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Banyan Tree

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antifragile
    14-Jul-2025 10:33  
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Congrats everyone!
 
 
kye_lin
    14-Jul-2025 09:32  
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Cheong again today...
Out at 61.5 cents.... 
Wait for pullback to enter again...
 
 
HuatAh7898
    13-Jul-2025 20:12  
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Be careful distribution seen
 

 
finjungle
    13-Jul-2025 20:10  
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Take it with a few pinches of salt. Market circumstances could change any time. Take profit if there is any. No one loses one' s capital after taking profit.

superstartup      ( Date: 13-Jul-2025 16:01) Posted:

The subject article quoted " ..... there is still about USD4B to USD5B of value to be realised in Laguna over the next one to two decades."

To each individual' s interpretation. Is the USD4B / USD5B referring to a) the market value for the land bank, or b) the potential sales revenue for development projects which are to be undertaken and spread out over the next one to two decades ?

There is a huge difference for the above 2 interpretations.

governor      ( Date: 11-Jul-2025 23:13) Posted:

Wolf Money(Banyan Group, The Great Mystery part 2)



Banyan Group

 

The Great Mystery part 2

 

  &bull Undervalued Land bank is being monetised 

 

  &bull Conservative accounting 

 

  &bull Supercharged earnings

 

I have been reading up more on Banyan Group after my recent purchase. There are a couple of things that comes to my attention after reading their latest annual report. The management in an Edge article in late 2024 mentions the Phuket land is worth USD $4b to 5b. I have decided to do an investigation on their accounting methodology and balance sheet.

https://lonewolfinvestor.blogspot.com/2025/07/wolf-moneybanyan-group-great-mystery.html


 
 
superstartup
    13-Jul-2025 16:01  
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The subject article quoted " ..... there is still about USD4B to USD5B of value to be realised in Laguna over the next one to two decades."

To each individual' s interpretation. Is the USD4B / USD5B referring to a) the market value for the land bank, or b) the potential sales revenue for development projects which are to be undertaken and spread out over the next one to two decades ?

There is a huge difference for the above 2 interpretations.

governor      ( Date: 11-Jul-2025 23:13) Posted:

Wolf Money(Banyan Group, The Great Mystery part 2)



Banyan Group

 

The Great Mystery part 2

 

  &bull Undervalued Land bank is being monetised 

 

  &bull Conservative accounting 

 

  &bull Supercharged earnings

 

I have been reading up more on Banyan Group after my recent purchase. There are a couple of things that comes to my attention after reading their latest annual report. The management in an Edge article in late 2024 mentions the Phuket land is worth USD $4b to 5b. I have decided to do an investigation on their accounting methodology and balance sheet.

https://lonewolfinvestor.blogspot.com/2025/07/wolf-moneybanyan-group-great-mystery.html

 
 
kye_lin
    13-Jul-2025 10:51  
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Blackout period before release of financial results quite standard lah.... Nothing unusual... No big deal lah...
 

 
governor
    11-Jul-2025 23:13  
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Wolf Money(Banyan Group, The Great Mystery part 2)



Banyan Group

 

The Great Mystery part 2

 

  &bull Undervalued Land bank is being monetised 

 

  &bull Conservative accounting 

 

  &bull Supercharged earnings

 

I have been reading up more on Banyan Group after my recent purchase. There are a couple of things that comes to my attention after reading their latest annual report. The management in an Edge article in late 2024 mentions the Phuket land is worth USD $4b to 5b. I have decided to do an investigation on their accounting methodology and balance sheet.

https://lonewolfinvestor.blogspot.com/2025/07/wolf-moneybanyan-group-great-mystery.html
 
 
Rocket888
    10-Jul-2025 21:55  
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hit rooftop already? can take profit and run?
 
 
antifragile
    10-Jul-2025 09:43  
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congrats!

Rocket888      ( Date: 09-Jul-2025 20:07) Posted:

bought some shares below rights price. is it time to let go? finally it rockets

 
 
Rocket888
    09-Jul-2025 20:07  
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bought some shares below rights price. is it time to let go? finally it rockets
 

 
antifragile
    09-Jul-2025 16:42  
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preparing for something big!
 
 
tofudidi
    09-Jul-2025 16:32  
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60c next. dyodd  yes
 
 
antifragile
    09-Jul-2025 10:32  
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Old news but i think it is relevant.
 

