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401-420 of 482
Today no short. Bought at 650 100lots
piscesmonkey ( Date: 19-Nov-2025 08:44) Posted:
Ya cover at 670 see today can short again
easywin ( Date: 18-Nov-2025 15:17) Posted:
| Oh so far easy money already with you no |
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Ya cover at 670 see today can short again
easywin ( Date: 18-Nov-2025 15:17) Posted:
Oh so far easy money already with you now
piscesmonkey ( Date: 18-Nov-2025 14:48) Posted:
| Bro i short at 705 50lots onl |
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If overall market is not that moody. Today may see 0.80 !
First day performance not bad. Credit to SGX for demanding instituitional and or accredited investors on board as 1 of the conditions for the spin off. The condition was met by private placement and thru this, there was some sort of price recovery prior to the listing. It turn out that market respect $0.60 placement price and in fact closed almost 12% above the PP discovery price of $0.60. The heavy volume was also an indication of investors' interest. Those who dare and loaded just before XE are winners so far, as the combined post spin price is well above pre spin off price of $1.06. Definitely more to come for YZJM.
So tempted to load up..
US futures and indexes have been falling past couple of days. Guess all waiting for Nvidia' s results.
piscesmonkey ( Date: 18-Nov-2025 15:16) Posted:
Yes. Tonight maybe another sell down. So today alot peoples going to sell let see after 4.30pm real action woll start. Up or down
treetops ( Date: 18-Nov-2025 14:58) Posted:
Impressive performance. You would already have secured gains even if you chose to sell at this point.
With the market currently in the red, it appears you made a prudent decision |
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Going to end of year ,Everyone ask for money as able to get the profit !
This few days price will be volatile.
Maybe by end of the week it will stablised.
let' s see what will the price be by then?
70c will implied a 20% premium to NAV.
Is market willing to accept?
Potential is there, in my view.
Oh so far easy money already with you now
piscesmonkey ( Date: 18-Nov-2025 14:48) Posted:
Bro i short at 705 50lots only
treetops ( Date: 18-Nov-2025 13:50) Posted:
Sold when hit target 70 cents.
You short |
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Yes. Tonight maybe another sell down. So today alot peoples going to sell let see after 4.30pm real action woll start. Up or down
treetops ( Date: 18-Nov-2025 14:58) Posted:
Impressive performance. You would already have secured gains even if you chose to sell at this point.
With the market currently in the red, it appears you made a prudent decision.
piscesmonkey ( Date: 18-Nov-2025 14:48) Posted:
| Bro i short at 705 50lots onl |
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Impressive performance. You would already have secured gains even if you chose to sell at this point.
With the market currently in the red, it appears you made a prudent decision.
piscesmonkey ( Date: 18-Nov-2025 14:48) Posted:
Bro i short at 705 50lots only
treetops ( Date: 18-Nov-2025 13:50) Posted:
Sold when hit target 70 cents.
You short |
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Bro i short at 705 50lots only
treetops ( Date: 18-Nov-2025 13:50) Posted:
Sold when hit target 70 cents.
You short?
piscesmonkey ( Date: 18-Nov-2025 13:24) Posted:
| Close 60cents? I need cover 😆 |
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at most closed at opening price. impossible will close at 60c today.
piscesmonkey ( Date: 18-Nov-2025 13:24) Posted:
| Close 60cents? I need cover 😆 |
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Sold when hit target 70 cents.
You short?
piscesmonkey ( Date: 18-Nov-2025 13:24) Posted:
| Close 60cents? I need cover 😆 |
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Haha, yes man, volvo125 holds the most among us, if not wrong, about 7m units!
Anyway, most importantly, both HVRRVH & volvo125, are the most valuable contributors in this thread.
Always post very beneficial insights. We here surely are very grateful to have them around.
HVRRVH ( Date: 18-Nov-2025 11:32) Posted:
You have forgotten to mention your goodself, ever modest! You could be looking at above 10m if either one of the YZJF or YZJM hit $1 and confirm case if both hit. Well indeed we have come a long way and now I am excited by both F & M holding high cash, net cash and no debt. Further catalyst could be afoot especially for YZJM, as they have sold 4 vessels and embarking to make another 8. Notice that 4 vessels sold for $180m but no mention of capital committed for the 8 new build, other than that YZJM will hold ' major equities' in the deal. Presuming the capitals required for this new deal is 2x of US$180m, taken together with the last published cash in hand of US$360m, which mean net cash left would be less than US$200m and my wish of a rights issue could be on the card! This is more likely if YZJM already have other deals lining up. Therefore, I really wish they provide 3Q update, both the F & M, so that we can have a better analysis but the management know best.
volvo125 ( Date: 18-Nov-2025 11:19) Posted:
There is no such thing as " free" YFH price, unless you are referring to back then on 20 Apr 2022 when YZJSB spinned off YFH. Even then YFH was not free because it' s value was carved out from YZJSB balance sheet.
