Stratech Group

(04-05-2015, 11:30 PM)BeDisciplined Wrote: Sigh. Spent so much time reading over the weekend, and yet didn't make a penny...sad. The future is for us to see, but the immediate hype and story have driven prices up and allow one to make a quick buck...SAD.

Stratech is not for short term punt.

(04-05-2015, 11:39 PM)edvantage Wrote: Stratech is not for short term punt.

So u mean this co is for long term? This co was listed in the 1998s. Do you know how much shareholder value they have destroyed over the 15+ years? Its still the same chairman at the co.

I just want to know CP vested at what price before her aggressive promotion of this stock? Just for transparent sake. She is free not to disclose it if she so desired.

(05-05-2015, 07:11 AM)Bibi Wrote:

(04-05-2015, 11:39 PM)edvantage Wrote: Stratech is not for short term punt.

So u mean this co is for long term? This co was listed in the 1998s. Do you know how much shareholder value they have destroyed over the 15+ years? Its still the same chairman at the co.

Agree that stratech dont have a good track record of delivering promises

(05-05-2015, 07:47 AM)specuvestor Wrote:

(05-05-2015, 07:11 AM)Bibi Wrote:

(04-05-2015, 11:39 PM)edvantage Wrote: Stratech is not for short term punt.

So u mean this co is for long term? This co was listed in the 1998s. Do you know how much shareholder value they have destroyed over the 15+ years? Its still the same chairman at the co.

Agree that stratech dont have a good track record of delivering promises

Well, they just restructured recently. Changes are good. I think they can foresee contracts win that's why they restructured. Right now, everything is speculations.

(05-05-2015, 07:43 AM)Bluechipfan Wrote: I just want to know CP vested at what price before her aggressive promotion of this stock? Just for transparent sake. She is free not to disclose it if she so desired.

Ot. How you its a "her"? @@

I think cp has been promoting many other counters.

http://internetfileserver.phillip.com.sg...141112.pdf

well, this provides a good summary in terms of the SWOT, Five Forces etc.

Very good report by Phillip Security.

The report mentioned that 2015 would likely be profitable as well. However, the report said that if no new contract is won, then 2016 is likely to see loss (See page 9 and 10)
But given that Stratech has recently won the $50mil HK project in Feb 2015, will it register profit for 2016?

Given that its market cap is now already higher than the minimum $40mil, will it be released from SGX watch list soon?

(05-05-2015, 11:42 AM)LionFlyer Wrote: http://internetfileserver.phillip.com.sg...141112.pdf

well, this provides a good summary in terms of the SWOT, Five Forces etc.

(05-05-2015, 08:18 AM)Bubbachuck Wrote:

(05-05-2015, 07:47 AM)specuvestor Wrote:

(05-05-2015, 07:11 AM)Bibi Wrote:

(04-05-2015, 11:39 PM)edvantage Wrote: Stratech is not for short term punt.

So u mean this co is for long term? This co was listed in the 1998s. Do you know how much shareholder value they have destroyed over the 15+ years? Its still the same chairman at the co.

Agree that stratech dont have a good track record of delivering promises

Well, they just restructured recently. Changes are good. I think they can foresee contracts win that's why they restructured. Right now, everything is speculations.

So what has changed in the restructuring except that one now own the holding company so that "The proposed restructuring, by having Stratech Group as the investment holding company and listed entity, ring-fences the listed entity from the operating entities and direct operating risks, Stratech Systems said in its circular issued to shareholders earlier."

ie in simple english that Stratech Systems can fail and it wouldn't affect the listed entity. Asset & Business remains the same... the Structure has changed.

I would be looking out where the $1.5m shareholder's loan now resides... Stratech Group or still at Stratech systems; and the outcome of his guarantee of $2.3m debt.

I'm also keen to know what is the cashflow generated from Changi airport since I read the system has been operational for past 6 years already?

BTW project value is NON RECURRING. Usually maintenance value is about 5% of project value.

Tks Mr Moderator for clarifying

Everyone here always attempts to use publicly available info to make assessment, which can be subjective depending on one's risk appetite. If one is risk averse, one always has the freedom to walk away. tks.