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sheerluck Supreme	21-Jun-2015 10:45        sheerluck About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Work for your money first then let your money work for you"
x 0   x 0  Alert Admin	Would be better if more forummers can contributes more info.   Kyoto2008      ( Date: 21-Jun-2015 01:33) Posted: Good discussion.  Quite impressed with the numbers presented.    This is really what forum discussion should be about.
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notsostupid Veteran	21-Jun-2015 09:41        notsostupid About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortsellers and dumpers take note. notsostupid      ( Date: 21-Jun-2015 01:16) Posted: If CE mark takes 12 months to approve, then isn't chocolate touch getting approval next month?
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notsostupid Veteran	21-Jun-2015 02:09        notsostupid About Contact  Quote this Post!
x 0   x 0  Alert Admin	A winning product that is want by the market going forward will bring in the numbers. That is what I have been talking about. The prospect it posesses. Not some EV/sales based on the past or now, that somebody trying to justify or satisfy himself. Lol! Kyoto2008      ( Date: 21-Jun-2015 01:33) Posted: Good discussion.  Quite impressed with the numbers presented.    This is really what forum discussion should be about.
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Kyoto2008 Elite	21-Jun-2015 01:33        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good discussion.  Quite impressed with the numbers presented.    This is really what forum discussion should be about.
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notsostupid Veteran	21-Jun-2015 01:16        notsostupid About Contact  Quote this Post!
x 0   x 0  Alert Admin	If CE mark takes 12 months to approve, then isn't chocolate touch getting approval next month?
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notsostupid Veteran	20-Jun-2015 19:56        notsostupid About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don't know whether the acquired DEB companies had any EV/sales in the first place before they were acquired for US$ hundreds of millions? sheerluck      ( Date: 20-Jun-2015 17:53) Posted: Really hor...anyway for the benefit of the others.... since Trivascular was brought up then let see some figures: TriV IPO-ed at USD12 per share with EV/sale was about 13.   QTV IPO-ed at SGD0.28 with  EV/sale was about 23.   So who got a better deal?   SG investors really ganna chop veg head and some analysts really blow it up like a real good deal.   Now people suffers. TriV now traded at USD6.87 per share with EV/sale was about 3.9.   QTV TriV now traded at SGD 0.18 per share with EV/sale was about 6.4.   Based on industrial average of EV/sale=8 (from CIMB analyst report), TriV should be priced at USD13.4 (ie upside is +100%).   QTV can be priced at SGD0.22 (ie upside is +25%). So did SG market really undervalued QTV in the first pace and now?   Are there further risks to QTV pricing now?   You decided. darocupcake      ( Date: 20-Jun-2015 17:13) Posted: Dun need to explain so much to him since he like to win just let him win lo
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sheerluck Supreme	20-Jun-2015 17:53        sheerluck About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Work for your money first then let your money work for you"
x 0   x 0  Alert Admin	Really hor...anyway for the benefit of the others.... since Trivascular was brought up then let see some figures: TriV IPO-ed at USD12 per share with EV/sale was about 13.   QTV IPO-ed at SGD0.28 with  EV/sale was about 23.   So who got a better deal?   SG investors really ganna chop veg head and some analysts really blow it up like a real good deal.   Now people suffers. TriV now traded at USD6.87 per share with EV/sale was about 3.9.   QTV TriV now traded at SGD 0.18 per share with EV/sale was about 6.4.   Based on industrial average of EV/sale=8 (from CIMB analyst report), TriV should be priced at USD13.4 (ie upside is +100%).   QTV can be priced at SGD0.22 (ie upside is +25%). So did SG market really undervalued QTV in the first pace and now?   Are there further risks to QTV pricing now?   You decided. darocupcake      ( Date: 20-Jun-2015 17:13) Posted: Dun need to explain so much to him since he like to win just let him win lor sheerluck      ( Date: 20-Jun-2015 14:38) Posted: I looked at CIMB analyst report on QTV with a target price of $0.73 with various assumptions.   I picked up two points for those vested in QTV considerations: 1.   This TP of $0.73 is assuming QTV sale rev hit USD45mil by FY16 with PATMI USD13.5mil.   If QTV last few quarter' s performance shows that it going towards that direction, it price may move towards $0.73 before end FY16.   Unfortunately, it is not which brings me to my second point. 2.   CIMB analyst projected QTV FY15 rev to be USD28mil.   FY15 Q1 rev is USD3.3mil which is 12% of the projected rev.   Looking at the past few quarters after they had the sale model agreement with Cordis, rev were in fact pretty flat at about USD3.2 to USD3.7mil.   The company really need to show to the market that they can grow sale which they haven' t. On valuation, if they maintain current sale level, they will only achieve 1/3 of FY16 sale target.   Based on the EV/sale TP of $0.57, 1/3 of it is $0.19. Let see if Q2 sale can bring the comfort shareholders are looking for.
