
im optimistic on ausgroup but very pessimistic on global economy whoakakaka
maybe teeth53 is a BB lor, want to buy at 0.50 whoakakaka
sell pantat to him lor whoakakakaka 
Bloomberg's latest below. Tomorrow's going to something to cheer about for oil and gas, as well as resource counters :
- Spain to Borrow $267 Billion of Debt Amid Rescue Pressure.
- Xstrata-Glencore Said to Resolve Takeover Offer Before Deadline.
yabbest ( Date: 29-Sep-2012 22:21) Posted:
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Bro, Ausgroup is cheapest oil & gas and mining related construction company operating in Australia.
Ausgroup is debt free.
Ausgroup has construction and maintenance job. Oil & Gas and mining are built widely in australia. The slowdown will only cut down the construction project and will not affect much on maintenance work on existing facility.
2008 to 2009 history tell us the slow down in mining industry will not last more than 2 years. We will see recovery in 2013. So long as management don't stupid to tender project with loss margin, Ausgroup will navigate to this slow down.
Ausgroup is debt free.
Ausgroup has construction and maintenance job. Oil & Gas and mining are built widely in australia. The slowdown will only cut down the construction project and will not affect much on maintenance work on existing facility.
2008 to 2009 history tell us the slow down in mining industry will not last more than 2 years. We will see recovery in 2013. So long as management don't stupid to tender project with loss margin, Ausgroup will navigate to this slow down.
tea444u ( Date: 29-Sep-2012 20:09) Posted:
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I won't be affected by any negative views till 60 to 70 cents and also will not worry any negative view in any forum will affect Ausgroup.
Ausgroup rally is on the BB agenda, will not be easily affected by small fishes.
Just annoying to see the unreasonable negative view. If he really know the industry and market, he shall go to post similar negative view on Civmec listed in SGX too. Civmec is 1.15 dollars PE of 19 vs PE of ausgroup at 8. Civmec got borrowing with bank, Ausgroup has only less than 20mil can be settled with 32 mil cash on hand anytime. Ausgroup revenue and asset are much larger than civmec. Plus DUAL list!!! EXTRA CAPITAL!!!
Even ausgroup hit above 1 dollars, it is still cheaper than Civmec, what a stupid action to post negative view about mining slow down to affect when ausgroup at 50 cents only.
If got good heart, go to remind civmec shareholders instead of ausgroup shareholders. If civmec drop till 70 cents then we start to worry. Ok!!!
Ausgroup rally is on the BB agenda, will not be easily affected by small fishes.
Just annoying to see the unreasonable negative view. If he really know the industry and market, he shall go to post similar negative view on Civmec listed in SGX too. Civmec is 1.15 dollars PE of 19 vs PE of ausgroup at 8. Civmec got borrowing with bank, Ausgroup has only less than 20mil can be settled with 32 mil cash on hand anytime. Ausgroup revenue and asset are much larger than civmec. Plus DUAL list!!! EXTRA CAPITAL!!!
Even ausgroup hit above 1 dollars, it is still cheaper than Civmec, what a stupid action to post negative view about mining slow down to affect when ausgroup at 50 cents only.
If got good heart, go to remind civmec shareholders instead of ausgroup shareholders. If civmec drop till 70 cents then we start to worry. Ok!!!
relax relax i still havent buy my 3rd batch yet...drop then gd la, buy in more, want to play psycho, i more psycho cos i orang gila 

like i said earlier post, dont be overly concern with daily price, we know our goals
dont let what people post shake you, they can post what they like, anyone can post for or against no problem bcos in the end its you yourself that is key
i believe is very much in play and vickers will play it up like kreuz...thats all i have to say
each individual should have their own strategy base on their own risk appetite too, like i said for me unload all before fiscal cliff but that does not mean others follow suit, in this forum alot of experienced players, all old ginger one
Lastly, remember ausgroup is an unpolish gem waiting to shine, just like THBEV previously...i will let it auto run
tea444u  Master | Posted: 29-Sep-2012 20:09 |
![]() ![]() | wah Khng12, it is a relief to read your posting ..I actually believe too that there is   more room for some serious upside shuld the demerger occur ..... let hope and i will pray so...... |
 
