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nqing87 Supreme	20-Jul-2015 14:39        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	vallianz 3.345billion shares.. order book USD 968mil.. so every share about USD 29cents order, or around SGD 39 cents.. but doesnt matter big order book or what.. if public perceive oil as disease, every oil counter will continue to be in the slump.. i feel that stock market is not about being right & logical  in the thinking, but about able to know what the market is thinking which may often  be wrong & irrational.. edwinjup      ( Date: 20-Jul-2015 14:17) Posted: Do u know actually vallianz is cheaper than charisma energy....in term of market cap......am I correct to say every 1share of vallianz got 25c of work order?? edwinjup      ( Date: 20-Jul-2015 14:12) Posted: With such a big contract on hand...bank are rushing to loan money to vallianz.....so don' t over worry about debt....
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edwinjup Supreme	20-Jul-2015 14:17        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Do u know actually vallianz is cheaper than charisma energy....in term of market cap......am I correct to say every 1share of vallianz got 25c of work order?? edwinjup      ( Date: 20-Jul-2015 14:12) Posted: With such a big contract on hand...bank are rushing to loan money to vallianz.....so don' t over worry about debt....
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edwinjup Supreme	20-Jul-2015 14:12        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	With such a big contract on hand...bank are rushing to loan money to vallianz.....so don' t over worry about debt....
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RedEye1811 Master	20-Jul-2015 13:19        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	If only..perhaps in the very long run but likely to just linger around the 5-6c range given the downtrodden position of oil....if win contracts outside its current sphere say in West Africa or South Asia (if Swiber can nab a few contracts in India then perhaps Vallianz should go there also) then it may jump above...or if oil picked up in price with producers moving to expand CAPEX then it really head north....as it is a ME focus at least the big positive is it has a solid base...so unless things go belly up it likely good for 3-4 years....if things go belly up then likely other players die first so perhaps Vallianz now a safe bet...
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darocupcake Master	20-Jul-2015 13:03        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can i go back to 0.2 WanSiTong      ( Date: 20-Jul-2015 12:58) Posted: CIMB highlights Vallianz' s earnings stability despite weak OSV market July 20, 2015: 12:42 PM Despite low utilisation of offshore support vessels (OSVs) in the oil and gas industry, Vallianz Holdings has outperformed its peers because of Saudi national oil firm Saudi Aramco, which has almost fully utilised the former' s OSV fleet. According to CIMB, Vallianz has an overall utilisation of about 75%, including vessels in Southeast Asia that are operating at 40-50%. The firm' s earnings grew 5% to US $ 4.9 million ($ 6.7 million) in the quarter ended March 31, 2015, while those of its peers fell by an average of 80% year-on-year. " Vallianz has been able to secure Saudi Aramco' s business because of its Middle Eastern partner, Rawabi Holdings, an oil & gas conglomerate, which has a firm relationship with the national oil company," analyst Lim Siew Khee wrote in a note dated July 16. Of Vallianz' s fleet of 39 OSVs, 25 or 26 units were chartered to Saudi Aramco via its 50:50 joint venture with Rawabi Holdings, Rawabi-Swiber Offshore Services (RSOS), on contracts spanning three to five years. This accounted for more than 80% of Vallianz' s order backlog of US $ 750 million, the analyst noted. Lim quoted management as saying that RSOS was the preferred supplier of oil and gas equipment, as shown by its latest US $ 300 million contract to provide two liftboats.   Last : $ 0.061
