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Ezra

risktaker
Supreme

18-Nov-2009 10:12

risktaker About Contact Quote this Post! Style: Flexible Mood:

Yells: "Sometimes you think you know, but in fact you dont"

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Alert Admin 1.70-1.80 range then i will enter

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tradersgx
Veteran

18-Nov-2009 10:08

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Alert Admin

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

>> PART I

1. Date of notice to issuer * 16-11-2009

2. Name of Substantial Shareholder * UBS AG

3.	Please tick one or more appropriate box(es): *
	Notice of a New Substantial Shareholder's interest. [Please complete Part II and IV]

>> PART II

1. Date of change of Interest 12-11-2009

2. Name of Registered Holder UBS AG

3. Circumstance(s) giving rise to the interest or change in interest # Others

# Please specify details

Deemed interests arising by virtue of (a) UBS AG having an interest, or (b) Section 7(4) or 7(4A) of the Companies Act in shares over which subsidiaries/affiliates of UBS AG have an interest, by reason of the ability to exercise voting discretion and to acquire/dispose of shares. Changes in the deemed interests have occurred as a result of transfer of shares for portfolio management purposes.

4. Information relating to shares held in the name of the Registered Holder

No. of Shares held before the change	32,059,400
As a percentage of issued share capital	4.87 %

No. of Shares which are subject of this notice	1,833,642
As a percentage of issued share capital	0.28 %

Amount of consideration (excluding brokerage and stamp duties) per share paid or received 0

No. of Shares held after the change	33,893,042
As a percentage of issued share capital	5.15 %

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ozone2002
Supreme

17-Nov-2009 14:36

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tonylim.. that's old news..

i post faster than businesstimes.. still have to pay for businesstimes.. info here FOC.. :)

ozone2002 ( Date: 13-Nov-2009 16:36) Posted:

Buy before everyone does.. now analyst covering ezra

Ezra Holdings (EZRA SP)         BUY
Price/Tgt: S$2.03/2.70    Mkt Cap: US$970.9        Daily Vol: 12.2m        1-Yr Hi/Lo: S$2.11/0.455

Initiate Coverage: Double Double, All Toil No Trouble
Analyst: Stella Tan / Nancy Wei        Tel: 6590 6629

We have initiated on Ezra Holdings with a Buy recommendation and a target price of S$2.70. (Please find report attached)

Our recommendation is premised on the doubling of earnings over the next 3 years, driven by its new deepwater subsea segment and a second fabrication yard in Vietnam. Additionally, we also see asset owners as early-cycle beneficiaries of increasing E&P activity, given the sensitivity of charter rates to demand.

Price catalysts include nascent contract wins for its subsea segment, on-schedule delivery of subsea assets, and more acquisitions of distressed assets.

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tonylim
Master

17-Nov-2009 14:09

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Difficult to dip unless there is a market correction. Target price in today's business times : $2.70

ozone2002 ( Date: 17-Nov-2009 10:33) Posted:

2.03 pull back.. accumulate on dip..

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ozone2002
Supreme

17-Nov-2009 10:33

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Alert Admin 2.03 pull back.. accumulate on dip..

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ozone2002
Supreme

16-Nov-2009 15:18

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Alert Admin ezra 2.06!..surge to 2.1 baby!

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ozone2002
Supreme

16-Nov-2009 09:50

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Alert Admin 2.05!..goin strong..

