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alan5793 Veteran	24-Jan-2016 15:07        alan5793 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dear All, Now is a very difficult situation for Ezra. They need a lot of money to ride thru at least these two years . Debts, Operating Costs etc . Oil price won' t go back to $150/ bbl. so soon. We have to support them. No easy for them to get loans from banks. Fully support for their Right Issues if any. Thank you.    sheerluck      ( Date: 23-Jan-2016 23:05) Posted: Bro, no need to look for something that is not going to happen (cut my $$$, fat hope!!!).  Your assessment on how market sentiment is crucial now for those looking to exit with minimal losses or contra profit or long/short trade whatsoever.   Lucky03      ( Date: 23-Jan-2016 22:30) Posted: I can't control what and how Ezra can implement the necessary cost control measures although I can't agree more. In fact it has to be ruthless executed and sought quickest path to doing so. This is for the survival of the company. However, it is futile for me to do any such research nor helpful. On the other hand, the market condition is definitely a key to market sentiment and stock market is not always rational
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queryit Member	24-Jan-2016 14:53        queryit About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why did they get banned and have to apologise?  machidrain      ( Date: 24-Jan-2016 02:13) Posted: must be careful say anything, got someone jsut got ban and apologise..
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machidrain Veteran	24-Jan-2016 02:13        machidrain About Contact  Quote this Post!
x 0   x 0  Alert Admin	must be careful say anything, got someone jsut got ban and apologise..
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edwinjup Supreme	23-Jan-2016 23:13        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	after 8 to 1 share con....ezra may trade around 50c.....and if sgx implement the 5% cash upfront this year...be prepare another round of share conso again if oil price never recover.....maybe only
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sheerluck Supreme	23-Jan-2016 23:05        sheerluck About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Work for your money first then let your money work for you"
x 0   x 0  Alert Admin	Bro, no need to look for something that is not going to happen (cut my $$$, fat hope!!!).  Your assessment on how market sentiment is crucial now for those looking to exit with minimal losses or contra profit or long/short trade whatsoever.   Lucky03      ( Date: 23-Jan-2016 22:30) Posted: I can't control what and how Ezra can implement the necessary cost control measures although I can't agree more. In fact it has to be ruthless executed and sought quickest path to doing so. This is for the survival of the company. However, it is futile for me to do any such research nor helpful. On the other hand, the market condition is definitely a key to market sentiment and stock market is not always rational. queryit      ( Date: 23-Jan-2016 18:02) Posted: Your time would be better spent researching what cost-cutting measures EZRA are putting in place, are CEO/Executives cutting their salaries, reduction in number of expatriates?   Desperate times call for desperate measures and how a leader responds is the test of a " true leader" .   Putting all your " eggs" in the oil price basket is futile, when oil was US$100 a barrel, why wasn' t EZRA making $$$$$$$.
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Lucky03 Elite	23-Jan-2016 23:00        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If I may quote from fool.sg too - https://www.fool.sg/2016/01/15/how-investors-can-manage-the-risks-of-investing-in-a-cyclical-company-such-as-sembcorp-marine-ltd/ As an investor, we can't control business risk as it is the management of the company's responsibility but we can control investment risk which fundamentally means whether we are over paying for the shares of the company. Ezra is a cyclical stock, besides its own operation and management, its growth and fate is directly reliant on market trend and condition. I strongly believe if Ezra survive this period, it will emerge stronger and definitely much more prudent with financial and cash flow management. MTP is a damn stupid idea put in place by the ex-CEO of SGX. I don't understand why it is not removed. Whatever, things can change very fast these days. Look at Goldman Sac. Less than a month ago, it was still running around telling everyone that Crude will hit US$20 but now, it is saying it has turned the tide. Whatever.... I can never be sure either way. queryit      ( Date: 23-Jan-2016 16:06) Posted: As can be seen from this article: https://www.fool.sg/2015/06/15/heres-why-ezra-holdings-limited-and-noble-group-limited-may-actually-deserve-their-shocking-price-declines/ your argument is flawed.   EZRA' s performance has been dreadful over the past 6-years and its share price has been in decline since 2010.   You will also note that the key metrics of profit and return on equity have also been in decline over a 6-year period.   