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WanSiTong Supreme	20-Jul-2015 12:58        WanSiTong About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	CIMB highlights Vallianz' s earnings stability despite weak OSV market July 20, 2015: 12:42 PM Despite low utilisation of offshore support vessels (OSVs) in the oil and gas industry, Vallianz Holdings has outperformed its peers because of Saudi national oil firm Saudi Aramco, which has almost fully utilised the former' s OSV fleet. According to CIMB, Vallianz has an overall utilisation of about 75%, including vessels in Southeast Asia that are operating at 40-50%. The firm' s earnings grew 5% to US $ 4.9 million ($ 6.7 million) in the quarter ended March 31, 2015, while those of its peers fell by an average of 80% year-on-year. " Vallianz has been able to secure Saudi Aramco' s business because of its Middle Eastern partner, Rawabi Holdings, an oil & gas conglomerate, which has a firm relationship with the national oil company," analyst Lim Siew Khee wrote in a note dated July 16. Of Vallianz' s fleet of 39 OSVs, 25 or 26 units were chartered to Saudi Aramco via its 50:50 joint venture with Rawabi Holdings, Rawabi-Swiber Offshore Services (RSOS), on contracts spanning three to five years. This accounted for more than 80% of Vallianz' s order backlog of US $ 750 million, the analyst noted. Lim quoted management as saying that RSOS was the preferred supplier of oil and gas equipment, as shown by its latest US $ 300 million contract to provide two liftboats.   Last : $ 0.061
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sheerluck Supreme	20-Jul-2015 10:59        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	Sad that SG market is in such dire state. nqing87      ( Date: 20-Jul-2015 10:03) Posted: yea, i also think that vallianz focus in middle east is kind of blessing in disguise.. the cancellation risk  should be  lower than other regions, since middle east will want to fight for market share & want to keep the oil related operations up.. lower rates though is not something we want to see, but at least these contracts  will keep the vessels utilisation rate high instead of idling around.. anyway, who cares about fundamentals except for minority of us.. look at cefc.. loss making counter with negative NAV also can chiong to 18cents.. u just need some market rumors of M& A or whatever.. no BB pump, no talk.. sheerluck      ( Date: 20-Jul-2015 09:31) Posted: OPEC' s strategy is to maintain its market share by suppressing oil price and killing other oil producers so it will continue its productions which will need OSV supports.   Vallianz focus on ME should be a plus. If OPEC reversal its strategy, it may spell bad for vallianz.   For now, I think it is safe. My view.   DYDD.
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granto Master	20-Jul-2015 10:41        granto About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vallianz secures new contracts worth $458m:  http://splash247.com/vallianz-secures-new-contracts-worth-458m/
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nqing87 Supreme	20-Jul-2015 10:03        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yea, i also think that vallianz focus in middle east is kind of blessing in disguise.. the cancellation risk  should be  lower than other regions, since middle east will want to fight for market share & want to keep the oil related operations up.. lower rates though is not something we want to see, but at least these contracts  will keep the vessels utilisation rate high instead of idling around.. anyway, who cares about fundamentals except for minority of us.. look at cefc.. loss making counter with negative NAV also can chiong to 18cents.. u just need some market rumors of M& A or whatever.. no BB pump, no talk.. sheerluck      ( Date: 20-Jul-2015 09:31) Posted: OPEC' s strategy is to maintain its market share by suppressing oil price and killing other oil producers so it will continue its productions which will need OSV supports.   Vallianz focus on ME should be a plus. If OPEC reversal its strategy, it may spell bad for vallianz.   For now, I think it is safe. My view.   DYDD. RedEye1811      ( Date: 20-Jul-2015 09:20) Posted: I suppose a positive is that with such a substantial increase in its order book then it will be better able to cover its current debt burden or at least provides greater certainty of ensuring that it has income stream to service it....so suppose it now has an established base..key is to begin to win contracts outside the ME (or at least with other ME clients)...if can do that then that would be the big positive...good announcement but be careful of risks....such as cancellation if oil price drops or margin of new deal signed did not cut profit out of company so earnings zip...
