Samudera

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2014 Annual Report Page 125

Bunker Fuel for FY2013 US$100.418m
Bunker Fuel for FY2014 US$88.438m

The company has not reaped fully the benefits of lower bunker fuel

Page 87
Bunker price risk management
As at Dec 31, 2014 and 2013, the Group has no outstanding bunker price hedging contracts.

[behappyalways]

Oil savings will power this year earnings.

Take a look at the price of oil from FY2014 to present.

Do an estimate of oil savings against last year (FY2014) consumptions of US$88.438m. 20%? 30%? or 35%?

Compare the savings with last year US14m earnings

or 1Q2014 earnings of US$444kk.....


Dividend is current 1.75cents and NTA US45 cents. Appreciating US Dollar Vs Sing Dollar will also improve profitability.....

2014 Annual Report Page 125

Bunker Fuel for FY2013 US$100.418m
Bunker Fuel for FY2014 US$88.438m

The company has not reaped fully the benefits of lower bunker fuel

Page 87
Bunker price risk management
As at Dec 31, 2014 and 2013, the Group has no outstanding bunker price hedging contracts.

[behappyalways]

Samudera AGM
http://infopub.sgx.com/FileOpen/Samuder ... eID=346686


Samudera 1Q2015
http://infopub.sgx.com/FileOpen/Samuder ... eID=346707

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To add.

Last year FY2014 earnings was US$14.281m vs $6.12m for 1Q2015. Most likely this year earnings will be comparable if not higher than last year and dividend for FY2015 should be comparable if not higher too.

As for the low tax rate. Page 124 FY2014 Annual Report
The company has been granted an extension of the Approved International Shipping Enterprise ("AIS") with effect from September 15, 2014 for a period of 10 years.

[behappyalways]

Been falling quite a bit....correction ???

http://pertama.freeforums.net/thread/11 ... ing?page=2

[behappyalways]

Stock Fundamentals
http://samudera.listedcompany.com/stock ... ntals.html

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Sinking Indonesia Docks, Idle Ships Spur $6 Billion Port Revamp
http://www.bloomberg.com/news/articles/ ... n-makeover

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Look at Samudera's last 3 min trade before 5pm. There was 2.2 lots buying at 265. Someone ate up 3 lots at 27 and then threw down 3 lots at 26. He needs to throw down more than 2.2 lots so as to force it down. Program trading and also might meant they have no more shares to throw hence need to eat up and throw.

Just be careful. Don't play margin or Cfd

[behappyalways]

Effect on profit or loss if Sing Dollar strengthen 10% in 2014 - US$m (0.729)
Effect on profit or loss if Sing Dollar weaken 10% in 2014 - US$m 0.729

Effect on profit or loss if Indonesian Rupiah strengthen 10% in 2014 - US$m (0.655)
Effect on profit or loss if Indonesian Rupiah weaken 10% in 2014 - US$m 0.655

1USD to Sing Dollar
31 Dec 2013 - 1.267
31 Mar 2014 - 1.2593
30 June 2014 - 1.2497
30 Sept 2014 - 1.2743
31 Dec 2014 - 1.3213
31 Mar 2015 - 1.3758
7 June 2015 - 1.3579

1USD to Indonesian Rupiah
31 Dec 2013 - 12217
31 Mar 2014 - 11305
30 June 2014 - 12020
30 Sept 2014 - 12132
31 Dec 2014 - 12420
31 Mar 2015 - 13087
7 June 2015 - 13393

[behappyalways]

(Chart can be 'manipulated" As for breakout with high volume etc, with low transaction cost, party A could easily buys shares from related party B and vice versa to create the volume for 'break out' signal )

From UOB Shareinsight


An important but bearish development took place on 5 June 2015 where the price of SamuderaShipping broke the support level of 0.265. If a bearish breakout is accompanied by high volume, this indicates the unwillingness of a large pool of traders to hold on to the stock as selling pressure mounts at the support level. This bearish breakout of SamuderaShipping was accompanied by a lower than average volume which may give a glimmer of hope, however one has to be monitor carefully the price action in the coming sessions.

Look at Samudera's last 3 min trade before 5pm. There was 2.2 lots buying at 265. Someone ate up 3 lots at 27 and then threw down 3 lots at 26. He needs to throw down more than 2.2 lots so as to force it down. Program trading and also might meant they have no more shares to throw hence need to eat up and throw.

Just be careful. Don't play margin or Cfd