alphavulture.com
3828.HK | Alpha Vulture
https://alphavulture.com/tag/3828-hk
Tag Archives: 3828.HK. Annual results: Conduril, Ming Fai, Retail Holdings & Rella. The last week of March was a busy month with several of my portfolio companies releasing their results for 2014. My biggest position is Conduril, and they released their results for 2014 yesterday. As usual the annual report. Is at the moment only available in Portuguese, the translated English version should follow in a couple of weeks. Ming Fai International Holdings. Ming Fai also reported. Yesterday. Results for 2...
alphavulture.com
Disclaimer | Alpha Vulture
https://alphavulture.com/disclaimer
Nothing on this blog should be considered investment advice. The author is not an investment professional, often doesn’t know what he’s talking about, doesn’t take every effort to verify the accuracy of what he writes and he might have been on crack writing it. So do your own research. Do you own thinking. On Beximco Pharmaceuticals starts exporting to the US. On Argo Group completes share buyback programme. On Elliott Associates increases bids for QFAL and QFID. Subscribe in a reader.
alphavulture.com
Clarke announces results of tender offer | Alpha Vulture
https://alphavulture.com/2015/04/08/clarke-announces-results-of-tender-offer
Clarke announces results of tender offer. The results of their second tender offer this year. Unlike the first. This is exactly why I like Clarke as an investment. You can win when the discount to NAV shrinks, or you can win when the company creates value by repurchasing shares at a discount. Author is long Clarke. This entry was posted in Portfolio. And tagged CKI.TO. April 8, 2015. Exited Clear Leisure: still a train wreck →. 8 thoughts on “ Clarke announces results of tender offer. On Beximco Pharmace...
alphavulture.com
Exited positions | Alpha Vulture
https://alphavulture.com/exited-positions
Dec 29, 2015. Jun 10, 2016. Dec 2, 2014. Jun 23, 2015. Mar 10, 2014. Apr 13, 2015. Nov 19, 2013. May 20, 2014. Nov 1, 2013. May 26, 2014. Sep 16, 2013. Sep 26, 2013. Apr 8, 2013. May 8, 2013. Feb 12, 2013. Jun 7, 2013. Feb 11, 2013. Sep 11, 2014. Nov 21, 2012. Nov 8, 2013. Sep 10, 2012. Aug 7, 2015. July 19, 2012. Mar 27, 2015. May 10, 2012. Aug 28, 2012. Mar 29, 2012. Jul 31, 2015. Mar 26, 2012. June 23, 2014. Feb 21, 2012. Apr 3, 2013. Jan 24, 2012. Jan 11, 2013. Nov 28, 2011. Oct 25, 2012. Nov 16, 2011.
alphavulture.com
Conduril 2014 interim results | Alpha Vulture
https://alphavulture.com/2014/10/01/conduril-2014-interim-results
Conduril 2014 interim results. With a positive outlook. Not the most solid rating, but not bad either. So don’t think it’s a big deal that it will take a bit more time to convert some of the receivables into cold hard cash. Author is long Conduril. This entry was posted in Portfolio. And tagged CDU.LS. October 1, 2014. Joining the GSAT short bandwagon →. 11 thoughts on “ Conduril 2014 interim results. October 2, 2014 at 11:31 am. October 2, 2014 at 12:19 pm. See note 18.3 in the interim report. Are you i...
alphavulture.com
CDE | Alpha Vulture
https://alphavulture.com/tag/cde
Paramount/Coeur merger arbitrage completed. The merger between Paramount and Coeur was completed. Last Friday without any issues. When I entered the trade I paid next to nothing for the spin-off that would occur simultaneously with the merger, and today I sold the shares of the SpinCo for $1.70/share. When measured against the value of the PZG leg the merger arb returned 8.1% in just a month. That’s an awesome result! That could be worth hundreds of millions if gold prices go up. So why sell? At the end ...
alphavulture.com
CDU.LS | Alpha Vulture
https://alphavulture.com/tag/cdu-ls
Tag Archives: CDU.LS. Conduril reports 2015 results. Conduril released their annual report. 8220;External supplies and services”. But no idea why and whether or not is going to be an onetime issue or a permanent change. In addition the positive effect of currency movements was a lot smaller this year, although that was partly offset by a big reversal in the provision for doubtful accounts. If Conduril didn’t have that reversal reported earnings would have been close to zero. A huge part of their balance ...
raybonneau.com
Weekly Link Fest « Categories « raybonneau.com
http://raybonneau.com/category/weekly-link-fest
Value Investing and other odds and ends. What I’ve Read This Week – 1/10/2015. January 10, 2015. INFU FY 2015 Results Review. Turnaround Stock Stories – Turn Back Time – Marvel Enterprises $MVL. Is a Brand a successful Moat or Barrier to Entry? The Sleuth Investor Book Review. Critical Look at using DCF for Valuations. ASYS – Amtech Systems. GRVY – Gravity. INFU – InfuSystem Holdings. LF – LeapFrog. NROM – Noble Roman. SODI – Solitron Devices. WSTL – Westell Technologies. Above Average Odds Investing.
teamthink.ca
TeamThink Client Renoworks Rated #1 Performing Stock in 2014 – Up 900% | Team Think
http://www.teamthink.ca/teamthink-client-renoworks-rated-1-performing-stock-in-2014-up-900
Call Us: 403.809.3488. Sales & Marketing Coaching. Market Research & Planning. Blog & News. TeamThink Client Renoworks Rated #1 Performing Stock in 2014 – Up 900%. December 13, 2014. TeamThink is super excited for my client Renoworks. Who was rated the #1 performing stock in 2014 by Cantech Letter. On the TSX Venture Exchange after their stock increased a whopping 900%. Cantech Letter is a, a premier financial news site for the technology sector in Canada. They published their Top 10 List yesterday.
raybonneau.com
Value Investing « Categories « raybonneau.com
http://raybonneau.com/category/value-investing
Value Investing and other odds and ends. Turnaround Stock Stories – Turn Back Time – Marvel Enterprises $MVL. March 7, 2016. Critical Look at using DCF for Valuations. February 2, 2015. Company Turnarounds are Hard. January 6, 2015. Because for one, I think that it is an…. 100x The Power of Growth in Wealth Creation. December 16, 2014. Critical Change within Value Investing? February 7, 2014. 8211; Comments by Howard Marks. January 28, 2014. January 19, 2014. January 3, 2014. INFU FY 2015 Results Review.
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