BBR Holdings

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Cmiiw, that's equal to about 0.7 cent. Last year dividend was about 1.2 cent. So basically they just earned more than half last year dividend.
Probably can expect 1.5 cent dividend this year?
My views are your Gilbert & Sullivan's:
"The flowers that bloom in the spring, have nothing to do with the case".
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(19-07-2014, 04:17 PM)Curiousparty Wrote: Agree that there are many other undervalued counters. BUT it is hard to find another counter that grows its NAV at such an amazing pace. One Alex project covers its entire market cap. Speed is a very important consideration too (IMHO)
It is the pace of shareholder value creation that is going to capture the entire market by surprise !!!
have a look at BBR, u will see its better than CES
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CEO of BBR just recently disposed off 150 lots.

(21-07-2014, 09:27 PM)wahkao Wrote:
(19-07-2014, 04:17 PM)Curiousparty Wrote: Agree that there are many other undervalued counters. BUT it is hard to find another counter that grows its NAV at such an amazing pace. One Alex project covers its entire market cap. Speed is a very important consideration too (IMHO)
It is the pace of shareholder value creation that is going to capture the entire market by surprise !!!
have a look at BBR, u will see its better than CES
[I am not here to promote any stocks. Please always do your own research before embarking on any investment decision. I will not be liable for any of your own decisions. Your use of any information or materials is entirely at your own risk. It is your responsibility to ensure that any products, services or information meet your specific requirements. I do not produce material which meets the objectives of any specific financial and risk profile of investors.]
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You must be refering to this:
http://infopub.sgx.com/FileOpen/_Peter_E...eID=305690

Peter Ekberg sounds like angmoh to me.
Bbr CEO is Andrew Tan.
My views are your Gilbert & Sullivan's:
"The flowers that bloom in the spring, have nothing to do with the case".
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CEO recently sold off 150 lots.

Are there any upcoming projects completely sold but not recognized in books yet?
(i.e. the current NAV has not taken into account the incremental NAV from these projects.)

Is there any fully sold project that will increase the current NAV by 50 to 100% over the next 2 to 3 yrs?

many tks.
[I am not here to promote any stocks. Please always do your own research before embarking on any investment decision. I will not be liable for any of your own decisions. Your use of any information or materials is entirely at your own risk. It is your responsibility to ensure that any products, services or information meet your specific requirements. I do not produce material which meets the objectives of any specific financial and risk profile of investors.]
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Sorry, read wrongly.
Any reason why the angmoh sold off?

(21-07-2014, 10:06 PM)ksir Wrote: You must be refering to this:
http://infopub.sgx.com/FileOpen/_Peter_E...eID=305690

Peter Ekberg sounds like angmoh to me.
Bbr CEO is Andrew Tan.
[I am not here to promote any stocks. Please always do your own research before embarking on any investment decision. I will not be liable for any of your own decisions. Your use of any information or materials is entirely at your own risk. It is your responsibility to ensure that any products, services or information meet your specific requirements. I do not produce material which meets the objectives of any specific financial and risk profile of investors.]
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(21-07-2014, 10:16 PM)Curiousparty Wrote: CEO recently sold off 150 lots.

Are there any upcoming projects completely sold but not recognized in books yet?
(i.e. the current NAV has not taken into account the incremental NAV from these projects.)

Is there any fully sold project that will increase the current NAV by 50 to 100% over the next 2 to 3 yrs?

many tks.

Not the CEO.
He's a non executive director.
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I've studied BBR and also find it quite attractive, but still waiting for the price to come down a little bit more before I go in.
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Could u kindly elaborate which parts of BBR is attractive?
many tks.

(22-07-2014, 05:11 AM)sykn Wrote: I've studied BBR and also find it quite attractive, but still waiting for the price to come down a little bit more before I go in.
[I am not here to promote any stocks. Please always do your own research before embarking on any investment decision. I will not be liable for any of your own decisions. Your use of any information or materials is entirely at your own risk. It is your responsibility to ensure that any products, services or information meet your specific requirements. I do not produce material which meets the objectives of any specific financial and risk profile of investors.]
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Unfortunately, I don't have my analysis with me at the moment as I am overseas, but I can provide more details after I get back home. As I remember, it has pretty low P/E & P/B, and ROE is consistently above 17% the last few years except for a dip in FY12; earnings doing pretty well in 1Q14 as well. Borrowings not too high for a construction company. It's on my watch list; that's as much as I can remember. Regards.
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