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Is Oxley a good buy at current price? Post Reply Rate topic
superstartup Supreme	26-Dec-2019 14:39        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	35.5 really can churn so long. Need to collect so many shares meh? superstartup      ( Date: 23-Dec-2019 14:29) Posted: 35.5 can churn so long. . . Both buyers and sellers got so much patience.
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superstartup Supreme	23-Dec-2019 14:29        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	35.5 can churn so long. . . Both buyers and sellers got so much patience.
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superstartup Supreme	20-Dec-2019 13:53        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	The announcement - Ox is " farming" out the development of their plot of land in Malaysia. Please read again. This Ox. Gonna slaughter it if still not moving. Goldfinger      ( Date: 18-Dec-2019 20:59) Posted: This is the right response to the Govt ABSD - avoid buying GLS here and move overseas. These ABSD cooling measures will turn off many developers and SG folk will end up all the worse off as we continue to stay in old, crumbling and undeveloped buildings.
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Goldfinger Supreme	18-Dec-2019 20:59        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is the right response to the Govt ABSD - avoid buying GLS here and move overseas. These ABSD cooling measures will turn off many developers and SG folk will end up all the worse off as we continue to stay in old, crumbling and undeveloped buildings.
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superstartup Supreme	18-Dec-2019 20:31        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Announcement by Ox. I like the announcement. Ox is now turning humble. I like it. Try standup and move, Ox.
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Goldfinger Supreme	18-Dec-2019 20:30        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ox buying cheap land in Malaysia again - this time in KL. Good that Ox is avoiding SG given the SG prop cooling measures.
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sengsk Elite	18-Dec-2019 16:32        sengsk About Contact  Quote this Post!
x 0   x 0  Alert Admin	It need to break up 0.38 or it will draging around. No break up with volume, Better don' t touch. look@bright      ( Date: 18-Dec-2019 16:23) Posted: 0.355 for donkey yrs already.... zzzzz
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look@bright Elite	18-Dec-2019 16:23        look@bright About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.355 for donkey yrs already.... zzzzz
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tohchinhwee Senior	18-Dec-2019 11:01        tohchinhwee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Are the consultants still marketing the hotel. Expression of interest for chevron retail podium. Anyone got news for the above. superstartup      ( Date: 18-Dec-2019 10:53) Posted: The churning at 0.355 is so long. Hope to see 0.36 breakdown soon. Can Ox give us some biz updates? tohchinhwee      ( Date: 18-Dec-2019 10:23) Posted: Waited very long. Still no movement.
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superstartup Supreme	18-Dec-2019 10:53        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	The churning at 0.355 is so long. Hope to see 0.36 breakdown soon. Can Ox give us some biz updates? tohchinhwee      ( Date: 18-Dec-2019 10:23) Posted: Waited very long. Still no movement.
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tohchinhwee Senior	18-Dec-2019 10:23        tohchinhwee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Waited very long. Still no movement.
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tohchinhwee Senior	17-Dec-2019 18:37        tohchinhwee About Contact  Quote this Post!
x 0   x 0  Alert Admin	If the Ox eats too much dividend, the Ox become even fatter and difficult to jump or walk uphill. Think need super good news for the ox to move higher. Goldfinger      ( Date: 17-Dec-2019 17:58) Posted: I for one expect a bumper special dividend of between 3 cents to 5 cents next year during their 10th Anniversary.  Ching the OX likes to dazzle - and he will create a stir next year to celebrate his 10th year of prosperity. raptor87      ( Date: 17-Dec-2019 17:54) Posted: Opps sorry, forgot that important factor. Total project loans is about half a billion from their results presentation. Even netting that out is about $1b of net proceeds in cash.
