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Penguin International
20-10-2018, 10:00 PM.
Post: #1071
RE: White Swordfish, Red Swordfish and Blue Swordfish
(20-10-2018, 09:00 AM)chialc88 Wrote: [Image: ST_20181019_TWSCDF190F5W_4355802.jpg]
PHOTO: SINGAPORE CIVIL DEFENCE FORCE

SCDF Commissioner Eric Yap launching the White Swordfish on Wednesday. 
To be deployed at the upcoming Punggol marine outpost, 
the new vessel is the SCDF's third purpose-built Rapid Response Fire Vessel.

White Swordfish can respond quickly and effectively to ship fires,
as it can reach speeds of more than 40 knots with its water-jet propulsion, 
and has powerful firefighting equipment.

Is this built by ST or Penguin? If it is by Penguin, then it is earlier than forecast which was Q1 2019.

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21-10-2018, 08:35 AM.
Post: #1072
RE: Penguin International
On a sunday morning, with nice arguments from both sides, this is indeed a wonderful forum, but i find that this penguin is too tough for me, i will just pass, on a long term basis i am more inclined towards karlmarxs's views that ROA isnt fantastic, as for SCDF, i just cant tell if it will add meaningfully to the bottom line, it may have a high margin but it may not carry enough weight to add significantly to the ROE or ROA... Anyway if you are able to time the cycle well, coupled with a strong hype, with big nice pictures to illustrate, this is definitely a stock that will can help you make a solid killing, just make sure you dont be trapped at buying at a high price

Good luck to those vested.

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21-10-2018, 03:42 PM. (This post was last modified: 28-11-2018, 08:46 PM by cyclone. Edit Reason: Deleted text unrelated to Penguin International )
Post: #1073
Rainbow  RE: Penguin International
[Image: uc?id=1ZP-W7SPB8PGTBV_4mynRMuLn9JZ3UgZ_]

Definitely need to time the cycle well.
For those valuebuddies brought between Sep 2016 to Sep 2017,
Penguin had go up 50% at today price.

For these lucky batch of penguins, 
erh, I meant valuebuddies,
double of price is no brainer.

As for those not so lucky batch of valuebuddies, 
if you buy now at 30+ cents, should not be a big problems too.

If nothing happen, within next 2Q, 
we should be able to see a clearer and green picture.

Enjoy a dynamic moment by BTS and it's Army in Paris now:

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21-10-2018, 09:20 PM.
Post: #1074
RE: Is Penguin undervalue?
(06-10-2018, 11:48 PM)chialc88 Wrote: [Image: np_20170504_hbscdf04_15481412.jpg?itok=E9CujKrB]

From the above illustration, it appears that the 2 new aluminium fireboats Penguin is currently building for SCDF - a MRV (Marine Rescue Vessel) and a HMRV (Heavy Marine Rescue Vessel) - are targeted for completion/delivery soon in 2019 (next FY). Understandably, the MRV and HMRV are complex vessels and are smaller than the new steel fireboat being built by ST Marine, but both the MRV and HMRV are bigger than the 3 aluminium MFVs (Marine Fire Vessels) built by Taiwan-based Lung Teh Shipbuilding.

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24-10-2018, 12:57 PM.
Post: #1075
RE: Penguin International
Looks like Care and Courage has been completed, with a change in naming deviating away from the Pelican series. The company continues to build more of the vessels, Comfort and Credence. It does seem like the company is confident in chartering out these ships.

There is also a new vessel model available called the Flex Ferry X that will be available in 2019.

And in their recruitment section, still multiple job posts open related to ship building. It does seem like the company is gearing up for more business going their way, for better or worse.

Please do your own due diligence. Any reliance on my posts is at your own risk.

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05-11-2018, 02:38 PM.
Post: #1076
Penguin International
Something wrong with penguin today? Any negative news?

Sent from my CLT-L29 using Tapatalk
Using Tapatalk

https://plus.google.com/103947015353426207488
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05-11-2018, 06:54 PM.
Post: #1077
RE: Penguin International
(05-11-2018, 02:38 PM)Life is a game Wrote: Something wrong with penguin today? Any negative news?

Sent from my CLT-L29 using Tapatalk

Quarterly report just released.  NOTHING wrong ...  In fact the results are positive.   Some people try to con..  but no one fell into the trap.

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05-11-2018, 07:39 PM.
Post: #1078
RE: Penguin International
(05-11-2018, 06:54 PM)xlandjy Wrote:
(05-11-2018, 02:38 PM)Life is a game Wrote: Something wrong with penguin today? Any negative news?

Sent from my CLT-L29 using Tapatalk

Quarterly report just released.  NOTHING wrong ...  In fact the results are positive.   Some people try to con..  but no one fell into the trap.

Oil price sudden sharp drop from 70+ to 62 this recent week, penguin track oil price what, sure down lah.
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com

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05-11-2018, 11:33 PM.
Post: #1079
Rainbow  Q3 FY18 PIL 5 Nov 2018
5 Nov 2018 Q3 FY18 PIL Result
link

3 months @ 30Sep2018 vs 30Sep2017

1. Revenue of $19.7m vs $9.7m
2. GP of $6.8m vs $4.4m
3. NP of $0.6m vs $0.2m
4. EPS 0.30cents vs 0.13cents
5. NAV 66.9cents vs 63.9cents
6. Repayable in one year or less $1m (reduced from $2.25m)
7. Repayable in one year or more $0.33m (reduced from $1.08m)


Commentary:
1. Sentiments gradually improving but industry as a whole continue to weigh down.
2. Margins continue to be compressed
3. Shipbuilding and crewboat chartering improving
4. Margins remain under pressure
5. Manage cash flow and expects to secure new shipbuilding project going forward

Perfect!

Enjoy.

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