Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
only buy 500 quids worth at 2.5p.
blue. When will news come out?
Over the next couple of months I'll be a little concerned about Atlas, but not in the long run. It's a share I've bought (14p/12p/9p) to put in my back pocket for better days. Maybe I have six or seven long term investments which I don't touch. I guess I could 'trade' on the ups and downs, but I'd be worried about missing the boat. I don't have time to sit in front of the computer to pick my times to buy and sell. Like SOLG and IFL I fear that on good news these could fly.
IF Atlas pay back some of the loan. With Atlas recently shipping an order to China, it wouldseem that Atlas has some income, and maybe be able to make a payment to TMC in April. But long term it seems encouraging.
look to be a bad company to be in. Over on minsite there is an article on these. Got a bit of cash, revenue coming in and blue oar, the brokers, are predicting a profit for the year to September, 2009.
in on this one? Profitable business, pay dividends, groeth prospects.... http://www.rws.com/lang_english/pdf/2008_Annual_Report.pdf
I've been to the Philippines for work and I was a little surprised at how low the wages etc are there, so when I came across this company I was keen to do the research. They seem to have plenty of assets/interests and low production costs. I feel that when prices imporve TMC will be well placed to take advantage. As I've said before, impressed with the management. I don't think it will fly now, but I bought these with a long term view while they are, and have been so cheap IMO. One of my bankers hopefully long term with SER, RIFT, FDI and IFL among one or two others.
I hope so. I've managed to average down a bit. I like the management. Forward thinking and committed.
now, at last!
too, but my Lloyds nominee account doesn't recognize it when I go into the dealing screen.
I live in Busan, Korea. I am posssibly picking a bit of knowledge here and there in manufacturing and shipbuilding here, although I don't work in those industries myself. From involvement with a handful of business people here AND from reading the boards on lse I think I feel more confident in investing in commodities, as an example. As I know a few buds at Samsung Heavy Industries I've put in a few bob into RIFT as a long termer. Also, in Korea, I've invested in a food producer, Namyang Dairies and the online shopping website, Gmarket, both of which have cash in excess of their market cap, and in growth sectors, even during a recesssion. But in general, Korea is very volatile with the economy having retracted 5.6% in Q4, 2008! The first 20 days in January saw a 30% reduction in exports year-on-year. GL with MEC!
Yes, I'm in for the long term. I usually think long term value, as in my opinion it lowers the risk considerably. Maybe 70/80% of my investments are with a long term view. 10% a punt on one which could indeed 'fly' and 10% which I think, after research could be a benefit short/mid/long term. As there seem to be many companies that are trading at below cash value, with revenue streams, present and future customers, I feel there are great investments to be made after research. If I benefit five years from now, I'll be happy. Infact, I didn't do too badly in the early 90s. After leaving the UK in 2000, I didn't pay too much attention to the stock market, as I pretty much sold up, and took my cash. But after the falls last September/October I thought it was time to take another look, and I'm glad I did, even if things aren't perfect. I got in at MEC at 5p thinking it was a good price long term (assets to sell, so not too worried about the debt at such a low price), and still waiting to go back up there.
a bit. Good share, but I wonder what will happen? Will people buy in, then take out their 50 quid profit, or realise the figures are good and keep it because it's worth it in the longer run?
We believe that these two markets -- retail food grocery and non-elective medical procedures -- will be less susceptible to the current challenging economic climate,” said chief executive Greg Bosch. This is what I believe too. People have got eat during recessions, and medical procedures could increase with all the added stress of a recession.
Good cash, good cash flow, revenues up. Companies with cash and revenue streams are in general undervalued. This falls into that category as Petertee etc know. In these times, companies like this may prove to be bargains during recovery. Just my opinion. http://www.puricore.com/markets.aspx
in my back pocket. I wonder how takeover talks are progressing.
Live price is down a lot today. Time to do your magic Paddy?
http://www.zhaikmunai.com/pages_en/investors_financials.asp Sales increased quite nicely from 06 to 07. If production costs are low, then a low oil price seems beneficial during tough times possibly. I wonder too, how long term, the long term borrowings are.
I'm in on SOLG, VGM, POG, CRND, GEM KIM and FID. It must make me a diamond/gold head.
I bought in December. Not sure date. Too much buying/selling to recall.