Phewww LOLC at 116 (heart breaks)

ashlee · 1 Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 12:51 pm

ashlee

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LOLC is approaching its lowest rate for the last 54 months which is 104(after the split).. This was considered a good buy at 138 level and right now LOLC is real gem..

I guess it is more or less the same situation for most of other shares..Lets watch out for LOLC..Happy trading.

Meta Trader · 2 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 1:01 pm

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ashlee wrote:LOLC is approaching its lowest rate for the last 54 months which is 104(after the split).. This was considered a good buy at 138 level and right now LOLC is real gem..

I guess it is more or less the same situation for most of other shares..Lets watch out for LOLC..Happy trading.

oh dear !

$$$ · 3 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 1:04 pm

$$$

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LOLC one of them lots out there Smile

.....when the market turns it will be agood bull run and every one who purchased at these rates will be winners

StocksWatch · 4 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 1:18 pm

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$$$ wrote:LOLC one of them lots out there .....when the market turns it will be agood bull run and every one who purchased at these rates will be winners

Can you name few of them for the benefit for all those who still have some buying power?

smallville · 5 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 2:26 pm

smallville

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I'm picking KGAL, LOLC, NAMU, DFCC, CFLB at lower ends.. might be useful in coupla weeks I think Wink

xmart · 6 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 3:06 pm

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LFIN, SAMP, PAP and RICH too look smart. but??????

StocksWatch · 7 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 3:16 pm

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xmart wrote:LFIN, SAMP, PAP and RICH too look smart. but??????

LFIN, SAMP, PAP - I am holding with considerable losses. But RICH is obviously potential bargain at the moment. Is there an analysis done on RICH in this forum?

Slstock · 8 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 3:36 pm

Slstock

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StocksWatch wrote:

xmart wrote:LFIN, SAMP, PAP and RICH too look smart. but??????

LFIN, SAMP, PAP - I am holding with considerable losses. But RICH is obviously potential bargain at the moment. Is there an analysis done on RICH in this forum?

No one did any detailed analysis if I recall right. ( I could be wrong) . You could search the forum for RICH. However looking at the last quarter results and the chairmans statement that RICH could do Rs 2.5 Profit this year ( I was skeptical of this before the Dec results but looks like now they can get mighty close) , RICH can easily reach around Rs 18-20 in medium term ( am not saying soon) on fundamentals. Though there is massacre on KGAL and NAMU now these are some of the most undervalued plantation companies on CSE with future growth potential. They are in the RICH group .

Last edited by slstock on Tue Mar 15, 2011 6:22 pm; edited 2 times in total

tubal · 9 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 3:38 pm

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smallville wrote:I'm picking KGAL, LOLC, NAMU, DFCC, CFLB at lower ends.. might be useful in coupla weeks I think

I would go easy on the plantations. International rubber and palm oil prices are dropping faster than even the ASI. Rubber prices in Colombo auctions are down 8% in a day. Thai government is already taking first steps to intervene in the rubber markets.

Slstock · 10 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 3:47 pm

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tubal wrote:

smallville wrote:I'm picking KGAL, LOLC, NAMU, DFCC, CFLB at lower ends.. might be useful in coupla weeks I think

I would go easy on the plantations. International rubber and palm oil prices are dropping faster than even the ASI. Rubber prices in Colombo auctions are down 8% in a day. Thai government is already taking first steps to intervene in the rubber markets.

Tubal,
One reason is because the Car companies in Japan has temporarily stopped production and the Rubber orders for April and August is on hold. However if the Petroleum price go up Natural rubber will have to pick up again with it. Also we had to remember the March quarter is almost over. For the 1st 2 months plantation with rubber would have benefit.

As CSE is also a psycology game which also reacts to short term news, I agree it be will good to becareful. But I still think plantations like KGAL and NAMU will do okay in the medium term after this situation improves. Also the wage issues must be in the back of investor minds. Non Tea plantations will get effected less though as we know.

But ...... no harm watching and being careful.

smallville · 11 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 5:29 pm

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tubal wrote:

smallville wrote:I'm picking KGAL, LOLC, NAMU, DFCC, CFLB at lower ends.. might be useful in coupla weeks I think

I would go easy on the plantations. International rubber and palm oil prices are dropping faster than even the ASI. Rubber prices in Colombo auctions are down 8% in a day. Thai government is already taking first steps to intervene in the rubber markets.

Tru.. I've seen an article very recently that these have hit 50% low.. but I rather see some positive side with plantations like KGAL & NAMU.. Cuz mostly if wage hike hits plantations, these are at the lower level to get hit due to Rubber, palm oil production.. My feeling is rubber is gonna go up again to a more sustainable level in a coupla months..
My analysis says these are golden at the moment.,, look.. we're seeing the Oct-nov price levels now..
Also with the Japan's crisis situation, there'll be more demand for rubber, wont' it?

smallville · 12 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 5:31 pm

smallville

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StocksWatch wrote:

xmart wrote:LFIN, SAMP, PAP and RICH too look smart. but??????

LFIN, SAMP, PAP - I am holding with considerable losses. But RICH is obviously potential bargain at the moment. Is there an analysis done on RICH in this forum?

You can have a glance on the following analysis..
http://forum.srilankaequity.com/t1744-rich-namu-kgal-all-in-one-value-analysis?highlight=rich

tubal · 13 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 5:49 pm

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smallville wrote:

tubal wrote:

smallville wrote:I'm picking KGAL, LOLC, NAMU, DFCC, CFLB at lower ends.. might be useful in coupla weeks I think

I would go easy on the plantations. International rubber and palm oil prices are dropping faster than even the ASI. Rubber prices in Colombo auctions are down 8% in a day. Thai government is already taking first steps to intervene in the rubber markets.

