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Qanghoo Supreme	18-Aug-2016 22:02        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brother, I only jeep a bit (30 lots) cos this mkt, stocks suka suka just seem to tank without reason.  So, I' m still waiting to average down, even if it may seem silly to say so.  Just4win      ( Date: 16-Aug-2016 17:43) Posted: Bro, welcome on broad. I am sure you have made the right decision, as you do give me an impression of someone who is wise n careful in your investment.  I am not vested yet, as I am currently holding too many speculative stocks and thus aiming at the blue chips or high div stocks.   But certainly I wish all who has invested in this counter huat big big.. Qanghoo      ( Date: 15-Aug-2016 17:16) Posted: Today, I finally boarded this super liner for a cruise to nowhere liao.  Will have a leasurely expedition, soaking in the great discount n return at some future point recharged n rewarded.  Haha.
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suremake Senior	18-Aug-2016 17:19        suremake About Contact  Quote this Post!
x 0   x 0  Alert Admin	CONTRACT FOR THREE MODULE CARRIER VESSELS FOR KAZMORTRANSFLOT.  All three vessels will be built at Vard Braila in Romania. Delivery is scheduled between 3Q 2017 and 1Q 2018. The aggregate contract price is approximately USD 70 million.
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Just4win Supreme	16-Aug-2016 17:43        Just4win About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, welcome on broad. I am sure you have made the right decision, as you do give me an impression of someone who is wise n careful in your investment.  I am not vested yet, as I am currently holding too many speculative stocks and thus aiming at the blue chips or high div stocks.   But certainly I wish all who has invested in this counter huat big big.. Qanghoo      ( Date: 15-Aug-2016 17:16) Posted: Today, I finally boarded this super liner for a cruise to nowhere liao.  Will have a leasurely expedition, soaking in the great discount n return at some future point recharged n rewarded.  Haha.  sheerluck      ( Date: 15-Aug-2016 16:55) Posted: Previously I thought when VARD dropped to 12.4cts is a missed opportunity to buy because oil tank to a low of US$27.  Thereafter oil speedily recoverd to above US$40.  VARD' s share price tracked the oil price descend quite well but did not deliver the same tracking when oil price recovered.  Now this Swiber' s shockwave seems to have given what seems like another opportunity to buy.  However, what Swiber exposed is also another risk which has come to the attention of the market.  The gearing of the company and their ability to survive the mountain of loan they have happily taken up during the good times. I haven' t see any sign of VARD going into difficulties in servicing their loan but the fact that their construction loan is piling up worries me. Is this truly a good time to buy?  I should ponder and poinder.
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sheerluck Supreme	16-Aug-2016 16:31        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	No foreseeable catalysts so might need to wait till Q3 to see more actions. From now till then, what can happen? - more contract wins? - papa privatise? - consolidation for MTP   NoRiskNoGain      ( Date: 16-Aug-2016 16:19) Posted: Let hope we huat here. I am also back into this counters and hopefully to break the 0.15 before seeing higher price :) Strikebig99      ( Date: 16-Aug-2016 14:45) Posted: Yes, it will! 😁 🙏 🏻
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NoRiskNoGain Veteran	16-Aug-2016 16:19        NoRiskNoGain About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let hope we huat here. I am also back into this counters and hopefully to break the 0.15 before seeing higher price :) Strikebig99      ( Date: 16-Aug-2016 14:45) Posted: Yes, it will! 😁 🙏 🏻 sheerluck      ( Date: 16-Aug-2016 14:26) Posted: Bro, love your courage.  Hope the cruise ended up in treasure island.
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Strikebig99 Member	16-Aug-2016 14:45        Strikebig99 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, it will! 😁 🙏 🏻 sheerluck      ( Date: 16-Aug-2016 14:26) Posted: Bro, love your courage.  Hope the cruise ended up in treasure island. Qanghoo      ( Date: 15-Aug-2016 17:16) Posted: Today, I finally boarded this super liner for a cruise to nowhere liao.  Will have a leasurely expedition, soaking in the great discount n return at some future point recharged n rewarded.  Haha.