wah Khng12, it is a relief to read your posting ..I actually believe too that there is   more room for some serious upside shuld the demerger occur ..... let hope and i will pray so......
Bro, dual list is a positive news and very strong speculation, 80% chance to raise higher.
Ausgroup is undervalued stock, surely have room to go till minimum 60 to 70 cents. If dual list success, highly raise to 80cents. 1 dollars above also posible on dual list day.
However, you post negative view at 50cents which is at low price will scare away weak holders. They will curse you after miss it.
I will stop posting any positive view after 60 to 70 cents and let people taking their own risk.
Very likely 60cents can reach in less than 2 week times.
Ausgroup is undervalued stock, surely have room to go till minimum 60 to 70 cents. If dual list success, highly raise to 80cents. 1 dollars above also posible on dual list day.
However, you post negative view at 50cents which is at low price will scare away weak holders. They will curse you after miss it.
I will stop posting any positive view after 60 to 70 cents and let people taking their own risk.
Very likely 60cents can reach in less than 2 week times.
teeth53 ( Date: 29-Sep-2012 15:09) Posted:
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" Look like players has to buy up (to bot up like U said, those BBs), and...
" to sell, those picking on such prices, hope to sell higher" (same players will continue to play on, be it contra, buy / sell or hold)
AusGroup | CD | Op-0.505 | Cls-0.505 | +0.005c | +1.0% | Volume-24,131,000 |
Pending mkt condition. Happi trading.
khng2012 ( Date: 28-Sep-2012 16:10) Posted:
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oic thanks   for th eexplanation..noted.
I will trade extrenely cautious after 4 Nov US election.
in short, its where US govt will decide policies terms, taxes which will impact the econ, so from what i read most analysts see it as an opportunities where the market will face major correction as they see the govt will not come to terms. So as my risk appetite is not big, i will cut off all my long position by that time. Different people have different standing and strategy. 
Read the link maybe can give you better picture esp the section : possible effects of fiscal cliff. Anything happens in US does impact the rest of the world in a way or other. 
  http://bonds.about.com/od/Issues-in-the-News/a/What-Is-The-Fiscal-Cliff.htm
 
tea444u  Master | Posted: 28-Sep-2012 19:30 |
![]() ![]() | hi sir...what means 'till before fiscal cliff'? thanks ...also vested in ausgrp... |
 
hi sir...what means 'till before fiscal cliff'? thanks ...also vested in ausgrp...
yabbest ( Date: 28-Sep-2012 16:34) Posted:
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ok friend, will take a look thx. 
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khng2012  Senior | Posted: 28-Sep-2012 18:04 |
![]() ![]() | I always use NAV to judge bottom price of a company which is in crisis. I am very surprise to see Alpha Natural Resource NAV is above 23 dollars which very far from current price which is 6.75. This is absolutely undervalued. I expect the whole thermal coal and coking coal market recover in 2nd half of 2013. As refer to 2008 crisi, coal price also drop a lot and recover in April 2009. So I am very confident that the Alpha Natural Resource will be back to above 30 dollars in 2nd half of 2013. if Australia Brisbane flood again or Indonesia government to impose even heavy export tax on coal. 66 dollars may be possible again since the highest is above 100 dollars.  |
 
I always use NAV to judge bottom price of a company which is in crisis. I am very surprise to see Alpha Natural Resource NAV is above 23 dollars which very far from current price which is 6.75. This is absolutely undervalued. I expect the whole thermal coal and coking coal market recover in 2nd half of 2013. As refer to 2008 crisi, coal price also drop a lot and recover in April 2009. So I am very confident that the Alpha Natural Resource will be back to above 30 dollars in 2nd half of 2013. if Australia Brisbane flood again or Indonesia government to impose even heavy export tax on coal. 66 dollars may be possible again since the highest is above 100 dollars.
http://www.bloomberg.com/quote/ANR:US/key-statistics
khng2012 ( Date: 28-Sep-2012 17:56) Posted:
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I would like to share a US stock, Alpha Natural Resource with you. I bought in 6.38dollars 2 days ago. Now is  6.75(yesterday high is 7.13, down due to its bond down graded by S& P 500). It is coal mining company in US.
History highest price is above 100 dollars in 2007, 3 years high is 66dollars when Australia Brisbane big flood and coking coal supply cut and price surge.
Now, due to thermal coal price is challenged by natural gas in US(1.9 dollar/mmbtu in april which is less than 2.13dollar/mmbtu from thermal coal), due to the warn winter in 2011 create surplus, making a lot of electric generation plant shift from coal to gas and affect thermal coal price. Furthermore, the bad economic data also affect the steel demand (coking coal used for steel making), coking coal price is also drop.
Then, the price fall from 35dollars till 5.25 dollars. China last 106billion infrastruture stimulation plan, boost the price from 5.25 to 9 dollars in 8 trading days. Then, drop 8 days till 6.19 2 days ago. I quickly pick up at 6.38dollars.
Yesterday rumour said more stimulation plan from china, I believe it will surge fast and never drop again since Japan coking coal increase import of 8% and production cut heavily to stable the price and once the rumour in china become fact.
Furthermore, the natural gas has raised up to 3.3dollars /mmbtu and coal price drop and now is only 2.03dollars/mmbtu. Winter is approaching, natural gas price will increase due to stock keeping for winter. Thermal coal price will increase.
Instead of investing china fish and pacific andes, you shall consider Alpha Natural Resource, So far its debt is the lowest among its competitors and yesterday it raise new bond to buy old bond to ease some stress on debt burden.
Just my 2cents.
khng2012 ( Date: 28-Sep-2012 17:43) Posted:
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friend happy for u, dont mention we try help each other feed info etc best we could to earn
honestly i went in Midas bcos i saw yr post and start research on it. In short, once you call, i will do homework to decide in or not. Thx 
 