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sheerluck Supreme	20-Jun-2015 17:36        sheerluck About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Work for your money first then let your money work for you"
x 0   x 0  Alert Admin	If you insist......... notsostupid      ( Date: 20-Jun-2015 17:07) Posted: Sure! Based on your comparison, then QT should be 0.43 leh. Thanks sheerluck      ( Date: 20-Jun-2015 13:57) Posted: Trivascular outstanding shares  20.4mil.   QTV  outstanding shares 766mil.   Bro, you want to present info in this way, you will never be in charge. By comparing to Trivascular, you really shoot yourself in your own foot.   Any acquisition if any, Trivascular queue in front of QTV by current valuation.
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notsostupid Veteran	20-Jun-2015 17:17        notsostupid About Contact  Quote this Post!
x 0   x 0  Alert Admin	Does Trivascular have drug coated balloon? QT's coming right? Which one queue in front you should think again! sheerluck      ( Date: 20-Jun-2015 13:57) Posted: Trivascular outstanding shares  20.4mil.   QTV  outstanding shares 766mil.   Bro, you want to present info in this way, you will never be in charge. By comparing to Trivascular, you really shoot yourself in your own foot.   Any acquisition if any, Trivascular queue in front of QTV by current valuation.   notsostupid      ( Date: 20-Jun-2015 08:50) Posted: Trivascular Technologies went IPO around same time as QT in 2014. Trivascular listed in US at US$12 IPO price. QT listed in SGX at only S$0.28. Can anyone advise which vascular device company listed in US is trading way below US$1? If I'm the one in charge, I would have already applied to list it in US long long ago!
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darocupcake Master	20-Jun-2015 17:13        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dun need to explain so much to him since he like to win just let him win lor sheerluck      ( Date: 20-Jun-2015 14:38) Posted: I looked at CIMB analyst report on QTV with a target price of $0.73 with various assumptions.   I picked up two points for those vested in QTV considerations: 1.   This TP of $0.73 is assuming QTV sale rev hit USD45mil by FY16 with PATMI USD13.5mil.   If QTV last few quarter' s performance shows that it going towards that direction, it price may move towards $0.73 before end FY16.   Unfortunately, it is not which brings me to my second point. 2.   CIMB analyst projected QTV FY15 rev to be USD28mil.   FY15 Q1 rev is USD3.3mil which is 12% of the projected rev.   Looking at the past few quarters after they had the sale model agreement with Cordis, rev were in fact pretty flat at about USD3.2 to USD3.7mil.   The company really need to show to the market that they can grow sale which they haven' t. On valuation, if they maintain current sale level, they will only achieve 1/3 of FY16 sale target.   Based on the EV/sale TP of $0.57, 1/3 of it is $0.19. Let see if Q2 sale can bring the comfort shareholders are looking for.   Kyoto2008      ( Date: 20-Jun-2015 01:16) Posted: a long term investor would not be concerned about shortselling.  In fact, shortselling can allow a long term investor to accumulate more at a lower cost. The question is why would you be concerned with short selling if you are a long term investor? If SG allow guns, there are pros and cons.    Not necessarily bad or negative.      It can make a nation strong. Like Switzerland.
