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edwinjup Supreme	11-May-2015 09:12        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sold   for a cup of Kopi after seeing vallianz fail to break 6.3c....waiting to buy back.. edwinjup      ( Date: 11-May-2015 08:54) Posted: No la..i am quite neutral.about vallianz....one good side is waiting for $100m project and the others is waiting oil.price correction....already q to buy and sell...lol.. darocupcake      ( Date: 11-May-2015 08:49) Posted: U r like prata king lolx.
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nqing87 Supreme	11-May-2015 09:10        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	their explanation for the drop in gross margin is due to the change in revenue mix, which sounds valid.. last time the  revenue for  those 36% GM is from mainly chartering side (nearly 90%)..  this quarter, chartering revenue accounts for about 63% of total revenue, after taking into consideration those results of other associates.. but we dunno the GM of those other associates, so cannot verify if this is true explanation for the drop in GM lol.. their profit need to reflect similar increase in revenue.. RedEye1811      ( Date: 11-May-2015 09:02) Posted: If gross margin had been average FY21014 (i.e., about 36%), other income, finance costs etc were same as for Q1 2015 and assume a 10% tax rate, then the profit for Q1 2015 could have come in around USD$11 - 12 mill....given how much revenue growth transactions they did during 2014 this type of thing they should have come up with...even if allow some ground for oil fall, then even something around USD$9-10 mill should have been acceptable...but bottomline is simply flat....they not translating revenue growth into earnings or into gross profit to pay off debt...if no new contracts then company debt in the water...accepted, Swiber wins does not necessarily correlate to Vallianz but still should have some down flow..perhaps not huge amount but least something to help..but does not seem that way...well if they can get GP % back up reduce admin costs etc the perhaps finally look good.... nqing87      ( Date: 11-May-2015 08:35) Posted: depending on the perspective of people, some may see it as good, probably ' cos other chartering counters like POSH, otto are not doing well.. but i have to agree that the results are not to my expectation.. revenue increase is as what i expect (which was the reason i say better result), but the profits does not meet up to expectation.. with the increase in revenue as well as results from other associates that they recently acquire, one would expect profits to be significantly better.. but it' s only just on par with the previous results.. vallianz expectation is much higher than other chartering counters, ' cos they have a big debt to service.. so with expected big revenue to come in from their order book, we should be seeing multiple folds increase in profits as well to keep up with the debt, but this was not fulfilled.. anyway, 2 cents is a bit exaggerating.. at worse case scenario, they can sell their vessels (which are quite new & i think value of those vessels have not depreciate that much).. NAV is 6+ US cents.. maybe targetting  4 cents is good enough.. also, i dont think there' s any relation at all with swiber contracts & vallianz.. swiber won their contract is their own business.. they have their own fleet of vessels to support their projects and nature of business is different.. if there' s no order announcement that swiber award to vallianz, then means no contract awarded.. we shouldnt generalise that swiber win project = vallianz win something.. same like ezion & charisma..
