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STXOSV

Yes sifu... That was what I thought too when I initially dumped it @1.30 (with 6c gain)..

    In spite of the beautiful technical chart potential...

      But yesterday, I dumped again @1.315 after getting in @1.315 (same price)...

              Todat " tarn tio" because it dropped like sheet to 1.26...

twelfth      ( Date: 27-Feb-2013 09:21) Posted: I threw at 1275. Vest on others rather than keep hoping for the best.

 

Main stok bukan gasak-gasak...

    Mesti mahu rajin-rajin belajar teknikal cat-nya (bahasa engeris cakap " chart" )...

          Kalau gasak dan fikir " murah" atau" " mahal" ... mesti rugi banyak...

iPunter      ( Date: 27-Feb-2013 09:18) Posted: Kalau tren-nya sudah pecha, jangan beli...     sebab dia boleh turun banyak lagi...  GorgeousOng      ( Date: 27-Feb-2013 09:11) Posted: Sudah tikam！

 

tikam sedikit dapat 1.265. Kalau tak jadi campak!

iPunter      ( Date: 27-Feb-2013 09:18) Posted: Kalau tren-nya sudah pecha, jangan beli...     sebab dia boleh turun banyak lagi...  GorgeousOng      ( Date: 27-Feb-2013 09:11) Posted: Sudah tikam！

 

I threw at 1275. Vest on others rather than keep hoping for the best.

 

Sifu is right...

What I mean is that if one treats stocks as betting (just like in casino),

      one will be miles ahead in terms of mental preparation...

solomonster      ( Date: 27-Feb-2013 09:17) Posted: It's true after you put money on the table, it's a betting. If you have an edge (educated guess lol), that will make a different between betting in market or jackpot machine. iPunter      ( Date: 27-Feb-2013 05:54) Posted: No amount of analysis, no matter how profound, is useful to stock-betting...     Many will not regard it as betting, but when it comes to stocks,           All is betting... regardless of time frame...

 

Don't see it falling below 1.25 today. I hope ! Vested for the long run.

iPunter      ( Date: 27-Feb-2013 09:13) Posted: This counter dropped like sheet on on the opening bell... low is 1.265     It may heading for 1.22... not a good sign...           in spite of " unlimited upside potential" ... lol...

 

Kalau tren-nya sudah pecha, jangan beli...

    sebab dia boleh turun banyak lagi... 

GorgeousOng      ( Date: 27-Feb-2013 09:11) Posted: Sudah tikam！

 

It's true after you put money on the table, it's a betting. If you have an edge (educated guess lol), that will make a different between betting in market or jackpot machine.

iPunter      ( Date: 27-Feb-2013 05:54) Posted: No amount of analysis, no matter how profound, is useful to stock-betting...     Many will not regard it as betting, but when it comes to stocks,           All is betting... regardless of time frame...

 

This counter dropped like sheet on on the opening bell... low is 1.265


    It may heading for 1.22... not a good sign...

          in spite of " unlimited upside potential" ... lol...

 

Sudah tikam！

 

No amount of analysis, no matter how profound, is useful to stock-betting...

    Many will not regard it as betting, but when it comes to stocks,

          All is betting... regardless of time frame... 

 

Shouldn't be comparing to 2011 as it is an  exceptional year  of $0.30 EPS. Most consensus on 2012 EPS is in the $0.20 region like 2010, however this falls short to $0.168 in actual with only 3 vessel delivered against the forecasted 5. (the 2 vessel were delivered in Jan 2013 instead, hence pushing the 2013 shipment higher)

The order book is not too bad, no dividend is expected as they have already given out 77% of their earnings in the 2012 interim dividend of $0.13. (STX OSV has mentioned previously that the intended dividend policy is 30% of earning).

If there is a huge sell down it is probably market  over react to the pale comparison in result  with 2011. Could be good time to load as long as it doesn't drop below $1.22. Just my view.

 

 

After go thru the report + few time..........look OK for me.....

Dont know why some forumer so kanchong.........

They are clearly drifting into predictable chaos.............

 

No exact date given, but should be soon.

  The purpose of the IFA report is to express an opinion on the offer price as there has been a general offer made. The board of directors will then advise shareholders whether to accept the offer based on the opinion expressed. 

  The IFA only express an opinion on whether the offer price is fair. This is not binding. Regardless of the opinion, whether you want to accept the offer price of 1.22 is up to you.

The offer price will not increase because of the IFA report. It will only increase should Ficantieri suddently decide to raise their offer price or if a third party suddenly join in a bidding war. Which is unlikely.

The most likely scenario will be the offer will lapse and Ficantieri fail to cross the 90% threshold. 

ILoveTehO      ( Date: 26-Feb-2013 21:00) Posted: any idea when is the IFA report out ? So basically the IFA report will give us a reasonable price ? Instead of the 1.22 by ficantieri ?  triphopper      ( Date: 26-Feb-2013 20:57) Posted: Strike 1 - bad results Strike 2 - no dividend This can only be saved by the IFA report. Hope it is not a strike 3!

 

STX OSV 


Profit after tax (4th Qtr 2011/ 4th Qtr 2012) - (640 / 111) Nok Million - down 83%

Profit after tax (YOY 2011/ 2012) - (1602 / 889 ) Nok Million - down 45%

 

really don't understand what is so bad about the report other than no dividend declared

 

Have anyone read the report ?  Can someone post it here ? By the way , seem like some of you have lost the faith of this stock. This is a scenerio that is hard to come by whereby downside is protected a 1.22 for the near term. And the upsides are high , fair value to 1.55 based on my comparison with other Oil and Gas stocks in S'pore.


Even if it does not declare dividend this time , it is due to the offeror is in the midst of buyibg the shares from the market. Once things are settled , after 13 Mar, the company will announce the dividend perhaps few weeks after. ( I seen this happened for Nera Tel last year and this year Jan.  You see Nera Tel has since gone up by almost 30% (inclusive of dividend)) .

I am holding tight and will go in again if it drops to < 1.25 again which is very unlikely in the near term...


 

 

Saya ingat besok turun ke 1.26 boleh masuk .

iPunter      ( Date: 26-Feb-2013 21:14) Posted: Ya lah... kaunta ini main naik lebeh bagus... ada potensial-nya...     Tetapi saya sudah keluar tak masuk lagi, sebab say takut dia di-berhentikan.           Kalau kena berhenti (halt), leceh sikit... tetapi mesti boleh ambil balek harga 1.22... GorgeousOng      ( Date: 26-Feb-2013 21:07) Posted: Yah, besok plan main kecil kecil sahaja. :)

 

All bad news already factored in . It may surprise u and go higher

 

Ya lah... kaunta ini main naik lebeh bagus... ada potensial-nya...


    Tetapi saya sudah keluar tak masuk lagi, sebab say takut dia di-berhentikan.

          Kalau kena berhenti (halt), leceh sikit... tetapi mesti boleh ambil balek harga 1.22...

GorgeousOng      ( Date: 26-Feb-2013 21:07) Posted: Yah, besok plan main kecil kecil sahaja. :)) iPunter      ( Date: 26-Feb-2013 20:52) Posted: Mahu tikam dia naik pun boleh, tikam dia turun pun boleh...    Naik turun pun boleh ada chan untong, ada chan rugi...         Kalau tak main besar-besar, tidak baya takut... jangan takut...