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tradersgx
Veteran

14-Nov-2009 01:42

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Alert Admin Oct 2009:

Ezra Holdings Target $2.700 Buy Maintain Deutsche Bank
Ezra Holdings Target $2.400 Overweight Upgrade JPMorgan
Ezra Holdings Target $2.600 Outperform Maintain CIMB

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ozone2002
Supreme

13-Nov-2009 16:36

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Alert Admin Buy before everyone does.. now analyst covering ezra

Ezra Holdings (EZRA SP) BUY
Price/Tgt: S$2.03/2.70 Mkt Cap: US$970.9 Daily Vol: 12.2m 1-Yr Hi/Lo: S$2.11/0.455

Initiate Coverage: Double Double, All Toil No Trouble
Analyst: Stella Tan / Nancy Wei Tel: 6590 6629

We have initiated on Ezra Holdings with a Buy recommendation and a target price of S$2.70. (Please find report attached)

Our recommendation is premised on the doubling of earnings over the next 3 years, driven by its new deepwater subsea segment and a second fabrication yard in Vietnam. Additionally, we also see asset owners as early-cycle beneficiaries of increasing E&P activity, given the sensitivity of charter rates to demand.

Price catalysts include nascent contract wins for its subsea segment, on-schedule delivery of subsea assets, and more acquisitions of distressed assets.

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ozone2002
Supreme

13-Nov-2009 09:11

ozone2002 About Contact Quote this Post! Style: Technical

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Alert Admin vested again 2.01..

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ozone2002
Supreme

12-Nov-2009 16:08

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Alert Admin gonna breach day high 2.03 soon..

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ozone2002
Supreme

12-Nov-2009 11:24

ozone2002 About Contact Quote this Post! Style: Technical

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Alert Admin vol before half time already surpassed yesterday's vol on increasin price..

healthy for further upside..

vested.

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ozone2002
Supreme

12-Nov-2009 10:32

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Alert Admin this stock keep inching up for the past few days..

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tradersgx
Veteran

10-Nov-2009 23:58

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Alert Admin

NOTICE OF A SUBSTANTIAL SHAREHOLDER'S INTEREST *

* Asterisks denote mandatory information

Name of Announcer *	EZRA HOLDINGS LIMITED
Company Registration No.	199901411N
Announcement submitted on behalf of	EZRA HOLDINGS LIMITED
Announcement is submitted with respect to *	EZRA HOLDINGS LIMITED
Announcement is submitted by *	David Tan Yew Beng
Designation *	Company Secretary
Date & Time of Broadcast	10-Nov-2009 19:12:15
Announcement No.	00164

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

>> PART I

1. Date of notice to issuer * 10-11-2009

2. Name of Substantial Shareholder * UBS AG

3.	Please tick one or more appropriate box(es): *
	Notice of a New Substantial Shareholder's interest. [Please complete Part II and IV]

>> PART II

1. Date of change of Interest 06-11-2009

2. Name of Registered Holder UBS AG

3. Circumstance(s) giving rise to the interest or change in interest # Others

# Please specify details

4. Information relating to shares held in the name of the Registered Holder

No. of Shares held before the change	31,677,400
As a percentage of issued share capital	4.82 %

No. of Shares which are subject of this notice	1,874,017
As a percentage of issued share capital	0.28 %

Amount of consideration (excluding brokerage and stamp duties) per share paid or received 0

No. of Shares held after the change	33,551,417
As a percentage of issued share capital	5.10 %

>> PART III

1. Date of change of [Select Option]

2. The change in the percentage level From % To %

3. Circumstance(s) giving rise to the interest or change in interest [Select Option]

# Please specify details

A statement of whether the change in the percentage level is the result of a transaction or a series of transactions:

>> PART IV

1.	Holdings of Substantial Shareholder , including direct and deemed interest :

	Direct	Deemed
No. of shares held before the change	55,000	31,622,400
As a percentage of issued share capital	0.01 %	4.81 %
No. of shares held after the change	60,000	33,491,417
As a percentage of issued share capital	0.01 %	5.09 %

Footnotes

Attachments

Total size = 0
(2048K size limit recommended)

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daphnecsf
Senior

10-Nov-2009 01:07

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Alert Admin Ezra Holdings Ltd - Target Price $2.60
16 Oct 09 CIMB

Maintain Outperform; results beat expectations. We maintain Outperform on
Ezra and raise our sum-of-the-parts based target price to S$2.60 from S$2.14.
4Q09 core profit of US$30m was above our estimate (US$20m) and double that of
consensus (US$14m) mainly due to stronger-than-expected project recognition at
its marine services (Vietnam fabrication yard) and strong offshore chartering
operations. FY09 core profit of US$80m (+61% yoy) was 29% above our forecast.
We raise our earnings estimates by 1-5% for FY10-11 to incorporate higher revenue
and better margins for marine services. We also introduce FY12 estimates. Our
target price rises to S$2.60 following our earnings upgrade and rollover to end-
CY10. We continue to like Ezra for its strong earnings growth and move into the
deepwater and subsea markets, ahead of its Singapore peers.