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RedEye1811 Master	11-May-2015 09:02        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	If gross margin had been average FY21014 (i.e., about 36%), other income, finance costs etc were same as for Q1 2015 and assume a 10% tax rate, then the profit for Q1 2015 could have come in around USD$11 - 12 mill....given how much revenue growth transactions they did during 2014 this type of thing they should have come up with...even if allow some ground for oil fall, then even something around USD$9-10 mill should have been acceptable...but bottomline is simply flat....they not translating revenue growth into earnings or into gross profit to pay off debt...if no new contracts then company debt in the water...accepted, Swiber wins does not necessarily correlate to Vallianz but still should have some down flow..perhaps not huge amount but least something to help..but does not seem that way...well if they can get GP % back up reduce admin costs etc the perhaps finally look good.... nqing87      ( Date: 11-May-2015 08:35) Posted: depending on the perspective of people, some may see it as good, probably ' cos other chartering counters like POSH, otto are not doing well.. but i have to agree that the results are not to my expectation.. revenue increase is as what i expect (which was the reason i say better result), but the profits does not meet up to expectation.. with the increase in revenue as well as results from other associates that they recently acquire, one would expect profits to be significantly better.. but it' s only just on par with the previous results.. vallianz expectation is much higher than other chartering counters, ' cos they have a big debt to service.. so with expected big revenue to come in from their order book, we should be seeing multiple folds increase in profits as well to keep up with the debt, but this was not fulfilled.. anyway, 2 cents is a bit exaggerating.. at worse case scenario, they can sell their vessels (which are quite new & i think value of those vessels have not depreciate that much).. NAV is 6+ US cents.. maybe targetting  4 cents is good enough.. also, i dont think there' s any relation at all with swiber contracts & vallianz.. swiber won their contract is their own business.. they have their own fleet of vessels to support their projects and nature of business is different.. if there' s no order announcement that swiber award to vallianz, then means no contract awarded.. we shouldnt generalise that swiber win project = vallianz win something.. same like ezion & charisma.. RedEye1811      ( Date: 11-May-2015 07:32) Posted: Ouch...terrible, terrible and say it again, terrible set of results...revenue up but bottomline flat...margins down big time...share price crashing to 2c as people realize this counter doomed....rotten results....and the book order is falling quick as a stone and no sign of new contracts to replenish....Swiber announces big wins but nothing seems to flow to Vallianz so seems like contract wins Swiber simple bluff....sell before left holding a stock worth nothing...terrible...
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edwinjup Supreme	11-May-2015 08:54        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	No la..i am quite neutral.about vallianz....one good side is waiting for $100m project and the others is waiting oil.price correction....already q to buy and sell...lol.. darocupcake      ( Date: 11-May-2015 08:49) Posted: U r like prata king lolx. edwinjup      ( Date: 11-May-2015 08:12) Posted: To me...result is not wonderful..but at least stay afloat.....just wanna why people can chase up to 15c last year ....think this counter will remain as a darling after all shares in sgx traded consolidate above 20c as lots of retail investors love pennies...mi ....waiting for my coffee while bottom fishing..lol
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darocupcake Master	11-May-2015 08:49        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	U r like prata king lolx. edwinjup      ( Date: 11-May-2015 08:12) Posted: To me...result is not wonderful..but at least stay afloat.....just wanna why people can chase up to 15c last year ....think this counter will remain as a darling after all shares in sgx traded consolidate above 20c as lots of retail investors love pennies...mi ....waiting for my coffee while bottom fishing..lol
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nqing87 Supreme	11-May-2015 08:35        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	depending on the perspective of people, some may see it as good, probably ' cos other chartering counters like POSH, otto are not doing well.. but i have to agree that the results are not to my expectation.. revenue increase is as what i expect (which was the reason i say better result), but the profits does not meet up to expectation.. with the increase in revenue as well as results from other associates that they recently acquire, one would expect profits to be significantly better.. but it' s only just on par with the previous results.. vallianz expectation is much higher than other chartering counters, ' cos they have a big debt to service.. so with expected big revenue to come in from their order book, we should be seeing multiple folds increase in profits as well to keep up with the debt, but this was not fulfilled.. anyway, 2 cents is a bit exaggerating.. at worse case scenario, they can sell their vessels (which are quite new & i think value of those vessels have not depreciate that much).. NAV is 6+ US cents.. maybe targetting  4 cents is good enough.. also, i dont think there' s any relation at all with swiber contracts & vallianz.. swiber won their contract is their own business.. they have their own fleet of vessels to support their projects and nature of business is different.. if there' s no order announcement that swiber award to vallianz, then means no contract awarded.. we shouldnt generalise that swiber win project = vallianz win something.. same like ezion & charisma.. RedEye1811      ( Date: 11-May-2015 07:32) Posted: Ouch...terrible, terrible and say it again, terrible set of results...revenue up but bottomline flat...margins down big time...share price crashing to 2c as people realize this counter doomed....rotten results....and the book order is falling quick as a stone and no sign of new contracts to replenish....Swiber announces big wins but nothing seems to flow to Vallianz so seems like contract wins Swiber simple bluff....sell before left holding a stock worth nothing...terrible... edwinjup      ( Date: 11-May-2015 07:16) Posted: Vallianz posts net profit of us$5.5m in 1q 2015...as opec never bother to cut production...think this will benefit vallianz.....
