Colombo Fort Land !!

Stock_kid · 1 Colombo Fort Land !! Mon Sep 05, 2011 9:54 pm

Stock_kid

Stock Analytic

Posts : 10
Equity Stars : 4662
Reputation : 0
Join date : 2011-09-05

Guys..what are your views on CFLB ??? They hold more than 52% of Colonial...but the price has not moved up at all !!! Question

aloma.fernando · 2 Re: Colombo Fort Land !! Mon Sep 05, 2011 10:53 pm

aloma.fernando

Stock Trader

Posts : 8
Equity Stars : 4666
Reputation : 3
Join date : 2011-08-21

Forget cflb.Buy blue.n

cse_investor · 3 Re: Colombo Fort Land !! Mon Sep 05, 2011 11:10 pm

cse_investor

Manager - Equity Analytics

Posts : 164
Equity Stars : 4900
Reputation : 16
Join date : 2011-06-17

CFLB is a solid company with fantastic growth perspectives. Right now it's not being played in any form or shape, so if you buy now, consider it a mid- to long-term investment. A very safe one at that I may add.

Stock_kid · 4 Re: Colombo Fort Land !! Mon Sep 05, 2011 11:25 pm

Stock_kid

Stock Analytic

Posts : 10
Equity Stars : 4662
Reputation : 0
Join date : 2011-09-05

Thanks....! I already bought a big lot of Blue.X...hope it will climb the hill further up Basketball

lamaya · 5 CFLB....!!! Mon Sep 05, 2011 11:37 pm

lamaya

Equity Analytic

Posts : 49
Equity Stars : 4718
Reputation : 0
Join date : 2011-08-14

Stock_kid wrote:Guys..what are your views on CFLB ??? They hold more than 52% of Colonial...but the price has not moved up at all !!!

dont forget, in July CFLB further bought 12.5% in COLO. That made total stake in COLO to 62.5%.

lamaya · 6 Re: Colombo Fort Land !! Mon Sep 05, 2011 11:41 pm

lamaya

Equity Analytic

Posts : 49
Equity Stars : 4718
Reputation : 0
Join date : 2011-08-14

http://www.cse.lk/cmt/uploadAnnounceFiles/7211313149776_504.pdf

Im wrong...now the total shareholding in COLO by CFLB is 64.5%..

Stock_kid · 7 Re: Colombo Fort Land !! Mon Sep 05, 2011 11:48 pm

Stock_kid

Stock Analytic

Posts : 10
Equity Stars : 4662
Reputation : 0
Join date : 2011-09-05

Hmmm..it is quite strange that even after COLO's 40% appreciation CFLB didn't move at all....

Hiru · 8 Re: Colombo Fort Land !! Mon Sep 05, 2011 11:58 pm

Hiru

Manager - Equity Analytics

Posts : 274
Equity Stars : 5146
Reputation : 31
Join date : 2011-04-24

Stock_kid wrote:Hmmm..it is quite strange that even after COLO's 40% appreciation CFLB didn't move at all....

As these share are held long term basis, appreciation of share price of COLO does not make any sense. CFLB may be aiming at revenue returns rather than capital gains from COLO.

cse_investor · 9 Re: Colombo Fort Land !! Tue Sep 06, 2011 12:23 am

cse_investor

Manager - Equity Analytics

Posts : 164
Equity Stars : 4900
Reputation : 16
Join date : 2011-06-17

Hiru wrote:

Stock_kid wrote:Hmmm..it is quite strange that even after COLO's 40% appreciation CFLB didn't move at all....

As these share are held long term basis, appreciation of share price of COLO does not make any sense. CFLB may be aiming at revenue returns rather than capital gains from COLO.

Spot on Hiru, though I wouldn't be surprised to see them sell part of the 12.5% they bought. Generally their strategy is leaned towards revenues, absolutely correct.

