New Toyo

[Stockerman]

yes, probably around its cash level would be attractive indeed

At current price, it is already over-valued. Market is going up today but NT is down...

[Stockerman]

BAT can raise prices of cigarettes as well as venture into new markets to offset volume decline but not Tien Wah and New Toyo...

As cigarette volumes continue to decline in Malaysia, Australia, New Zealand, etc, Tien Wah and New Toyo's revenue and profit will definitely be impacted. Cigarrette makers will continue to make money but not cigarette printers.. this is the biggest difference!

Once the investors realize this, they will start dumping once they see thru all these smokescreens

Have investors been "mis-led" by all the nice articles (e.g. Nextinsight, etc) on New Toyo...

[Underdogger]

420 lots transacted for Tien Wah – probably very good Q3 results with increasing printing volume in Vietnam, Myanmar, the Philippines, offsetting volume drop in Malaysia, Australia and NZ.

The Philippines and Myanmar are huge untapped markets for BAT

[xlandjy]

420 lots transacted for Tien Wah – probably very good Q3 results with increasing printing volume in Vietnam, Myanmar, the Philippines, offsetting volume drop in Malaysia, Australia and NZ.

The Philippines and Myanmar are huge untapped markets for BAT

Yes. But mindful of those who kept talking down New Toyo and at the same time keep holding of his own 700 lots of the share....

If he has any moral value, he should declare his pecuniary interest in the share when he posts...

[Stockerman]

Dropping to 28.5cents....next level 25 cents....Investors are quick to realize the investment "dismerits" of New Toyo...
STI went up but New Toyo down again for 2 straight days .. today down about 3.5%. This is fact...

those who cannot take critics on New Toyo can only cry mother and father. If there are real good news, go and dig and share here...
if that person thinks New toyo is so damn good, can go on to continue to support against the incessant wave of sellers...

Sellers emerging at 29 cents - lower and lower...hoho

[Underdogger]

Tien Wah's volume hit 641 lots today!!!...
some good news must be emerging from Tien Wah!!!
2.49 RM!

[Stockerman]

Not much bids again for NewToyo...8 lots bidding at 29 cents..

[Underdogger]

Tien Wah boomed with another 700 lots transacted today... If Tien Wah's result is going to be like Sh**, I dont think anyone in his/her right frame of mind will buy in such great volumes these few days, ahead of Q3 results in Nov

[simpleman]

Stockerman said investors have been mis-led by nice articles on New Toyo such as the one in Nextinsight.
The writer of the Nextinsight article worked out the amount of cash that New Toyo would have following the receipt of money from Shanghai Asia, and expressed hope for another round of special dividend.
In many of his posts, Stockerman warned about the decline of New Toyo share price --- his recent one on 14 Oct 13 suggested that 20-25 cents.
As the share price is still around 29 cents. Can we then say that investors are mis-led by Stokerman?

Simpleman

[cyclone]

Hi Stockerman,
IIRC, in your previous post, you said that you had 700 lots of New Toyo.
In regard to your negative comments on New Toyo, are you still vested in New Toyo ? I'm curious. Thanks.