GRP Limited

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#11
(16-10-2010, 09:38 PM)Drizzt Wrote: i think its important how we see them sustaining the margins. the amount is small but the current cashflow generation is good.

at the end of the day, i invested in a lot of past companies that got their margins eroded. there is no point having a high roe and no moat because sooner or later others will do the same.

Hi Drizzt,

I agree, you have a very valid point! If I should attend the AGM on October 29, I will remember to ask them about this. It's an important fact to know, and will determine if the Company can continue to maintain their margins and FCF generation capability.
My Value Investing Blog: http://sgmusicwhiz.blogspot.com/
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#12
you the man! you the man!
Dividend Investing and More @ InvestmentMoats.com
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#13
(17-10-2010, 01:16 PM)Drizzt Wrote: you the man! you the man!

Hi Drizzt,

To be fair, I did say "if I go", but it seems I may not be able to make it for the AGM. Hence, those questions may be left unanswered..... Tongue
My Value Investing Blog: http://sgmusicwhiz.blogspot.com/
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#14
oh Sh**. i blame your company for this lol.
Dividend Investing and More @ InvestmentMoats.com
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#15
(20-10-2010, 07:19 PM)Drizzt Wrote: oh Sh**. i blame your company for this lol.

any chance that we can post this question online to whoever so that they can answer it during the agm?
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#16
Unlikely. The company is so low-key it does not even have an IR contact.... Tongue
My Value Investing Blog: http://sgmusicwhiz.blogspot.com/
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#17
any news why it fell 11% today??
Dividend Investing and More @ InvestmentMoats.com
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#18
But only 10 lots...desperate seller maybe?
Wonder who's the lucky buyer?
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#19
I'm the "lucky" buyer. Been looking at below 20c for many months. Queued for 30 lots but get 10 partial filled. Never expect to get it as the sell price is at 23c this morning.

I will buy more if there is willing seller.

The toughest thing to do is have to wait for the opportunity patiently.
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#20
I was wondering who the lucky person. You're very lucky indeed Smile Smile.

Very good patient indeed.
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