SINGAPORE & ndash   The Republic  is set to get another two world-class attractions & ndash  a wellness attraction in the Marina Bay precinct by 2030  and a Porsche Experience Centre in Changi by 2027.

There will be a call for tender for the development of the wellness attraction located in Marina South, close to the Marina Barrage, which & ldquo can leverage the waterfront and places of interest in the vicinity& rdquo , said Ms Grace Fu, Minister for Sustainability and the Environment and Minister-in-charge of Trade Relations, on May 10.

& ldquo With the rising demand for more restorative and wellness-related experiences, we want to position Singapore as an urban wellness haven,& rdquo      said Ms Fu, speaking at the Singapore Tourism Board& rsquo s (STB) Tourism Industry Conference at the Sands Expo and Convention Centre.


antifragile      ( Date: 09-Jul-2025 10:25) Posted:

-> $0.6X
Brewing for something....


antifragile      ( Date: 08-Jul-2025 14:06) Posted:



The global wellness industry is a multi-trillion dollar market, currently valued at  $6.3 trillion,  according to the Global Wellness InstituteThis industry encompasses various sectors focused on promoting health and well-being, and it' s projected to reach nearly $9.0 trillion by 2028. 


Consolidating at $0.5x.... Preparing for the next run again!


 
 
antifragile
    09-Jul-2025 10:25  
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-> $0.6X
Brewing for something....


antifragile      ( Date: 08-Jul-2025 14:06) Posted:



The global wellness industry is a multi-trillion dollar market, currently valued at  $6.3 trillion,  according to the Global Wellness InstituteThis industry encompasses various sectors focused on promoting health and well-being, and it' s projected to reach nearly $9.0 trillion by 2028. 


Consolidating at $0.5x.... Preparing for the next run again!

 
 
susanbloom
    09-Jul-2025 10:23  
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I would guess Banyan Tree should test 0.60 within a week and then possibly 0,75. Looks bullish with selling absorbed.

Solubl      ( Date: 09-Jul-2025 09:01) Posted:


 

 
Solubl
    09-Jul-2025 09:01  
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beachlover1270
    08-Jul-2025 21:37  
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Susanbloom. Thank you for your reflections. Many signs that something serious could be in the works. Hope it happen soon and those on board could harvest from.their patience.z
 
 
susanbloom
    08-Jul-2025 19:02  
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BANYAN TREE has behaved in a manner that I did not expect on Monday. While I was totally convinced that BB were pumping it up to distribute. I am now less certain.

The share seems to be genuinely being bought and any short sellers seem to be absorbed.

It would seem that those who Ï was cynical about, have been pontificating saying that SOMETHING IS BREWING are absolutely right

My desirre to help everyone to not be left with the baby and to protect those who still have profits got the better of me

The accumulation seems genuine and can only [point to one of these possibilities

1. Full take over by other hotel group (eg Marriott)
2. Partial take over by other hotel group (eg Marriott)
3. Delisting and privatization
4. Exceptions reults to be announced early August 2025
5. Realignment due to a full or partial NAV reconsideration

I have zero clue on which but if asked I would think that 3 is most likely followed by 2

I apologize for having been so confident on BB pump and dump. This is now HIGHLY unlikely.

Not vested and not buying

Make your own decisions

antifragile      ( Date: 08-Jul-2025 14:06) Posted:



The global wellness industry is a multi-trillion dollar market, currently valued at  $6.3 trillion,  according to the Global Wellness InstituteThis industry encompasses various sectors focused on promoting health and well-being, and it' s projected to reach nearly $9.0 trillion by 2028. 


Consolidating at $0.5x.... Preparing for the next run again!

 
 
antifragile
    08-Jul-2025 14:06  
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The global wellness industry is a multi-trillion dollar market, currently valued at  $6.3 trillion,  according to the Global Wellness InstituteThis industry encompasses various sectors focused on promoting health and well-being, and it' s projected to reach nearly $9.0 trillion by 2028. 


Consolidating at $0.5x.... Preparing for the next run again!
 
 
tofudidi
    08-Jul-2025 11:01  
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Nice clear up 500. Next stop 550. Still way undervalue. Recent mandai rainforest resort by banyan tree project
 
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