
Agree with point 3. Nice way of putting it across (no pun intended). Limited downside risk, plenty of upside potential 

luvkarena ( Date: 17-Jan-2013 13:44) Posted:
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I will only bet this bugger @1.24....

anybody show - hand ?
F#ck so lowww!' Can't wait for the rebound
Building up positions for the pop.
Good buying vol at 1.285 
More ppl buying with big vol per trading tx.
Fundamentally, it is excellently sound.
Nobody knows for sure why did OZ sell off their shares. The recently case of SC global, it was trading at 1.3 for a long time and then suddenly it shot up to 1.8 overnight. Well if the Fincantieri decides to delist, it will have to raise their GO above 1.22 to at least the mkt trading price.
Cheers to all who have vested ....
 
luvkarena ( Date: 17-Jan-2013 14:36) Posted:
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Is dirt cheap at the moment.
MtFaber ( Date: 17-Jan-2013 16:43) Posted:
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At 1.80 analysts target price 2.00. At 1.29, analysts target price still 2.00. Everyone still says its a fundamentally sound counter.
Who is right? Just wonder.
guoyanyunyan ( Date: 17-Jan-2013 16:31) Posted:
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不 卖 , 战 到 底 !
GorgeousOng ( Date: 17-Jan-2013 08:49) Posted:
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from this thread, people buying in bulk get the best offer of $1.315, yet now can get $1.29
easily. strange, economic of scale don't apply?? 
Continue loading.
luvkarena ( Date: 17-Jan-2013 14:36) Posted:
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The recent drop is due to the sell off of the second major shareholder- OZ hedge fund. Otherwise, it would chiong further as last week the stock was traded above 1.355 with high volume recorded but the following day having the announcement of the sell off. That's why the stock is now trading below $1.30.
 
It would soon catch up soon as it is near to the announcement date.
MtFaber ( Date: 17-Jan-2013 14:31) Posted:
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Thanks for your reasons. However, everytime they released news about new contracts, this counter heads south instead of north.
Is there something wrong? Hearing all the good stuffs but action speaks otherwise!
luvkarena ( Date: 17-Jan-2013 13:44) Posted:
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The reasons to buy to STX OSV  :
1) The earnings result is coming soon. If the company can maintain the similar level of dividend payout. The yield will be very attractive (17% based on current price).
2) The change of parent company will create more synergies for STX OSV as the new parent company is doing ship building as well. Combining both of them will bring their market shares to top 5. The expansion of business and better utilization rate of shipyard should be expected.
3) The general offer of $1.22 will provide a free put option to current investor. Capping the downside risk to 6.5 cents based on $1.285 current share price.
4) STX OSV is a net cash counter with a low PE of 8 and with record order books. As Ezra and Ezion has a strong run up recently, STX OSV should catch up soon.
 
Pls feel free to comment if my analysis is incomplete. Thanks. 
Sorry, I can't suggest anything for you. You have to make your own decisions.
      In stocks, even all the experts and veterans can be wrong...

GorgeousOng ( Date: 17-Jan-2013 08:49) Posted:
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Sell all n enter later?
iPunter ( Date: 16-Jan-2013 20:59) Posted:
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then u r Ok . I do know when to short or long . There r always set up be it on down trend or up trend . Is important to know when to enter + couple with cut loss and your comfortable level / no of shares to buy /short .
Peter_Pan ( Date: 16-Jan-2013 22:13) Posted:
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Of course cannot short now.
New123 ( Date: 16-Jan-2013 22:09) Posted:
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not a good candidate for short . Not so meaty . Think it may take time to move up .
Peter_Pan ( Date: 16-Jan-2013 21:56) Posted:
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Knowing when to short or long will reap you huge profits. Many many bids up or down.
New123 ( Date: 16-Jan-2013 20:46) Posted:
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