ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S. › ValueBuddies.com › Singapore Listed Companies › B - B v
BBR Holdings

BBR Holdings

Thread Rating:
  • 1 Vote(s) - 5 Average
  • 1
  • 2
  • 3
  • 4
  • 5
ksir Offline
Member
***
Posts: 486
Threads: 5
Joined: Jun 2013
Reputation: 23
#121
15-07-2014, 07:47 PM
Cmiiw, that's equal to about 0.7 cent. Last year dividend was about 1.2 cent. So basically they just earned more than half last year dividend.
Probably can expect 1.5 cent dividend this year?
My views are your Gilbert & Sullivan's:
"The flowers that bloom in the spring, have nothing to do with the case".
Find
Reply
wahkao Offline
Member
***
Posts: 240
Threads: 43
Joined: Dec 2013
Reputation: -4
#122
21-07-2014, 09:27 PM
(19-07-2014, 04:17 PM)Curiousparty Wrote: Agree that there are many other undervalued counters. BUT it is hard to find another counter that grows its NAV at such an amazing pace. One Alex project covers its entire market cap. Speed is a very important consideration too (IMHO)
It is the pace of shareholder value creation that is going to capture the entire market by surprise !!!
have a look at BBR, u will see its better than CES
Find
Reply
Curiousparty Offline
Posting Freak
*****
Posts: 3,945
Threads: 5
Joined: Mar 2011
Reputation: 14
#123
21-07-2014, 09:40 PM
CEO of BBR just recently disposed off 150 lots.

(21-07-2014, 09:27 PM)wahkao Wrote:
(19-07-2014, 04:17 PM)Curiousparty Wrote: Agree that there are many other undervalued counters. BUT it is hard to find another counter that grows its NAV at such an amazing pace. One Alex project covers its entire market cap. Speed is a very important consideration too (IMHO)
It is the pace of shareholder value creation that is going to capture the entire market by surprise !!!
have a look at BBR, u will see its better than CES
[I am not here to promote any stocks. Please always do your own research before embarking on any investment decision. I will not be liable for any of your own decisions. Your use of any information or materials is entirely at your own risk. It is your responsibility to ensure that any products, services or information meet your specific requirements. I do not produce material which meets the objectives of any specific financial and risk profile of investors.]
Find
Reply
ksir Offline
Member
***
Posts: 486
Threads: 5
Joined: Jun 2013
Reputation: 23
#124
21-07-2014, 10:06 PM
You must be refering to this:
http://infopub.sgx.com/FileOpen/_Peter_E...eID=305690

Peter Ekberg sounds like angmoh to me.
Bbr CEO is Andrew Tan.
My views are your Gilbert & Sullivan's:
"The flowers that bloom in the spring, have nothing to do with the case".
Find
Reply
Curiousparty Offline
Posting Freak
*****
Posts: 3,945
Threads: 5
Joined: Mar 2011
Reputation: 14
#125
21-07-2014, 10:16 PM (This post was last modified: 21-07-2014, 10:28 PM by Curiousparty.)
CEO recently sold off 150 lots.

Are there any upcoming projects completely sold but not recognized in books yet?
(i.e. the current NAV has not taken into account the incremental NAV from these projects.)

Is there any fully sold project that will increase the current NAV by 50 to 100% over the next 2 to 3 yrs?

many tks.
[I am not here to promote any stocks. Please always do your own research before embarking on any investment decision. I will not be liable for any of your own decisions. Your use of any information or materials is entirely at your own risk. It is your responsibility to ensure that any products, services or information meet your specific requirements. I do not produce material which meets the objectives of any specific financial and risk profile of investors.]
Find
Reply
Curiousparty Offline
Posting Freak
*****
Posts: 3,945
Threads: 5
Joined: Mar 2011
Reputation: 14
#126
21-07-2014, 10:33 PM
Sorry, read wrongly.
Any reason why the angmoh sold off?

(21-07-2014, 10:06 PM)ksir Wrote: You must be refering to this:
http://infopub.sgx.com/FileOpen/_Peter_E...eID=305690

Peter Ekberg sounds like angmoh to me.
Bbr CEO is Andrew Tan.
[I am not here to promote any stocks. Please always do your own research before embarking on any investment decision. I will not be liable for any of your own decisions. Your use of any information or materials is entirely at your own risk. It is your responsibility to ensure that any products, services or information meet your specific requirements. I do not produce material which meets the objectives of any specific financial and risk profile of investors.]
Find
Reply
GFG Offline
Member
***
Posts: 456
Threads: 3
Joined: Jul 2012
Reputation: 14
#127
22-07-2014, 12:04 AM
(21-07-2014, 10:16 PM)Curiousparty Wrote: CEO recently sold off 150 lots.

Are there any upcoming projects completely sold but not recognized in books yet?
(i.e. the current NAV has not taken into account the incremental NAV from these projects.)

Is there any fully sold project that will increase the current NAV by 50 to 100% over the next 2 to 3 yrs?

many tks.

Not the CEO.
He's a non executive director.
Find
Reply
sykn Offline
Member
***
Posts: 190
Threads: 0
Joined: Mar 2014
Reputation: 3
#128
22-07-2014, 05:11 AM
I've studied BBR and also find it quite attractive, but still waiting for the price to come down a little bit more before I go in.
Find
Reply
Curiousparty Offline
Posting Freak
*****
Posts: 3,945
Threads: 5
Joined: Mar 2011
Reputation: 14
#129
22-07-2014, 08:33 AM
Could u kindly elaborate which parts of BBR is attractive?
many tks.

(22-07-2014, 05:11 AM)sykn Wrote: I've studied BBR and also find it quite attractive, but still waiting for the price to come down a little bit more before I go in.
[I am not here to promote any stocks. Please always do your own research before embarking on any investment decision. I will not be liable for any of your own decisions. Your use of any information or materials is entirely at your own risk. It is your responsibility to ensure that any products, services or information meet your specific requirements. I do not produce material which meets the objectives of any specific financial and risk profile of investors.]
Find
Reply
sykn Offline
Member
***
Posts: 190
Threads: 0
Joined: Mar 2014
Reputation: 3
#130
22-07-2014, 01:45 PM
Unfortunately, I don't have my analysis with me at the moment as I am overseas, but I can provide more details after I get back home. As I remember, it has pretty low P/E & P/B, and ROE is consistently above 17% the last few years except for a dip in FY12; earnings doing pretty well in 1Q14 as well. Borrowings not too high for a construction company. It's on my watch list; that's as much as I can remember. Regards.
Find
Reply


Forum Jump:


Users browsing this thread: 3 Guest(s)