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notsostupid Veteran	20-Jun-2015 17:11        notsostupid About Contact  Quote this Post!
x 0   x 0  Alert Admin	You never pay attention huh? 2 DEB companies no revenue no profit no nothing got acquired by the US$ hundreds of millions. Why you so like that? sheerluck      ( Date: 20-Jun-2015 14:38) Posted: I looked at CIMB analyst report on QTV with a target price of $0.73 with various assumptions.   I picked up two points for those vested in QTV considerations: 1.   This TP of $0.73 is assuming QTV sale rev hit USD45mil by FY16 with PATMI USD13.5mil.   If QTV last few quarter' s performance shows that it going towards that direction, it price may move towards $0.73 before end FY16.   Unfortunately, it is not which brings me to my second point. 2.   CIMB analyst projected QTV FY15 rev to be USD28mil.   FY15 Q1 rev is USD3.3mil which is 12% of the projected rev.   Looking at the past few quarters after they had the sale model agreement with Cordis, rev were in fact pretty flat at about USD3.2 to USD3.7mil.   The company really need to show to the market that they can grow sale which they haven' t. On valuation, if they maintain current sale level, they will only achieve 1/3 of FY16 sale target.   Based on the EV/sale TP of $0.57, 1/3 of it is $0.19. Let see if Q2 sale can bring the comfort shareholders are looking for.   Kyoto2008      ( Date: 20-Jun-2015 01:16) Posted: a long term investor would not be concerned about shortselling.  In fact, shortselling can allow a long term investor to accumulate more at a lower cost. The question is why would you be concerned with short selling if you are a long term investor? If SG allow guns, there are pros and cons.    Not necessarily bad or negative.      It can make a nation strong. Like Switzerland.
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notsostupid Veteran	20-Jun-2015 17:07        notsostupid About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sure! Based on your comparison, then QT should be 0.43 leh. Thanks sheerluck      ( Date: 20-Jun-2015 13:57) Posted: Trivascular outstanding shares  20.4mil.   QTV  outstanding shares 766mil.   Bro, you want to present info in this way, you will never be in charge. By comparing to Trivascular, you really shoot yourself in your own foot.   Any acquisition if any, Trivascular queue in front of QTV by current valuation.   notsostupid      ( Date: 20-Jun-2015 08:50) Posted: Trivascular Technologies went IPO around same time as QT in 2014. Trivascular listed in US at US$12 IPO price. QT listed in SGX at only S$0.28. Can anyone advise which vascular device company listed in US is trading way below US$1? If I'm the one in charge, I would have already applied to list it in US long long ago!
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sheerluck Supreme	20-Jun-2015 14:38        sheerluck About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Work for your money first then let your money work for you"
x 0   x 0  Alert Admin	I looked at CIMB analyst report on QTV with a target price of $0.73 with various assumptions.   I picked up two points for those vested in QTV considerations: 1.   This TP of $0.73 is assuming QTV sale rev hit USD45mil by FY16 with PATMI USD13.5mil.   If QTV last few quarter' s performance shows that it going towards that direction, it price may move towards $0.73 before end FY16.   Unfortunately, it is not which brings me to my second point. 2.   CIMB analyst projected QTV FY15 rev to be USD28mil.   FY15 Q1 rev is USD3.3mil which is 12% of the projected rev.   Looking at the past few quarters after they had the sale model agreement with Cordis, rev were in fact pretty flat at about USD3.2 to USD3.7mil.   The company really need to show to the market that they can grow sale which they haven' t. On valuation, if they maintain current sale level, they will only achieve 1/3 of FY16 sale target.   Based on the EV/sale TP of $0.57, 1/3 of it is $0.19. Let see if Q2 sale can bring the comfort shareholders are looking for.   Kyoto2008      ( Date: 20-Jun-2015 01:16) Posted: a long term investor would not be concerned about shortselling.  In fact, shortselling can allow a long term investor to accumulate more at a lower cost. The question is why would you be concerned with short selling if you are a long term investor? If SG allow guns, there are pros and cons.    Not necessarily bad or negative.      It can make a nation strong. Like Switzerland. notsostupid      ( Date: 20-Jun-2015 00:46) Posted: Damage I mean
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sheerluck Supreme	20-Jun-2015 13:57        sheerluck About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Work for your money first then let your money work for you"
x 0   x 0  Alert Admin	Trivascular outstanding shares  20.4mil.   QTV  outstanding shares 766mil.   Bro, you want to present info in this way, you will never be in charge. By comparing to Trivascular, you really shoot yourself in your own foot.   Any acquisition if any, Trivascular queue in front of QTV by current valuation.   notsostupid      ( Date: 20-Jun-2015 08:50) Posted: Trivascular Technologies went IPO around same time as QT in 2014. Trivascular listed in US at US$12 IPO price. QT listed in SGX at only S$0.28. Can anyone advise which vascular device company listed in US is trading way below US$1? If I'm the one in charge, I would have already applied to list it in US long long ago!