You cannot use the more recent price of crude to justify EZRA' s current financial woes and under performance. When you take into consideration that for a significant part of the last 6-years oil has traded over US$80 a barrel and from 2011 to the first half of 2014 the oil price was closer to US$100 a barrel.   I have stated before, one must take a closer look at the business fundamentals of EZRA, why have there been so many changes at Board level, does this demonstrate a lack of confidence in the Company.   Lucky03      ( Date: 23-Jan-2016 14:21) Posted: Priority for Ezra is vessel utilization. So long it is higher than cost, it works for now. Margin will be next once they achieve economy of scale. Eventually when crude prices recover, the margin will improve. The US Rig Count drops 15 last Friday. The low drop count is a bit strange given that prices has gotten much worst. Conversely, the US crude inventory surged by 4m barrels announced last Thursday but crude prices moved higher instead of lower. Perhaps there is hardly any fats for shortists and reversing tide is gaining some traction. We know that Ezra financial dire state today is largely attributed to the depressing crude prices which indirectly set them back and compounded the issue esp given the speed and degree of decline. Similarly, the fate can change just as fast as it started if they can make it through this stormy weather. Will see
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Lucky03 Elite	23-Jan-2016 22:30        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I can't control what and how Ezra can implement the necessary cost control measures although I can't agree more. In fact it has to be ruthless executed and sought quickest path to doing so. This is for the survival of the company. However, it is futile for me to do any such research nor helpful. On the other hand, the market condition is definitely a key to market sentiment and stock market is not always rational. queryit      ( Date: 23-Jan-2016 18:02) Posted: Your time would be better spent researching what cost-cutting measures EZRA are putting in place, are CEO/Executives cutting their salaries, reduction in number of expatriates?   Desperate times call for desperate measures and how a leader responds is the test of a " true leader" .   Putting all your " eggs" in the oil price basket is futile, when oil was US$100 a barrel, why wasn' t EZRA making $$$$$$$. Lucky03      ( Date: 23-Jan-2016 17:52) Posted: Iran's oil minister says OPEC's emergency meeting may hurt market Reuters 1 hr ago DUBAI (Reuters) - Iran's oil minister said on Friday any emergency meeting of the Organization of Petroleum Exporting Countries would hurt the crude oil market if it made no decision to shore up falling prices. Venezuela has been calling for an emergency meeting to discuss steps to prop up prices, which are at their lowest since 2003. But Iran and Gulf members of the OPEC have been rebuffing Venezuela's push for a special meeting. "There should be an intention to make a firm decision in such a meeting otherwise, the meeting will have a negative impacts on world oil markets," Iran's Bijan Zanganeh was quoted as saying by the news agency SHANA. "The important thing is that there must be an intention for change, but we have not yet received such a signal," he said. Iran ordered an increase in crude output of 500,000 barrels per day (bpd) last week, to take advantage of the lifting of international sanctions imposed to halt Iran's nuclear research. The sanctions had cut its oil exports by about 2 million bpd. OPEC was already pumping oil at close to record levels, before any extra Iranian crude reached the market. The next scheduled OPEC meeting is not until June. The last extraordinary meeting to discuss a price slump, in 2008, led to OPEC's largest-ever production cut. Prices doubled within a year after that cut.
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Lucky03 Elite	23-Jan-2016 22:09        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Watch today's news. Both US and China are experiencing strongest and coldest storm in decades ! These will mean demand for oil will surge in the short term. Lucky03      ( Date: 23-Jan-2016 10:40) Posted: Ultimately, we need to see demand for crude pick up and investment into O&G resumes. For the short term, the winter is now turning much colder almost everywhere when many reports earlier indicated a warmer winter this year. Japan woke up to one of the deepest snow in years while US declaring emergency. Even Shanghai is snowing !
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Qanghoo Supreme	23-Jan-2016 19:03        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is it April Fool already? sriramanv      ( Date: 23-Jan-2016 18:51) Posted: Oil and commodities will come back this year to some extent. Ezra may come back to 1$ if oil goes to 1000$. Huat !!!
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sriramanv Master	23-Jan-2016 18:51        sriramanv About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oil and commodities will come back this year to some extent. Ezra may come back to 1$ if oil goes to 1000$. Huat !!!
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queryit Member	23-Jan-2016 18:02        queryit About Contact  Quote this Post!