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Goldfinger Supreme	17-Dec-2019 17:58        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	I for one expect a bumper special dividend of between 3 cents to 5 cents next year during their 10th Anniversary.  Ching the OX likes to dazzle - and he will create a stir next year to celebrate his 10th year of prosperity. raptor87      ( Date: 17-Dec-2019 17:54) Posted: Opps sorry, forgot that important factor. Total project loans is about half a billion from their results presentation. Even netting that out is about $1b of net proceeds in cash.    mikewb21      ( Date: 17-Dec-2019 17:23) Posted: No la, got cost one, construction cost, interest, bank loans etc. The also did leveraging when they bought UE shares, so net cash return is much lesser. i think they borrowed 50% when they bought UE shares Important thing is paring of debt, special dividend etc. should come later
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raptor87 Member	17-Dec-2019 17:54        raptor87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Opps sorry, forgot that important factor. Total project loans is about half a billion from their results presentation. Even netting that out is about $1b of net proceeds in cash.    mikewb21      ( Date: 17-Dec-2019 17:23) Posted: No la, got cost one, construction cost, interest, bank loans etc. The also did leveraging when they bought UE shares, so net cash return is much lesser. i think they borrowed 50% when they bought UE shares Important thing is paring of debt, special dividend etc. should come later. raptor87      ( Date: 17-Dec-2019 13:52) Posted: From Oxley' s latest press release on Dublin development sales: " Total consideration from the development and sale of the commercial and residential developments is EUR745.4 million and the Group is entitled to EUR591.5 million while National Asset North Quays DAC receives the balance.  " For overseas development, cash is only received upon completion and not as the properties are completed, like in SG. This should really swell OHL' s cash balances. Could total ~$1.4b - $1.5b cash by Jun 2020. (After recent redemption of its $300m retail bond in Nov, probably ~$150m left currently sitting on its balance sheet. Add in recent UE share sale (~$300m), and Dublin and other progressive development sales cash receipts over 1H2020  (~$1b)  = est. $1.4b - $1.5b) Distributing just a quarter    of this cash balance as dividends  (let us  assume, to be conservative, that they decide to keep the rest for accumulating land bank for the next cycle of developments) gives around 8 cents per share. Note that this does not even include sale of their hotel assets.
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mikewb21 Senior	17-Dec-2019 17:23        mikewb21 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No la, got cost one, construction cost, interest, bank loans etc. The also did leveraging when they bought UE shares, so net cash return is much lesser. i think they borrowed 50% when they bought UE shares Important thing is paring of debt, special dividend etc. should come later. raptor87      ( Date: 17-Dec-2019 13:52) Posted: From Oxley' s latest press release on Dublin development sales: " Total consideration from the development and sale of the commercial and residential developments is EUR745.4 million and the Group is entitled to EUR591.5 million while National Asset North Quays DAC receives the balance.  " For overseas development, cash is only received upon completion and not as the properties are completed, like in SG. This should really swell OHL' s cash balances. Could total ~$1.4b - $1.5b cash by Jun 2020. (After recent redemption of its $300m retail bond in Nov, probably ~$150m left currently sitting on its balance sheet. Add in recent UE share sale (~$300m), and Dublin and other progressive development sales cash receipts over 1H2020  (~$1b)  = est. $1.4b - $1.5b) Distributing just a quarter    of this cash balance as dividends  (let us  assume, to be conservative, that they decide to keep the rest for accumulating land bank for the next cycle of developments) gives around 8 cents per share. Note that this does not even include sale of their hotel assets.   Goldfinger      ( Date: 16-Dec-2019 17:36) Posted: They have been selling lots of their SG condos, and just sold the last of their Dublin Landings commercial buildings.  They are raising lots of cash from these sales.  I hope they will be very very generous indeed with dividends to have a memorable 10th Anniversary.
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raptor87 Member	17-Dec-2019 15:59        raptor87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m saying hypothetically only. But its not completely illogical. Given economic uncertainty, might be wiser to return money to shareholders and wait for the cycle to turn, rather than buy land in developed markets at lofty valuations, or venture to developing markets and get exposed to political/legal risks. And with Ching and Eric collectively owning 70% of outstanding OHL shares, there is a lot of incentive to do so and give themselve a hefty pay day.  The figures are thereabouts, unless i miss something (I did forget to factor in dividend payout of $0.0068 per share to be distributed tomorrow, but that amounts to about $28m only).   Goldfinger      ( Date: 17-Dec-2019 14:14) Posted: 8 cents a share dividend can sponsor my family for a business class SQ holiday trip to USA. Looking forward!!! raptor87      ( Date: 17-Dec-2019 13:52) Posted: From Oxley' s latest press release on Dublin development sales: " Total consideration from the development and sale of the commercial and residential developments is EUR745.4 million and the Group is entitled to EUR591.5 million while National Asset North Quays DAC receives the balance.  " For overseas development, cash is only received upon completion and not as the properties are completed, like in SG. This should really swell OHL' s cash balances. Could total ~$1.4b - $1.5b cash by Jun 2020. (After recent redemption of its $300m retail bond in Nov, probably ~$150m left currently sitting on its balance sheet. Add in recent UE share sale (~$300m), and Dublin and other progressive development sales cash receipts over 1H2020  (~$1b)  = est. $1.4b - $1.5b) Distributing just a quarter    of this cash balance as dividends  (let us  assume, to be conservative, that they decide to keep the rest for accumulating land bank for the next cycle of developments) gives around 8 cents per share. Note that this does not even include sale of their hotel assets.