Tru.. I've seen an article very recently that these have hit 50% low.. but I rather see some positive side with plantations like KGAL & NAMU.. Cuz mostly if wage hike hits plantations, these are at the lower level to get hit due to Rubber, palm oil production.. My feeling is rubber is gonna go up again to a more sustainable level in a coupla months..
My analysis says these are golden at the moment.,, look.. we're seeing the Oct-nov price levels now..
Also with the Japan's crisis situation, there'll be more demand for rubber, wont' it?

It's the Japan crisis that's causing the prices to tumble. However it began well before the tsunami. As Mr Pandithage, in his capacity as the chairman of KVAL mentioned: “This is a rare and unprecedented convergence of unlikely circumstances and any expectation of this position being sustained at these levels, for any length of time, would be unduly optimistic.”.

One of the major reasons for the high prices were because the rubber stockpiles were getting exhausted. If Japan does not buy rubber for even a few days, that will give plenty of opportunity for stockpiles to be replenished. Oil is also dropping so that means the cost of neoprene and other synthetic alternatives for rubber will also drop.

SLStock mentioned that the current quarter is almost ending so there will not be a significant effect on it. But what about next quarter?

$$$ · 14 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 5:54 pm

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Hi For those who have money the key is to get into stocks that will gain momentum and grow with their eranings out look with low PE's ....some of the stocks that have fallen might not move up as fast as they came down as they were probbably over priced eg : PCH/ODEL/LHCL etc .....(LHCL might move up as Fortis paid 62 or more for it )

Stocks with higher growth forecasts , Relatively low PER's which are going at a bargain will probably have the tendency to move up faster eg (the following don't all dont have low PER but I list them as they have great potentail : Gran TAFl and BFL, RCL , LOLC, Kapi, COCO, LGL, DIST, LMF, LCEY, CFVF, JINS and CSEC, LFIN, ACL, TKYO, SAMP

smallville · 15 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 6:19 pm

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Valid point Tubel, there'll be a drop in revenue for Q2.. then again; Japan will recover fast, I think their biggest fear is the radio-active damage.. also they need man power... other than that money wont be a thing for them.. There'll be a good demand once the recovery is done..
Rubber surged to more than 500 yen a kilogram for the first time in Feb 2011 and dropped..

My thinking is we're seeing a drop for a few months only.. but plantations we've discussed are trading at crazy prices, and those will have a good chance of going up in a shorer period as well.. for investments these are a good bargain..

Slstock · 16 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 6:23 pm

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slstock wrote:

StocksWatch wrote:

xmart wrote:LFIN, SAMP, PAP and RICH too look smart. but??????

LFIN, SAMP, PAP - I am holding with considerable losses. But RICH is obviously potential bargain at the moment. Is there an analysis done on RICH in this forum?

No one did any detailed analysis if I recall right. ( I could be wrong) . You could search the forum for RICH. However looking at the last quarter results and the chairmans statement that RICH could do Rs 2.5 Profit this year ( I was skeptical of this before the Dec results but looks like now they can get mighty close) , RICH can easily reach around Rs 18-20 in medium term ( am not saying soon) on fundamentals. Though there is massacre on KGAL and NAMU now these are some of the most undervalued plantation companies on CSE with future growth potential. They are in the RICH group .

I stand corrected. Smallville did analysis and apparently I also contributed to discussion. My old age is getting to me Crying or Very sad

See below
http://forum.srilankaequity.com/t1744-rich-namu-kgal-all-in-one-value-analysis?highlight=rich

ashlee · 17 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 6:54 pm

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Well talking about other immensely lucrative shares at bargain, I would like to add LGL X alone with LOLC.. LGL X is trading at 35.50 and I think its a real bargain..

dhamm · 18 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 10:41 pm

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Some people think that,
- After earthquake/tsunami on japan, they are all over. Even Toyota will permanently stop their production.
- Colombo rubber auction will go to 250/=
- Crude oil go down to 1$ per ton
- Rubber plantations will close their operations.

lol!

UKboy · 19 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 11:22 pm

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tubal wrote:

smallville wrote:I'm picking KGAL, LOLC, NAMU, DFCC, CFLB at lower ends.. might be useful in coupla weeks I think

I would go easy on the plantations. International rubber and palm oil prices are dropping faster than even the ASI. Rubber prices in Colombo auctions are down 8% in a day. Thai government is already taking first steps to intervene in the rubber markets.

Dear Tubal,
As I mentioned several times you have be very careful when you give your opinion on plantations.
See you got a - rep. Neutral

Most people still strongly believe that we can judge a plantation company by their P/E value.

I try to avoid all the titles relate to plantations & JKH.

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Phewww LOLC at 116 (heart breaks)

1 Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 12:51 pm

ashlee

2 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 1:01 pm

Meta Trader

3 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 1:04 pm

$$$

4 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 1:18 pm

StocksWatch

5 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 2:26 pm

smallville

6 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 3:06 pm

xmart

7 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 3:16 pm

StocksWatch

8 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 3:36 pm

Slstock

9 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 3:38 pm

tubal

10 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 3:47 pm

Slstock

11 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 5:29 pm

smallville

12 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 5:31 pm

smallville

13 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 5:49 pm

tubal

14 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 5:54 pm

$$$

15 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 6:19 pm

smallville

16 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 6:23 pm

Slstock

17 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 6:54 pm

ashlee

18 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 10:41 pm

dhamm

19 Re: Phewww LOLC at 116 (heart breaks) Tue Mar 15, 2011 11:22 pm

UKboy

20 Re: Phewww LOLC at 116 (heart breaks)

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