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YZJ Shipbldg SGD    Last:3.19   -

Cruising with the ship ..Yangzijiang

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tkc_drew
    20-Feb-2013 17:09  
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Invested. 0.97 -  Smiley

P.s. :( but when to 0.96 today... zzzz
 
 
Listing
    17-Feb-2013 11:52  
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Fundamentals and TA hv not turned up - but just my view of course!
 
 
Tek2009
    17-Feb-2013 11:03  
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In three years time, if you can earn expected 50% stock upside + 4%  ~ 5% dividend yield each year,  it is more than enough better than STI.

Be patiant in investment, following Citi's decision  then you would be rewarded. Haha... Agree?
 

 
Listing
    17-Feb-2013 10:32  
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If price don't rose to above 1.56 before exercise date in 2016, Warrant holders will lose the value of their warrants.. That's why there will be reason for price to move above 1.56 by end 2015 - does this make sense.

I'm not vested and looking for best entry price as there is still time and 50% upside latest by end 2015.. For the moment it's too long and too little upside to enter now.. Plus the fundamentals and trend not too good... So no real reason to enter.. There are other interesting stocks like Mdr and Ipco for long term major upside...

tea444u      ( Date: 16-Feb-2013 22:49) Posted:

i dont understnad why ? 

Listing      ( Date: 25-Jan-2013 23:39) Posted:

Exercise price is 1.56 in 2016.. So the upside is there.. Latest 2016!!!


 
 
tea444u
    16-Feb-2013 22:49  
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i dont understnad why ? 

Listing      ( Date: 25-Jan-2013 23:39) Posted:

Exercise price is 1.56 in 2016.. So the upside is there.. Latest 2016!!!

 
 
oldflyingfox
    15-Feb-2013 22:55  
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Next week, Cosco & NOL will release the result, this will affect it's price movement.
 

 
oldflyingfox
    15-Feb-2013 21:59  
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Today announcement, meaning not need to wait for AGM for approval to sell the warrant. Citi don't have to wait till then to push up the price.

http://info.sgx.com/webcorannc.nsf/AnnouncementToday/D3553029E81B79C348257B130033EF5A?opendocument
 
 
cheongsl
    26-Jan-2013 09:59  
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Whether it will be able to attained the price of > 1.04 by next week is hard to say, but in long run should be able to attain quite a height, since BB are playing. As yesterday data BB seems still collecting. You can see the big volume trade seller exercise price volume is much bigger then the buyer. That means the action party are buying up. There are still panic seller in the market, as the BB will need to ensure that they collect enough and there are all die hard FANs in the counter before they will do any action of pushing up, otherwise, halfway it might loss it strength to push, as weak holder start to sell, and this will break their momentum, and unable to distribute at high price.

Time Price B S Grand Total
8:58:15 1.02   261 261
9:26:54 1.02   255 255
9:30:36 1.02   300 300
9:58:56 1.02 1294   1294
11:28:02 1.015 89 496 585
12:32:02 1.01 200   200
13:23:32 1.01 153   153
13:47:23 1.01 250   250
13:49:51 1.01   526 526
16:35:51 1.005 237 309 546
16:45:50 1.005 1 593 594
16:49:40 1.005 450   450
16:59:07 1.005 349   349
17:04:40 1   3522 3522
    3023 6262  
Grand Total   7428 8523 15951


Hulumas      ( Date: 25-Jan-2013 23:15) Posted:

> Sgd. 1.04 sure it will be attained at that price by next week!

oldflyingfox      ( Date: 25-Jan-2013 15:52) Posted:



it will gain strength to break $1.04 over time.


 
 
Bopanha
    26-Jan-2013 07:50  
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Citi should be collecting either itself or by nominees in preparation of the big push of sale of warrants (believe will be listed on the warrants market).   After enough accumulation, the BBs will push the stock price for trading in a range between $1.35 to $1.49. Warrant prices may range between 10 to 18 cents, so huge profitability for Citi.   Mathematics wise and business wise, these are the things that will happen from now till 2015.   So for those who wish to put away some money for few years for surefire gains, should buy and hold ensuring win win situation. CE: unless market doesn't go bust, or 3rd W.War breaks out or the world ends. 
 
 
Listing
    25-Jan-2013 23:39  
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Exercise price is 1.56 in 2016.. So the upside is there.. Latest 2016!!!
 

 
Hulumas
    25-Jan-2013 23:15  
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> Sgd. 1.04 sure it will be attained at that price by next week!

oldflyingfox      ( Date: 25-Jan-2013 15:52) Posted:



it will gain strength to break $1.04 over time.

