share price seems to be moving side way and range bound. This has never happen before in VARD history as a listed company. It is always either up or down. The share price infers that there is much uncertainty out there which is reflected in the fundamental of the company and well reports by the houses. There is always two approaches to play a stock. Higher risk approach to pick bone or a lower risk wait for a reversal formation of a set of lower high and higher high. Risk rewards is part and parcel of investing. Higher risk higher reward or lower risk lower rewards... The choice is up to individual style and temperament. I am the kiasi kiasu type. Kiasu i will lose out on the high reward so i will buy now. But kiasi of holding a falling knife I will put up a smaller order. guoyanyunyan      ( Date: 07-May-2013 12:26) Posted: Vard World’s Leading OSV Builder at 5x Ex-Cash P/E Share price has declined 13% since the lapsed of the takeover offer from Fincantieri on 13 Mar. Following our conversation with management, we remain positive on the stock. We expect order book replenishment to be stronger than market expectations and believe the recent sell-down has more than priced-in the negative news of delays in Brazil and lower earnings. Re-iterate BUY with an unchanged TP of SGD1.82. Takeaways from our recent conversation with management: i) new orders could surprise the market with strong demand for offshore subsea construction vessels (OSCVs) and possible return of anchor handling tug supply vessels (AHTS) orders, ii) delays in Brazil will weigh down on overall margins but this is nothing new as we have factored in lower margins, and iii) dividend policy maintained at 30% of net profit. Strong order book to underpin yard utilisation for FY13. VARD ended FY12 with a net orderbook of NOK15.1bn. YTD 2013, the company added contracts for three OSCVs and one Azimuth Stern Drive tug and a Letter of Intent (LOI) for one platform supply vessel (PSV). We estimate the new orders lifted its net orderbook to ~NOK18.5bn. Robust demand for OSCVs could add NOK3bn new orders in Brazil. New orders could surprise street estimates of NOK10-11bn. VARD is seeing strong enquiries for OSCVs. On top of that, Petrobras is planning to sign charters for up to seven flexible pipelay support vessels (PLSVs) and we believe VARD is well positioned to win at least one or two orders. We estimate the value of each PLSV to be ~USD260m (NOK1.5bn). Weaker earnings in FY13 expected consensus may be too bullish. We estimate FY13-14F net profit to decline by 9% and 4% respectively on lower margins due to production weakness in Brazil and orders won under intense competition. Our estimates are 11-19% below consensus Re-iterate BUY with an unchanged TP of SGD1.82. Our TP is based on 12x FY13F P/E. While earnings are set to decline on lower margins, valuation is attractive at 5.0x ex-cash FY13F P/E (net cash of SGD0.33). Net yield of 4.5% (SGD0.05/share) is attractive and sustainable.
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NoMoney Master	10-May-2013 20:44        NoMoney About Contact  Quote this Post!
x 0   x 0  Alert Admin	yeah i kill my hyflux and get this as this looks like got higher change to earn back my hyflux lost. alot of broker recommend this. Q at 1.03 but did not get then got it at 1.04 going to long this to 1.3-1.5 min   GorgeousOng      ( Date: 10-May-2013 18:01) Posted: Sawadee kar! 5 5 5 now you also interested in this counter! I got out and in today again. Chok dee! NoMoney      ( Date: 10-May-2013 17:47) Posted: lets huat ah.. Shorties must buy back so price going back up us normal. short term should see 1.20 unless poor results again.
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GorgeousOng Supreme	10-May-2013 18:01        GorgeousOng About Contact  Quote this Post!   Yells: "Hehehaha...enjoy life n live to the fullest..."
x 0   x 0  Alert Admin	Sawadee kar! 5 5 5 now you also interested in this counter! I got out and in today again. Chok dee! NoMoney      ( Date: 10-May-2013 17:47) Posted: lets huat ah.. Shorties must buy back so price going back up us normal. short term should see 1.20 unless poor results again.
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NoMoney Master	10-May-2013 17:47        NoMoney About Contact  Quote this Post!
x 0   x 0  Alert Admin	lets huat ah.. Shorties must buy back so price going back up us normal. short term should see 1.20 unless poor results again.
