winston wrote:Hi A,
Have you been planting and / or harvesting lately ?
Thanks and take care,
Winston
Future watch
Anwell - solar energy - R&D and low cost, contracts coming in, hopefully $ will be reflected. founder has reputation of innovator but previous CDR business not doing well. Concern that CDR company will continue to drag down company - operating losses, write-off inventories, impairment to machineries etc - best if they just sell this loss-making biz and concentrate on solar OEM first.
another concern - china company and CEO's business ability
<show me the results.>
China Kunda - linked to BYD; Sage of Omaha's new child - auto moulding - supposedly high tech moulding. currently doing some DD on an acqusition. Investors pumped in $ at $0.225 ny Mr Barron - a peter lynch type of high-risk investor. Top 20 shareholders include quite a number of itneresting investors since IPO days.
concern - newly listed, could be jsut riding on BYD's fame.
<show me the results.>
- Ausgroup : believe that it will benefit greatly from Australia O&G booms. there are easily >US$50billion of contracts in Aussieland which also requires local content. but wonder why recently there are sharp selling of Ausgroup shares...
Watchlist
- Ezion <vested now>
- Rotary Eng
- Ezra
- YZJiang : feel that it could be a priveledged shipyard in china, taken care of by china govt. Cosco Shipping cancelled its projects with its related party -cosco corp but its contracts with YZJ are intact. something special is brewing!
- Tat Hong: exposed to china and i think also australia. should do well in near future because of huge infrastructure projects in near future.
- Tiong Woon: crane industry - subcontract to a few players eg. rotary engg. could be interesting.
- Yanlord
- Ho Bee : interest absorption scheme a knee jerk reaaction resulting in mkt price down - should have invest then. but didnt listen to my rational mind. of cos after 2009 and IR launched and sentosa land bank finished, what other stories can Ho Bee paint?? what if bubble bust? maybe that is why Ho Bee tie up with Yanlord for future growth... <maybe interesting idea>
Fermented eggs (turnaround play)
Jaya - started to move recently - will watch it intently - but shipbuidling industry with over-flowing order books... could be bad business for many years to come....
Shorts?? if i have the guts and $ is there in the corner for me to take
- Cosco : price is very very steady.... could be artifically supported
- swiber : gyrate with oil price. only when market trend break and oil price slide - will short. but must be careful of swiber mgt - in case they can come up with an innovative and interesting story plot that will propel their share price again - Antartical Driller or Mars Driller!!
Good experiences and sayonara
- Epure : not sure how to value water industry and BOT business - stagnant play - decide to drop it totally.
- Oceanus : dun really like to eat abalone too much - not sure of the critical success factors to determine its success in share price - other than > revenue and profits or disease wiped out entire brood - basically i am saying that farming is not my core competency!! period.
