Yanlord Land Group

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(07-04-2016, 04:09 PM)cfa Wrote:
(06-04-2016, 05:14 PM)propertyinvestor Wrote: Wow, Aberdeen is selling again. It looks like they are going to liquidate their entire stake. Time to short this counter back down to $0.96. Yummy 20% returns

Thank you for sharing this valuable insider info , Huge Young told you this ?

I'm not out to offend anybody but I really find this counter more and more interesting.Seem like whenever someone link it with a ,Aberdeen is exiting news, a rebound can be seen. I'm starting to see Aberdeen as a voodoo for this counter lol.

Still Vested
Reply
(07-04-2016, 08:52 PM)Thaddy0103 Wrote:
(07-04-2016, 04:09 PM)cfa Wrote:
(06-04-2016, 05:14 PM)propertyinvestor Wrote: Wow, Aberdeen is selling again. It looks like they are going to liquidate their entire stake. Time to short this counter back down to $0.96. Yummy 20% returns

Thank you for sharing this valuable insider info , Huge Young told you this ?

I'm not out to offend anybody but I really find this counter more and more interesting.Seem like whenever someone link it with a ,Aberdeen is exiting news, a rebound can be seen. I'm starting to see Aberdeen as a voodoo for this counter lol.

Still Vested
The more they tried to instil fears , the more the share price head north . Wish to see more new creative tricks rather than the same old stale stories .
“risk comes from not knowing what you’re doing.”
I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.
Reply
(09-04-2016, 09:18 AM)cfa Wrote:
(07-04-2016, 08:52 PM)Thaddy0103 Wrote:
(07-04-2016, 04:09 PM)cfa Wrote:
(06-04-2016, 05:14 PM)propertyinvestor Wrote: Wow, Aberdeen is selling again. It looks like they are going to liquidate their entire stake. Time to short this counter back down to $0.96. Yummy 20% returns

Thank you for sharing this valuable insider info , Huge Young told you this ?

I'm not out to offend anybody but I really find this counter more and more interesting.Seem like whenever someone link it with a ,Aberdeen is exiting news, a rebound can be seen. I'm starting to see Aberdeen as a voodoo for this counter lol.

Still Vested
The more they tried to instil fears , the more the share price head north . Wish to see more new creative tricks rather than the same old stale stories .

It does not pay to go against Aberdeen.  Another round of selling down today! Its below 1.20 now. So much for "share price heading north"  Big Grin Big Grin Big Grin Big Grin
Reply
(26-04-2016, 10:53 AM)propertyinvestor Wrote:
(09-04-2016, 09:18 AM)cfa Wrote:
(07-04-2016, 08:52 PM)Thaddy0103 Wrote:
(07-04-2016, 04:09 PM)cfa Wrote:
(06-04-2016, 05:14 PM)propertyinvestor Wrote: Wow, Aberdeen is selling again. It looks like they are going to liquidate their entire stake. Time to short this counter back down to $0.96. Yummy 20% returns

Thank you for sharing this valuable insider info , Huge Young told you this ?

I'm not out to offend anybody but I really find this counter more and more interesting.Seem like whenever someone link it with a ,Aberdeen is exiting news, a rebound can be seen. I'm starting to see Aberdeen as a voodoo for this counter lol.

Still Vested
The more they tried to instil fears , the more the share price head north . Wish to see more new creative tricks rather than the same old stale stories .

It does not pay to go against Aberdeen.  Another round of selling down today! Its below 1.20 now. So much for "share price heading north"  Big Grin Big Grin Big Grin Big Grin

i wonder did you do your own due diligence when you make this statement about following Aberdeen or do you have other agenda in saying this.Yanlord share price drop are due to market sentiments,a quick check will show that most China related counters are having a down day.

i find it disturbing that you didn't make any mentioned of Aberdeen selling of City Developments shares these past few months which is also a period whereby City Developments share has risen past $9,dropping back recently to $8+,from $6+?Did they make the right call selling off City Developments stock?

Lastly I hope this article will prove helpful
http://www.theguardian.com/business/2015...-than-40bn
Reply
(26-04-2016, 12:44 PM)Thaddy0103 Wrote:
(26-04-2016, 10:53 AM)propertyinvestor Wrote:
(09-04-2016, 09:18 AM)cfa Wrote:
(07-04-2016, 08:52 PM)Thaddy0103 Wrote:
(07-04-2016, 04:09 PM)cfa Wrote: Thank you for sharing this valuable insider info , Huge Young told you this ?