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sheerluck Supreme	20-Jul-2015 09:31        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	OPEC' s strategy is to maintain its market share by suppressing oil price and killing other oil producers so it will continue its productions which will need OSV supports.   Vallianz focus on ME should be a plus. If OPEC reversal its strategy, it may spell bad for vallianz.   For now, I think it is safe. My view.   DYDD. RedEye1811      ( Date: 20-Jul-2015 09:20) Posted: I suppose a positive is that with such a substantial increase in its order book then it will be better able to cover its current debt burden or at least provides greater certainty of ensuring that it has income stream to service it....so suppose it now has an established base..key is to begin to win contracts outside the ME (or at least with other ME clients)...if can do that then that would be the big positive...good announcement but be careful of risks....such as cancellation if oil price drops or margin of new deal signed did not cut profit out of company so earnings zip... RedEye1811      ( Date: 20-Jul-2015 08:25) Posted: I am cautious on the success despite the new contracts. For one the rates on average 10% lower. The net profit margin of Vallianz very low as it is. If cutting by 10% then I am concerned with already existing low margin it will be even thinner. So may add to top line but bottom line not going to get a boost. They need to win new contract outside the exist set of clients to boost bottom line.
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RedEye1811 Master	20-Jul-2015 09:20        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I suppose a positive is that with such a substantial increase in its order book then it will be better able to cover its current debt burden or at least provides greater certainty of ensuring that it has income stream to service it....so suppose it now has an established base..key is to begin to win contracts outside the ME (or at least with other ME clients)...if can do that then that would be the big positive...good announcement but be careful of risks....such as cancellation if oil price drops or margin of new deal signed did not cut profit out of company so earnings zip... RedEye1811      ( Date: 20-Jul-2015 08:25) Posted: I am cautious on the success despite the new contracts. For one the rates on average 10% lower. The net profit margin of Vallianz very low as it is. If cutting by 10% then I am concerned with already existing low margin it will be even thinner. So may add to top line but bottom line not going to get a boost. They need to win new contract outside the exist set of clients to boost bottom line. darocupcake      ( Date: 20-Jul-2015 07:42) Posted: Unbelievable n stun like a vegtable. Vallianz got contract again. Its like total up to 1000mil with last contract awarded recentl
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RedEye1811 Master	20-Jul-2015 08:25        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I am cautious on the success despite the new contracts. For one the rates on average 10% lower. The net profit margin of Vallianz very low as it is. If cutting by 10% then I am concerned with already existing low margin it will be even thinner. So may add to top line but bottom line not going to get a boost. They need to win new contract outside the exist set of clients to boost bottom line. darocupcake      ( Date: 20-Jul-2015 07:42) Posted: Unbelievable n stun like a vegtable. Vallianz got contract again. Its like total up to 1000mil with last contract awarded recently victortan      ( Date: 13-Jul-2015 23:35) Posted: If a counter is solid, nothing can tear it down. U think this forum here can convine ppl and influence the shr px??? I dont think so, not even a little bit.LOL this is a fact that is playing out now in the mkt. Let the mkt decide.
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darocupcake Master	20-Jul-2015 07:42        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unbelievable n stun like a vegtable. Vallianz got contract again. Its like total up to 1000mil with last contract awarded recently victortan      ( Date: 13-Jul-2015 23:35) Posted: If a counter is solid, nothing can tear it down. U think this forum here can convine ppl and influence the shr px??? I dont think so, not even a little bit.LOL this is a fact that is playing out now in the mkt. Let the mkt decide. KepoChicken      ( Date: 13-Jul-2015 20:30) Posted: i really really dun understand.. why every time stock start to hot... sure got this kind of ppl spread the news like tat.
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victortan Elite	13-Jul-2015 23:35        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	If a counter is solid, nothing can tear it down. U think this forum here can convine ppl and influence the shr px??? I dont think so, not even a little bit.LOL this is a fact that is playing out now in the mkt. Let the mkt decide. KepoChicken      ( Date: 13-Jul-2015 20:30) Posted: i really really dun understand.. why every time stock start to hot... sure got this kind of ppl spread the news like tat. victortan      ( Date: 13-Jul-2015 20:15) Posted: It can, provided oil is at current and higher, If oil dip to 30$, contract cancelation will sure follow. Don' t forget this one got hughe debt. I believe very soon , one by one will follow the foot step of EZRA. THe risk is contract cancelation, don' t be too happy with contract win. We do not know the term of contract, but they canbe cancel for sure.