• Strong margins. EBITDA margins improved to 31% in 4Q09 (4Q08: 10%) as 4Q08
included US$10m of unrealised forex losses on the back of the Norwegian kronor’s
depreciation and provision for doubtful debts. Gross margins were stable at about
30%, boosted by stronger margins from offshore chartering (38%) and marine
services (24%). We believe the trend can be sustained.

• More good news ahead? We expect positive news flow in the near term as Ezra
takes delivery of a 12,000bhp AHTS with a potential chartering contract
announcement. Management also expects earnings contributions from an FPSO
owned by Ezra’s associate, EOCL, as the vessel is already producing 150mmscfd
of gas, within its contract with PTTEP.

• Acquired shipset for ice-class vessel to venture into Arctic region. Separately,
Ezra announced that it has acquired a shipset (equipment, engines and thrusters)
from the Ice Maiden project at undisclosed distress prices from the Scottish
engineering group, C&M. The Ice Maiden is a multi-purpose support vessel capable
of operating in harsh environment. We believe Ezra could have paid less than
US$10m for the shipset utilising recent placement proceeds. The ice-class vessel
will be completed by end-2011 or beginning 2012 and we estimate it could
potentially command day rates of up to US$50,000/day.

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iPunter
Supreme

03-Nov-2009 16:12

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Alert Admin I missed shorting @ 2.11 (the peak)...

ie. my queued order was not done...

If I had queued @2.10 I would be riding it down now...

_______________________________________________________________

Multiple Time-Frame Technical Analysis (Can You Afford To Trade Without It?)

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frosin
Member

03-Nov-2009 15:46

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Alert Admin Ezra has been rather quiet. While the rest of the stocks during the same period have went up and down drastically, Ezra went down heavily initially and the trading range shrunk afterward. Indicating lack of willingness for sellers at this range and lack of confidence caused by scared investors from the mega drop. It is value for money but no one dares to take the chance. All recent reports have indicated Ezra is about 20% below fair value.There is opportunity but the momentum and investor confidence lost is putting it stagnant for the past few sessions. Renewed sentiments needed for it to go back to its $2.08. Given the recent economic indicators from US and China, we can expect trading seaward activities to pick up rapidly over the last 3 months and for the next 3 months. Ezra will benefit from this revived shipping volumes.

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frosin
Member

30-Oct-2009 09:08

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already halfway there, resistance at 1.99 and 2.00. lets see if we pass this today. US went up so much last night. can our market do the same? =)

Bid Vol	Bid	Ask	Ask Vol
298,000	1.950	1.960	61,000
163,000	1.940	1.970	219,000
232,000	1.930	1.980	301,000
514,000	1.920	1.990	470,000
291,000	1.910	2.000	586,000
429,000	1.900	2.010	126,000

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frosin
Member

30-Oct-2009 08:53

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Alert Admin Watch this counter. Looks set to return to its previous range. Reminder it was between 2.04-2.10 previously....that is a 10 cent potential. My goodness...

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frosin
Member

29-Oct-2009 12:29

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short selling is amazing... looks like if prices dont go down, those shorties are going to have to push up the prices later at 5pm.

Bid Vol	Bid	Ask	Ask Vol
247,000	1.890	1.900	316,000
180,000	1.880	1.910	288,000
337,000	1.870	1.920	263,000
441,000	1.860	1.930	64,000
1,184,000	1.850	1.940	42,000

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