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sheerluck Supreme	16-Aug-2016 14:26        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	Bro, love your courage.  Hope the cruise ended up in treasure island. Qanghoo      ( Date: 15-Aug-2016 17:16) Posted: Today, I finally boarded this super liner for a cruise to nowhere liao.  Will have a leasurely expedition, soaking in the great discount n return at some future point recharged n rewarded.  Haha.  sheerluck      ( Date: 15-Aug-2016 16:55) Posted: Previously I thought when VARD dropped to 12.4cts is a missed opportunity to buy because oil tank to a low of US$27.  Thereafter oil speedily recoverd to above US$40.  VARD' s share price tracked the oil price descend quite well but did not deliver the same tracking when oil price recovered.  Now this Swiber' s shockwave seems to have given what seems like another opportunity to buy.  However, what Swiber exposed is also another risk which has come to the attention of the market.  The gearing of the company and their ability to survive the mountain of loan they have happily taken up during the good times. I haven' t see any sign of VARD going into difficulties in servicing their loan but the fact that their construction loan is piling up worries me. Is this truly a good time to buy?  I should ponder and poinder.
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Qanghoo Supreme	15-Aug-2016 17:16        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today, I finally boarded this super liner for a cruise to nowhere liao.  Will have a leasurely expedition, soaking in the great discount n return at some future point recharged n rewarded.  Haha.  sheerluck      ( Date: 15-Aug-2016 16:55) Posted: Previously I thought when VARD dropped to 12.4cts is a missed opportunity to buy because oil tank to a low of US$27.  Thereafter oil speedily recoverd to above US$40.  VARD' s share price tracked the oil price descend quite well but did not deliver the same tracking when oil price recovered.  Now this Swiber' s shockwave seems to have given what seems like another opportunity to buy.  However, what Swiber exposed is also another risk which has come to the attention of the market.  The gearing of the company and their ability to survive the mountain of loan they have happily taken up during the good times. I haven' t see any sign of VARD going into difficulties in servicing their loan but the fact that their construction loan is piling up worries me. Is this truly a good time to buy?  I should ponder and poinder.
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sheerluck Supreme	15-Aug-2016 16:55        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	Previously I thought when VARD dropped to 12.4cts is a missed opportunity to buy because oil tank to a low of US$27.  Thereafter oil speedily recoverd to above US$40.  VARD' s share price tracked the oil price descend quite well but did not deliver the same tracking when oil price recovered.  Now this Swiber' s shockwave seems to have given what seems like another opportunity to buy.  However, what Swiber exposed is also another risk which has come to the attention of the market.  The gearing of the company and their ability to survive the mountain of loan they have happily taken up during the good times. I haven' t see any sign of VARD going into difficulties in servicing their loan but the fact that their construction loan is piling up worries me. Is this truly a good time to buy?  I should ponder and poinder.
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Longtermer Elite	14-Aug-2016 10:00        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	Btw, agree with you on the hint.. Seems like the interests is coming back and the company is well positioned to capitalize on their know-how and capabilities. I can also see the active involvement of Fincantieri in VARD being its subsidiary which give me much assurance about the low risks and high potential returns going forward.. Just my 2c.
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Longtermer Elite	14-Aug-2016 09:31        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 1   x 0  Alert Admin	Bro, you are welcome.. Just thot that it is Good for all of us to share extra info, extracts and insights into companies that we invest. Ppl can be alerted with latest info and given more different view points about the companies rather than bet and tikam tikam at the slightest rumors esp those planted by shorties! This is what this forum all about imho. Cheers.
