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RedEye1811 Master	15-Mar-2017 14:32        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Someone should suggest it is a takeover target (I say that solely in jest)...the market at present is obsessed with M& A...Global Logistics, UE, Sunningdale Tech, GSH, and so on...given how many firms already gone private, and the speculation on others then a rumour to say this counter going private would perhaps move the stock...at present best to find counters that may be targets... ticktock      ( Date: 15-Mar-2017 10:19) Posted: If continues to be a non mover maybe at a point of time will go for private placement.
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ticktock Master	15-Mar-2017 10:19        ticktock About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	If continues to be a non mover maybe at a point of time will go for private placement.
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sheerluck Supreme	14-Mar-2017 18:51        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	This coy is 内 忧 外 患 . 外 患 is not helping with US shale survival needs disrupted the oil market. 内 忧 still too deep to be ready for any take off. ticktock      ( Date: 14-Mar-2017 18:29) Posted: this closing red after debt restructuring comes as a surprise......other companies with similar status/identical or even worse financials have rallied on any good news...i' am sure even Ezra at the edge of going belly up will shoot at the smallest positive news......but this counter will get a prize for not going anywhere after a series of positive news, i think association/entanglement with Swiber is costing it dearly.
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ticktock Master	14-Mar-2017 18:29        ticktock About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	this closing red after debt restructuring comes as a surprise......other companies with similar status/identical or even worse financials have rallied on any good news...i' am sure even Ezra at the edge of going belly up will shoot at the smallest positive news......but this counter will get a prize for not going anywhere after a series of positive news, i think association/entanglement with Swiber is costing it dearly.
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RedEye1811 Master	14-Mar-2017 17:55        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Do not disagree at all on your points...the debt restructuring is a positive but still has to be paid back...it does, however, give breathing space...if they can use the breathing space wisely and apply any extra ' free cash' they generate from the deferral of principal that will assist to create value long-term then that what should be the focus....if they go and load up on more debt to finance other projects that put more debt on radar and no value the that not what looking for...but consistent FCF above and beyond that from the deferral is also extremely important...if in coming quarters FCF is consistent (if not rising) then great... As for Swiber link that a huge elephant in the room...agree...if can disentangle itself from under that yoke they IMHO would look good for survival (also if continue to reduce debt level and generate FCF)...as you said, when/if gets out from Swiber is the mystery... I suppose slow steady steps though are better than nothing and credit can be given for that....though the caution still lies in wait... sheerluck      ( Date: 14-Mar-2017 17:27) Posted: Debt resturcturing is a positive move but end of the day, the coy still needs to generate cash (and not paper profit) to service them.     Positive and importantly consistent FCF will be the biggest message this coy can give to the market.   The biggest catalyst. The other issue is that its account is still very much linked to Swiber' s.   Too entangeld with all the " net off" arrangement. Positive FCF + total disentanglement from Swiber is what you need for Vallianz to be appreciated. When will it, if it ever will, happen? RedEye1811      ( Date: 14-Mar-2017 17:20) Posted: Not certain if rebranding would help or not...however, I feel rebranding can be productive in seeking to differentiate itself from the past or at least draw a line to imply it a new start afresh...if look, for example, at the Vallianz website it a near reproduction of Swiber...may require outlay (though I know revamping a website does not cost a bomb) but why not overhaul the website to give a new refreshing look completely devoid of Swiber...be an individual identity rather than a clone of Swiber.....it may do nothing more that try and convey a positive message that Vallianz trying to stand on own feet, is a separate entity and will move forward afresh...just a simple thought...
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sheerluck Supreme	14-Mar-2017 17:27        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	Debt resturcturing is a positive move but end of the day, the coy still needs to generate cash (and not paper profit) to service them.     Positive and importantly consistent FCF will be the biggest message this coy can give to the market.   The biggest catalyst. The other issue is that its account is still very much linked to Swiber' s.   Too entangeld with all the " net off" arrangement. Positive FCF + total disentanglement from Swiber is what you need for Vallianz to be appreciated. When will it, if it ever will, happen? RedEye1811      ( Date: 14-Mar-2017 17:20) Posted: Not certain if rebranding would help or not...however, I feel rebranding can be productive in seeking to differentiate itself from the past or at least draw a line to imply it a new start afresh...if look, for example, at the Vallianz website it a near reproduction of Swiber...may require outlay (though I know revamping a website does not cost a bomb) but why not overhaul the website to give a new refreshing look completely devoid of Swiber...be an individual identity rather than a clone of Swiber.....it may do nothing more that try and convey a positive message that Vallianz trying to stand on own feet, is a separate entity and will move forward afresh...just a simple thought... ticktock      ( Date: 14-Mar-2017 16:01) Posted: Agree has been stuck for the longest time....ideally should have gone up on debt restructuring as it' s the most positive news....maybe lost trust among shareholders.....rebranding the company might help?
