Viz Branz

So far, 700 lots have been transacted today (9Jul12) at between $0.60 to $0.61. That is over $420k in total amount. Impressive!

(09-07-2012, 04:36 PM)dydx Wrote: So far, 700 lots have been transacted today (9Jul12) at between $0.60 to $0.61. That is over $420k in total amount. Impressive!

Wow I need to calculate how long your holding period and price now and see how much compounded return!

What is the forecast PE between Super vs Viz? Looks like Viz able to afford bonus, means their China ops more strong than Super?

(10-07-2012, 11:58 AM)ValueBeliever Wrote: Wow I need to calculate how long your holding period and price now and see how much compounded return!

Benefits of long term investing when it is done correctly
http://sg.finance.yahoo.com/echarts?s=L5...=undefined;

I think main bulk of dydx investment in Viz Branz should have occur around 06/07.
Easily 6-7 baggers without taking into consideration of the collected dividends.

Trading halt at 2pm pending release of an announcement.

Yes, a multi-baggers that i had missed.

It had been in my watch-list when price around $0.35

I am anticipating corporate re-structuring after CKP (father) became largest shareholder.

Let's see the upcoming announcement...

(10-07-2012, 01:18 PM)yeokiwi Wrote:

(10-07-2012, 11:58 AM)ValueBeliever Wrote: Wow I need to calculate how long your holding period and price now and see how much compounded return!

Benefits of long term investing when it is done correctly
http://sg.finance.yahoo.com/echarts?s=L5...=undefined;

I think main bulk of dydx investment in Viz Branz should have occur around 06/07.
Easily 6-7 baggers without taking into consideration of the collected dividends.

Wow - every year close to 90% gain, alrdy given bonus before, so this bonus push already added to the 6-7bagger!!

Dydx really got the patience and nerve, it pays off at the end to collect more in down market on illiquid SMEs. Need to be patience and let good management do their work!! Thats probably the secret.

Sometime Mkt offer you good opportunity to pick up SMEs but at times management fumble and 2yrs back squabble betw father son - every1 panic?

So what did you do when share price fall to 27? Buy more for dividend and capital preservation in the face of monetary policy surrender by central bankers. Only those business that raise price fight inflation, control cost, manage shldrs interest gives a better return at a micro level management.

If we stick to dydx focus, and glue ourselves to this dictum, sure will not die but compound like dydx!!

Is my believe sound?

Trading halt in midday.


http://info.sgx.com/webcorannc.nsf/Annou...endocument

Based on their latest shareholdings in Viz Branz....
http://info.sgx.com/webcorannc.nsf/Annou...endocument [Ben Chng]
http://info.sgx.com/webcorannc.nsf/Annou...endocument [Senior Chng]
, any party who can successfully persuade either one of Ben Chng (holding a 35.89% stake) or Senior Chng (holding a 38.25% stake) to sell his stake, will trigger a GO for all the remaining outstanding shares. It is also entirely possible that the party may be able to secure both to sell their shares; in which case, the probability of a successful privatisation of Viz Branz will be a lot higher from the outset.

A relevant question: Who is the likely party? IMHO, it may well be a trade buyer. We shall know from the coming announcement. Again, I am having a wild dream?!

It may not be too wild a dream as our market and Asia internal in general is fairing much better than Europe.

1) All those business that have got less to do with Europe or America - from a top down approach will be focus.
2) Then there should not be too much a big fund holding - otherwise in crisis - continue to sell down, ie invest in SMEs.
3) Business model - the older and tested, the better. Otherwise, in crisis, the businessman start to do funny things?
4) Must be dividend paying - its a true mark of major shldrs value is align. And gives the other party making the offer, the comfort in know it truly cash machine!!

I think if we all think business as a utility in value investing, we are safer than REIT which essentially monetise the business at higher value+mgmt fee?? 1st they creme off the asset at high price and force the REIT Co. to charge higher rental and worse of all impose a high mgmt fee on shldrs!!

Better off buying SMEs that offer better value and lower valuation!!

Buddies here should not be overly optimistic at any announcement/rumor/expectation. Superior multi-packaging just fell flat on its nose.

Quote: http://info.sgx.com/webcorannc.nsf/Annou...endocument
The Company notes that the trading volume and the Company's share price have been trending upwards. The Company would like to inform shareholders that it has been notified by a substantial shareholder of an approach by a third party in a possible share transaction involving the sale of the latter's shares in the Company which may or may not lead to an offer being made for the shares of the Company.
Shareholders should note that the approach is on an entirely non-binding basis and there is no assurance that any definitive or binding agreement will be executed or any transaction will be consummated in connection with the approach.