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標題: Record - Feb 14, 2007 [打印本頁]

作者: dejavu2003 時間: 2007-2-14 19:16 標題: Record - Feb 14, 2007

The last two weeks have been phenomenal to me personally.

After having record $ gain in a day/week, today, another record of most gain % in a day.

I bought 500K of this counter #310 on and around June 3, 2005 at 13.2c - 13.3c and during the 20 months, it did nothing - no dividend, no transaction, no nothing, ...  I had disposed so many stocks in the last two months and this is one of the few that I am keeping.  Reason - NAV now at 62c, 6 months profit over 6c per share.

It came back with a vengeance today.

I put offers early in the afternon at 22.8c (when it was traded at 20.8c), 24.8c (when traded at 22.8c), and 28.0c (when traded at 24.8c), and the orders didn't last for more than 30 seconds before taken.

Total sold today 160K.  Hopeful for better day tomorrow.  I would never have dreamed of a gain of over 100% in a day.  I am really thankful of this great run.

[ 本帖最後由 dejavu2003 於 2007-2-14 19:18 編輯 ]

作者: eatallcheesecak 時間: 2007-2-14 19:48

That is nice, and you deserve it.

It takes a lot a lot of patience for holding a share for 20 months and with no dividend and transaction as you said.

[ 本帖最後由 eatallcheesecak 於 2007-2-14 12:04 編輯 ]

作者: dejavu2003 時間: 2007-2-15 09:25

引用:

原帖由 eatallcheesecak 於 2007-2-14 07:48 PM 發表
That is nice, and you deserve it.

It takes a lot a lot of patience for holding a share for 20 months and with no dividend and transaction as you said.

I had held other shares since 1993 and disposed them in 2006.

These two were with little dividend and until recently little transactions.

#133 - last lot sold Feb 27,2006

#49 - sold Nov 23, 2006.

作者: peninsula 時間: 2007-2-15 09:52

引用:

原帖由 dejavu2003 於 2007-2-14 19:16 發表
I bought 500K of this counter #310 on and ...

Congratulations? Any other undiscovered gems? Why would you put so much on one "unknown" stock??

作者: dejavu2003 時間: 2007-2-15 10:17

引用:

原帖由 peninsula 於 2007-2-15 09:52 AM 發表

Congratulations? Any other undiscovered gems? Why would you put so much on one "unknown" stock??

I came across this counter by accident.  Then I started some research work and what prompted the buy was -

a.  small market cap - I recall they only have around 400 million shares issued, making the market cap only $50 million. For a main board company with $50 million market cap?

b.  NAV - it was at around 50c.  They publish their NAV every month.

c.  Most importantly, they are not ripping off the small shareholders with fat directors fees.

Then, the interim result of 6c EPS, although mainly one-off items, reinforced my view to hold.

作者: peninsula 時間: 2007-2-15 10:19

引用:

原帖由 dejavu2003 於 2007-2-15 10:17 發表
a. small market cap - I recall they only have around 400 million shares issued, ma ...

Thanks. So any other small cap with potential?? Can PM me if prefer not to disclose.

作者: dejavu2003 時間: 2007-2-15 10:25

引用:

原帖由 peninsula 於 2007-2-15 09:52 AM 發表

Congratulations? Any other undiscovered gems? Why would you put so much on one "unknown" stock??

Undiscovered gem - Well, I don't know if it's too late, but personally to me, there's only one stock that matters - # 197. I had 1.5 million shares last week, and since sold 600K. But @ $1.25, it's only 10X PE for a PRC consumption stock, it's dirt cheap.

作者: peninsula 時間: 2007-2-15 10:37

引用:

原帖由 dejavu2003 於 2007-2-15 10:25 發表
Undiscovered gem - Well, I don't know if it's too late, but personally to me, there's only one stock that matters - # 197. I had 1.5 million shares last week, and since sold 600K. But @ $1. ...

Yes, I know you have been recommending #197 for a long time. I did not buy.

Recently, I bought in #307 at $0.126 and sold this morning at $0.161 (just because it is a small cap). Not too bad la.

Today, I bought #570 at $0.42 (auction price) on recommendation found on http://www.etnet.com.hk and just sold at $0.52. Not bad for less than 1 hour's work!

作者: dejavu2003 時間: 2007-2-15 15:32

引用:

原帖由 peninsula 於 2007-2-15 10:37 AM 發表

Yes, I know you have been recommending #197 for a long time. I did not buy.

Recently, I bought in #307 at $0.126 and sold this morning at $0.161 (just because it is a ...

Another record day looming - #197 now @ $1.51, 900K shares - unrealized gain today = $234K. Realized + unrealized gain since Feb 6 = $747K.

作者: peninsula 時間: 2007-2-15 15:43

引用:

原帖由 dejavu2003 於 2007-2-15 15:32 發表
Another record day looming - #197 now @ $1.51, 900K shares - unrealized gain today = $234K. Realized + unrealized gain since Feb 6 = $747K.

Congratulations MAN!