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Qanghoo Supreme	13-Aug-2016 23:47        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brother, thank u very much for sharing this very encouragin extract.  Of particular relevance, as I see it is the following sentence .... Despite the still highly depressed market environment, the first timid signs of interest are starting to emerge in the high-tech, highly innovative products developed by Fincantieri' s Oil& Gas division in recent years. Seems to me a hint of potential opportunities going forward, leveraging on Vard' s  technical know-how.      Longtermer      ( Date: 13-Aug-2016 19:30) Posted: Was reading Ah gong, Fincantieri latest report. Here is a part referring to Vard..  " " At the end of the first half of 2016, Fincantieri agreed with the main trade unions the terms for renewing the supplementary labor agreement applying to all employees of Fincantieri S.p.A. and of some of the Group' s Italian companies. At the core of the agreement, signed jointly by the unions, is the payment of a bonus linked to service and continuity of presence, and to the effective performance of each individual worker. It also defines an innovative participatory model which, by focusing on the shared responsibility of workers, will ensure standards of efficiency that will help promote improved business competitiveness. The Offshore segment, whose global market environment remains extremely depressed following the steep decline in oil prices, has started to see the fruits of VARD' s actions to diversify into new sectors and new markets. As a result of this strategy, during the first half of the year the VARD Group signed an agreement with PONANT to build 4 small cruise ships and a letter of intent with an international cruise company to build 2 expedition cruise vessels. Both orders involve support and supply of key components by Fincantieri. During the same period VARD also won an important order to design and build 15 module carrier vessels for Topaz Energy and Marine and an order to build a stern trawler for HAVFISK ASA. Despite the still highly depressed market environment, the first timid signs of interest are starting to emerge in the high-tech, highly innovative products developed by Fincantieri' s Oil& Gas division in recent years. VARD has continued in the first half of 2016 with its programs to reorganize and rationalize its operations in Norway, Romania and Brazil, with the aim of achieving a structural reduction in the cost base. In line with the subsidiary' s business plan, steps are in progress in Brazil to steadily reduce the risk pertaining to the current backlog, leading to the delivery of 3 vessels in this country during the six-month period and the consequent cessation of activities at the Niterói shipyard. In terms of diversification, the subsidiary has continued to develop synergies with the Italian cruise business, through the construction of sections for large cruise ships being built at the Italian yards. From a revenue point of view, compared with the same period in 2015, the first half of 2016 has been characterized by positive performances by the Shipbuilding segment, mainly thanks to the steady increase in cruise ship production volumes, and by the Equipment, Systems and Services segment, while the value of production of the Offshore segment was down, as expected, primarily because of the Oil& Gas market crisis, pending new production volumes as a result of diversification, and because of the reduction in activity at the VARD Niterói yard, where the phasing-out of shipbuilding activities was completed. " "
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Longtermer Elite	13-Aug-2016 19:30        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	Was reading Ah gong, Fincantieri latest report. Here is a part referring to Vard..  " " At the end of the first half of 2016, Fincantieri agreed with the main trade unions the terms for renewing the supplementary labor agreement applying to all employees of Fincantieri S.p.A. and of some of the Group' s Italian companies. At the core of the agreement, signed jointly by the unions, is the payment of a bonus linked to service and continuity of presence, and to the effective performance of each individual worker. It also defines an innovative participatory model which, by focusing on the shared responsibility of workers, will ensure standards of efficiency that will help promote improved business competitiveness. The Offshore segment, whose global market environment remains extremely depressed following the steep decline in oil prices, has started to see the fruits of VARD' s actions to diversify into new sectors and new markets. As a result of this strategy, during the first half of the year the VARD Group signed an agreement with PONANT to build 4 small cruise ships and a letter of intent with an international cruise company to build 2 expedition cruise vessels. Both orders involve support and supply of key components by Fincantieri. During the same period VARD also won an important order to design and build 15 module carrier vessels for Topaz Energy and Marine and an order to build a stern trawler for HAVFISK ASA. Despite the still highly depressed market environment, the first timid signs of interest are starting to emerge in the high-tech, highly innovative products developed by Fincantieri' s Oil& Gas division in recent years. VARD has continued in the first half of 2016 with its programs to reorganize and rationalize its operations in Norway, Romania and Brazil, with the aim of achieving a structural reduction in the cost base. In line with the subsidiary' s business plan, steps are in progress in Brazil to steadily reduce the risk pertaining to the current backlog, leading to the delivery of 3 vessels in this country during the six-month period and the consequent cessation of activities at the Niterói shipyard. In terms of diversification, the subsidiary has continued to develop synergies with the Italian cruise business, through the construction of sections for large cruise ships being built at the Italian yards. From a revenue point of view, compared with the same period in 2015, the first half of 2016 has been characterized by positive performances by the Shipbuilding segment, mainly thanks to the steady increase in cruise ship production volumes, and by the Equipment, Systems and Services segment, while the value of production of the Offshore segment was down, as expected, primarily because of the Oil& Gas market crisis, pending new production volumes as a result of diversification, and because of the reduction in activity at the VARD Niterói yard, where the phasing-out of shipbuilding activities was completed. " "
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Strikebig99 Member	12-Aug-2016 23:13        Strikebig99 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vested today too! Waiting patiently for the rebound soon! :)
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Qanghoo Supreme	12-Aug-2016 23:12        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Share ur view.  This is not Swiber or Ezra.  sriramanv      ( Date: 12-Aug-2016 23:09) Posted: I also believe the same... this company will turn-around.. i have vested more than 200 lots...avg of 16c.. i can wait for few years... this is not swiber or ezra Longtermer      ( Date: 12-Aug-2016 12:42) Posted:   Yes, am convinced about their prospect in view of those reasons mentioned before.  Vard is so much different from Swiber in terms of biz model, management team and transparency etc. Do note that the debt to be used in debt ratio should exclude construction loan which will be taken out once the vessels are delivered. In fact, the more the construction loans that take would mean more wip and revenues for the company. I like the fact that they are steering themselves into other marine segments beside the O& G mkt. Revenue income streams will be more robust in view of their multi capabilities and options to evolve going forward. Their parent network and connections played a huge part I think. All these will enable the company not only to survive but to thrive in the years to come. First Half orders intake have started to show results and more will come. DYOD.. All the best to all vested. Cheers.
