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Qanghoo Supreme	22-May-2019 20:02        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha, let' s see (if I can see out another 25 yrs).  In any case if any new tech disrupts this fibre system, then govt wld probably find a reason to help write it off (how many yrs did the cable system last us anyway?).  I' m not saying this to support my case.  In fact, I' m saying so more as a critic n a cynic.  To my mind, we' re flushing too much $$$ down the drain chengwh1      ( Date: 22-May-2019 18:50) Posted: If, say,... for example,.. the incoming cashflow keeps decreasing and outgoing cashflow keeps going up at succeeding fiscal periods, there will be a negative nett cash effect. This will eat-in into the cashflow position, which includes the 700mil subsidy,...   Then,...trouble,.. Qanghoo      ( Date: 20-May-2019 23:04) Posted: Does it make sense to equate this with others like Hflux, etc?  This is an NBN initiated by the sg govt, with a 700 mil state subsidy.  It is part of sg national infrastructural asset.  If it fails, the ramifications will be not only far-reaching but probably unprecedented n (dare I add) unimaginable too.
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chengwh1 Elite	22-May-2019 18:50        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If, say,... for example,.. the incoming cashflow keeps decreasing and outgoing cashflow keeps going up at succeeding fiscal periods, there will be a negative nett cash effect. This will eat-in into the cashflow position, which includes the 700mil subsidy,...   Then,...trouble,.. Qanghoo      ( Date: 20-May-2019 23:04) Posted: Does it make sense to equate this with others like Hflux, etc?  This is an NBN initiated by the sg govt, with a 700 mil state subsidy.  It is part of sg national infrastructural asset.  If it fails, the ramifications will be not only far-reaching but probably unprecedented n (dare I add) unimaginable too.
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Qanghoo Supreme	20-May-2019 23:04        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Does it make sense to equate this with others like Hflux, etc?  This is an NBN initiated by the sg govt, with a 700 mil state subsidy.  It is part of sg national infrastructural asset.  If it fails, the ramifications will be not only far-reaching but probably unprecedented n (dare I add) unimaginable too.
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chengwh1 Elite	20-May-2019 14:25        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I saw that there is a Net increase in cash and cash equivalents of $46,775,000 for the qtr ending 31.3.2019 - this is 24.5% more than the previous year' s (2018) qtr.  This net increase in after paying out the dividends for the whole of FY2019. So the company is beginning to earn cash,...not needing to rely solely  on the depreciation treatment anymore,... If Netlink can continue to generate more and more net cash from their Operating Activities to offset the outflows in the Investing and Financing Activities, then this counter will be very safe,... Know-Your-Stuff      ( Date: 15-May-2019 11:17) Posted: Agree. Many still have not learn from Hyflux and APTT and chasing dividend. I lost money in 2 Shipping Trust 10 years ago. Cut loss after I fully understand how they operate - dividend given from your own money. If I had hold, I would have lost my pants. History keep repeating, " Invest for Dividend" or " Passive Income" , retail still never learn. Of course, fanned by media with big headlines of dividend increase, just like 10 years ago. And I doubt their assets can last 25 years as claimed. Technology disruption will force them to become obsolete soon and need to make a massive capex again. So either borrow more $ or ask shareholders to pay for it. Hold your breath.... Starship      ( Date: 15-May-2019 11:09) Posted: This sounds like APTT...............
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Know-Your-Stuff Senior	15-May-2019 11:17        Know-Your-Stuff About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree. Many still have not learn from Hyflux and APTT and chasing dividend. I lost money in 2 Shipping Trust 10 years ago. Cut loss after I fully understand how they operate - dividend given from your own money. If I had hold, I would have lost my pants. History keep repeating, " Invest for Dividend" or " Passive Income" , retail still never learn. Of course, fanned by media with big headlines of dividend increase, just like 10 years ago. And I doubt their assets can last 25 years as claimed. Technology disruption will force them to become obsolete soon and need to make a massive capex again. So either borrow more $ or ask shareholders to pay for it. Hold your breath.... Starship      ( Date: 15-May-2019 11:09) Posted: This sounds like APTT............... Know-Your-Stuff      ( Date: 15-May-2019 11:05) Posted: Previously I mentioned that NBL is like Shipping Trust 10 years ago, you get the dividend from the depreciation over 20 to 25 years. I took yesterday result announcement depreciation ($160,792,000) divided by the number of shares (3.9 B), I get a depreciation of $0.041 per share. Compare this with the dividend announced $0.0244, gives a - $0.016829 per share. It means investor is losing money (capital) even after getting dividend. Unless the dividend is on par with the depreciation, then we are getting back our money, which alsi does not make a case to invest at all.  Recently, institutions has been selling and retail buying blindly based on report. DYODD. Am not vested.
