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Do your own TA. and F.A b4 buying and selling the stock,the risks are yours to bear,same as any profits u made,Anyone can post anything but it is Mr Market to decide the price movement,many here are so naive to think that what we post here cxan move market prices-fat hopes-forum is just a sharing views only..should u made $$$..good..shd u lose $$$,u hve yourself to blame..but the loser always want to blame the T.S
starlene ( Date: 15-Aug-2013 09:31) Posted:
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F Vince...dare not follow talk big Bast...................discounted the drop in earnings..F.O from my comments..
Despite the 35% drop in profits share price dropped slightly to $1.44 on 13 Aug but has rebounded to $1.48 on 14 Aug
* Who are Auric's main competitors/peers? At what multiples do they trade?
* Could any of them be a potential acquirer of Auric?
* Could any of them be a potential acquirer of Auric?
Bro JaroiLo,
Thanks for your honest view even though you are vested.Saw some of yr postings/warnings in other threads and that is good karma.好 人 自 有 好 报 .
Wish you huat in yr trading ya.
JarolLo ( Date: 13-Aug-2013 13:28) Posted:
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Today no volume at all. Interesting.
But I know this counter worth keeping. I vested at 1.37 for small lots keep for retirement. S/T no way to reach 2,3,4 dollar. Don't be over optimistic. 10 years later.....maybe. Just kidding. Only God knows.
vincente ( Date: 13-Aug-2013 12:07) Posted:
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Strange.Promoters shouting 2,3,4 dollar before result.Now result was below expectation, none bother to post its 2H financial result to update all.
Saw promoter revealed in other thread that he had sold half of his holdings even before result was out.Hmm..how to trust ppl like that in the future.
Net profit plunges 35.4% as compared to yoy quarter.
uric Pacific: Saw Magic Begins to Shine Not Rated
AP SP | Mkt Cap USD124.6m | ADTV USD0.03m
Ø Auric Pacific has offered to take Food Junction private for SGD0.255 per share, 40.11% above the last transacted price and 34.1% above 12-month VWAP.
Ø Excluding a one-off impairment charge and restaurant losses in FY12, this values food courts segment at an ex-cash PER of just 4.8x. We view this deal as highly attractive, and are positive that CEO Saw Phaik Hwa is transforming Auric Pacific one step at a time.
Ø We think Auric is undervalued at the moment as share price does not factor in the potential growth prospects after a possible restructuring of the restaurant business, and possibly a rationalization of its various F& B brands to build up economies of scale.
Click here for full report alisonfok@maybank-ke.com.sg
AP SP | Mkt Cap USD124.6m | ADTV USD0.03m
Ø Auric Pacific has offered to take Food Junction private for SGD0.255 per share, 40.11% above the last transacted price and 34.1% above 12-month VWAP.
Ø Excluding a one-off impairment charge and restaurant losses in FY12, this values food courts segment at an ex-cash PER of just 4.8x. We view this deal as highly attractive, and are positive that CEO Saw Phaik Hwa is transforming Auric Pacific one step at a time.
Ø We think Auric is undervalued at the moment as share price does not factor in the potential growth prospects after a possible restructuring of the restaurant business, and possibly a rationalization of its various F& B brands to build up economies of scale.
Click here for full report alisonfok@maybank-ke.com.sg
Auric was formed after Lippo bought into the former Cold Storage PLC which was listed many years ago $3-$5 price range..The current NTA of Auric as at Dec 2012 is S$1.87,PE 10.9..still has upside
nihao1 ( Date: 08-Aug-2013 00:00) Posted:
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two questions:
- at what share price level did Lippo invest?
- book value of Auric?
Just buy 100lots and keep them away..ideally use yr cpf fund..after a year presto $2-3 esp under Ms Saw
merxantia ( Date: 06-Aug-2013 12:22) Posted:
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what's up with this counter today?
Agree partly with interfact..
1) This is not for institutional players like Capitalland or Keppel when u can go in and out easily as the vol traded is very high.The reason Auric is very illiquid as it is the public as the public float is about 28% and the bulk of the shares are in Lippo Group and related companies-so even should it dropped will not be plunging but slow erosion if the co's fundamentals are deteriorating-The co was like cold storage ,they have the core food business-recession proof and they have made good profits divesting Robinson and an office building at market Street
2) No so called " Superstar" can push up a share price except maybe Li Ka Shing or Warren Buffret should invest in a co-the latter would normally soar.Ms Saw had already proven in DFS and SMRT,she is basically a marketing gal,credit shd go to her for turning all the shops near MRT into cash cows.Of course for the breakdown of SMRT ,she shd be held accountable.