x 0   x 0  Alert Admin	Your time would be better spent researching what cost-cutting measures EZRA are putting in place, are CEO/Executives cutting their salaries, reduction in number of expatriates?   Desperate times call for desperate measures and how a leader responds is the test of a " true leader" .   Putting all your " eggs" in the oil price basket is futile, when oil was US$100 a barrel, why wasn' t EZRA making $$$$$$$. Lucky03      ( Date: 23-Jan-2016 17:52) Posted: Iran's oil minister says OPEC's emergency meeting may hurt market Reuters 1 hr ago DUBAI (Reuters) - Iran's oil minister said on Friday any emergency meeting of the Organization of Petroleum Exporting Countries would hurt the crude oil market if it made no decision to shore up falling prices. Venezuela has been calling for an emergency meeting to discuss steps to prop up prices, which are at their lowest since 2003. But Iran and Gulf members of the OPEC have been rebuffing Venezuela's push for a special meeting. "There should be an intention to make a firm decision in such a meeting otherwise, the meeting will have a negative impacts on world oil markets," Iran's Bijan Zanganeh was quoted as saying by the news agency SHANA. "The important thing is that there must be an intention for change, but we have not yet received such a signal," he said. Iran ordered an increase in crude output of 500,000 barrels per day (bpd) last week, to take advantage of the lifting of international sanctions imposed to halt Iran's nuclear research. The sanctions had cut its oil exports by about 2 million bpd. OPEC was already pumping oil at close to record levels, before any extra Iranian crude reached the market. The next scheduled OPEC meeting is not until June. The last extraordinary meeting to discuss a price slump, in 2008, led to OPEC's largest-ever production cut. Prices doubled within a year after that cut.
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Lucky03 Elite	23-Jan-2016 17:52        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Iran's oil minister says OPEC's emergency meeting may hurt market Reuters 1 hr ago DUBAI (Reuters) - Iran's oil minister said on Friday any emergency meeting of the Organization of Petroleum Exporting Countries would hurt the crude oil market if it made no decision to shore up falling prices. Venezuela has been calling for an emergency meeting to discuss steps to prop up prices, which are at their lowest since 2003. But Iran and Gulf members of the OPEC have been rebuffing Venezuela's push for a special meeting. "There should be an intention to make a firm decision in such a meeting otherwise, the meeting will have a negative impacts on world oil markets," Iran's Bijan Zanganeh was quoted as saying by the news agency SHANA. "The important thing is that there must be an intention for change, but we have not yet received such a signal," he said. Iran ordered an increase in crude output of 500,000 barrels per day (bpd) last week, to take advantage of the lifting of international sanctions imposed to halt Iran's nuclear research. The sanctions had cut its oil exports by about 2 million bpd. OPEC was already pumping oil at close to record levels, before any extra Iranian crude reached the market. The next scheduled OPEC meeting is not until June. The last extraordinary meeting to discuss a price slump, in 2008, led to OPEC's largest-ever production cut. Prices doubled within a year after that cut.
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sheerluck Supreme	23-Jan-2016 17:13        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	In simple term, once the tide is out, we know who are naked. Damn can see lots of naked man.....eeeeeee sian...no motivation liao...... queryit      ( Date: 23-Jan-2016 16:06) Posted: As can be seen from this article: https://www.fool.sg/2015/06/15/heres-why-ezra-holdings-limited-and-noble-group-limited-may-actually-deserve-their-shocking-price-declines/ your argument is flawed.   EZRA' s performance has been dreadful over the past 6-years and its share price has been in decline since 2010.   You will also note that the key metrics of profit and return on equity have also been in decline over a 6-year period.   You cannot use the more recent price of crude to justify EZRA' s current financial woes and under performance. When you take into consideration that for a significant part of the last 6-years oil has traded over US$80 a barrel and from 2011 to the first half of 2014 the oil price was closer to US$100 a barrel.   I have stated before, one must take a closer look at the business fundamentals of EZRA, why have there been so many changes at Board level, does this demonstrate a lack of confidence in the Company.   Lucky03      ( Date: 23-Jan-2016 14:21) Posted: Priority for Ezra is vessel utilization. So long it is higher than cost, it works for now. Margin will be next once they achieve economy of scale. Eventually when crude prices recover, the margin will improve. The US Rig Count drops 15 last Friday. The low drop count is a bit strange given that prices has gotten much worst. Conversely, the US crude inventory surged by 4m barrels announced last Thursday but crude prices moved higher instead of lower. Perhaps there is hardly any fats for shortists and reversing tide is gaining some traction. We know that Ezra financial dire state today is largely attributed to the depressing crude prices which indirectly set them back and compounded the issue esp given the speed and degree of decline. Similarly, the fate can change just as fast as it started if they can make it through this stormy weather. Will see
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queryit Member	23-Jan-2016 16:06        queryit About Contact  Quote this Post!