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superstartup Supreme	17-Dec-2019 15:34        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Same here. . .    Goldfinger      ( Date: 17-Dec-2019 14:14) Posted: 8 cents a share dividend can sponsor my family for a business class SQ holiday trip to USA. Looking forward!!! raptor87      ( Date: 17-Dec-2019 13:52) Posted: From Oxley' s latest press release on Dublin development sales: " Total consideration from the development and sale of the commercial and residential developments is EUR745.4 million and the Group is entitled to EUR591.5 million while National Asset North Quays DAC receives the balance.  " For overseas development, cash is only received upon completion and not as the properties are completed, like in SG. This should really swell OHL' s cash balances. Could total ~$1.4b - $1.5b cash by Jun 2020. (After recent redemption of its $300m retail bond in Nov, probably ~$150m left currently sitting on its balance sheet. Add in recent UE share sale (~$300m), and Dublin and other progressive development sales cash receipts over 1H2020  (~$1b)  = est. $1.4b - $1.5b) Distributing just a quarter    of this cash balance as dividends  (let us  assume, to be conservative, that they decide to keep the rest for accumulating land bank for the next cycle of developments) gives around 8 cents per share. Note that this does not even include sale of their hotel assets.
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HendriJB Supreme	17-Dec-2019 14:22        HendriJB About Contact  Quote this Post!   Yells: "Breathe, Step Back - Think "
x 0   x 0  Alert Admin	Nice! 😊 Goldfinger      ( Date: 17-Dec-2019 14:14) Posted: 8 cents a share dividend can sponsor my family for a business class SQ holiday trip to USA. Looking forward!!! raptor87      ( Date: 17-Dec-2019 13:52) Posted: From Oxley' s latest press release on Dublin development sales: " Total consideration from the development and sale of the commercial and residential developments is EUR745.4 million and the Group is entitled to EUR591.5 million while National Asset North Quays DAC receives the balance.  " For overseas development, cash is only received upon completion and not as the properties are completed, like in SG. This should really swell OHL' s cash balances. Could total ~$1.4b - $1.5b cash by Jun 2020. (After recent redemption of its $300m retail bond in Nov, probably ~$150m left currently sitting on its balance sheet. Add in recent UE share sale (~$300m), and Dublin and other progressive development sales cash receipts over 1H2020  (~$1b)  = est. $1.4b - $1.5b) Distributing just a quarter    of this cash balance as dividends  (let us  assume, to be conservative, that they decide to keep the rest for accumulating land bank for the next cycle of developments) gives around 8 cents per share. Note that this does not even include sale of their hotel assets.
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Goldfinger Supreme	17-Dec-2019 14:14        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	8 cents a share dividend can sponsor my family for a business class SQ holiday trip to USA. Looking forward!!! raptor87      ( Date: 17-Dec-2019 13:52) Posted: From Oxley' s latest press release on Dublin development sales: " Total consideration from the development and sale of the commercial and residential developments is EUR745.4 million and the Group is entitled to EUR591.5 million while National Asset North Quays DAC receives the balance.  " For overseas development, cash is only received upon completion and not as the properties are completed, like in SG. This should really swell OHL' s cash balances. Could total ~$1.4b - $1.5b cash by Jun 2020. (After recent redemption of its $300m retail bond in Nov, probably ~$150m left currently sitting on its balance sheet. Add in recent UE share sale (~$300m), and Dublin and other progressive development sales cash receipts over 1H2020  (~$1b)  = est. $1.4b - $1.5b) Distributing just a quarter    of this cash balance as dividends  (let us  assume, to be conservative, that they decide to keep the rest for accumulating land bank for the next cycle of developments) gives around 8 cents per share. Note that this does not even include sale of their hotel assets.   Goldfinger      ( Date: 16-Dec-2019 17:36) Posted: They have been selling lots of their SG condos, and just sold the last of their Dublin Landings commercial buildings.  They are raising lots of cash from these sales.  I hope they will be very very generous indeed with dividends to have a memorable 10th Anniversary.
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HendriJB Supreme	17-Dec-2019 14:11        HendriJB About Contact  Quote this Post!   Yells: "Breathe, Step Back - Think "
x 0   x 0  Alert Admin	Ox 🐂 too heavy. pc1234      ( Date: 17-Dec-2019 09:33) Posted: Not flying leh.... :( look@bright      ( Date: 16-Dec-2019 17:45) Posted: Ox will fly tmr..
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