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Sounds like you are a substantial shareholder. You can well afford to sell some then
Formless ( Date: 30-Apr-2024 09:27) Posted:
I have a lot of pac cen.
MrBear12 ( Date: 28-Apr-2024 10:38) Posted:
You can top that up with champagne to get some froth.
As for me, I' ll find an empty glass to pour my wine. |
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I have a lot of pac cen.
MrBear12 ( Date: 28-Apr-2024 10:38) Posted:
You can top that up with champagne to get some froth.
As for me, I' ll find an empty glass to pour my wine. |
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You can top that up with champagne to get some froth.
As for me, I' ll find an empty glass to pour my wine.
Well said ! 👏 👏
Alignment ( Date: 28-Apr-2024 09:55) Posted:
| Certainly a share which was trading at 35 cents then falls to 28 cents when the company announces it wont pay a half year dividend, then moves back to 33.5 cents when the company announces it will pay a full year dividend including catching up on the HY dividend it didnt pay represents a great trading opportunity, all in the course of half a year. At least for those who understood what was going on. |
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Case of glass half full of water? 😉
MrBear12 ( Date: 28-Apr-2024 08:45) Posted:
This lovely gem looks like a company that takes money from new investors like me to fund old investors like you.😁
Smart gem.
SlothSG ( Date: 28-Apr-2024 08:35) Posted:
It varies from one' s perception based on their due diligence.
yeah find that anything below $0.30 is a buy for me now
in fact I took my time to accumulate when it falls below $0.30 😍
as usual, pls dyodd |
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Certainly a share which was trading at 35 cents then falls to 28 cents when the company announces it wont pay a half year dividend, then moves back to 33.5 cents when the company announces it will pay a full year dividend including catching up on the HY dividend it didnt pay represents a great trading opportunity, all in the course of half a year. At least for those who understood what was going on.
This lovely gem looks like a company that takes money from new investors like me to fund old investors like you.😁
Smart gem.
SlothSG ( Date: 28-Apr-2024 08:35) Posted:
It varies from one' s perception based on their due diligence.
yeah find that anything below $0.30 is a buy for me now
in fact I took my time to accumulate when it falls below $0.30 😍
as usual, pls dyodd.
MrBear12 ( Date: 28-Apr-2024 08:27) Posted:
Any idea what is cheap?
20 cents is good??
Or give a 50percent premium.
30 cents I considered cheap |
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It varies from one' s perception based on their due diligence.
yeah find that anything below $0.30 is a buy for me now
in fact I took my time to accumulate when it falls below $0.30 😍
as usual, pls dyodd.
MrBear12 ( Date: 28-Apr-2024 08:27) Posted:
Any idea what is cheap?
20 cents is good??
Or give a 50percent premium.
30 cents I considered cheap.
SlothSG ( Date: 27-Apr-2024 19:18) Posted:
Nice thoughts?
Too troublesome for lazy me
Just accumulate more when the market sell cheap |
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Any idea what is cheap?
20 cents is good??
Or give a 50percent premium.
30 cents I considered cheap.
SlothSG ( Date: 27-Apr-2024 19:18) Posted:
Nice thoughts?
Too troublesome for lazy me
Just accumulate more when the market sell cheap.
Alignment ( Date: 21-Apr-2024 15:20) Posted:
I get that the status quo is attractive. At the current share price you get a share paying a sustainable dividend yield of 12.9% with the dividend likely to go up.
But there is another way of looking at it. PCRD is simplistically a holding company for PCCW shares. PCCW shares in themselves already yield 10% I could match the 12.9% PCRD yield by buying PCCW shares and using a bit of leverage (which is effectively what PCRD itself is doing).
Meanwhile PCRD is trading at a material discount to that implied by the PCCW price. On my calcs PCRD should be trading at least 30% higher (not investment advice, do your own research, all the other usual disclaimers etc). At least part of that discount reflects the costs of the PCRD holding company structure (paying board members etc). My own preference would be for Richard Li to privatise PCRD by splitting the 30% upside with us, and I could then go out and buy PCCW shares directly (potentially with leverage) with the proceeds. Win for us and win for Richard Li |
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Nice thoughts?
Too troublesome for lazy me
Just accumulate more when the market sell cheap.
Alignment ( Date: 21-Apr-2024 15:20) Posted:
I get that the status quo is attractive. At the current share price you get a share paying a sustainable dividend yield of 12.9% with the dividend likely to go up.