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notsostupid Veteran	20-Jun-2015 08:50        notsostupid About Contact  Quote this Post!
x 0   x 0  Alert Admin	Trivascular Technologies went IPO around same time as QT in 2014. Trivascular listed in US at US$12 IPO price. QT listed in SGX at only S$0.28. Can anyone advise which vascular device company listed in US is trading way below US$1? If I'm the one in charge, I would have already applied to list it in US long long ago!
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Kyoto2008 Elite	20-Jun-2015 01:16        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	a long term investor would not be concerned about shortselling.  In fact, shortselling can allow a long term investor to accumulate more at a lower cost. The question is why would you be concerned with short selling if you are a long term investor? If SG allow guns, there are pros and cons.    Not necessarily bad or negative.      It can make a nation strong. Like Switzerland. notsostupid      ( Date: 20-Jun-2015 00:46) Posted: Damage I mean. notsostupid      ( Date: 20-Jun-2015 00:45) Posted: Some countries allow individuals to possess guns, it can do alot of damage. I thank God Singapore didn't follow. Do the same for short selling, SGX please. Short selling can also do a lot of harm
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notsostupid Veteran	20-Jun-2015 00:46        notsostupid About Contact  Quote this Post!
x 0   x 0  Alert Admin	Damage I mean. notsostupid      ( Date: 20-Jun-2015 00:45) Posted: Some countries allow individuals to possess guns, it can do alot of damage. I thank God Singapore didn't follow. Do the same for short selling, SGX please. Short selling can also do a lot of harm. Kyoto2008      ( Date: 19-Jun-2015 22:38) Posted: As long as the long term investor do not waver, short  selling is of no consequence.    Ever wonder why global markets accept short selling?    that' s your homework, go figure. If global markets accept short selling for good reasons, SGX cannot go against the tide.
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notsostupid Veteran	20-Jun-2015 00:45        notsostupid About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some countries allow individuals to possess guns, it can do alot of damage. I thank God Singapore didn't follow. Do the same for short selling, SGX please. Short selling can also do a lot of harm. Kyoto2008      ( Date: 19-Jun-2015 22:38) Posted: As long as the long term investor do not waver, short  selling is of no consequence.    Ever wonder why global markets accept short selling?    that' s your homework, go figure. If global markets accept short selling for good reasons, SGX cannot go against the tide. notsostupid      ( Date: 19-Jun-2015 14:52) Posted: Short selling adds no value to the stock market. It is destructive to listed companies in fact. High time SGX abolish short selling. Save the world!
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Kyoto2008 Elite	19-Jun-2015 22:38        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	As long as the long term investor do not waver, short  selling is of no consequence.    Ever wonder why global markets accept short selling?    that' s your homework, go figure. If global markets accept short selling for good reasons, SGX cannot go against the tide. notsostupid      ( Date: 19-Jun-2015 14:52) Posted: Short selling adds no value to the stock market. It is destructive to listed companies in fact. High time SGX abolish short selling. Save the world!
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notsostupid Veteran	19-Jun-2015 14:52        notsostupid About Contact  Quote this Post!
x 0   x 0  Alert Admin	Short selling adds no value to the stock market. It is destructive to listed companies in fact. High time SGX abolish short selling. Save the world!
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