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GuavaXF30 Elite	11-May-2015 08:17        GuavaXF30 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The results are actually quite respectable to me. The gross margin down because of admin and finance cost incurred by the acquisition last year. And much of the gross revenue increase came from this acquisition. Now that the costs of aquistion is out of the way, I think we can expect much more interesting bottom line results next quarter. edwinjup      ( Date: 11-May-2015 08:12) Posted: To me...result is not wonderful..but at least stay afloat.....just wanna why people can chase up to 15c last year ....think this counter will remain as a darling after all shares in sgx traded consolidate above 20c as lots of retail investors love pennies...mi ....waiting for my coffee while bottom fishing..lol
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edwinjup Supreme	11-May-2015 08:12        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	To me...result is not wonderful..but at least stay afloat.....just wanna why people can chase up to 15c last year ....think this counter will remain as a darling after all shares in sgx traded consolidate above 20c as lots of retail investors love pennies...mi ....waiting for my coffee while bottom fishing..lol
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RedEye1811 Master	11-May-2015 08:07        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	And only take away is results TERRIBLE....can soon pick up at 2.5c... darocupcake      ( Date: 11-May-2015 07:57) Posted: Result is out. Profut of 5.5mil compare to last q 5.4mil RedEye1811      ( Date: 11-May-2015 07:45) Posted: If they had been able to able to have the gross margin % for Q1 2105 at about same level as Q1 2014 (say about 35%) then this would have been a boom set of results..but margins died...there business model seems to be to build revenue but not bottomline..if top line begins to fail this sucker gone...if they cannot improve bottomline soon then may as well sink all their vessels and stay at home...terrible results...
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Du_shen Veteran	11-May-2015 08:03        Du_shen About Contact  Quote this Post!
x 0   x 0  Alert Admin	tk away the non operating loss (foreign translation etc).. i tot the result is pretty good? not vested though. still waiting for 3-4c. haha
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darocupcake Master	11-May-2015 07:57        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	Result is out. Profut of 5.5mil compare to last q 5.4mil RedEye1811      ( Date: 11-May-2015 07:45) Posted: If they had been able to able to have the gross margin % for Q1 2105 at about same level as Q1 2014 (say about 35%) then this would have been a boom set of results..but margins died...there business model seems to be to build revenue but not bottomline..if top line begins to fail this sucker gone...if they cannot improve bottomline soon then may as well sink all their vessels and stay at home...terrible results... KepoChicken      ( Date: 11-May-2015 07:32) Posted: Make bigger revenue yet cannot translate to profit. if make lesser revenue... profit will be affected significantly.
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RedEye1811 Master	11-May-2015 07:45        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	If they had been able to able to have the gross margin % for Q1 2105 at about same level as Q1 2014 (say about 35%) then this would have been a boom set of results..but margins died...there business model seems to be to build revenue but not bottomline..if top line begins to fail this sucker gone...if they cannot improve bottomline soon then may as well sink all their vessels and stay at home...terrible results... KepoChicken      ( Date: 11-May-2015 07:32) Posted: Make bigger revenue yet cannot translate to profit. if make lesser revenue... profit will be affected significantly. edwinjup      ( Date: 11-May-2015 07:16) Posted: Vallianz posts net profit of us$5.5m in 1q 2015...as opec never bother to cut production...think this will benefit vallianz.....
