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AnthonyTan Elite	30-Mar-2012 15:00        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	Still sleeping, no movement at all.
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AnthonyTan Elite	15-Mar-2012 12:46        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	The shares are still  undervalued according to Kevin Scully. ozone2002      ( Date: 29-Jan-2012 12:07) Posted: analysis from Kevin Scully..   What to do with your Jaya shares ? If there is a takeover - we should wait for the advice of the indepenent financial adviser on the merits of the takeover offer.   Meanwhile, we should evaluate Jaya on its own fundamentals. I still like Jaya because it's undervalued.   Its NAV per share   in Q1-2012 was US$0.593 or about S$0.74 if we use S$1.26=US$1 exchange rate.  Jaya's current fleet in my opinion has a hidden value of US$100mn against their market value.  This would add another S$0.16 to its reported NAV, bringing its NAV to S$0.90.   Earnings are likely to be disappointing but charter income should come in around S$25-30mn, then you can add another S$10-20mn from vessel sales.  You then have a range of net profit of about S$30-50mn giving you an EPS of between S$3.9 cents to S$6.5 cents or a PER of 9-16 times which is probably fairly valued on earnings basis.   Given Jaya's strong balance sheet and NAV support,   the shares are still undervalued at these levels even if the takeover offer doesn't materialise but investors need a recovery in the OSV charter rates for the share price to rerate fundamentally close to the S$0.90 level.
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AnthonyTan Elite	15-Mar-2012 10:18        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	I believe this is your sell call? pnuklis      ( Date: 03-Mar-2012 18:34) Posted: Strong balance sheet and huge debt is no use. It is time for Jaya to pay back the principle of it's debt which is huge monster. They have to sell the Batam yard to IHC to sustain the blow and at what price (distress salaes). Deucher bank is rich an punters can afford to loose. Get off this train before it is too late!
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pnuklis Member	03-Mar-2012 18:34        pnuklis About Contact  Quote this Post!
x 0   x 0  Alert Admin	Strong balance sheet and huge debt is no use. It is time for Jaya to pay back the principle of it's debt which is huge monster. They have to sell the Batam yard to IHC to sustain the blow and at what price (distress salaes). Deucher bank is rich an punters can afford to loose. Get off this train before it is too late!
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AnthonyTan Elite	29-Feb-2012 16:20        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	In my opinion, good to accumulate." The shares are still undervalued at these levels" according to Kevin Scully. Agreed
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qwertyuiop00 Veteran	29-Feb-2012 16:06        qwertyuiop00 About Contact  Quote this Post!
x 0   x 0  Alert Admin	very strong the past few days, graph looks good to me.. any more upside? or maybe beginning of a new uptrend?
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AnthonyTan Elite	07-Feb-2012 09:22        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	Catching up lor, good luck
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AnthonyTan Elite	07-Feb-2012 09:18        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	ozone2002      ( Date: 29-Jan-2012 12:07) Posted: analysis from Kevin Scully..   What to do with your Jaya shares ? If there is a takeover - we should wait for the advice of the indepenent financial adviser on the merits of the takeover offer.   Meanwhile, we should evaluate Jaya on its own fundamentals. I still like Jaya because it's undervalued.   Its NAV per share   in Q1-2012 was US$0.593 or about S$0.74 if we use S$1.26=US$1 exchange rate.  Jaya's current fleet in my opinion has a hidden value of US$100mn against their market value.  This would add another S$0.16 to its reported NAV, bringing its NAV to S$0.90.   Earnings are likely to be disappointing but charter income should come in around S$25-30mn, then you can add another S$10-20mn from vessel sales.  You then have a range of net profit of about S$30-50mn giving you an EPS of between S$3.9 cents to S$6.5 cents or a PER of 9-16 times which is probably fairly valued on earnings basis.   Given Jaya's strong balance sheet and NAV support,   the shares are still undervalued at these levels even if the takeover offer doesn't materialise but investors need a recovery in the OSV charter rates for the share price to rerate fundamentally close to the S$0.90 level.
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AnthonyTan Elite	06-Feb-2012 10:56        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	Favourable analysis from Kevin Scully but notice that investors are not interested in this stock. When there is spark there is fire ozone2002      ( Date: 29-Jan-2012 12:07) Posted: analysis from Kevin Scully..   What to do with your Jaya shares ? If there is a takeover - we should wait for the advice of the indepenent financial adviser on the merits of the takeover offer.   Meanwhile, we should evaluate Jaya on its own fundamentals. I still like Jaya because it's undervalued.   Its NAV per share   in Q1-2012 was US$0.593 or about S$0.74 if we use S$1.26=US$1 exchange rate.  Jaya's current fleet in my opinion has a hidden value of US$100mn against their market value.  This would add another S$0.16 to its reported NAV, bringing its NAV to S$0.90.   Earnings are likely to be disappointing but charter income should come in around S$25-30mn, then you can add another S$10-20mn from vessel sales.  You then have a range of net profit of about S$30-50mn giving you an EPS of between S$3.9 cents to S$6.5 cents or a PER of 9-16 times which is probably fairly valued on earnings basis.   Given Jaya's strong balance sheet and NAV support,   the shares are still undervalued at these levels even if the takeover offer doesn't materialise but investors need a recovery in the OSV charter rates for the share price to rerate fundamentally close to the S$0.90 level.