I'm not out to offend anybody but I really find this counter more and more interesting.Seem like whenever someone link it with a ,Aberdeen is exiting news, a rebound can be seen. I'm starting to see Aberdeen as a voodoo for this counter lol.

Still Vested
The more they tried to instil fears , the more the share price head north . Wish to see more new creative tricks rather than the same old stale stories .

It does not pay to go against Aberdeen.  Another round of selling down today! Its below 1.20 now. So much for "share price heading north"  Big Grin Big Grin Big Grin Big Grin

i wonder did you do your own due diligence when you make this statement about following Aberdeen or do you have other agenda in saying this.Yanlord share price drop are due to market sentiments,a quick check will show that most China related counters are having a down day.

i find it disturbing that you didn't make any mentioned of Aberdeen selling of City Developments shares these past few months which is also a period whereby City Developments share has risen past $9,dropping back recently to $8+,from $6+?Did they make the right call selling off City Developments stock?

Lastly I hope this article will prove helpful
http://www.theguardian.com/business/2015...-than-40bn

This guy is a remisier  , punter .. He said Aberdeen  selling  but if share price went  up ,  he went hiding ! When share price came down , he would appear to show his '' insider ''news were good , always same old trick .
“risk comes from not knowing what you’re doing.”
I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.
Reply
(26-04-2016, 10:53 AM)propertyinvestor Wrote:
(09-04-2016, 09:18 AM)cfa Wrote:
(07-04-2016, 08:52 PM)Thaddy0103 Wrote:
(07-04-2016, 04:09 PM)cfa Wrote:
(06-04-2016, 05:14 PM)propertyinvestor Wrote: Wow, Aberdeen is selling again. It looks like they are going to liquidate their entire stake. Time to short this counter back down to $0.96. Yummy 20% returns

Thank you for sharing this valuable insider info , Huge Young told you this ?

I'm not out to offend anybody but I really find this counter more and more interesting.Seem like whenever someone link it with a ,Aberdeen is exiting news, a rebound can be seen. I'm starting to see Aberdeen as a voodoo for this counter lol.

Still Vested
The more they tried to instil fears , the more the share price head north . Wish to see more new creative tricks rather than the same old stale stories .

It does not pay to go against Aberdeen.  Another round of selling down today! Its below 1.20 now. So much for "share price heading north"  Big Grin Big Grin Big Grin Big Grin
Aberdeen turns buyer today ?? 

P.I.  please help to check and confirm ,Thanks.
“risk comes from not knowing what you’re doing.”
I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.
Reply
(26-04-2016, 12:44 PM)Thaddy0103 Wrote:
(26-04-2016, 10:53 AM)propertyinvestor Wrote:
(09-04-2016, 09:18 AM)cfa Wrote:
(07-04-2016, 08:52 PM)Thaddy0103 Wrote:
(07-04-2016, 04:09 PM)cfa Wrote: Thank you for sharing this valuable insider info , Huge Young told you this ?

I'm not out to offend anybody but I really find this counter more and more interesting.Seem like whenever someone link it with a ,Aberdeen is exiting news, a rebound can be seen. I'm starting to see Aberdeen as a voodoo for this counter lol.

Still Vested
The more they tried to instil fears , the more the share price head north . Wish to see more new creative tricks rather than the same old stale stories .

It does not pay to go against Aberdeen.  Another round of selling down today! Its below 1.20 now. So much for "share price heading north"  Big Grin Big Grin Big Grin Big Grin

i wonder did you do your own due diligence when you make this statement about following Aberdeen or do you have other agenda in saying this.Yanlord share price drop are due to market sentiments,a quick check will show that most China related counters are having a down day.

i find it disturbing that you didn't make any mentioned of Aberdeen selling of City Developments shares these past few months which is also a period whereby City Developments share has risen past $9,dropping back recently to $8+,from $6+?Did they make the right call selling off City Developments stock?

Lastly I hope this article will prove helpful
http://www.theguardian.com/business/2015...-than-40bn

Obviously yes, im not like somebody here who keeps shouting buy and "undervalued" without due regards to the current market situation. Why should I make any comments about CDL? I dont follow that counter and its not relevant in this discussion because the dynamics of Yanlord and CDL are totally different. Firstly, CDL is an index stock. There is sufficient buying interest in the market in the form of other fund houses to takeover the position being dumped by Aberdeen by virtue of it being a blue chip. Secondly, the number of issued shares in CDL is much lesser compared to Yanlord. CDL has less than a billion shares in issue and any selling done by aberdeen is limited in terms of absolute quantity. Thirdly, Aberdeen is more likely to hold on to their stake in CDL compared to Yanlord since the fundamentals and trading liquidity of CDL is arguably much better than Yanlord.

