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Cable Manufacturers - Snapshot

+7
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First Guy
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Cable Manufacturers - Snapshot Empty Cable Manufacturers - Snapshot

Sun Jun 28, 2015 7:40 am
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Simple snapshot for the three cable manufacturers. Looks like fairly valued when compared to one another.

chutiputha
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Cable Manufacturers - Snapshot Empty Re: Cable Manufacturers - Snapshot

Sun Jun 28, 2015 10:23 am
Thank U FG.+++
pathfinder
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Sun Jun 28, 2015 10:42 am
Thanks FG
Leon
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Sun Jun 28, 2015 12:23 pm
Thanks FG
smallville
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Location : Trying to figure out..

Cable Manufacturers - Snapshot Empty Re: Cable Manufacturers - Snapshot

Wed Jul 01, 2015 6:04 pm
Valuable.. thanks Smile

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Mon Jul 27, 2015 6:28 am
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ACL will be receiving some good amount of cash from HPWR. There would also be a massive gain from the repurchase by HPWR. It is already trading below book value along with some good profits.

Earnings from HPWR will add to ACL. ACL should also have to distribute the cash or reinvest it above current ROE to gain some advantage.

The amount possible from the repurchase comes to around 9.90/- per share for ACL depending on how much of it is accepted.

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yellow knife
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Mon Jul 27, 2015 8:58 am
Thanx
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Mon Jul 27, 2015 1:43 pm
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So Divi coming up. Managed to pick a few this morning at 97. Thanks FG.Yum yum.
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Mon Jul 27, 2015 1:50 pm
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[You must be registered and logged in to see this link.] wrote:So Divi coming up. Managed to pick a few this morning at 97. Thanks FG.Yum yum.

This is just the start my friend.....
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Mon Jul 27, 2015 3:02 pm
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[You must be registered and logged in to see this link.] wrote:
[You must be registered and logged in to see this link.] wrote:So Divi coming up. Managed to pick a few this morning at 97. Thanks FG.Yum yum.

This is just the start my friend.....

Copper is sliding, hope they manage to take good advantage. Rosh, do you still have ALLI ? I have been holding for three years now, expecting next quarter as harvest time Smile
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Mon Jul 27, 2015 3:28 pm
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Actually I sold ALLI some time ago...., now holding ACL, LWL, VONE, BFL.....
I really hope specially ACL and LWL will do well in this quarter...

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Tue Jul 28, 2015 7:00 am
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[You must be registered and logged in to see this link.] wrote:Actually I sold ALLI some time ago...., now holding ACL, LWL, VONE, BFL.....
I really hope specially ACL and LWL will do well in this quarter...


I wouldn't expect a 'bumper' result from LWL but should be good. It's a strong stock for me. Have disposed the ALLI I held myself.

Talking about ACL, the dividend is better than last year. But the main event is still pending.
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Tue Jul 28, 2015 8:06 am
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[You must be registered and logged in to see this link.] wrote:
[You must be registered and logged in to see this link.] wrote:Actually I sold ALLI some time ago...., now holding ACL, LWL, VONE, BFL.....
I really hope specially ACL and LWL will do well in this quarter...


I wouldn't expect a 'bumper' result from LWL but should be good. It's a strong stock for me. Have disposed the ALLI I held myself.

Talking about ACL, the dividend is better than last year. But the main event is still pending.

What's the mail even you refer above?? Repurchase of HPWR shares??
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Tue Jul 28, 2015 8:21 am
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ACL is supposed to receive a big money with this share repurchase. Some 589M??
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Tue Jul 28, 2015 12:57 pm
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[You must be registered and logged in to see this link.] wrote:Actually I sold ALLI some time ago...., now holding ACL, LWL, VONE, BFL.....
I really hope specially ACL and LWL will do well in this quarter...



Good picks Rosh, dont know much about BFL but the others look good. They have already yielded 20 to 30%. Should be good for you with Ausi dollar down. Waiting for ALLI results.bounce
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Tue Jul 28, 2015 1:22 pm
Wish you too my friend with Good results in Alli....
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Sat Aug 15, 2015 7:44 am
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Sun Dec 20, 2015 4:43 pm
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ACL and KCAB have overall given gains.

Multiples have become more attractive and ROE improved on TTM basis after September results.
කිත්සිරි ද සිල්වා
කිත්සිරි ද සිල්වා
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Sun Dec 20, 2015 5:43 pm
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Can SIRA restores investor confidence again?
( Nothing much changed except writing off and no heads rolled either after the incident. Tech guys say it will reach 6/= soon. Will it ? )

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Sun Dec 20, 2015 6:13 pm
Thanks FG Very Happy
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Sun Dec 20, 2015 7:31 pm
Thanks, 1ST Guy..... not only those, but also APLA looks very attractive at these price level....
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Sun Dec 20, 2015 8:14 pm
Thanks FG

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Sun May 29, 2016 10:49 pm
We must update this sometime Smile
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Mon May 30, 2016 8:16 am
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KCAB updated only till Dec 2015 quarter
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Mon May 30, 2016 9:10 am
Thank you FG! You are a Boss! + Very Happy
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