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RedEye1811 Master	14-Mar-2017 17:20        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Not certain if rebranding would help or not...however, I feel rebranding can be productive in seeking to differentiate itself from the past or at least draw a line to imply it a new start afresh...if look, for example, at the Vallianz website it a near reproduction of Swiber...may require outlay (though I know revamping a website does not cost a bomb) but why not overhaul the website to give a new refreshing look completely devoid of Swiber...be an individual identity rather than a clone of Swiber.....it may do nothing more that try and convey a positive message that Vallianz trying to stand on own feet, is a separate entity and will move forward afresh...just a simple thought... ticktock      ( Date: 14-Mar-2017 16:01) Posted: Agree has been stuck for the longest time....ideally should have gone up on debt restructuring as it' s the most positive news....maybe lost trust among shareholders.....rebranding the company might help? RedEye1811      ( Date: 14-Mar-2017 15:03) Posted: When/if this counter goes up (or down) is a lingering question. A number of counters in O& G space got boosts during past 3-4 months (e.g., Civmec, Krisenergy, Dyna-mac). This counter is quite stuck at 2c. IMHO I do think been more positives of late then negatives with things like restructuring of debt that held short and medium liquidity, paying off of notes payable in November unlike many who still have those burdens and so forth. Yet, this counter stuck at 2c. In near term I feel downside risk has been reduced. But catalyst for moving up seems difficult to come by. If this to do with continuing smell of Swiber or uncertainty over rights issue I do not know. But if it does go up gut keep telling me it will be with a rush and us retail investors will not see it coming. Just going to need lots of patience if will to take risk on vesting. Potential for good return given current valuations but may take quite while for it to come.
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ticktock Master	14-Mar-2017 16:01        ticktock About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Agree has been stuck for the longest time....ideally should have gone up on debt restructuring as it' s the most positive news....maybe lost trust among shareholders.....rebranding the company might help? RedEye1811      ( Date: 14-Mar-2017 15:03) Posted: When/if this counter goes up (or down) is a lingering question. A number of counters in O& G space got boosts during past 3-4 months (e.g., Civmec, Krisenergy, Dyna-mac). This counter is quite stuck at 2c. IMHO I do think been more positives of late then negatives with things like restructuring of debt that held short and medium liquidity, paying off of notes payable in November unlike many who still have those burdens and so forth. Yet, this counter stuck at 2c. In near term I feel downside risk has been reduced. But catalyst for moving up seems difficult to come by. If this to do with continuing smell of Swiber or uncertainty over rights issue I do not know. But if it does go up gut keep telling me it will be with a rush and us retail investors will not see it coming. Just going to need lots of patience if will to take risk on vesting. Potential for good return given current valuations but may take quite while for it to come.
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RedEye1811 Master	14-Mar-2017 15:03        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	When/if this counter goes up (or down) is a lingering question. A number of counters in O& G space got boosts during past 3-4 months (e.g., Civmec, Krisenergy, Dyna-mac). This counter is quite stuck at 2c. IMHO I do think been more positives of late then negatives with things like restructuring of debt that held short and medium liquidity, paying off of notes payable in November unlike many who still have those burdens and so forth. Yet, this counter stuck at 2c. In near term I feel downside risk has been reduced. But catalyst for moving up seems difficult to come by. If this to do with continuing smell of Swiber or uncertainty over rights issue I do not know. But if it does go up gut keep telling me it will be with a rush and us retail investors will not see it coming. Just going to need lots of patience if will to take risk on vesting. Potential for good return given current valuations but may take quite while for it to come.
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ticktock Master	14-Mar-2017 11:25        ticktock About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	only 4.1k shares sold ay 2 cents seems like someone purposefully keeping the rates down to buy more??
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ticktock Master	13-Mar-2017 13:50        ticktock About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	When it goes up is not known, but can assume now that risk of suspension etc. has disappeared for the near term with the debt restructuring until 2022. So whatever is vested now if quite safe. Growth depends now on new projects and oil price stabalizing.
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zandlery Supreme	11-Mar-2017 18:56        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	This company main client is middle east. So if OPEC have concern....most likely will affect vallianz...... In short term the debt to shares thing will be a blockage for any rally. When O & G market rally, most likely the creditor will try to sell off to get back money......don't forget the creditor also involve in offshore industry....they might not have the capability and patience to wait till vallianz recover.....might take years. Unless someone have spare cash to go for long term....years....