 
 
oldflyingfox
    25-Jan-2013 15:52  
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it will gain strength to break $1.04 over time.
 
 
New123
    25-Jan-2013 15:30  
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tdy shipping counters heading south while others are up..
 
 
ozone2002
    25-Jan-2013 10:26  
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Yangzijiang announced that Seaspan has exercised options for

four 10k TEU containerships totaling US$360m. Including the

seven units of 10k TEU orders received since 8 June 2011,

Yangzijiang has a total of 11 vessels to Seaspan from year

2014 to 2015. Seaspan is left with 14 options for identical

vessels unexercised. Contract price of US$90m each is lower

than the US$100m contracted in 2011 but in line with current

market price. Margins are expected to be mid single digit with

the lower newbuild prices. (Maintain HOLD, TP: S$1.20).

 
 
Hulumas
    23-Jan-2013 12:13  
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Distinct illustration, I strongly agree with you and I raise my thumb up. Thank you.

phil1314      ( Date: 23-Jan-2013 11:58) Posted:

Business is not about late or early but is about timing based on cost structure and market potential.

Sembawang and Keppel early days were in shipyards but now in oil rigs also as both move up value chain and find their niche. Their operations started in Singapore but had to move out due to cost structures and to be near certain markets.

Yangzijiang started as shipyard and moving into oil rigs and properties which repeat the same success business models as Sembawang and Keppel. Given the size and cost structure of China Yangzijiang can compete head on with Sembawang and Keppel with lots of advantages. When taking a long term view investors should consider divesting in Sembawang and Keppel and reinvest in Yangzijiang.

The fundamentals and valuations of Yangzijiang are sound but sentiments in the short term due to warrants announcement maybe uncertain. Medium term appears cushioned by properties and scrap businesses that eventually can contribute substantially to the group. Long term is just substantially bright

Hulumas      ( Date: 08-Dec-2012 13:30) Posted:

Never too late to exploit Oil and Gas at any time


 

 
phil1314
    23-Jan-2013 11:58  
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Business is not about late or early but is about timing based on cost structure and market potential.

Sembawang and Keppel early days were in shipyards but now in oil rigs also as both move up value chain and find their niche. Their operations started in Singapore but had to move out due to cost structures and to be near certain markets.

Yangzijiang started as shipyard and moving into oil rigs and properties which repeat the same success business models as Sembawang and Keppel. Given the size and cost structure of China Yangzijiang can compete head on with Sembawang and Keppel with lots of advantages. When taking a long term view investors should consider divesting in Sembawang and Keppel and reinvest in Yangzijiang.

The fundamentals and valuations of Yangzijiang are sound but sentiments in the short term due to warrants announcement maybe uncertain. Medium term appears cushioned by properties and scrap businesses that eventually can contribute substantially to the group. Long term is just substantially bright

Hulumas      ( Date: 08-Dec-2012 13:30) Posted:

Never too late to exploit Oil and Gas at any time!

Hunter2011      ( Date: 07-Dec-2012 14:32) Posted:

Yangzijiang  a latecomer to Oil & Gas?

CIMB think so.. (source:   Too late in the game? )


 

 

 



 
 
ozone2002
    23-Jan-2013 11:29  
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moving up today.. now 1.005

gd luck dyodd
 
 
Hulumas
    08-Dec-2012 15:25  
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Even expectation of > Sgd.3.00 is easily reachable!

ILoveTehO      ( Date: 08-Dec-2012 13:58) Posted:



I'm looking around $2. But that will take at least 1 year +

New123      ( Date: 08-Dec-2012 13:40) Posted:

how much hv u vested? think next wk shipping counters may goes up. long term this counter would move up above $1..if u hv holding power.


 
 
ILoveTehO
    08-Dec-2012 13:58  
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I'm looking around $2. But that will take at least 1 year +

New123      ( Date: 08-Dec-2012 13:40) Posted:

how much hv u vested? think next wk shipping counters may goes up. long term this counter would move up above $1..if u hv holding power..

oldflyingfox      ( Date: 16-Oct-2012 14:34) Posted:

Your is still ok, mine ave cost is more than $1.1...


 
 
New123
    08-Dec-2012 13:40  
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how much hv u vested? think next wk shipping counters may goes up. long term this counter would move up above $1..if u hv holding power..

oldflyingfox      ( Date: 16-Oct-2012 14:34) Posted:

Your is still ok, mine ave cost is more than $1.1...

 
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