But there is another way of looking at it. PCRD is simplistically a holding company for PCCW shares. PCCW shares in themselves already yield 10% I could match the 12.9% PCRD yield by buying PCCW shares and using a bit of leverage (which is effectively what PCRD itself is doing).
Meanwhile PCRD is trading at a material discount to that implied by the PCCW price. On my calcs PCRD should be trading at least 30% higher (not investment advice, do your own research, all the other usual disclaimers etc). At least part of that discount reflects the costs of the PCRD holding company structure (paying board members etc). My own preference would be for Richard Li to privatise PCRD by splitting the 30% upside with us, and I could then go out and buy PCCW shares directly (potentially with leverage) with the proceeds. Win for us and win for Richard Li.
SlothSG ( Date: 11-Apr-2024 18:07) Posted:
OIC but why targets for end game?
Probably I am more optimistic and this maybe a start of Corp manoeuvre by Mr Richard Li.
So far, enjoying the bountiful dividends received 😋
dyodd and vested 😂 😂 |
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I get that the status quo is attractive. At the current share price you get a share paying a sustainable dividend yield of 12.9% with the dividend likely to go up.
But there is another way of looking at it. PCRD is simplistically a holding company for PCCW shares. PCCW shares in themselves already yield 10% I could match the 12.9% PCRD yield by buying PCCW shares and using a bit of leverage (which is effectively what PCRD itself is doing).
Meanwhile PCRD is trading at a material discount to that implied by the PCCW price. On my calcs PCRD should be trading at least 30% higher (not investment advice, do your own research, all the other usual disclaimers etc). At least part of that discount reflects the costs of the PCRD holding company structure (paying board members etc). My own preference would be for Richard Li to privatise PCRD by splitting the 30% upside with us, and I could then go out and buy PCCW shares directly (potentially with leverage) with the proceeds. Win for us and win for Richard Li.
SlothSG ( Date: 11-Apr-2024 18:07) Posted:
OIC but why targets for end game?
Probably I am more optimistic and this maybe a start of Corp manoeuvre by Mr Richard Li.
So far, enjoying the bountiful dividends received 😋
dyodd and vested 😂 😂
Alignment ( Date: 11-Apr-2024 14:53) Posted:
| In the context of trying to work out what the endgame will be and when and how it happens |
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OIC but why targets for end game?
Probably I am more optimistic and this maybe a start of Corp manoeuvre by Mr Richard Li.
So far, enjoying the bountiful dividends received 😋
dyodd and vested 😂 😂
Alignment ( Date: 11-Apr-2024 14:53) Posted:
In the context of trying to work out what the endgame will be and when and how it happens.
Alignment ( Date: 10-Apr-2024 13:22) Posted:
| Understood - I have no doubt the agenda will go through. I am more interested in things like body language, how board members respond to certain questions, how the company treats minority investors when face to face etc. |
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OK, thank you for the feedback.
The most important person, Richard Li, himself will typically not be present at the AGM (I have not seen him in the past 4- 5 AGMs). So the replies to questions raised will just be politically correct answers, with nothing much to give away.
Alignment ( Date: 10-Apr-2024 13:22) Posted:
| Understood - I have no doubt the agenda will go through. I am more interested in things like body language, how board members respond to certain questions, how the company treats minority investors when face to face etc. |
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In the context of trying to work out what the endgame will be and when and how it happens.
Alignment ( Date: 10-Apr-2024 13:22) Posted:
| Understood - I have no doubt the agenda will go through. I am more interested in things like body language, how board members respond to certain questions, how the company treats minority investors when face to face etc. |
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Understood - I have no doubt the agenda will go through. I am more interested in things like body language, how board members respond to certain questions, how the company treats minority investors when face to face etc.
Nope ..... likely all agenda will go thru .... just wait for chop chop....
Alignment ( Date: 09-Apr-2024 23:02) Posted:
| Has anyone on this forum been to the AGM of this company before? |
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No, never even heard of this company.
Paying > 10% dividend this year?
Unheard of in my investing life.
Trade 10% yields
Alignment ( Date: 09-Apr-2024 23:02) Posted:
| Has anyone on this forum been to the AGM of this company before? |
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Has anyone on this forum been to the AGM of this company before?
Aside from 4.2cents dividends expected, are u expecting more?
