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Fellowship of the Shares
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geojam
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21-Feb-2007 17:33
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elf ST Engg closed at 338. what ur TA says of ST Engg if u can check again? |
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geojam
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21-Feb-2007 17:32
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elf U are rite. However the aussie govt.are very mean to China.they make them sign off that it can be used for energy purposes.However how to monitor i wonder. u will find in aussie reporting,they will give u 2 figures.one is cash flow earnings and another for earnings per share.The cash flow earnings is usually higher and from there they will say declare 70 or 80 percent of cash flow earnings. cheers |
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elfinchilde
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21-Feb-2007 17:23
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godpa, i meant in the case of writeoff years (exceptional gain) vs years with no writeoffs: if it is based on net profit, to the investor, it would appear as tho divvy drops from the first case to the latter? not sure...i just see via divvy yield for my divvy shares.... china and india buying uranium. that likely means nuclear weapons, in direct contravention of the BWC pact that was signed. o_0 should buy, really, godpa. China and india are looking to build nuclear capability. they'll buy from whatever source they can. |
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geojam
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21-Feb-2007 17:11
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sorry bunbun I do not punt. i more for long run cos of margin lending. if blue chip shares,margin lending will be 70% of value.if punting shares sometimes no lending margin. but uranium shares are in hot cake as aussie govt.allow to export to China and india,where previously not allowed. So get in quick. that is why in australia,woodside petroluem,equivalent to SPC,gone from A$10 to A$38. So i tot,australia too expensive,go for SPC.But SPC no fight at the moment. cheers |
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bunbun
Senior |
21-Feb-2007 17:03
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heh, ppl (those who are "related" to godpa directly or indirectly), sorry ah, side-tracked a bit. how come we never tot ask godpa recommend few aussie counters for us to punt? |
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geojam
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21-Feb-2007 16:59
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no elf if divvy based on cash flow earnings,u will get more divvy. |
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elfinchilde
Elite |
21-Feb-2007 16:57
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yepyep da gege, that's why i like macq. appears* to be one of the cleanest mgmt i've seen. i prefer it to be on cash flow anyway, this way you get less yes, but it's stable. since anyway, you don't play macq as a TA trade....like i said, it's a singpost. can wait for march collect 4c dividend liao. (i use appears since you never really trust any BB in the investing world. keke.) |
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geojam
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21-Feb-2007 16:54
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Shplayer U mean cos of better divvy or better capital gains? now px in ASX very high.Has been having good run for at least last 8 to 10 years,non stop. To add fuel to it all is the resource boom,thanks to China and India. If anybody out there interested to buy uranium share while it is still affordable, go for yellow cake. Funny name but good money ok. |
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shplayer
Elite |
21-Feb-2007 16:50
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geojam, Now we know why most of your investments are in Australia. he he he |
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geojam
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21-Feb-2007 16:44
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shplayer Here in australia big company pays divvy based on cash flow earnings. This they says rule out non cash item like depreciation and goodwill. |
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shplayer
Elite |
21-Feb-2007 16:40
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elf, Yes, but have you noticed that their DPU paid is based on cashflow and not net profit? Hence, whenever they make an acquisition, the will need to leverage or issue more shares....and the part of the DPU is giving back your capital. Just an observation and comment....anyway, I am vested |
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geojam
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21-Feb-2007 16:38
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yes elf macquarie only employs MBA and above. Their pay packet is very good even at executive levels. They reject my application,that is why i know.haha |
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elfinchilde
Elite |
21-Feb-2007 16:35
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hm yea. i like macq 'cos it has comms and transport infrastructure amongst its holdings: these are some of the sectors forecasted to do well for this year and the next in asia at least. fyi, a lot of analysts don't like macq 'cos they say it's too diversified. i like it tho. parent co--as geojam has pointed out--has sterling mgmt and consistent results; likely to carry same mgmt to this offshoot. Excellent mgmt team that has posted consistent profits yoy. |
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shplayer
Elite |
21-Feb-2007 16:29
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geojam, MIIF is invested into airports, airport services; ports, oil tank farms; aged care, comms infrastructure; transport, utilities (Thames Waterworks). These investments are spread across 11 countries....from Europe, Asia, Australia, USA and Canada. Their website will give you a more complete picture. |
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geojam
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21-Feb-2007 16:27
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Elf U were rite that ST Engg go up today by 6 cents as of now Hope it go further up. |
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geojam
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21-Feb-2007 16:19
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Elf Alamak,funny name,cityspring(no offence) i think they are in gas and water. yes macquarie is aussie co. the CEO is alan moss.He makes something ridiculios,like A$1 million a day. The public always jealous of him. cheers |
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elfinchilde
Elite |
21-Feb-2007 16:12
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sorry godpa, cityspring's an IPO, so out of my trading radar for the next 6 mths at least. what infrastructure is it in specifically? roads, water works or what? they hived off from hyflux... macqinf is the singpost of the global equity world in terms of stability. aussie based co if i'm not mistaken. they own props and warehouses around the globe, notably, looking to expand asian holdings. so there's room for growth there. *kaching* divvy yield at approx 8%. incidentally godpa, for portfolio, macqinf would have been my 'fixed deposit' counter for you. for stable growth to balance the riskier trades. |
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geojam
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21-Feb-2007 16:12
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thanks shplayer Macquarie bank here in australia is nickname "millionaire" factory.Cos many aussies become millioaires buying macquarie shares.From A$5 to today px of A$85 per share. will be thinking of Cityspring,overnight. thanks |
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shplayer
Elite |
21-Feb-2007 16:04
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geojam, City Spring's sure got more spring than MIIF.......both infrastructure REIT. Because its a Temasek linked stock, its expansion/acquisition into/of other spore infrastracture assets will be less bumpy. But for divident play, MIIF has better yield....but hardly any movement cos all the deals they make will truely be arms lenght....so, acquisitions will be at a slower pace. |
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geojam
Member |
21-Feb-2007 15:50
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This thread here is where all great decision are made.Just joking. What do u ppl think of cityspring?or i got it wrong? Springcity? it is now S$1.53.Can go in or not? |
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