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arkan1111 Veteran	11-Mar-2017 18:41        arkan1111 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This counter made profit for all quarters pass few years   even the oil price was in worst case $30us. The only problem is it debt and now solved. Swiber,Swissco ...all problems by their lenders did not want to let go.   I don' t think it was pump n dump case happened last two weeks instead bbs had collected high volume of shares.   The investor used 7.5m buy 350b of shares @2c per share, I don' t think he will sales his shares to earn only 0.00few cents per share (too small to investor). ticktock      ( Date: 11-Mar-2017 17:56) Posted: It' s a good news no doubt, but with the crude heading south who will want to buy? Also a big hurdle to its rise is the no. of shares flooding the market, any rise is quickly followed with a sell off. newbieliu      ( Date: 11-Mar-2017 13:55) Posted: Creditors would prefer this 2cents to become 4 cents and more hehe look ou
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ticktock Master	11-Mar-2017 17:56        ticktock About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	It' s a good news no doubt, but with the crude heading south who will want to buy? Also a big hurdle to its rise is the no. of shares flooding the market, any rise is quickly followed with a sell off. newbieliu      ( Date: 11-Mar-2017 13:55) Posted: Creditors would prefer this 2cents to become 4 cents and more hehe look out shadow      ( Date: 11-Mar-2017 13:04) Posted: Vallianz seems ok and can survive since it has successfully completed its debts restructuring. But what puts me off is the heavy placement  of 380m settlement   shares to its " creditor" at 2cts that  may flood the market soon. It may takes awhile for their " creditors" to completely offload them in the market conversion  for quick cash and abosrb by the market. Just imagine ever pip up  is a equivalent to 5%  more  cash  to their debt conversion value. Looks like Vallianz   going to have heavy road blocks to clear ahead. Which creditors would want to stick to Vallianz, as creditors i guess most of them will want to cash out and take back their money owe  soonest ! This is a smart way to diversify its " debt" to the market.  Only optimistic investors  with longer term views can stomach  this..
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newbieliu Elite	11-Mar-2017 13:55        newbieliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Creditors would prefer this 2cents to become 4 cents and more hehe look out shadow      ( Date: 11-Mar-2017 13:04) Posted: Vallianz seems ok and can survive since it has successfully completed its debts restructuring. But what puts me off is the heavy placement  of 380m settlement   shares to its " creditor" at 2cts that  may flood the market soon. It may takes awhile for their " creditors" to completely offload them in the market conversion  for quick cash and abosrb by the market. Just imagine ever pip up  is a equivalent to 5%  more  cash  to their debt conversion value. Looks like Vallianz   going to have heavy road blocks to clear ahead. Which creditors would want to stick to Vallianz, as creditors i guess most of them will want to cash out and take back their money owe  soonest ! This is a smart way to diversify its " debt" to the market.  Only optimistic investors  with longer term views can stomach  this..
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shadow Veteran	11-Mar-2017 13:04        shadow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vallianz seems ok and can survive since it has successfully completed its debts restructuring. But what puts me off is the heavy placement  of 380m settlement   shares to its " creditor" at 2cts that  may flood the market soon. It may takes awhile for their " creditors" to completely offload them in the market conversion  for quick cash and abosrb by the market. Just imagine ever pip up  is a equivalent to 5%  more  cash  to their debt conversion value. Looks like Vallianz   going to have heavy road blocks to clear ahead. Which creditors would want to stick to Vallianz, as creditors i guess most of them will want to cash out and take back their money owe  soonest ! This is a smart way to diversify its " debt" to the market.  Only optimistic investors  with longer term views can stomach  this..
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sheerluck Supreme	10-Mar-2017 21:58        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	VALLIANZ SUCCESSFULLY COMPLETES DEBT RESTRUCTURING http://infopub.sgx.com/FileOpen/VHL_Annt%20Debt%20Restructuring%2010.03.2017.ashx?App=Announcement& FileID=442942 A positive development.
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RedEye1811 Master	10-Mar-2017 16:09        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	From their announcement: " The 380,589,000 Settlement Shares are expected to be listed and quoted on the Catalist board of the SGXST with effect from 9.00 a.m. on or around 9 March 2017 " . Shares been listed since yesterday presumably by the announcement...with close of week and oil down and uncertainty if it not go lower then just pondering if nerve will break and people push down at end...just pondering not really trying suggest/predict anything... sheerluck      ( Date: 10-Mar-2017 13:56) Posted: I didn' t see from SGX announcement that those 381mil shares has been quoted and listed.   Monitor first.   Should have some actions soon.   Operators would love taking over their 381milion shares at a decent discount (those creditors are then gauranteed a fixed amount rather than risking crashing the share price which serve them no benefit) and use them to make millions plates of mee goreng.
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sheerluck Supreme	10-Mar-2017 13:56        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 didn' t see from SGX announcement that those 381mil shares has been quoted and listed.   Monitor first.   Should have some actions soon.   Operators would love taking over their 381milion shares at a decent discount (those creditors are then gauranteed a fixed amount rather than risking crashing the share price which serve them no benefit) and use them to make millions plates of mee goreng.
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RedEye1811 Master	10-Mar-2017 13:44        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Big sell off end....creditors got their shares...oil down before close...big sell...
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