Member Info for GEML

The Directors of Plant Offshore Group - POGL - Could be part of the trade mission to the Middle East: October 02, 2009 18:29 PM Mustapa To Lead Trade Mission To Three Arab Countries http://www.bernama.com/bernama/v5/newsbusiness.php?id=443945 ...Officials from the Ministry of International Trade and Industry, Malaysian Industrial Development Authority, Malaysian External Trade Development Corporation, SME Corporation Malaysia and senior executives from Malaysian companies will also participate in the mission... ...Malaysian investments in Egypt are mainly involved in the oil and gas related industries, palm oil, distribution of automotives and autoparts, as well as smart card technology. Saudi Arabia was Malaysia's second largest trading partner in the West Asian region in 2008 with total trade amounting to RM11.1 billion or 20.3 per cent of Malaysia's trade with the region and 0.9 per cent of Malaysia's global trade...

The Sunday Times October 4, 2009 Time to get back into commercial property? Entrepreneurs are turning their attentions to the sector again http://www.timesonline.co.uk/tol/money/property_and_mortgages/article6859763.ece ...It comes as UK commercial property has registered its first growth in more than two years, climbing 0.2% in August, according to the Investment Property Databank index. It follows a near-50% drop since the 2007 peak. Meanwhile, yields on commercial property (rental income as a proportion of the price) have risen over that time from 4.6% to about 7.9% — more than 10 times the typical easy-access savings account at 0.78% and more than double the yield on 10-year gilts (government bonds) of 3.5%. The upturn has convinced some of the most sceptical investors to reconsider the sector. Last week, Peter Hargreaves, chief executive of Hargreaves Lansdown, the adviser, said he was positive about the sector for the first time... ...This demonstrates one of the key differences between funds that buy bricks and mortar and funds that buy property shares. While the latter have had a strong performance, bricks and mortar funds have lagged — although this means investors who get in now may benefit as the funds play catch up... I think INVESCO Property Income Trust IPI is one of the latter owning the bricks and mortar, which will now gain the benefit of playing catch up having some of the largest gains to make up. IMHO

Commercial property dilemmas Created: 2 October 2009 Written by: Claer Barrett There is a major structural defect in the current investment philosophy of "buy cheap, sell high". Put simply, there are lots of people who want to buy commercial property at the moment. Unfortunately, there are very few people who want to sell. http://www.investorschronicle.co.uk/Features/Property/article/20091002/c45e2c5c-ae70-11de-ad49-00144f2af8e8/Commercial-property-dilemmas.jsp …"One day, these assets will be worth a great deal more than they are now. Providing management are competent, there is income to meet interest payments and the bank doesn't have to put in any more cash, loans are being rolled over and extended."… …The "high risk, high return" approach is common to the listed opportunity funds, which will suit investors with higher risk appetites. But the breadth of property investment opportunities means there is something to suit all types of investor, as our feature explains. If there was ever a time to get back into commercial property, it's now. Low interest rates add to the appeal of income-producing property; the market has turned a corner, and the threat of inflation could cast a pall over the bond market, prompting a dash into fixed assets… INVESCO Property Income Trust IPI is in a strong position to benefit from the recovery in Commercial Property, over the mid term. IMHO.

Good_Punt... Most trades on IPI go through on the PLUS Market here is a link to see the trades: http://www.advfn.com/p.php?pid=trades&btn=s_ok&symbol=PLUS%3AipI.GB&s_ok=OK&minimise= CB Richard Ellis should publish the Asset Value of the whole Commercial Property Sector in the next cupple of days with the IPD Index confirming the fugure around the 14th October for the September Property Values.

