Attending of the LVT (1.75) annual shareholder meeting and meeting of senior management and directors. Impressive -and so my strong buy view is here today re-affirmed. Here is an original member only article, released to all registered users on May 4th 09.
Both LVT and UEC took another dive, post the global sell-off in shares. UEC's earnings and dividends announced recently was just slightly below expectation. Whereas LVT's earnings were above expectation. Here are more value added insights on both.
LVT confirms it will answer the as I perceive critical questions on Monday March 9th, at their "Opportunity Day", given at the MAI/SET exchange building in Bangkok. Together with the seperate mail received on the associate company earnings and dividends, I am happy. (See copy at the end of this correspondance.)
We met with MBAX and the MAI represenative and feel we got mislead. Insider selling and wrong guidance prompts me to send this registered letter to the company today. Feel free to make any comments in our lounge or at the end of this letter.
Before and after UEC (2.14) remains one of my key quality defensive stock choice on the MAI exchange -much undeservingly trading below that exchanges' valuation averages. After a visit with UEC's president, today I review why.