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blueskyblue Member	10-May-2013 16:20        blueskyblue About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Money fly to my pocket please."
x 0   x 0  Alert Admin	Could be market optimistic on the earning. Or it is overly undervalue now. WanSiTong      ( Date: 10-May-2013 16:06) Posted: Results out on 14 May http://us1.campaign-archive1.com/?u=f853114635eabc6cff8920e15& id=53f4217f09& e=eaacc94bad yokoosi      ( Date: 09-May-2013 16:35) Posted: Huat Ah! Result coming
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NoRiskNoGain Veteran	10-May-2013 16:13        NoRiskNoGain About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any reason for the suuden surge ? WanSiTong      ( Date: 10-May-2013 16:04) Posted: $1.075 finally !! Huat Arrrrh !
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WanSiTong Supreme	10-May-2013 16:06        WanSiTong About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Results out on 14 May http://us1.campaign-archive1.com/?u=f853114635eabc6cff8920e15& id=53f4217f09& e=eaacc94bad yokoosi      ( Date: 09-May-2013 16:35) Posted: Huat Ah! Result coming
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WanSiTong Supreme	10-May-2013 16:04        WanSiTong About Contact  Quote this Post!   Mood:
x 1   x 1  Alert Admin	$1.075 finally !! Huat Arrrrh !
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yokoosi Member	09-May-2013 16:35        yokoosi About Contact  Quote this Post!   Mood:
x 1   x 1  Alert Admin	Huat Ah! Result coming
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shareflux Senior	08-May-2013 00:31        shareflux About Contact  Quote this Post! Style: Combined   Mood:
x 1   x 1  Alert Admin	The share price seems to be moving side way and range bound. This has never happen before in VARD history as a listed company. It is always either up or down. The share price infers that there is much uncertainty out there which is reflected in the fundamental of the company and well reports by the houses. There is always two approaches to play a stock. Higher risk approach to pick bone or a lower risk wait for a reversal formation of a set of lower high and higher high. Risk rewards is part and parcel of investing. Higher risk higher reward or lower risk lower rewards... The choice is up to individual style and temperament. I am the kiasi kiasu type. Kiasu i will lose out on the high reward so i will buy now. But kiasi of holding a falling knife I will put up a smaller order. guoyanyunyan      ( Date: 07-May-2013 12:26) Posted: Vard World’s Leading OSV Builder at 5x Ex-Cash P/E Share price has declined 13% since the lapsed of the takeover offer from Fincantieri on 13 Mar. Following our conversation with management, we remain positive on the stock. We expect order book replenishment to be stronger than market expectations and believe the recent sell-down has more than priced-in the negative news of delays in Brazil and lower earnings. Re-iterate BUY with an unchanged TP of SGD1.82. Takeaways from our recent conversation with management: i) new orders could surprise the market with strong demand for offshore subsea construction vessels (OSCVs) and possible return of anchor handling tug supply vessels (AHTS) orders, ii) delays in Brazil will weigh down on overall margins but this is nothing new as we have factored in lower margins, and iii) dividend policy maintained at 30% of net profit. Strong order book to underpin yard utilisation for FY13. VARD ended FY12 with a net orderbook of NOK15.1bn. YTD 2013, the company added contracts for three OSCVs and one Azimuth Stern Drive tug and a Letter of Intent (LOI) for one platform supply vessel (PSV). We estimate the new orders lifted its net orderbook to ~NOK18.5bn. Robust demand for OSCVs could add NOK3bn new orders in Brazil. New orders could surprise street estimates of NOK10-11bn. VARD is seeing strong enquiries for OSCVs. On top of that, Petrobras is planning to sign charters for up to seven flexible pipelay support vessels (PLSVs) and we believe VARD is well positioned to win at least one or two orders. We estimate the value of each PLSV to be ~USD260m (NOK1.5bn). Weaker earnings in FY13 expected consensus may be too bullish. We estimate FY13-14F net profit to decline by 9% and 4% respectively on lower margins due to production weakness in Brazil and orders won under intense competition. Our estimates are 11-19% below consensus Re-iterate BUY with an unchanged TP of SGD1.82. Our TP is based on 12x FY13F P/E. While earnings are set to decline on lower margins, valuation is attractive at 5.0x ex-cash FY13F P/E (net cash of SGD0.33). Net yield of 4.5% (SGD0.05/share) is attractive and sustainable.