I agree with you FusionBoy - Plant Offshore Group - POGL is an Emerging Market Share with huge potential. The chart is showing a Break Out pattern forming – we have a key resistance level at 2p and with the current trading momentum, we should break out above this level which will then form support of a new Trading Range for POGL. IMHO About POGL: POGL is the holding company of an established and profitable group of companies engaged in the business of providing integrated, multi-discipline EPCM services to the oil and gas (onshore and offshore), petrochemical, biodiesel, energy and other related industries. The group operates primarily in the ASEAN region but this focus is expanding, with the group having won contracts in the Middle East. The services of POGL are focused on EPCM services. This is broken down and incorporates the following features: • ENGINEERING "E" - SPECIALIST ENGINEERING DESIGN SERVICES; • PROCUREMENT "P" - THE PROCUREMENT OF THE RELEVANT MATERIALS AND EQUIPMENT TO MEET DESIGN SPECIFICATIONS SUCH AS SKID AND PROCESS EQUIPMENT; AND • CONSTRUCTION MANAGEMENT "CM" - THE MANAGEMENT ON A CLIENT'S BEHALF OF THE CONSTRUCTION OR FABRICATION OF A PROJECT. THE SERVICES CAN BE PROVIDED, TOGETHER WITH MORE GENERAL PROJECT MANAGEMENT, EITHER IN TOTALITY OR PARTIALLY DEPENDENT ON THE CLIENT'S REQUIREMENTS. IN ADDITION POGL SUPPLIES INDUSTRY SPECIALISTS TO THE OIL AND GAS AND RELATED INDUSTRIES. POGL

Chinese insurers clear to invest in real estate By Jamil Anderlini in Beijing Published: September 29 2009 17:09 | Last updated: September 29 2009 17:09 Chinese insurance companies will be allowed to invest directly in commercial real estate for the first time under new regulations that are set to trigger a huge influx of cash into the country’s high-end property market. New regulations allowing insurers to invest in real estate go into effect on Thursday, although details on investment limits and what types of property insurers can buy will not be released for another month at least, according to regulatory officials. http://www.ft.com/cms/s/0/a2bbba4a-ad0a-11de-9caf-00144feabdc0.html Conservative estimates put the amount of potential new investment by Chinese insurers in commercial real estate at $34bn (€23bn, £21bn), according to Jones Lang Lasalle, the real estate consultancy. Based on current average capital values, $34bn is equal to more than twice the value of the Shanghai Grade A office market....

Commercial property: the bears are turning bullish Peter Hargreaves, who had a spat with John Duffield over the prospects for commercial property, has turned bullish for the first time in six years. http://www.telegraph.co.uk/finance/personalfinance/investing/6238472/Commercial-property-the-bears-are-turning-bullish.html By Paul Farrow Published: 10:40AM BST 28 Sep 2009 ....But today, for the first time in six years, Hargreaves Lansdown is positive on commercial property.... September Figurers should be out the end of this week or early next week. This will be great for INVESCO Property Income Trust - IPI - Due to report tomorrow and China Western Investments - CHWI in the same sector.

The current Market Capital is £3.55 Million and the Net Asset Value is £38 Million - we could easily see a 10 fold increase from her for the Market Capital to reflect the Current Asset Value of POGL

I think we may get another tick up on POGL as another large trade has just gone through on PLUS Market.

We may see a move up today on IPI ahead of the Results expected tomorrow IMHO The spread may not be as wide as shown. Quite often the trades take place with the spread on a very small margin. DYOR Plant Offshore Group POGL is a good example of an Emerging Market Share, as it is based in the Far East like CHWI, which has grow quite rapidly recently. IMHO

The spread may not be as wide as shown. Quite often the trades take place with the spread on a very small margin. DYOR Plant Offshore Group POGL is a good example of an Emerging Market Share, as it is based in the Far East like CHWI, which has grow quite rapidly recently. IMHO

Plus Market: http://www.advfn.com/p.php?pid=trades&btn=s_ok&symbol=PLUS%3APOGL.GB&s_ok=OK&minimise= A few trades showing on PLUS Market too.

Yes the whole sector is rising see Petrofec PFC to the value which can be achieved. POGL success will be rewarded IMHO