My agenda is to highlight that value investing alone without consideration of other substantial shareholder's actions is flawed. Simple as that. Period.

You may wish to note that at today's AGM, the chairman mentioned that while he hopes that the dividend payout will increase over time, he does not forsee an immediate increase in the near term because of the need to balance growth and dividend payment. They also require funds to redeem their outstanding debt obligations. 

So why is Yanlord a compelling buy if the dividends to shareholders are not going to go up in the short term? There is no catalyst to hold on to this stock despite the seemingly rosy picture painted by cfa.
Reply
The fact is YL has risen from around 1.05 to more than 1.30 recently , now holding well at above 1.20 . I base on fundamentals and not on speculations of Aberdeen selling . I really thanks Aberdeen for selling to around 1.00 level for me to buy . I base on fundamentals because I do not have the connection like someone here who knew Aberdeen was selling . I am in the midst of getting some friends to find out from Aberdeen why such confidential info was leaked . I saw you today at AGM of YL , I still have your Remisier name card which you passed to me in one of the AGMs.
“risk comes from not knowing what you’re doing.”
I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.
Reply
(28-04-2016, 10:24 PM)cfa Wrote: The fact is YL has risen from around 1.05 to more than 1.30 recently , now holding well at above 1.20 . I base on fundamentals and not on speculations of Aberdeen selling . I really thanks Aberdeen for selling to around 1.00 level for me to buy . I base on fundamentals because I do not have the connection like someone here who knew Aberdeen was selling.

Very good, if you were at the AGM today, then you would have heard and can validate what the chairman said about the dividends. Like I said above, fundamentals alone just doesnt cut it, certainly not for this stock. Can you say for certain that the chairman will continue buying consistently at the current price? He hasnt bought a single share above 1.05.

You look at the past year data, each time Yanlord hits the 1.30 levels, it gets sold down. Doesnt take a rocket scientist to figure out who are the sellers. If you have make good money on YL so far, why not lock in your gains and sell off before Aberdeen crashes the price again? If every stock were to move according to "fundamentals", there wouldnt be so many listed SGX stocks trading at significant discounts to their intrinsic value. 

If you trade YL consistently on a daily or weekly basis with a decent position sizing, you can certainly learn alot more on who the sellers are. Such info is public and is neither confidential nor privilege in any way.
Reply
(29-04-2016, 12:06 AM)propertyinvestor Wrote:
(28-04-2016, 10:24 PM)cfa Wrote: The fact is YL has risen from around 1.05 to more than 1.30 recently , now holding well at above 1.20 . I base on fundamentals and not on speculations of Aberdeen selling . I really thanks Aberdeen for selling to around 1.00 level for me to buy . I base on fundamentals because I do not have the connection like someone here who knew Aberdeen was selling.

Very good, if you were at the AGM today, then you would have heard and can validate what the chairman said about the dividends. Like I said above, fundamentals alone just doesnt cut it, certainly not for this stock. Can you say for certain that the chairman will continue buying consistently at the current price? He hasnt bought a single share above 1.05.

You look at the past year data, each time Yanlord hits the 1.30 levels, it gets sold down. Doesnt take a rocket scientist to figure out who are the sellers. If you have make good money on YL so far, why not lock in your gains and sell off before Aberdeen crashes the price again? If every stock were to move according to "fundamentals", there wouldnt be so many listed SGX stocks trading at significant discounts to their intrinsic value. 

If you trade YL consistently on a daily or weekly basis with a decent position sizing, you can certainly learn alot more on who the sellers are. Such info is public and is neither confidential nor privilege in any way.
You should tell the whole statement of the Chairman and not just part of it , He said it was possible to increase the dividends , higher dividend would help him reduce his personal borrowing also. He also said YL is still a growing company , preserving cash for expansion is vital , moreover investors also want YL to reduce its gearing.

You are a punter , that doesn't mean everyone has to be a punter also.
Do you think as a remisier , coming to this forum to give misleading info  is ethical ? where is your code of conduct ?
“risk comes from not knowing what you’re doing.”
I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.
Reply


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