Colombo Fort Land !!

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

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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

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Forget cflb.Buy blue.n

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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