作者: dejavu2003 時間: 2007-2-15 15:44

引用:

原帖由 peninsula 於 2007-2-15 03:43 PM 發表

Congratulations MAN!

thank you ar.

作者: eatallcheesecak 時間: 2007-2-16 12:29

引用:

原帖由 dejavu2003 於 2007-2-15 07:32 發表
Another record day looming - #197 now @ $1.51, 900K shares - unrealized gain today = $234K. Realized + unrealized gain since Feb 6 = $747K.

That is very good.

I put in 7 figures in a stock 2 months ago (already sold out) but made a slightly more than 10,000 only. The bank fees however costed around 20,000.

[ 本帖最後由 eatallcheesecak 於 2007-2-16 05:07 編輯 ]

作者: peninsula 時間: 2007-2-16 13:26

引用:

原帖由 eatallcheesecak 於 2007-2-16 12:29 發表
That is very good.
I put in 7 figures in a stock 2 months ago (already sold out) but made a slightly more than 10,000 only. The bank fees however costed around 20,000.

Which stock and what bank fees??

作者: eatallcheesecak 時間: 2007-2-16 14:00

3328 and brokerage fees & levy.

Actually making 10000 in 4 days is O.K. But, right after I spent more than 7000 on a hot lady that I even not known her much.

[ 本帖最後由 eatallcheesecak 於 2007-2-16 06:14 編輯 ]

作者: dejavu2003 時間: 2007-2-16 14:02

引用:

原帖由 eatallcheesecak 於 2007-2-16 12:29 PM 發表

That is very good.

I put in 7 figures in a stock 2 months ago (already sold out) but made a slightly more than 10,000 only. The bank fees however costed around 20,000.

On #197, it has taken me a lot longer than 2 months. I had once sold out completely at $1.48 when I thought it was fully valued, and then bought back again @ $1 for 50K shares about 9 months ago. As it started to fall, I bought more. Then it tumbled, I bought even more. Then tumbled further, I frentically bought this counter by selling out most non-core portfolio members. At one point, I even bought 10K shares @ 70c when my bank account had $8K left. So the 1.5 million cost me on average of 76c.

Thank God I am not the type to stop loss, 'cause I only buy into something that I believe in, on fundamentals. When fund houses reshuffle their portfolio, it would not affect the quality of the stock that I have chosen. I must admit though, at one point when it hit 60c and below, my confidence was a little shaken. Some friends who bought on my recommendation had doubt on my ability too.

作者: dejavu2003 時間: 2007-2-16 14:06

引用:

原帖由 eatallcheesecak 於 2007-2-16 02:00 PM 發表
3328 and brokerage fees & levy

I think you are a brave man if that 7 figures represents a good proportion of your investment/cash. I never like something living on promises. It is way too expensive today.

作者: dejavu2003 時間: 2007-2-16 14:08

引用:

原帖由 eatallcheesecak 於 2007-2-16 02:00 PM 發表
3328 and brokerage fees & levy.

Actually making 10000 in 4 days is O.K. But, right after I spent more than 7000 on a lady that I even not known her much.

If you had used that 7 figures on IPO with margin, you would have done much better.

作者: eatallcheesecak 時間: 2007-2-16 14:09

I am not good at buy, sell and then buy back.

Yes, it would have been better if IPO intead.

[ 本帖最後由 eatallcheesecak 於 2007-2-16 06:16 編輯 ]

作者: dejavu2003 時間: 2007-2-16 14:15

引用:

原帖由 eatallcheesecak 於 2007-2-16 02:09 PM 發表
I am not good at buy, sell and then buy back.

I did that all the time, and always end up with tragedy the second time round.

Lesson to be learned - never have any sentimental value with a stock, regardless how much money it had made for you.

I had one stock, whcih in mid 1990's, I had literally no or very small initial investment, to become $1.3 million, then sold out half, although I knew it was terribly over-valued. I should have sold out ALL. At one point, I lost 95% of the value of that half. If I had not done that, I could have bought back much much more in the last few years and made heaps more.

[ 本帖最後由 dejavu2003 於 2007-2-16 17:22 編輯 ]

作者: peninsula 時間: 2007-2-16 14:41

引用:

原帖由 eatallcheesecak 於 2007-2-16 14:00 發表
3328 and brokerage fees & levy.
Actually making 10000 in 4 days is O.K. But, right after I spent more than 7000 on a hot lady that I even not known her much.

$20,000 for brokerage fees???

作者: eatallcheesecak 時間: 2007-2-16 15:16

In & Out altogether's brokerage fees plus levy

Let s put behind that.... any good pick(s) now?

作者: peninsula 時間: 2007-2-16 15:33

引用:

原帖由 eatallcheesecak 於 2007-2-16 15:16 發表
In & Out altogether's brokerage fees plus levy
Let s put behind that.... any good pick(s) now?

Small volume before and after CNY. So wait till week of Feb. 26.

作者: dejavu2003 時間: 2007-2-16 17:21

引用:

原帖由 eatallcheesecak 於 2007-2-16 03:16 PM 發表
In & Out altogether's brokerage fees plus levy

Let s put behind that.... any good pick(s) now?

