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A letter of concern to LVT's Chairman.

Submitted by PaulRen on Wed, 31/12/2008 - 8:24am

Here is the copy of a letter I sent to the Chairman of LVT, K. Ongkoon Youman on December 28 '08. 

A lack of transparency along with regular and frequent insider transactions by one director has raised serious corporate governance issues at MAI listed LVT.

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LVT will be a most important stock for us in year 2009.

Submitted by PaulRen on Thu, 25/12/2008 - 3:34am

LVT will be a most important stock for us in year 2009 (!) -as we combined own a huge chunck of this undervalued company which seems to be on a continued mission of keeping its good news/prospects quiet for too long.  All to the detriment of us silent shareholders here.  Its time...

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Further dwelling on Ticon.

Submitted by PaulRen on Mon, 24/11/2008 - 8:10am

With Ticon's stock price now back to where it was in October 2004, when I then first turned wildely bullish, some may wonder if the bottom has now been found?  Perhaps, but will it just sit there for some time, as I fear.

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Anatomy of an oversold stock.

Submitted by PaulRen on Thu, 31/07/2008 - 8:54am

Here is one quality selection which rocketed up last year, only to deserve profit taking. Now with this stock 2/3 lower then its highest price not long ago, I think the selling is well, can we say, way overdone. 

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SPPT, my choice for the energy crisis along with LVT.

Submitted by PaulRen on Wed, 21/05/2008 - 5:44am

SPPT is an interesting story with a new device which converts plastic into oil. Today's BKK Post article confirms the company is making progress on this. The just newly issued warrants now trading are undervalued -and so mispriced.

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Most 1Q. '08 earnings reports released, my comments on some.

Submitted by PaulRen on Thu, 15/05/2008 - 9:36am

Here are some comments on the 1Q. earnings reports which have been released so far. This should help members assess and re-evaluate with my input on some winners and dissapointers, to date. Remember one quarter does not make a year.

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MBAX (3), my contrarian play.

Submitted by PaulRen on Wed, 16/01/2008 - 5:05am

For those investors who now want to take a bit of a contrarian view on the US$ currency and global oil prices -and so think the selling on this stock price is overdone why not take a look at MBAX, around 3 Baht just now.

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Letter to SVI’s Investor Relations officer.

Submitted by PaulRen on Wed, 14/11/2007 - 3:10am

SVI PUBLIC COMPANY LIMITED (SVI 1.40)  is confusing to investors. But not due to fundementals, as these appear bright. But due to this H &Q fund, which owns a huge & majority chunk of their stock and potentially selling more into the open market?   This is creating uncertainty and holding the stock price...

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SNC vs. TRC, a critical comparison.

Submitted by PaulRen on Thu, 08/11/2007 - 2:34am

SNC is planning a formidable road show next week. No question this stock/company is on the go. But how does it compare to my winning selection for long, TRC? Here I address this question with a gloves-off approach.

While I like the SNC story, I am starting to ask if...

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