Here I answer some questions raised by members in our lounge of late and then some, regarding DEMCO's (15.90) upcoming rights offering; the likely pricing of their new warrants and not least, why I remain ubeat.
No hugs and no claps of much, just an impressive company continuing on its success story. Today DEMCO is the class act. But you would never know it from reading the local or international press, or watching the "Discovery Chanel".
Here are some updates on my clearly stated favorite which now is getting lots of deserved news attention. This due to the reality of Thai electric shortages to come, that is,unless this is addressed far more.
DEMCO speaks. The market and the analysts listen. The year ends on an up note and 2013 still looks good as of this moment. Here is a short review on some of my thoughts, as 2012 is coming to a close.
Here I make some changes to the model portfolio and share some of my reasons for it. It is always a risky task to take a loss and then move it into another stock -as there is a chance of a double mystake.
Once again, broker confusion if not outright misreporting, creates a near panic. To us its an opportunity where other previously missed it. DEMCO remains a buy and here is why they got it wrong.
(Corrected on Sept 29 and this letter sent to Kim Eng).
Let the profits run. Here is the report on Demco's annual shareholder meeting.
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