khng2012  Senior | Posted: 28-Sep-2012 17:43 | ||
![]() ![]() | My portfolio increase 20% profit in this week, 8% is from your remind since I transfer part of my CFD in china fish to Ausgroup. Otherwise, it will be 76.5cents to 72cents (big loss) instead of 42 to 50.5cents (big earn).
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My portfolio increase 20% profit in this week, 8% is from your remind since I transfer part of my CFD in china fish to Ausgroup. Otherwise, it will be 76.5cents to 72cents (big loss) instead of 42 to 50.5cents (big earn).
khng2012 ( Date: 28-Sep-2012 17:40) Posted:
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I went it and thanks for your remind about downgrade and did a detail research. Run out the next day. Otherwise, I will vomit since I buy a lot china fish and pacific andes to wait for the dividend and price go up in coming Nov.
After that, I transfer money to Ausgroup and midas and enjoying the earning.
Really, Many thanks for your remind.
yabbest ( Date: 28-Sep-2012 17:37) Posted:
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Ok thx, yupz cant play now, will stay clear, i almost went in then discovered moody's downgrade
ok see how Aus do next week, midas should be quiet, china long holidays
khng2012  Senior | Posted: 28-Sep-2012 17:25 |
![]() ![]() | http://sg.finance.yahoo.com/news/text-p-cuts-china-fishery-081656216.html  http://en.fas.gov.ru/news/news_32470.html  Hi Bro, are you aware of the issue of Russia for China Fish and Pacific Andes Group?  Now, I totally don't dare to touch China Fish and Pacific Andes Group till the investigation of monopoly in Russia fishing industry is completed.  The whole Russia market is where North fleet currency operating at which  contribute 60% of revenue and most profitable region. The investigation is officially filed already.  Best case of judgement is the group under monitoring for few months without serious punishment, this will reduce the profit margin of china fish, pacific andes resource and pacific andes internationl.  Worst case of judgement is condemned guilty and ban to fish and purchase at Russia region. Then, it is gone case.  After moody's downgrade china fish bond with 9.25% interest in US. S& P500 just downgraded it today too. Don't play play, stay away.... |
http://sg.finance.yahoo.com/news/text-p-cuts-china-fishery-081656216.html
http://en.fas.gov.ru/news/news_32470.html
Hi Bro, are you aware of the issue of Russia for China Fish and Pacific Andes Group?
Now, I totally don't dare to touch China Fish and Pacific Andes Group till the investigation of monopoly in Russia fishing industry is completed.
The whole Russia market is where North fleet currency operating at which  contribute 60% of revenue and most profitable region. The investigation is officially filed already.
Best case of judgement is the group under monitoring for few months without serious punishment, this will reduce the profit margin of china fish, pacific andes resource and pacific andes internationl.
Worst case of judgement is condemned guilty and ban to fish and purchase at Russia region. Then, it is gone case.
After moody's downgrade china fish bond with 9.25% interest in US. S& P500 just downgraded it today too. Don't play play, stay away....
yabbest ( Date: 28-Sep-2012 16:34) Posted:
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