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Asia Pacific Wire & Cable Corp. Ltd. Message Board

naga00 47 posts  |  Last Activity: 6 hours ago Member since: Mar 21, 1998
  • The Delaware Basin that extend into NM the SE corner is a multi-stack oil and gas zone. Once the dust
    settles and the seller's go fishing this stock should firm . A smart brokerage firm will upgrade this stock to
    a buy after this announcement . Another small player in the same area is cazff ( they are in the sweet spot)
    EOX acreage is prime real estate
    Winner
    Should also allow for quick short term play for the players.

    Sentiment: Strong Buy

  • naga00 by naga00 May 7, 2015 7:28 PM Flag

    so a few weeks ago eox was .58/sh on fears of Bk, but their Q report douses the possibilities of a dead deer.
    Sure they lost some reserves ! They all are losing asset because of the lower oil and gas prices. They
    got hedges and lowering expenses and continue to look for opps. Fast forward yesterday the stock runs
    from the mid .60's to .95 at the high for the day -of course stock corrected at the close yesterday and finished
    @ .84 then today popped to .88 and because of lower Oil prices today (like $2.00) EOX fell to .71 at the close.
    We get bad employment numbers tomorrow , the dollar falls, the market rallies and oil firm, which in turn
    causes EOX to firm maybe back into the mid to low .80's. If this is not the scenario and the stock continues
    to fall I would add and wait for the next run.
    I initially bought EOX @ .58 and then more @ .715 and blew it all out @ .845
    Back in again
    If I am wrong - well at least I did not buy this oil @ $8.00

    Sentiment: Strong Buy

  • the market is weak and this would be considered speculative and the out flow during april of funds and
    go away in May may have the heard running for the hills or exits. I think a dip is a buy! I think that this team
    sound like a team that says what mean and mean what they say. Down from almost $7 down to $5.80
    I think it is a trade. I like apt and vsr also-- both very cheap

    Sentiment: Strong Buy

  • conference starts 2:35 est

    Sentiment: Strong Buy

  • naga00 naga00 May 4, 2015 10:23 PM Flag

    management is horrible when It has come to any kind of stock appreciation over
    the long term with respect to the invisible buy-back. I recently became a
    shareholder again because there is little downside risk because of the fundamentals.
    This allows me to have my voice heard during the year-end numbers.
    I will continue to degrade management with respect to share price, but
    they do know how to grow their businesses. The real key to appreciation
    is the growth of Charoong thai Cable , which they own over 50%. Once
    Thailand's economy gains traction it has the tendency to drag apwc higher.
    I believe the put option is $4.50. I am not even sure that it exists .
    book 16.50 cash almost $6 and less debt and growing rev and income will
    expand as Asia grows. Their business in China will grow over the long term.
    It has been dead money for a long time, but one of these days something will
    happen. The principle is getting older and older and one day he will pass the
    torch . I believe that this stock could also be a takeover candidate.
    I don't like it but I must own it. It is just too cheap

    Sentiment: Strong Buy

  • naga00 naga00 May 3, 2015 9:37 PM Flag

    It is not that bad because he is black, but it is not needed. I am not sure the poster had any
    alternative motive. Just bad wording.

  • naga00 naga00 May 2, 2015 1:43 PM Flag

    I think the ( black guy comment is not proper)
    Charles payne is a great stock picker at times and I appreciate that he a true Capitalist and came from
    nothing and did not use his color as an excuse. He is a great role model not only for black's but for everyone else - I have talked with him a few times when I did a radio show back a few years ago.
    another super cheap stock (apwc)
    He is discounted value player and APWC is a great example. trading @ 2.40 but has a book of $16.50
    cash/sh $5.88, rev almost $500 million and profitable, Asia based copper and optic fiber producer and
    only 13.8 million shares outstanding
    I also own GBX and believe with oil firm and higher, short covering, greater exposure like Charles,
    brokerage upgrades and conference on the 5 of May could take us to $65-$68 quickly next week
    The short position is so large that I would hate to be short this stock. The gov is using their "future tanker"
    as their model.
    This is a great company that has huge upside potential

    Sentiment: Strong Buy

  • naga00 naga00 May 2, 2015 1:18 PM Flag

    one of these days something will change and if you are not in this long term sleeper you will
    not benefit from the change. A scam- this investor who things that is an idiot!
    There are lots of those running around these days

    Sentiment: Strong Buy

  • Reply to

    New Quarterly Out

    by meh76_1999 Apr 30, 2015 3:22 PM
    naga00 naga00 Apr 30, 2015 10:01 PM Flag

    considering the price of crude during the Q- Not sure that you could say anywhere that it is rainbows and unicorns. The presentation and conference call leads me to believe that sdcjf is winner - either it was 2011 or 2014- this company will survive and prosper and make shareholders wealth again because this team is
    honest and full of expert leadership. During 2015 most Oil's are in a semi hibernation state waiting for
    a price recovery. They look for cheap acreage, cheap drilling costs and cost reductions including debt refi
    another oil mover today mei.v or mkryf
    we also like this non oil VSR