My #1 pick for the past 12 months -

#212 Nan Yang

NAV estimated to be $32 - $35 depending on the re-valuation
Low PE.

But it's difficult to accumulate.

This is my second biggest shareholder behind #197

作者: peninsula 時間: 2007-2-16 22:02

引用:

原帖由 dejavu2003 於 2007-2-16 17:21 發表
My #1 pick for the past 12 months -
#212 Nan Yang

Yes. For #212, any chance of privitization? Also, any associated companies also listed on HKEX?

作者: dejavu2003 時間: 2007-2-17 17:54

引用:

原帖由 peninsula 於 2007-2-16 10:02 PM 發表

Yes. For #212, any chance of privitization? Also, any associated companies also listed on HKEX?

Privatization is what I have hoped for. This might be long shot, but without which, it is still a very good investment based on NAV and PE, I reckon.

I am not aware of any associated company of Nan Yang. Its major shareholder is the Yung family.

作者: peninsula 時間: 2007-2-19 16:39

引用:

原帖由 dejavu2003 於 2007-2-17 17:54 發表
Privatization is what I have hoped for. This might be long shot, but without which, it is still a very good investment based on NAV and PE, I reckon.

Thanks for sharing.

作者: dejavu2003 時間: 2007-2-22 13:19

引用:

原帖由 dejavu2003 於 2007-2-14 07:16 PM 發表
The last two weeks have been phenomenal to me personally.

After having record $ gain in a day/week, today, another record of most gain % in a day.

I bought 500K of this counter #310 on and ...

My beloved #310 has gone crazy again after taking 2 days breather. I sold another 80K today @ day high 38c buit this seems like a mistake.

Trading is suspended due to an open offer and possibly a general offer of the company.

38c vs. 13.2c = 188% gain in a week.

作者: peninsula 時間: 2007-2-22 16:08

引用:

原帖由 dejavu2003 於 2007-2-22 13:19 發表
My beloved #310 has gone crazy again after taking 2 days breather. I sold another 80K today @ day high 38c buit this seems like a mistake.
Trading is suspended due to an open offer and ...

My salute to you. You can retire early!!

作者: dejavu2003 時間: 2007-2-22 18:20

引用:

原帖由 peninsula 於 2007-2-22 04:08 PM 發表

My salute to you. You can retire early!!

Thanks.  But unfortunately, I only have 260K left after today
s sale.  I wish I had done something a few weeks ago when I told my friend to buy.  He put in a bid too low and after a couple of days, he lost interest and didn't persist.  I smelt something was happening but didn't know what it was.

But all in all, I just cannot complain.

This rise is exciting but in the whole scheme of things, in $ terms, it's not that important.  There's only one stock that matters to me.

作者: peninsula 時間: 2007-2-22 18:26

引用:

原帖由 dejavu2003 於 2007-2-22 18:20 發表
There's only one stock that matters to me.

Is it #212?

作者: dejavu2003 時間: 2007-2-22 18:29

引用:

原帖由 peninsula 於 2007-2-22 06:26 PM 發表

Is it #212?

No, it's #197.

#212 is only my second largest holding.

[ 本帖最後由 dejavu2003 於 2007-2-22 18:35 編輯 ]

作者: peninsula 時間: 2007-2-24 13:29

引用:

原帖由 dejavu2003 於 2007-2-22 18:29 發表
No, it's #197.
#212 is only my second largest holding.

So also excellent gain for #197!

作者: dejavu2003 時間: 2007-2-24 17:39

引用:

原帖由 peninsula 於 2007-2-24 01:29 PM 發表

So also excellent gain for #197!

Looks like #197 will do well at Monday open based on the strong buy before the bell on Friday.

#212 moved up nicely too on Friday. Very rare that it moved up so much with relatively high turnover for this counter.

作者: peninsula 時間: 2007-2-25 21:29

引用:

原帖由 dejavu2003 於 2007-2-24 17:39 發表
Looks like #197 will do well at Monday open based on the strong buy before the bell on Friday.
#212 moved up nicely too on Friday. Very rare that it moved up so much with relatively high ...

Well done indeed. Looks like big moves ahead!

作者: dejavu2003 時間: 2007-2-27 10:19

引用:

原帖由 dejavu2003 於 2007-2-22 01:19 PM 發表

My beloved #310 has gone crazy again after taking 2 days breather. I sold another 80K today @ day high 38c buit this seems like a mistake.

Trading is suspended due to an open offer and ...

Just when I thought the price would tumble due to the aborted open offer, this counter's gone crazy again and open at 60c, up 64%. Now at 50c, up 37%.

The world has gone crazy.

作者: peninsula 時間: 2007-2-27 10:59

引用:

原帖由 dejavu2003 於 2007-2-27 10:19 發表
Just when I thought the price would tumble due to the aborted open offer, this counter's gone crazy again and open at 60c, up 64%. Now at 50c, up 37%.
The world has gone crazy.

Quite CRAZY!!

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