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invest888 Member	07-May-2013 21:20        invest888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sinking.... guoyanyunyan      ( Date: 07-May-2013 12:26) Posted: Vard World’s Leading OSV Builder at 5x Ex-Cash P/E Share price has declined 13% since the lapsed of the takeover offer from Fincantieri on 13 Mar. Following our conversation with management, we remain positive on the stock. We expect order book replenishment to be stronger than market expectations and believe the recent sell-down has more than priced-in the negative news of delays in Brazil and lower earnings. Re-iterate BUY with an unchanged TP of SGD1.82. Takeaways from our recent conversation with management: i) new orders could surprise the market with strong demand for offshore subsea construction vessels (OSCVs) and possible return of anchor handling tug supply vessels (AHTS) orders, ii) delays in Brazil will weigh down on overall margins but this is nothing new as we have factored in lower margins, and iii) dividend policy maintained at 30% of net profit. Strong order book to underpin yard utilisation for FY13. VARD ended FY12 with a net orderbook of NOK15.1bn. YTD 2013, the company added contracts for three OSCVs and one Azimuth Stern Drive tug and a Letter of Intent (LOI) for one platform supply vessel (PSV). We estimate the new orders lifted its net orderbook to ~NOK18.5bn. Robust demand for OSCVs could add NOK3bn new orders in Brazil. New orders could surprise street estimates of NOK10-11bn. VARD is seeing strong enquiries for OSCVs. On top of that, Petrobras is planning to sign charters for up to seven flexible pipelay support vessels (PLSVs) and we believe VARD is well positioned to win at least one or two orders. We estimate the value of each PLSV to be ~USD260m (NOK1.5bn). Weaker earnings in FY13 expected consensus may be too bullish. We estimate FY13-14F net profit to decline by 9% and 4% respectively on lower margins due to production weakness in Brazil and orders won under intense competition. Our estimates are 11-19% below consensus Re-iterate BUY with an unchanged TP of SGD1.82. Our TP is based on 12x FY13F P/E. While earnings are set to decline on lower margins, valuation is attractive at 5.0x ex-cash FY13F P/E (net cash of SGD0.33). Net yield of 4.5% (SGD0.05/share) is attractive and sustainable.
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guoyanyunyan Supreme	07-May-2013 12:26        guoyanyunyan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vard World’s Leading OSV Builder at 5x Ex-Cash P/E Share price has declined 13% since the lapsed of the takeover offer from Fincantieri on 13 Mar. Following our conversation with management, we remain positive on the stock. We expect order book replenishment to be stronger than market expectations and believe the recent sell-down has more than priced-in the negative news of delays in Brazil and lower earnings. Re-iterate BUY with an unchanged TP of SGD1.82. Takeaways from our recent conversation with management: i) new orders could surprise the market with strong demand for offshore subsea construction vessels (OSCVs) and possible return of anchor handling tug supply vessels (AHTS) orders, ii) delays in Brazil will weigh down on overall margins but this is nothing new as we have factored in lower margins, and iii) dividend policy maintained at 30% of net profit. Strong order book to underpin yard utilisation for FY13. VARD ended FY12 with a net orderbook of NOK15.1bn. YTD 2013, the company added contracts for three OSCVs and one Azimuth Stern Drive tug and a Letter of Intent (LOI) for one platform supply vessel (PSV). We estimate the new orders lifted its net orderbook to ~NOK18.5bn. Robust demand for OSCVs could add NOK3bn new orders in Brazil. New orders could surprise street estimates of NOK10-11bn. VARD is seeing strong enquiries for OSCVs. On top of that, Petrobras is planning to sign charters for up to seven flexible pipelay support vessels (PLSVs) and we believe VARD is well positioned to win at least one or two orders. We estimate the value of each PLSV to be ~USD260m (NOK1.5bn). Weaker earnings in FY13 expected consensus may be too bullish. We estimate FY13-14F net profit to decline by 9% and 4% respectively on lower margins due to production weakness in Brazil and orders won under intense competition. Our estimates are 11-19% below consensus Re-iterate BUY with an unchanged TP of SGD1.82. Our TP is based on 12x FY13F P/E. While earnings are set to decline on lower margins, valuation is attractive at 5.0x ex-cash FY13F P/E (net cash of SGD0.33). Net yield of 4.5% (SGD0.05/share) is attractive and sustainable.
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TinyPotato Member	07-May-2013 10:01        TinyPotato About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nothing happening, No worries. Weak holders + contra players giving up only.  More importantly is  Q1 results on 14 May. Hope all tua huat !!
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Whiteangel5922 Member	07-May-2013 09:55        Whiteangel5922 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What happen?!
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zacaroo Member	07-May-2013 09:53        zacaroo About Contact  Quote this Post!
x 0   x 0  Alert Admin	what's happening again
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ozone2002 Supreme	06-May-2013 10:56        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	still one of the better O& M stocks IMHO cheaper price for good businesses  means it's on sale and at a discount.. gd luck dyodd
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