Antonym · 10 Re: Colombo Fort Land !! Tue Sep 06, 2011 12:34 am

Antonym

Vice President - Equity Analytics

Posts : 1090
Equity Stars : 7460
Reputation : 275
Join date : 2011-02-09

Hiru wrote:

Stock_kid wrote:Hmmm..it is quite strange that even after COLO's 40% appreciation CFLB didn't move at all....

As these share are held long term basis, appreciation of share price of COLO does not make any sense. CFLB may be aiming at revenue returns rather than capital gains from COLO.

Hiru is probably right.
Anyway, I did a calculation yesterday: After last month's transaction, the value of CFLB's stake in COLO has increased by Rs 1.183 billion ~ Rs 6.57 per CFLB share!
But, as Stock_kid points out, CFLB's share price been range-bound at Rs 63-66.

arrowms · 11 Re: Colombo Fort Land !! Tue Sep 06, 2011 9:28 am

arrowms

Manager - Equity Analytics

Posts : 180
Equity Stars : 4961
Reputation : 17
Join date : 2011-06-20

I have a lot in CFLB, After split it goes down day by day. Nv i am planing to sell and buy SEMB.W16

Gaja · 12 Re: Colombo Fort Land !! Thu Sep 08, 2011 1:49 pm

Gaja

Associate Director - Equity Analytics

Posts : 3127
Equity Stars : 9692
Reputation : 260
Join date : 2011-01-27
Age : 40
Location : Colombo

CFLB also heavily affected by the plantation sector, also even though COLO increase in price i don't thing they will dispose COLO but they increase there holding so i feel it will not effect there share price! what do you thing about it?

rijayasooriya · 13 Re: Colombo Fort Land !! Thu Sep 08, 2011 5:56 pm

rijayasooriya

Senior Vice President - Equity Analytics

Posts : 1827
Equity Stars : 6822
Reputation : 134
Join date : 2011-05-25
Location : Matara

arrowms wrote:I have a lot in CFLB, After split it goes down day by day. Nv i am planing to sell and buy SEMB.W16

My God why SEMB.W16? Do u know it's exercise price is 0.80cents and SEMB.X is now 0.80-0.90cents.Convertion will be on December 2011.

Chinwi · 14 Re: Colombo Fort Land !! Thu Sep 08, 2011 7:06 pm

Chinwi

Associate Director - Equity Analytics

Posts : 3097
Equity Stars : 8971
Reputation : 418
Join date : 2010-06-08
Location : Asia

rijayasooriya wrote:

arrowms wrote:I have a lot in CFLB, After split it goes down day by day. Nv i am planing to sell and buy SEMB.W16

My God why SEMB.W16? Do u know it's exercise price is 0.80cents and SEMB.X is now 0.80-0.90cents.Convertion will be on December 2011.

Yes. It is very important to understand that there are two types of warrants in SEMB.
One will be converted into a voting share and other will become a non-voting.

Dr T story tells us N share may get continuous buying interest than X. I saw someone put an excellent analysis on this yesterday. (sorry forgot your name )

mono · 15 Re: Colombo Fort Land !! Thu Sep 08, 2011 8:29 pm

mono

Vice President - Equity Analytics

Posts : 1167
Equity Stars : 6303
Reputation : 93
Join date : 2011-01-21
Age : 103

Chinwi wrote:

rijayasooriya wrote:

arrowms wrote:I have a lot in CFLB, After split it goes down day by day. Nv i am planing to sell and buy SEMB.W16

My God why SEMB.W16? Do u know it's exercise price is 0.80cents and SEMB.X is now 0.80-0.90cents.Convertion will be on December 2011.

Yes. It is very important to understand that there are two types of warrants in SEMB.
One will be converted into a voting share and other will become a non-voting.

Dr T story tells us N share may get continuous buying interest than X. I saw someone put an excellent analysis on this yesterday. (sorry forgot your name )

I read that as well. it seems pretty good. but only if we assume that senthil will actually buy upto a mandatory offer. otherwise SEMB is simple not worth the price it's going for