As a Value Investor, I think Plant Offshore Group POGL has been overlooked by the market. Plant Offshore Group is a profitable comapny and has an Erning Per Share of 2.96. It was floated at a time when Oil was experence the largest drop in value in a number of years. The share price has neaver had a chance to show its true value to the market. Now the recession is over and old prices are going back to their true value, I feel it is time for POGL to start to rise to its True Value. IMHO, DYOR See the basic date below: Shares in Issue 166,666,667 (Ord 0.01p) SEAQ/Epic POGL SEDOL B1XVTV0 Annualised Dividend - Dividend Cover - Latest Pay date Latest Ex-Div date EPS 2.96 Floated Jul 07 Market Capitalisation (£m) 2.083 Enterprise Value (£m) 27.728 Sector Oil Equipment, Services & Distribution % of Sector by Cap 0.022 Industry Oil Equipment & Services % of Industry by Cap 0.022 Last RNS Announcement 15-09-2009 Listing AIM Last Annual Results 02-06-2009 Last Interim Results 15-09-2009 Total Assets (m) 64.788 Total Liabilities (m) 26.452 Total Equity (m) 38.336 Cash & Equivalents (m) 0.840 Net Gearing (%) 39.532 Gross Gearing (%) 40.829 Net Assets (m) 38.336 Op Cash Flow (m) 4.329 Debt Ratio 4.618 Debt-to-Equity 0.070 Assets/Equity 1.690 Cash/Equity 2.191 Quick Ratio 0.799

Well it is great to have you here. 33 trades today on Plus: http://www.advfn.com/p.php?pid=trades&btn=s_ok&symbol=PLUS%3ACHWI.GB&minimise= You always get very few trades showing in the LSE list. I am pleased you are in profit. We should have the September Commercial Property figures for September. If this is an increase like in July and August, we should see the current trend continuing. IMHO

This areticle is great for Commercial Property Stocks like CHWI and IPI; See the Commercial Property Plug near the end: From The Sunday Times September 27, 2009 Playing the sweet spot for shares – while it lasts Timing is key in the aftermath of a slump. Experts give their tips on what to buy now and later: http://www.timesonline.co.uk/tol/money/investment/article6850655.ece …Small companies — within which housebuilders, retailers and leisure stocks are largely represented — tend to outperform for about 18 months after sharp rate cuts, with a near-50% rally after the UK exited the European exchange rate mechanism in 1992, for example. This pattern has held true this year. While the FTSE Small Cap index lost 48% in 2008, it has risen about 59% so far this year, whereas the FTSE 100 has risen just 15%. Even after such a strong run, small companies still look cheap. They are trading at a price/earnings ratio of 6.9 compared with 10.1 for the FTSE 100, said Adrian Lowcock at Bestinvest, the broker. “At this level, small caps are about 40% cheaper than their historical average,” he said. “If the worst of the recession is behind us, it makes sense to buy smaller companies.” However, smaller companies tend to be more sensitive to interest rate rises and could take a hit when markets start to price them in. Lowcock said investors should also buy into commercial property and absolute return funds (which can make money amid falli

This areticle is great for Commercial Property Stocks like CHWI and IPI; See the Commercial Property Plug near the end: From The Sunday Times September 27, 2009 Playing the sweet spot for shares – while it lasts Timing is key in the aftermath of a slump. Experts give their tips on what to buy now and later: http://www.timesonline.co.uk/tol/money/investment/article6850655.ece …Small companies — within which housebuilders, retailers and leisure stocks are largely represented — tend to outperform for about 18 months after sharp rate cuts, with a near-50% rally after the UK exited the European exchange rate mechanism in 1992, for example. This pattern has held true this year. While the FTSE Small Cap index lost 48% in 2008, it has risen about 59% so far this year, whereas the FTSE 100 has risen just 15%. Even after such a strong run, small companies still look cheap. They are trading at a price/earnings ratio of 6.9 compared with 10.1 for the FTSE 100, said Adrian Lowcock at Bestinvest, the broker. “At this level, small caps are about 40% cheaper than their historical average,” he said. “If the worst of the recession is behind us, it makes sense to buy smaller companies.” However, smaller companies tend to be more sensitive to interest rate rises and could take a hit when markets start to price them in. Lowcock said investors should also buy into commercial property and absolute return funds (which can make money amid falli

October may see an increase in Chinas Commercial Property as more buyers come into the market: http://www.chinastakes.com/2009/9/200-billion-yuan-insurers-fund-eyes-real-estate-investment.html

China Werstern Investments CHWI - Video of the area where the building is: http://www.youtube.com/watch?v=fwz1WMls4cI

China Western Investments CHWI gained 22% today on LSE website the 5th day in a row of substantial gains. I am still not sure why the share does not show in the Big Winners lists for FTSE AIM Shares? Does anyone know why this may be? Most of the trades go through on the PLUS market and they may not have an influence on the FTSE listing? Or is there some other reason? Any help or advice would be much appreciated, as this share is not getting the exposure it deserves. IMHO