New Toyo
02-12-2012, 06:06 PM
(02-12-2012, 06:03 PM)Kelvin Wrote: Funny why as value investors, ppl are hoping the company sells off everything and give shareholders back the cash. mostly because the company did not earn adequate return on its assets. Sometimes, it is better to liquid the company and return the cash to the shareholders.
02-12-2012, 07:46 PM
(02-12-2012, 06:06 PM)freedom Wrote:(02-12-2012, 06:03 PM)Kelvin Wrote: Funny why as value investors, ppl are hoping the company sells off everything and give shareholders back the cash. Same reason as Warren Buffett liquidated his partnership and returned all monies to shareholders in 1969 
“夏则资皮，冬则资纱，旱则资船，水则资车” - 范蠡
02-12-2012, 09:56 PM
Yah man, should bloody dump this useless counter
 (02-12-2012, 10:06 AM)freedom Wrote:(02-12-2012, 09:58 AM)Curiousparty Wrote: 1Q 2012 - $2.5m
[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.]
03-12-2012, 10:38 PM
(This post was last modified: 03-12-2012, 10:39 PM by Curiousparty.)
One of the key reasons why I like to hear out other people's views in this forum is that I can see why people have so many misperceptions of this company...
Good Good  If company cannot even earn enough ROTA to cover WACC, i think they would have closed shop long time ago...haha (02-12-2012, 06:06 PM)freedom Wrote:(02-12-2012, 06:03 PM)Kelvin Wrote: Funny why as value investors, ppl are hoping the company sells off everything and give shareholders back the cash.
[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.]
04-12-2012, 04:05 PM
Massive selling of Tien Wah in the recent weeks....today more than 350 lots dumped!
considering that Tien Wah only has about 100mil shares in total, 350 lots are really a lot... Something bad might be brewing....??
04-12-2012, 08:57 PM
Will the massive sell-off of Tien Wah spill over onto New Toyo?
If Tien Wah is a cashcow, why would the Armed forces be paring down its stake? (04-12-2012, 04:05 PM)Underdogger Wrote: Massive selling of Tien Wah in the recent weeks....today more than 350 lots dumped!
[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.]
04-12-2012, 11:49 PM
Only those people who have insider information on Tien Wah will know. If something bad is happening in Tien Wah, it'll definitely affect New Toyo's price adversely. As it is, the price of New Toyo is down to 26 cents, with few buyers!
(04-12-2012, 08:57 PM)Curiousparty Wrote: Will the massive sell-off of Tien Wah spill over onto New Toyo?
05-12-2012, 08:58 AM
(This post was last modified: 05-12-2012, 09:02 AM by Curiousparty.)
New Toyo has already lost 1/3 of its revenue/profit from the asset sales of SAH (Cash Cow 1). If anything untoward happens to Tien Wah (Cash Cow 2) , rest assured that this will deal a fatal blow to New Toyo.
it will practically be left with nothing, but some rotten specialty paper business with low profit margin and investment property with super low profit margin.. Those with low risk appetite should just sell off now... (04-12-2012, 11:49 PM)Louhan Wrote: Only those people who have insider information on Tien Wah will know. If something bad is happening in Tien Wah, it'll definitely affect New Toyo's price adversely. As it is, the price of New Toyo is down to 26 cents, with few buyers!
[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.]
07-12-2012, 08:04 PM
Dont be fooled by the 12.5 cents of SAH money.
The NAV is only about 36 cents and the share price is 26 cents, not that deeply discounted. If any of the 12.5 cents is distributed out as special dividends, the NAV will be reduced accordingly. (04-12-2012, 11:49 PM)Louhan Wrote: Only those people who have insider information on Tien Wah will know. If something bad is happening in Tien Wah, it'll definitely affect New Toyo's price adversely. As it is, the price of New Toyo is down to 26 cents, with few buyers!
08-12-2012, 12:27 AM
(This post was last modified: 09-12-2012, 07:53 PM by Underdogger.)
Yes, paying out special dividends from its own NAV is self-depreciating...
Investors need to buy this counter with eyes wide open. Agreed that current share price of 26 cents is not so deeply discounted compared to NAV of 36 cents which will be further reduced accordingly with any cash distribution. 36 cents NAV can be taken as the cap limiting further upside potential ... (07-12-2012, 08:04 PM)potatolover Wrote: Dont be fooled by the 12.5 cents of SAH money. |
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