You seems confused with the various price definitions of YMD. (1) The latest NAV of YMD was ~0.585 and (2) a " token" tranche of shares were placed out at 0.60. (3) YMD opened today at 0.66 and is now treading at (4) ~0.69.
(1) 0.585 is the vanilla book value price (based on the latest pre split overall YFH NAV 1.11)
(2) 0.60 is the sneak preview price before sales launch
(3) 0.66 is the initial FOMO market value interest when the crowd cheong in to buy.
(4) 0.69 is the real market value you are seeing now.
With no known historical PE matrix to reference yet due to YMD infancy, you could just simply take the BV 0.585 as the reference valuation price, or the theoretical Day 1 starting price today, which is aligned to the pre split YFH NAV 1.11.
From the 0.585 anchor, and now at 0.69, you should be very happy to know that you are now still gaining a 17.9% on your YMD investment.
By the way, for those Super Ultra Long catergory Investors like HVRRVH, pkli899, pastime, nippon72 .. etc who are still standing tall and did not exit regardless all the rollercoaster drama and fear mongering , their legacy YFH shares were all mainly at the average 0.30~0.40+, so yes, YMD is really " free" helicopter money drop down from the sky on them.
Hope the above explanations helps |
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Close 60cents? I need cover 😆
Market outlook does not look favourable today, with many counters in the red.
If you are already in profit, it may be wise to take it first and wait for the price to pull back to around 60 cents before accumulating again.
Buy already sit steady on it. The split will result in more then the sum as yzjfh and yzjm is if different type. So not good for two different groups of investors. Now split. Those want steady dividend get it. Those want growth will see it value grow. But if jump in out too much only working for brokers. Struhe gold mine also cannot make the money
You have forgotten to mention your goodself, ever modest! You could be looking at above 10m if either one of the YZJF or YZJM hit $1 and confirm case if both hit. Well indeed we have come a long way and now I am excited by both F & M holding high cash, net cash and no debt. Further catalyst could be afoot especially for YZJM, as they have sold 4 vessels and embarking to make another 8. Notice that 4 vessels sold for $180m but no mention of capital committed for the 8 new build, other than that YZJM will hold ' major equities' in the deal. Presuming the capitals required for this new deal is 2x of US$180m, taken together with the last published cash in hand of US$360m, which mean net cash left would be less than US$200m and my wish of a rights issue could be on the card! This is more likely if YZJM already have other deals lining up. Therefore, I really wish they provide 3Q update, both the F & M, so that we can have a better analysis but the management know best. volvo125 ( Date: 18-Nov-2025 11:19) Posted:
There is no such thing as " free" YFH price, unless you are referring to back then on 20 Apr 2022 when YZJSB spinned off YFH. Even then YFH was not free because it' s value was carved out from YZJSB balance sheet.
You seems confused with the various price definitions of YMD. (1) The latest NAV of YMD was ~0.585 and (2) a " token" tranche of shares were placed out at 0.60. (3) YMD opened today at 0.66 and is now treading at (4) ~0.69.
(1) 0.585 is the vanilla book value price (based on the latest pre split overall YFH NAV 1.11)
(2) 0.60 is the sneak preview price before sales launch
(3) 0.66 is the initial FOMO market value interest when the crowd cheong in to buy.
(4) 0.69 is the real market value you are seeing now.
With no known historical PE matrix to reference yet due to YMD infancy, you could just simply take the BV 0.585 as the reference valuation price, or the theoretical Day 1 starting price today, which is aligned to the pre split YFH NAV 1.11.
From the 0.585 anchor, and now at 0.69, you should be very happy to know that you are now still gaining a 17.9% on your YMD investment.
By the way, for those Super Ultra Long catergory Investors like HVRRVH, pkli899, pastime, nippon72 .. etc who are still standing tall and did not exit regardless all the rollercoaster drama and fear mongering , their legacy YFH shares were all mainly at the average 0.30~0.40+, so yes, YMD is really " free" helicopter money drop down from the sky on them.
Hope the above explanations helps.
phyllisng ( Date: 18-Nov-2025 09:45) Posted:
| anyone still rem how much is the free YZJH price |
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thanks so much for your explaination.. but i tink i' m still too noob to uds fully. haha..
