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Latest Posts By ozone2002 - Supreme      About ozone2002
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13-Sep-2012 09:31 IPC Corp   /   Solid NTA 27c       Go to Message
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super top vol

but price no change.....

strange
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13-Sep-2012 09:16 Raffles Edu   /   Times to goes up       Go to Message
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Director / Substantial Shareholders’ Transactions
CompanySubstantial Shareholder / DirectorFrom (%)To (%)
RAFFLES EDUCATION CORP LTD Oei Hong Leong 3.51 4.86
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12-Sep-2012 14:38 IPC Corp   /   Solid NTA 27c       Go to Message
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volume now 5 M done..

something's brewing..

gd luck dyodd
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12-Sep-2012 14:36 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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reaching 7m soon...

now attacking the sell Q @ 40.5

gd luck dyodd..
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12-Sep-2012 10:56 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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5+ million transacted as of now..

gd vol..

dyodd..gd luck
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12-Sep-2012 10:16 Viking Offshore   /   VIKING OFFSHORE AND MARINE LTD       Go to Message
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Viking Offshore and Marine Ltd 11-Sep-12 Share Buy-Back 20,000 0.1090
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12-Sep-2012 10:11 Singapore Land   /   Sp Land       Go to Message
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up again today.. 6.75
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12-Sep-2012 09:46 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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40.5.. looking gd..

gd luck dyodd.. :)

cheapest O& G services play as quoted by DBS...
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11-Sep-2012 16:50 Singapore Land   /   Sp Land       Go to Message
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6.63...privatization in the works as per what Kim Eng suggested.. unlocking Sing land's value
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11-Sep-2012 16:23 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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slow and steady wins the race..

40.5 highest.. 9 m done as of now..

gd luck dyodd..

fast and furious kanna heart attack! :)
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11-Sep-2012 10:57 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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civmec up 2% today..

ausgrp..still stagnant..
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11-Sep-2012 10:32 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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dbs_picks_7.9.12
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10-Sep-2012 15:10 IPC Corp   /   Solid NTA 27c       Go to Message
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IPC consolidation continues with the Bollinger bands tightening

signalling a squeeze leading to a breakout..

upwards if can break above 154

downwards if break below 147..

gd luck dyodd
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10-Sep-2012 13:22 Viking Offshore   /   VIKING OFFSHORE AND MARINE LTD       Go to Message
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Viking Offshore and Marine Ltd 07-Sep-12 Share Buy-Back 50,000 0.1090
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07-Sep-2012 16:56 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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Turned around and still cheap

Amongst the cheapest O& G plays at 5x FY13F PE

backlog potential upside from A$593m in the

pipelineFY13F to grow 28%, backed by A$324m order

Offers 30% potential return to fair value of S$0.50

The Business

Leading engineering and construction services provider to the mining

and O& G industries in Western Australia. AusGroup fabricates,

constructs and installs structural steelwork and processing equipment

for the oil and gas (55% of FY12 sales) and mining (45%) industries.

Post installation, the firm also provides asset maintenance services

such as painting, insulation and scaffolding. AusGroup’s key

competitive advantage over peers is its comprehensive suite of

maintenance services.

Rising orderbook and margin improvement keep profits growing. A

rebound in its orderbook since 2HFY11 has led to more consistent

topline growth in the last two years. More importantly, the change in

focus on bottomline has resulted in steadily improving margins over

the last seven quarters. Based on an existing order backlog of

A$324m with another A$593m worth of contracts in bidding stages

and more new wins expected, we project FY13F earnings to grow

28% supported by margin improvement through better cost and

project management.

The Stock

Valuing AusGroup at S$0.50 per share. This implies 30% upside from

the current price. Our fair value is based on 8x FY13F earnings. This

valuation peg is at a 20% discount to sector average of 10x, given

that AusGroup is much smaller in size.

New contract wins to provide upside. AusGroup is well positioned to

benefit from the strong development of natural resources (eg.LNG) in

Australia and SEA as well as small-scale expansion/upgrading work in

the mining industries (iron ore). We believe stronger than expected

contract wins and consistent earnings delivery are key catalysts for a

stock re-rating.

Key risk. Earnings would take a hit if the company encounters cost

overruns or delays / difficulty in recovering claims for variation /

additional work done beyond the contracts. Contract wins could be

affected by slowing mining boom in Australia although AusGroup

has long term maintenance contracts to cushion the lull.

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07-Sep-2012 15:51 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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DBS also kiasu.. price its TP @ 20% discount to sector average..

means there's more upside potential if ausgrp's valuation is in line with the sector average..

anyway DBS already reported this counter is the LOWEST valuation O& G  play..

buy cheap n good.. not expensive and gd..

gd luck :) dyodd
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07-Sep-2012 15:16 Viking Offshore   /   VIKING OFFSHORE AND MARINE LTD       Go to Message
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regular buy back again..

Viking Offshore and Marine Ltd 06-Sep-12 Share Buy-Back 190,000 0.1080
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07-Sep-2012 15:14 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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DBS highlighted this counter.. looks set for more upside..

gd luck dyodd

 

Ausgroup – Turned around yet still attractive, potential

target of $0.50

We also take this opportunity to spotlight a new name

Ausgroup, under the Equity Explorer format. The company

should enjoy a rising order book while margin improvement

keeps profit growing. We project a FY13F earnings growth

of 28%. Ausgroup is amongst the lowest valuation O& G

plays at 5x FY13F PE. We see a potential target of 50cts

based on 8x forward earnings that is 20% discount to

sector average.

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07-Sep-2012 09:42 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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top vol today.. 395.. testing 40c resistance..

gd aussie jobs figures..civmec also rally
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06-Sep-2012 16:42 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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shake out the weak holders..

jump from the intraday low of 37.5 to 38.5

gd luck dyodd
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