    Sentiment: Strong Buy

  • I would look for cheaper drilling expense and waiting for cheaper fracking and then shut in the production until better pricing. I would also slow down everything and reduce expenses everywhere and buy cheap acreage.
    Guess what? This is what axas is doing. I do anticipate the stock will fall tomorrow to the $2.25 level and
    bounce. The 2nd Q is 1/3 over and we are finally seeing lower dollar and higher crude. The first q to be reported on the 8th of May - so they just gave us a warning not to anticipate a pot of gold at the end of the
    drill bit.
    how many oils are reporting good results during the 1st when oil was around 43-50/barrel. Like ZERO

    Sentiment: Strong Buy

  • management is clueless concerning being public. It is a viable concerning with very attractive fundamentals-
    The problem is one of the officer own 75% of the company and a few institutions. The eventual out come
    is that it is bought out when the old leadship changes or a suitor comes along a sees the heavily discounted
    value. The total book including subs is most likely around $15.00, a huge cash hoard of around $6 in cash
    reduced debt and owns 51% of charoong. The market cap is around $28 million and rev are around $500 million. One of these day it will explode. Every year I degrade management as much as possible on their
    conference call and I will do the same this year because they should be ashamed. I have asked many times
    why are you public and you get this blank response.
    Is apwc a scam- not even close! It is a bargain that sits at the bottom of the bucket.

    Sentiment: Strong Buy

  • VSR around 10 million shares out, trade near book, not much above low for year. backlog 245 million end of
    2014, recently $20 million new contracts. profitable and margins increasing. rev for 2015 est. 130-150 million for 2015 with profits. stock around $3.85 only $38 million market cap I think it pops when earning are released
    may8-11th for the third Q
    I think it is worth a trade and an investment for an unknown opp that could also be a buyout candidate

    Sentiment: Strong Buy

  • someone or something recommended rigl and small players bought and drove ah higher. I think
    Considering how this trades I could open where it closed.
    no news or brokerage comments.

  • no news but huge upside-looking for info

  • everyday oil firms and AU dollar gets a little strong-- the roopeople will jump like lemmings to grab the
    cheapest oil around. Most have rebounded 50-100% off their lows while sdcjf sits like the not so good
    looking women waits patiently for someone to ask her for a dance. I bought move today even though
    I was recently buying and then buying more @ the .37-.375 level.
    Wake up people look at their presentation and potential value from p2 and p3 we are already discounted
    heavy from p1
    other fav mqlxf super cheap

    Sentiment: Strong Buy

  • naga00 naga00 Apr 13, 2015 5:47 PM Flag

    try .06 for the q they beat, but not .42-- your number including derive
    best part tplm is not going anywhere and I mean down! Management remains focused and
    this company will thrive.

  • naga00 naga00 Apr 13, 2015 5:38 PM Flag

    I don't believe this number rev is one thing but your eps is wrong

  • Reply to

    Buy and sell gap

    by mod15r Apr 7, 2015 3:08 PM
    naga00 naga00 Apr 11, 2015 12:41 PM Flag

    very tough call. Your poster friend that follows you around like a shadow has his
    opinion. Know one and I mean know one saw this huge drop in crude prices. A few
    may have called 75 crude for years and they missed a 5 year run. CAZFF has 50 million owed to Apollo, they have huge value with their production and acreage held. The problem
    is they need money from G&A, interest expense, drilling cost and add other stuff.
    Bank and loan issues are the major issues and they are not the only pig on the fire
    hk, sd, mhr,oas,eox,wll and list goes on and on. The big issue with CAZFF is that they
    did a death spiral with the same group that they had done this with before. Only before
    they had high crude prices and raised money from a equity filing which allowed them
    to pay this death spiral off . Now we are potential at the mercy of this spiral which can
    and may cause severe dilution. This is why the stock dropped from .13 to .05 during the
    past month or so. It is a very troubling development. I personally am buried in the issue
    and have thought about adding but have not. I am not selling and am not recommending
    selling. Positive development was a fund announced that it now own 4.5% .
    I continue to buy and hold strong sdcjf and mqlxf In my universe these two issues
    can help rebuild lost wealth from this terrible crude storm during the past 6 months that
    we have had to endure.

  • Reply to

    Buy and sell gap

    by mod15r Apr 7, 2015 3:08 PM
    naga00 naga00 Apr 9, 2015 12:32 AM Flag

    this may be true, but we have the ability to take advantage of oil movement before the roo people get the chance to wag the tail that moves the head. I hope that you are not buying this opportunity for 1 or 2 cents.
    You buy this for the score, the big score. Even at current prices this stock is worth much much more regardless of the price of crude.

    Sentiment: Strong Buy

  • lots of money poured in the $8 Aprils but ramped up buying also appeared in the May and June calls.
    Especially liked the 5600 contract purchased at around .40 today with a $8 call.
    Keeps bouncing into the ceiling of 8 , but Thursday or Friday we may fly.

    Sentiment: Strong Buy

APWC
2.43-0.04(-1.62%)May 22 3:35 PMEDT