3)Ever since joining on 1 May 2012,she has cut off those risky and streamlined the co-example disposal of Mezzanine loan-of course the co did not incurr any loss but to direct Auric back to its core food business.disposal of Mezzanine loan-of course the co did not incurr any loss but to
3)Look at Kong Guan,see thinly traded suring market crash,dropped to low of $1.50,now back to > $2... Most inpt the co must hve the products and continue to innovate and show expoential growth,u need a capable leader to steer the directions-Ms Saw fits the description for guiding Auric back to its glory days-this stock has not be diluted by rights or bonus issues,at this stage $1.40 is still low PE < 10 unlike other food counters,NAV S$1.87,with cash balances $58mil..buying waybelow NAV
4)There is a lot of sour grapes to flame people especially those in higher positions,so don't point the blame too fast as in the report in " caijin" to fast to oust her but don't give her credit for the cash cow of turning the shops for rental revenue and SMRT hit a high of $2.50 from 70cts during her tenure
5)Yes we even questioned her no analyst coverage..in fact I asked her during the questions and answer period.She not perturbed by the time the analysts start to notice can u get at this price.She even outline the startegy of gettin g the lowest interest rate by getting a syndicate loan from the various bank paying interbank rates-slowly all this materalises,we can see she taking concrete steps to pu Auric back to its heydays
6)There was business times nad EDGE magazine coverage on Auric Pacific-of course all above not an inducement for u to buy but i personallly think the risk is worth-200lots in my cpf now and cash a bit more as i alos load up when she bought at $1.088 and $1.25 recently
Heard from my remister that this counter is illiquid.In other words the state of a security cannot be easily sold or exchanged for cash without a substantial loss in value because of a lack of ready and willing investors or speculators to purchase the stock.The lack of ready buyers also leads to larger discrepancies between the asking price (from the seller) and the bidding price (from a buyer) than would be found in an orderly market with daily trading activity.
Other reasons given include:
1.Never rely on CEO purchase to support the share price.It is one of their KPI to preserve stock price.Look at Noble,Venture,YZJ,Bio-sensor and many other counters,their share price tanked even after million of shares purchased compared to Saw's 57k nia.
2.Many were stucked in the heydays when the price was $2,$3 even $4 when the speculation fever was highest just before the market crashed in 2007.Now a lot of pple are waiting to get out.Past price is not indicative of future price as there are no fundamental/reorg structural changes to the company business.Creative was more than $100 stock before now trading at $2.30 yet hardly any ppl keep harping on its historic price.
3.To me her departure from SMRT to Auric is a demotion.SMRT market cap is $2.18B whereas Auric is only $177.19M.Buisness circle and internet chat room forumners were truly unhappy at what had happened in SMRT under her reign.Can google and find out yrself.
4.The stock is not rated and have no analyst coverage.
Just sharing investment thoughts.
DYODD.GL.
interfact ( Date: 20-Jul-2013 16:31) Posted:
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Agree previously we saw Ms Saw's magic buy before the results..she also said that she wanted to buy more but bound by SGX's rules..no trading of co's shares b4 the announcement of results..has a lot in my cpf and and cash holding..money in the shares liao but of course hope Auric can cross $2 or more
edwinjup ( Date: 25-Jul-2013 16:37) Posted:
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Result coming...so pretty saw will take a break soon...but believe she will carry on after result...dont play contra on this counter...buy and keep 3years...or eat durian when u feel like it...
starlene ( Date: 24-Jul-2013 22:54) Posted:
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iller wrote:
Not only houshold brand like sunshine bread...Buttercup,Heinz chilli sauce,Sunquick orange squash,Pringle potato chips,,Birds Eye fish finger,Ovaltine 3 in 1,,Twin Cow milk,Perfect Italiano,Berri,Cadbury Hot Chocolate Drink,100% Pure New Zealand Honey,Watties mixed veges..Delifrance and Food Junction...i also very tempted. my family have to buy 1 loaf of sunshine every other day. it's time they gave me something back
Close at high $1.43 with good vol as at Jul 24
starlene ( Date: 24-Jul-2013 16:11) Posted:
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Close at highest with good vol,,gd sign
starlene ( Date: 24-Jul-2013 16:11) Posted:
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Hit $1.395 high..why fight for OUE Reit will be 9cts the most from ipo like SPH reit..go for Auric better linked to OUE under the same lippo Group
edwinjup ( Date: 24-Jul-2013 16:01) Posted:
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