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Starship Supreme	15-May-2019 11:09        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	This sounds like APTT............... Know-Your-Stuff      ( Date: 15-May-2019 11:05) Posted: Previously I mentioned that NBL is like Shipping Trust 10 years ago, you get the dividend from the depreciation over 20 to 25 years. I took yesterday result announcement depreciation ($160,792,000) divided by the number of shares (3.9 B), I get a depreciation of $0.041 per share. Compare this with the dividend announced $0.0244, gives a - $0.016829 per share. It means investor is losing money (capital) even after getting dividend. Unless the dividend is on par with the depreciation, then we are getting back our money, which alsi does not make a case to invest at all.  Recently, institutions has been selling and retail buying blindly based on report. DYODD. Am not vested.
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Know-Your-Stuff Senior	15-May-2019 11:05        Know-Your-Stuff About Contact  Quote this Post!
x 0   x 0  Alert Admin	Previously I mentioned that NBL is like Shipping Trust 10 years ago, you get the dividend from the depreciation over 20 to 25 years. I took yesterday result announcement depreciation ($160,792,000) divided by the number of shares (3.9 B), I get a depreciation of $0.041 per share. Compare this with the dividend announced $0.0244, gives a - $0.016829 per share. It means investor is losing money (capital) even after getting dividend. Unless the dividend is on par with the depreciation, then we are getting back our money, which alsi does not make a case to invest at all.  Recently, institutions has been selling and retail buying blindly based on report. DYODD. Am not vested.
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Belteshazzar Master	29-Mar-2019 12:32        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	NETLINK NBN TRUST (SGX:CJLU) Target Price DBS Research 2019-02-14 BUY 0.870 Maybank Kim Eng 2019-02-14 BUY 0.930 OCBC Investment 2019-03-20 BUY 0.900 Phillip Securities 2019-03-27 BUY 0.890 UOB Kay Hian 2019-03-11 BUY 0.920
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Secret_Squirrel Elite	29-Mar-2019 08:26        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	Hopefully can go up some more. Secret_Squirrel      ( Date: 27-Mar-2019 20:38) Posted: Take a look at the presentation slide at SGX website. The company had recently given a presentation at SGX corporate connect seminar. That could be the reason   why price start to move up slowly recently.  Belteshazzar      ( Date: 27-Mar-2019 09:05) Posted: Slowly going up...
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Secret_Squirrel Elite	27-Mar-2019 20:38        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	Take a look at the presentation slide at SGX website. The company had recently given a presentation at SGX corporate connect seminar. That could be the reason   why price start to move up slowly recently.  Belteshazzar      ( Date: 27-Mar-2019 09:05) Posted: Slowly going up...
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Belteshazzar Master	27-Mar-2019 09:05        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Slowly going up...
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Know-Your-Stuff Senior	26-Mar-2019 13:37        Know-Your-Stuff About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yea bro. Never fail to see a Buy recommendation every week. Herd' s mentality at its best? One thing nobody want to mention is the NAV keep dropping every year. Seems investors are paid dividends from their own money with the depreciation of the fiber assets over 25 years. Reminds me of Shipping Trust saga some years ago. Stay safe. :) Starship      ( Date: 16-Feb-2019 15:55) Posted: Analysts have their own evil intentions...............just like Dr. Evil........... Know-Your-Stuff      ( Date: 16-Feb-2019 15:10) Posted: Am not vested, don' t have a good feel about NLT recently because all analysts try to sugar coat their reports by referring to IPO forecast to mask the poor results. Only BT has the guts to reflect actual QoQ and YoY drop. Sometimes it means some BB is trying to offload big volume, so someone has to push up or hold the price and spike up volume before they can offload quietly. Maybe the pre IPO institutions who paid a small fraction of IPO price. For NLT, Capex and expenses are the items to watch, big ticket items can kill with one shot alone. So DYODD
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Starship Supreme	16-Feb-2019 15:55        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Analysts have their own evil intentions...............just like Dr. Evil........... Know-Your-Stuff      ( Date: 16-Feb-2019 15:10) Posted: Am not vested, don' t have a good feel about NLT recently because all analysts try to sugar coat their reports by referring to IPO forecast to mask the poor results. Only BT has the guts to reflect actual QoQ and YoY drop. Sometimes it means some BB is trying to offload big volume, so someone has to push up or hold the price and spike up volume before they can offload quietly. Maybe the pre IPO institutions who paid a small fraction of IPO price. For NLT, Capex and expenses are the items to watch, big ticket items can kill with one shot alone. So DYODD. erhaier      ( Date: 14-Feb-2019 13:09) Posted: BT uses YOY comparision... Netlink trying to sugar coat presentation results, Shentonwire just copy & paste, prob didnt even look at financial statement. this counter is slow boat within the singapore river.