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KepoChicken Master	11-May-2015 07:32        KepoChicken About Contact  Quote this Post!
x 0   x 0  Alert Admin	Make bigger revenue yet cannot translate to profit. if make lesser revenue... profit will be affected significantly. edwinjup      ( Date: 11-May-2015 07:16) Posted: Vallianz posts net profit of us$5.5m in 1q 2015...as opec never bother to cut production...think this will benefit vallianz...... RedEye1811      ( Date: 10-May-2015 10:38) Posted: Otto Marine issued profit warning, POSH results were barely a profit and the list goes on....Vallianz simply going to add to the trend when they report a big loss tomorrow...buckle in for big price decline tomorrow...perhaps company will get back into black in few years...likely have to start selling assets to pay off the debt due soon...liquidation value only...
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RedEye1811 Master	11-May-2015 07:32        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Ouch...terrible, terrible and say it again, terrible set of results...revenue up but bottomline flat...margins down big time...share price crashing to 2c as people realize this counter doomed....rotten results....and the book order is falling quick as a stone and no sign of new contracts to replenish....Swiber announces big wins but nothing seems to flow to Vallianz so seems like contract wins Swiber simple bluff....sell before left holding a stock worth nothing...terrible... edwinjup      ( Date: 11-May-2015 07:16) Posted: Vallianz posts net profit of us$5.5m in 1q 2015...as opec never bother to cut production...think this will benefit vallianz...... RedEye1811      ( Date: 10-May-2015 10:38) Posted: Otto Marine issued profit warning, POSH results were barely a profit and the list goes on....Vallianz simply going to add to the trend when they report a big loss tomorrow...buckle in for big price decline tomorrow...perhaps company will get back into black in few years...likely have to start selling assets to pay off the debt due soon...liquidation value only...
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edwinjup Supreme	11-May-2015 07:16        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vallianz posts net profit of us$5.5m in 1q 2015...as opec never bother to cut production...think this will benefit vallianz...... RedEye1811      ( Date: 10-May-2015 10:38) Posted: Otto Marine issued profit warning, POSH results were barely a profit and the list goes on....Vallianz simply going to add to the trend when they report a big loss tomorrow...buckle in for big price decline tomorrow...perhaps company will get back into black in few years...likely have to start selling assets to pay off the debt due soon...liquidation value only...
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victortan Elite	10-May-2015 10:59        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think got to be realistic, before one got stuck deeper. Cut if one feel uncomfortable, opportunities are always aplenty, but not yr capital.
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darocupcake Master	10-May-2015 10:48        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	That day most stock drop lei cant u see it. KepoChicken      ( Date: 10-May-2015 10:43) Posted: that day drop is a hint ... that result is bad. those hold better cut
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KepoChicken Master	10-May-2015 10:43        KepoChicken About Contact  Quote this Post!
x 0   x 0  Alert Admin	that day drop is a hint ... that result is bad. those hold better cut
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RedEye1811 Master	10-May-2015 10:38        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Otto Marine issued profit warning, POSH results were barely a profit and the list goes on....Vallianz simply going to add to the trend when they report a big loss tomorrow...buckle in for big price decline tomorrow...perhaps company will get back into black in few years...likely have to start selling assets to pay off the debt due soon...liquidation value only...
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RedEye1811 Master	08-May-2015 18:17        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Will go for prediction they will report a loss...not very positive about things...but let us see on Monday...if wrong then happy to discover why... nqing87      ( Date: 08-May-2015 13:46) Posted: this coming quarter results should be also good.. but as usual, wont budge unless BB push it up.. innovalues i think got push up not ' cos a lot of retailers think it' s a gem & buy.. rather it' s more of BB push.. if it' s popular among retailers, we will see the thread being more popular & widely discuss.. but as usual, the more widely discuss & popular a thread for retailers, the less likely the price going to move.. BB not going to push up price that retailers have for retailers to earn
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