x 0   x 0  Alert Admin	As can be seen from this article: https://www.fool.sg/2015/06/15/heres-why-ezra-holdings-limited-and-noble-group-limited-may-actually-deserve-their-shocking-price-declines/ your argument is flawed.   EZRA' s performance has been dreadful over the past 6-years and its share price has been in decline since 2010.   You will also note that the key metrics of profit and return on equity have also been in decline over a 6-year period.   You cannot use the more recent price of crude to justify EZRA' s current financial woes and under performance. When you take into consideration that for a significant part of the last 6-years oil has traded over US$80 a barrel and from 2011 to the first half of 2014 the oil price was closer to US$100 a barrel.   I have stated before, one must take a closer look at the business fundamentals of EZRA, why have there been so many changes at Board level, does this demonstrate a lack of confidence in the Company.   Lucky03      ( Date: 23-Jan-2016 14:21) Posted: Priority for Ezra is vessel utilization. So long it is higher than cost, it works for now. Margin will be next once they achieve economy of scale. Eventually when crude prices recover, the margin will improve. The US Rig Count drops 15 last Friday. The low drop count is a bit strange given that prices has gotten much worst. Conversely, the US crude inventory surged by 4m barrels announced last Thursday but crude prices moved higher instead of lower. Perhaps there is hardly any fats for shortists and reversing tide is gaining some traction. We know that Ezra financial dire state today is largely attributed to the depressing crude prices which indirectly set them back and compounded the issue esp given the speed and degree of decline. Similarly, the fate can change just as fast as it started if they can make it through this stormy weather. Will see. queryit      ( Date: 23-Jan-2016 13:40) Posted: This is where the fundamentals come in, even if $10BN of tenders were won, at what margin............?
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Lucky03 Elite	23-Jan-2016 14:21        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Priority for Ezra is vessel utilization. So long it is higher than cost, it works for now. Margin will be next once they achieve economy of scale. Eventually when crude prices recover, the margin will improve. The US Rig Count drops 15 last Friday. The low drop count is a bit strange given that prices has gotten much worst. Conversely, the US crude inventory surged by 4m barrels announced last Thursday but crude prices moved higher instead of lower. Perhaps there is hardly any fats for shortists and reversing tide is gaining some traction. We know that Ezra financial dire state today is largely attributed to the depressing crude prices which indirectly set them back and compounded the issue esp given the speed and degree of decline. Similarly, the fate can change just as fast as it started if they can make it through this stormy weather. Will see. queryit      ( Date: 23-Jan-2016 13:40) Posted: This is where the fundamentals come in, even if $10BN of tenders were won, at what margin............? Lucky03      ( Date: 23-Jan-2016 12:14) Posted: This may be the turning point for crude prices. It is very much a sentiment issue now. If the investment climate turns positive, deals will start again. Ezra in the analyst briefing after Q1 result shared that they are waiting for tenders result in Feb worth up to $2B
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queryit Member	23-Jan-2016 13:40        queryit About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is where the fundamentals come in, even if $10BN of tenders were won, at what margin............? Lucky03      ( Date: 23-Jan-2016 12:14) Posted: This may be the turning point for crude prices. It is very much a sentiment issue now. If the investment climate turns positive, deals will start again. Ezra in the analyst briefing after Q1 result shared that they are waiting for tenders result in Feb worth up to $2B ! Maller      ( Date: 23-Jan-2016 12:08) Posted: Huat ah... I think if oil can go up to 45 dollars. This stock will go back to 10 cents at least before consolidation.   If oil 50 dollars, this is be 12 cents. If oil 50 dollars, will be 15 cents...My guess lol
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Lucky03 Elite	23-Jan-2016 13:19        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SGX Short Selling Log for Ezra last week : 18/1 : 10.3m 19/1 : 9.5m 20/1 : 12.1m 21/1 : 6.8m 22/1 : 5.8m
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Lucky03 Elite	23-Jan-2016 12:14        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This may be the turning point for crude prices. It is very much a sentiment issue now. If the investment climate turns positive, deals will start again. Ezra in the analyst briefing after Q1 result shared that they are waiting for tenders result in Feb worth up to $2B ! Maller      ( Date: 23-Jan-2016 12:08) Posted: Huat ah... I think if oil can go up to 45 dollars. This stock will go back to 10 cents at least before consolidation.   If oil 50 dollars, this is be 12 cents. If oil 50 dollars, will be 15 cents...My guess lol
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Maller Elite	23-Jan-2016 12:08        Maller About Contact  Quote this Post!
x 0   x 0  Alert Admin	Huat ah... I think if oil can go up to 45 dollars. This stock will go back to 10 cents at least before consolidation.   If oil 50 dollars, this is be 12 cents. If oil 50 dollars, will be 15 cents...My guess lol
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Lucky03 Elite	23-Jan-2016 10:42        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This weekend is boosted by optimism over stimulus by EU and China. Hope they materialize. Lucky03      ( Date: 23-Jan-2016 10:40) Posted: Ultimately, we need to see demand for crude pick up and investment into O&G resumes. For the short term, the winter is now turning much colder almost everywhere when many reports earlier indicated a warmer winter this year. Japan woke up to one of the deepest snow in years while US declaring emergency. Even Shanghai is snowing !
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