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sriramanv Master	12-Aug-2016 23:09        sriramanv About Contact  Quote this Post!
x 0   x 0  Alert Admin	I also believe the same... this company will turn-around.. i have vested more than 200 lots...avg of 16c.. i can wait for few years... this is not swiber or ezra Longtermer      ( Date: 12-Aug-2016 12:42) Posted:   Yes, am convinced about their prospect in view of those reasons mentioned before.  Vard is so much different from Swiber in terms of biz model, management team and transparency etc. Do note that the debt to be used in debt ratio should exclude construction loan which will be taken out once the vessels are delivered. In fact, the more the construction loans that take would mean more wip and revenues for the company. I like the fact that they are steering themselves into other marine segments beside the O& G mkt. Revenue income streams will be more robust in view of their multi capabilities and options to evolve going forward. Their parent network and connections played a huge part I think. All these will enable the company not only to survive but to thrive in the years to come. First Half orders intake have started to show results and more will come. DYOD.. All the best to all vested. Cheers.           calvino      ( Date: 11-Aug-2016 22:22) Posted: U serious vested in this likely ended like Swiber sorry state stock? Its  (D/E:415%) is super far  more worse than Swiber (D/E:190%).
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Longtermer Elite	12-Aug-2016 12:42        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	Yes, am convinced about their prospect in view of those reasons mentioned before.  Vard is so much different from Swiber in terms of biz model, management team and transparency etc. Do note that the debt to be used in debt ratio should exclude construction loan which will be taken out once the vessels are delivered. In fact, the more the construction loans that take would mean more wip and revenues for the company. I like the fact that they are steering themselves into other marine segments beside the O& G mkt. Revenue income streams will be more robust in view of their multi capabilities and options to evolve going forward. Their parent network and connections played a huge part I think. All these will enable the company not only to survive but to thrive in the years to come. First Half orders intake have started to show results and more will come. DYOD.. All the best to all vested. Cheers.           calvino      ( Date: 11-Aug-2016 22:22) Posted: U serious vested in this likely ended like Swiber sorry state stock? Its  (D/E:415%) is super far  more worse than Swiber (D/E:190%). Longtermer      ( Date: 11-Aug-2016 16:50) Posted:   Wow, stock price is so attractive now. NAV 0.49c. Current price 0.132c. A good specialised ship building company with an excellent turn-around story diversifying into many different marine segments showing good orders intake last 2 quarters. Mgtm indicated that more orders are forthcoming which will give more earning visibilty for the next few years.  With their troubled Brazilian yard out of the picture, I believe the margin should improve. With Ah gong holding 51plus %, there is very strong active support and cooperation to ensure its success. This one is one of the better bet. Vested. DYOD. Cheers.
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moron101 Supreme	12-Aug-2016 09:49        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will go down again. Despite big contracts confirmed..
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carson9429 Member	12-Aug-2016 01:03        carson9429 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singapore, 12 August 2016 ? Vard Holdings Limited (?VARD?), one of the major global designers and shipbuilders of offshore and specialized vessels, is pleased to announce that contracts for four luxury expedition cruise vessels with French cruise company PONANT have been confirmed
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carson9429 Member	12-Aug-2016 01:02        carson9429 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://s3-ap-southeast-1.amazonaws.com/prod-sgx-attachments/20160812_000151_MS7_DUYWISACTQAO4TCY.1.pdf
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