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AnthonyTan Elite	03-Feb-2012 09:01        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	Is it still a good buy or not? ozone2002      ( Date: 29-Jan-2012 12:07) Posted: analysis from Kevin Scully..   What to do with your Jaya shares ? If there is a takeover - we should wait for the advice of the indepenent financial adviser on the merits of the takeover offer.   Meanwhile, we should evaluate Jaya on its own fundamentals. I still like Jaya because it's undervalued.   Its NAV per share   in Q1-2012 was US$0.593 or about S$0.74 if we use S$1.26=US$1 exchange rate.  Jaya's current fleet in my opinion has a hidden value of US$100mn against their market value.  This would add another S$0.16 to its reported NAV, bringing its NAV to S$0.90.   Earnings are likely to be disappointing but charter income should come in around S$25-30mn, then you can add another S$10-20mn from vessel sales.  You then have a range of net profit of about S$30-50mn giving you an EPS of between S$3.9 cents to S$6.5 cents or a PER of 9-16 times which is probably fairly valued on earnings basis.   Given Jaya's strong balance sheet and NAV support,   the shares are still undervalued at these levels even if the takeover offer doesn't materialise but investors need a recovery in the OSV charter rates for the share price to rerate fundamentally close to the S$0.90 level.
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AnthonyTan Elite	01-Feb-2012 10:22        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	Agreed with Kevin Scully's analysis that this is a good stock. Financially ok with very good NAV. Vivivie      ( Date: 29-Jan-2012 22:17) Posted: Jaya has had a good jump, time for it to consolidate and correct a bit when people take profit. Fundamentally, a good stock as Kevin Sculley says. However, there are many many unrecognised good stocks out there too. KEVIN SCULLY: " The good, the bad and the possible regarding Jaya"
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AnthonyTan Elite	01-Feb-2012 09:54        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	Thank you and have a nice day. eurekaw      ( Date: 01-Feb-2012 09:48) Posted: off already AnthonyTan      ( Date: 01-Feb-2012 09:47) Posted: Anybody know whether the takeover is still on or off. Care to share.
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eurekaw Master	01-Feb-2012 09:48        eurekaw About Contact  Quote this Post!
x 0   x 0  Alert Admin	off already AnthonyTan      ( Date: 01-Feb-2012 09:47) Posted: Anybody know whether the takeover is still on or off. Care to share.
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AnthonyTan Elite	01-Feb-2012 09:47        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	Anybody know whether the takeover is still on or off. Care to share.
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Vivivie Member	29-Jan-2012 22:17        Vivivie About Contact  Quote this Post!
x 0   x 0  Alert Admin	Jaya has had a good jump, time for it to consolidate and correct a bit when people take profit. Fundamentally, a good stock as Kevin Sculley says. However, there are many many unrecognised good stocks out there too. KEVIN SCULLY: " The good, the bad and the possible regarding Jaya"
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ozone2002 Supreme	29-Jan-2012 12:07        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	analysis from Kevin Scully..   What to do with your Jaya shares ? If there is a takeover - we should wait for the advice of the indepenent financial adviser on the merits of the takeover offer.   Meanwhile, we should evaluate Jaya on its own fundamentals. I still like Jaya because it's undervalued.   Its NAV per share   in Q1-2012 was US$0.593 or about S$0.74 if we use S$1.26=US$1 exchange rate.  Jaya's current fleet in my opinion has a hidden value of US$100mn against their market value.  This would add another S$0.16 to its reported NAV, bringing its NAV to S$0.90.   Earnings are likely to be disappointing but charter income should come in around S$25-30mn, then you can add another S$10-20mn from vessel sales.  You then have a range of net profit of about S$30-50mn giving you an EPS of between S$3.9 cents to S$6.5 cents or a PER of 9-16 times which is probably fairly valued on earnings basis.   Given Jaya's strong balance sheet and NAV support,   the shares are still undervalued at these levels even if the takeover offer doesn't materialise but investors need a recovery in the OSV charter rates for the share price to rerate fundamentally close to the S$0.90 level.
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ozone2002 Supreme	27-Jan-2012 09:15        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	only one way to solve this.. PAY UP!!! :)
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edwinjup Master	26-Jan-2012 17:59        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	maybe ihc want to buy at 65 cents but shareholders are asking above nta 72 cents....hope can come out the deal before feb AnthonyTan      ( Date: 26-Jan-2012 13:17) Posted: No concrete confirmation yet. Appeal no interest from investors. Care to share?
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AnthonyTan Elite	26-Jan-2012 16:09        AnthonyTan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "patience"
x 0   x 0  Alert Admin	I longed at the top today, cheers stockmarketmind      ( Date: 26-Jan-2012 15:58) Posted: Wow, jaya is like a rocket! Anyone longed at the bottom?
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stockmarketmind Master	26-Jan-2012 15:58        stockmarketmind About Contact  Quote this Post!   Yells: "stockmarketmindgames"
x 0   x 0  Alert Admin	Wow, jaya is like a rocket! Anyone longed at the bottom?
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