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nqing87 Supreme	13-Jul-2015 23:00        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	ezra is having quite a lot of deep water exposure, so first to die also will be ezra.. vallianz is having quite a lot of exposure in middle east & serve the shallow water operations, so i dont see the risk of cancellation as high even if oil were to drop to 30.. those middle east countries want to get a bigger market slice of pie.. they will want to take advantage to expand and not cut expense.. so at least vallianz wont be the first to die..  victortan      ( Date: 13-Jul-2015 20:15) Posted: It can, provided oil is at current and higher, If oil dip to 30$, contract cancelation will sure follow. Don' t forget this one got hughe debt. I believe very soon , one by one will follow the foot step of EZRA. THe risk is contract cancelation, don' t be too happy with contract win. We do not know the term of contract, but they canbe cancel for sure.   darocupcake      ( Date: 13-Jul-2015 19:50) Posted: Long term this stock should be able to make i
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KepoChicken Master	13-Jul-2015 20:30        KepoChicken About Contact  Quote this Post!
x 0   x 0  Alert Admin	i really really dun understand.. why every time stock start to hot... sure got this kind of ppl spread the news like tat. victortan      ( Date: 13-Jul-2015 20:15) Posted: It can, provided oil is at current and higher, If oil dip to 30$, contract cancelation will sure follow. Don' t forget this one got hughe debt. I believe very soon , one by one will follow the foot step of EZRA. THe risk is contract cancelation, don' t be too happy with contract win. We do not know the term of contract, but they canbe cancel for sure.   darocupcake      ( Date: 13-Jul-2015 19:50) Posted: Long term this stock should be able to make i
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benlee Member	13-Jul-2015 10:19        benlee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good bro!   valuebuyer      ( Date: 13-Jul-2015 10:03) Posted: Sold at 53! Look weak at 52, Faster run road. No greedy.
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valuebuyer Senior	13-Jul-2015 10:03        valuebuyer About Contact  Quote this Post!
x 1   x 0  Alert Admin	Sold at 53! Look weak at 52, Faster run road. No greedy.
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nqing87 Supreme	13-Jul-2015 09:56        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	actually, if u use p/e ratio to gauge, oil counters have not gone too over-value.. most oil counters were trading at around 10 p/e before the oil route.. medical counters however, are trading at insanely high p/e.. all, if not most, are at 20+ p/e.. some even more than 50 p/e.. but well, this term of over-value is subjective to ppl view.. some maybe think p/e ratio more than 20 still under-value, some think p/e 3 also over-value lol.. many parameters used by ppl to make their decision to buy/sell.. edwinjup      ( Date: 13-Jul-2015 09:41) Posted: Just like everyone see oil and gas counters like gems   one year ago....feel healthcare counters over value Liao...sg market so small..pe so high..don' t know take how donkey years to earn back the profit... nqing87      ( Date: 13-Jul-2015 09:28) Posted: now i see contract wins like immune already.. as long as the world perceive oil market to be bad, oil counters will still get hammer, no matter how much order book, long term charter or whatever.. in sg market, medical counters are highly & over value.. i think there' s gonna be another medical counter coming in for the IPO to join the catalist soon.. medical companies now like coming in to sucker off retailers money, since everyone now  like see medical counters as gems  lol..
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edwinjup Supreme	13-Jul-2015 09:41        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just like everyone see oil and gas counters like gems   one year ago....feel healthcare counters over value Liao...sg market so small..pe so high..don' t know take how donkey years to earn back the profit... nqing87      ( Date: 13-Jul-2015 09:28) Posted: now i see contract wins like immune already.. as long as the world perceive oil market to be bad, oil counters will still get hammer, no matter how much order book, long term charter or whatever.. in sg market, medical counters are highly & over value.. i think there' s gonna be another medical counter coming in for the IPO to join the catalist soon.. medical companies now like coming in to sucker off retailers money, since everyone now  like see medical counters as gems  lol..
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