Member Info for Mogli

19p of share value is cash at bank. When you buy this share, you're buying a chunk of Chinese currency. With the new juicing plant, the processed side of the business ought to be making 3p per share. You could just forget the orange side of the business and value it only on the processing side. 3p = P/E of 8! Bargain. DYOR

Now operating at capacity. 2012 EPS 6 2013 EPS 7-8 -Just wait for the interims in Sept!

Good research. Shelton must have had some exploration/development capital costs and have off-loaded to an institutional buyer who've paid a reasonable price, don't know why they couldn't have waited another few weeks for results?

Where did the shares come from? Didn't think there'd be that many floating around in the system?

P/E about 3 or even less with all recent developments. Thought I'd better stock up in these last few weeks before the share price leaps by 50% DYOR

Yes Knigelk, low P/E ratio and large divi make this stock particularly attractice, also diversity and a long track record of profits. I bought on Monday, -wish I'd bought a lot more! Tex Holdings would do themselves a favour if they were to modernise the websites of the various companies within the group. Some look very dated, the product photo's are amateur -poor quality. HArdly the best way to win new business in this competitive age.

I calculate that summer crop reduction of 18.4% is 13,745 tonnes lost, which is about 6% of total annual tonnage of oranges. Let's hope that canker is confined to part of the Hepu plantation (116.720 tonnes 2012). Xinfeng plantation is a little more productive (126,701 tonnes 2012). New processed juice plant will bring processed side of business up to about 50% of total turnover. Still 19p+ per share in cash at bank. Company trading well, signed contracts for summer 2013. April divi paid and so no major cash-flow issues. Hunan plantation coming on stream from 2014 (though small initial harvest expected from immature trees). Long term hold with 6% divi. I'll top-slice when hopefully reaches 50pence next year.

Still at least 19p per share in CASH. No borrowings. Massive plantations. Diversity in Juice plant, processed products now over 40% of turnover. Dividend. Integrity in announcing a reduction in one of the annual orange crops. Developing domestic market in China. NAV over 60p! Bargain at this price. BUY. DYOR

I imagine that the NAV is now on the up, perhaps over 50p. Also I think that barring immediate asset sales, a small dividend may be re-introduced. We are at a massive discount to NAV, probably 100% appreciation in share price over the next 12 months. All the headlines just now feature articles about ageing population, demand for residential care isn't going to deminish. DYOR

19p in cash, that's 61% of share price! With weak sterling this to me is way of spreading currency risk, also underwrites share price. GROWING market. 5.8% divi. Increasing diversity. NAV 69pence! Well run company. Can invest through ISA. Another plantation coming on-stream in 2014. New juicing plant coming on-stream in April. Profit pouring-in every year, just look back at past results. My target is 50p+. DYOR

Thanks for that Boyinbubble. Seems that whatever the turnover we've previously managed, it will be enhanced by more efficient systems. Wasn't Dan Balt 160,000 cubic meters capacity less 35,000 contracted usage by previous owner = 125,000cu/m remaining for PAN. PBI contributed about £2m to profits from 120,000cu/m, but capacity is now doubled to 240,000cu/m. Both facilities are at capacity. Ballpark: If Dan Balt similar profit per cu/m to PBI, this would be about £2m contribution to profits. PBI now £4m contribution? Could that be £6m from Europe alone? Not sure how many shares in issue these days.

Any thoughts on what our EPS is now? I think the Dan Balt operation is similar capacity to Rotterdam prior to it doubling.

Good news. Actively managed. Further de-leveraging (borrowings were already below 50% of assets). NAV now 63p (using 31 July post transaction figure). Long term leases. EPS about 4p going forward. A proportion of future disposal proceeds will probably be distributed to shareholders (as stated in 2012 interim accounts): `After maintenance of sufficient working capital, the Company intends that any surplus funds from asset disposals will be paid back to shareholders; however, at present there can be no guarantee on timing and quantum of amounts to be distributed'. DYOR

Using the figures recently announced and the 2011 accounts, I calculate that the company post-transaction will be something like this: 50p-69p NAV (with probable sales and distribution to shareholders), EPS 6.4p on the remaining stock post-transaction, with potential divi of about 3p (assuming no property sold). It's a buy.

Bottom of Edison report states: This report has been commissioned by Public Service Properties Investments. PSPI are obviously giving as much information and guidence as possible so as to reduce irrational panic.

Fall in share price last few days is on only about 2% of shares sold, seems to be private investors. Other 98% holding their investment. Edison have compiled a report: http://www.edisoninvestmentresearch.co.uk/researchreports/PSPI0400412update.pdf

Volume sold today is only 1.06% of total shares in issue, therefore nearly 99% not sold. Fall in SP is out of all proportion to volume traded. Overseas portfolio capital value less loans outstanding is something like 38p per share. I've been stocking up today.