Company Articles

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SPALI, a mispricing of the Warrants?

Submitted by PaulRen on Sat, 28/04/2007 - 11:16am

SPALI-W3 (1.90)  seem undervalued to me.  SPALI' s key insiders insiders have been selling the common shares in April, so to buy the warrants.  SPALI-W3.

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Three new growth stocks for this year and next.

Submitted by PaulRen on Tue, 10/04/2007 - 6:20am

Here are 2 new stock ideas I now like and a previous selection, then left behind, and now at lower prices added back to my radar screen of favored choices.

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Maximum bullish on SAT, my earnings model and more.

Submitted by PaulRen on Sun, 11/03/2007 - 11:25am

After the previous related member article, I here now articulate & reflect on SAT earnings projection going forward and come away maximum bullish on this selection at the current market price of around 10.  After reading my macro reasons on this accelerating growth industry, review here my various micro reasons...

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Global automobile manufacturing is ever more about managing suppliers.

Submitted by PaulRen on Sat, 10/03/2007 - 9:42am

Today I want to review some larger macro reasons why SAT's industry is a prominent and likely fast growing one, and yet how many still don't understand why this is so. Global automobile manufacturing is ever more about intimately managing, co-creating and working with suppliers *** Post recent stock markets...

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Updates on two previous chosen picks.

Submitted by PaulRen on Thu, 22/02/2007 - 4:58am

An update on two stocks I visited last year and came away with buy views. One worked out well increasing some 70% UMS, the other is lagging by some 10%, TOG. After the recent UMS announcements, I calculate the fair market value of UMS, post the XA date.

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High Growth, low p/e, noble large shareholders.

Submitted by PaulRen on Wed, 04/10/2006 - 5:24am

Here is one of oldest firms on the SET listed back in August of 1976, 30 years ago! A look back shows that its average p/e from year 1984 to 1993 was a high 22.

At a p/e today in the mid single digit ( & below book value)...

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Ticon converting assets into Capital. Act 2.

Submitted by PaulRen on Sun, 13/08/2006 - 9:14am

Ticon has a problem which is that its too successful. The company needs new equity to keep converting assets into capital. With that reality it has just announced a proposed private placement offering of 107 million common shares. Ticon is more and more of a growth stock, yet keeps a...

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Ticon back on the strong buy list.

Submitted by PaulRen on Tue, 06/06/2006 - 9:02am

With Ticon's stock down some 18% since I turned more cautious at the beginning of the 2nd Quarter, the stock at now 15.2, is so as of today back on my strong buy view list. Here is a summary of my reasons why.

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TLUXE raises & catches fish -and so my attention.

Submitted by PaulRen on Mon, 22/05/2006 - 1:28am

Fish farming has grown rapidly during the last few years.

Currently producing nearly 40 mill. tons per year, up from only 13 in year 1990. One third of the fish consumed in the world is now farmed!

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