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Know-Your-Stuff Senior	16-Feb-2019 15:10        Know-Your-Stuff About Contact  Quote this Post!
x 0   x 0  Alert Admin	Am not vested, don' t have a good feel about NLT recently because all analysts try to sugar coat their reports by referring to IPO forecast to mask the poor results. Only BT has the guts to reflect actual QoQ and YoY drop. Sometimes it means some BB is trying to offload big volume, so someone has to push up or hold the price and spike up volume before they can offload quietly. Maybe the pre IPO institutions who paid a small fraction of IPO price. For NLT, Capex and expenses are the items to watch, big ticket items can kill with one shot alone. So DYODD. erhaier      ( Date: 14-Feb-2019 13:09) Posted: BT uses YOY comparision... Netlink trying to sugar coat presentation results, Shentonwire just copy & paste, prob didnt even look at financial statement. this counter is slow boat within the singapore river.
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erhaier Senior	14-Feb-2019 13:09        erhaier About Contact  Quote this Post!
x 0   x 0  Alert Admin	BT uses YOY comparision... Netlink trying to sugar coat presentation results, Shentonwire just copy & paste, prob didnt even look at financial statement. this counter is slow boat within the singapore river.
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chengwh1 Elite	14-Feb-2019 13:00        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Report was out at 5 plus yesterday evening,.... following are good digests from two media reports :- From Shentonwire : NetLink NBN Trust reports fiscal 3Q net profit of S$19.6 million, above IPO forecasts From The Busness Times : NetLink NBN Trust Q3 net profit down by 9.4% as costs mount Which is more pertinent to Netlink' s future performance, moving forward ??
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chengwh1 Elite	12-Feb-2019 14:41        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	As of now, more than 7 million shares traded at 80 Cents ! Secret_Squirrel      ( Date: 11-Feb-2019 20:43) Posted: Today more than 17 million shares traded at 80 cents. Highest at 80.5cents. I think investors start to go defensive . Secret_Squirrel      ( Date: 11-Feb-2019 12:22) Posted: Today volume quite high. Volume spike after 10am
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Secret_Squirrel Elite	11-Feb-2019 20:43        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	Today more than 17 million shares traded at 80 cents. Highest at 80.5cents. I think investors start to go defensive . Secret_Squirrel      ( Date: 11-Feb-2019 12:22) Posted: Today volume quite high. Volume spike after 10am. RexxarLoh      ( Date: 05-Feb-2019 11:16) Posted: Happy Lunar New Year everyone! 我 祝 大 家 新 年 快 乐 ， 身 体 健 康 ， 吉 祥 如 意 ， 家 和 团 员 ， 财 源 广 进 , 猪 年 大 吉 ， 。 😄
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Secret_Squirrel Elite	11-Feb-2019 12:22        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	Today volume quite high. Volume spike after 10am. RexxarLoh      ( Date: 05-Feb-2019 11:16) Posted: Happy Lunar New Year everyone! 我 祝 大 家 新 年 快 乐 ， 身 体 健 康 ， 吉 祥 如 意 ， 家 和 团 员 ， 财 源 广 进 , 猪 年 大 吉 ， 。 😄
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RexxarLoh Member	05-Feb-2019 11:16        RexxarLoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Happy Lunar New Year everyone! 我 祝 大 家 新 年 快 乐 ， 身 体 健 康 ， 吉 祥 如 意 ， 家 和 团 员 ， 财 源 广 进 , 猪 年 大 吉 ， 。 😄
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