Category: NeraTel

Posted on

NeraTel @ $0.52

Buy @ $0.52

Add to my collection at a much higher price, ~24% higher! 😀

Q3 results, released on 18-Oct, was very good. EPS = 4.29ct for 3Qs is already higher than FY11 = 3.73ct. For Telecom, MENA, as expected contributed positively to the increase in Revenue and Profits. What I'd not expected was the positve for InfoComm segment. DMG report, which was released a day earlier was able to identify this and I suspect they may have met Neratel mgmt and gotten this knowledge.

In fact, prior to DMG report, Neratel share price had suddenly moved up from ~47ct to ~55ct. After the Q3 results announcement, it dropped to 53.5ct. Looks like profit taking… It continued to drop today and I saw selling in 100 lots blocks. Take the risk to Q and got some. Went to Q more, but has rebounded. will try to slowly collect more leading towards Q4 results as I think there's a very high chance DPS = 4ct (last 2 years) will be increased to 5-6ct. Am projecting FY12 EPS = 5.75ct to 5.95ct. 😀

Posted on

NeraTel @ $0.40

Buy @ $0.40.

Someone's clearing a million shares or so. Collect some, but may drop further if there're more to be sold. Scary….:D

 

Time Price Trade size Type
14:15:36 0.400 10,000 Sell Down
14:15:36 0.400 25,000 Sell Down
14:15:36 0.400 3,000 Sell Down
14:15:36 0.400 60,000 Sell Down
14:15:36 0.400 20,000 Sell Down
14:15:36 0.400 30,000 Sell Down
14:15:36 0.400 10,000 Sell Down
14:15:36 0.400 10,000 Sell Down
14:15:36 0.400 20,000 Sell Down
14:15:36 0.400 10,000 Sell Down
14:15:36 0.400 15,000 Sell Down
14:07:22 0.400 35,000 Sell Down
14:07:22 0.400 10,000 Sell Down
14:07:22 0.400 10,000 Sell Down
14:07:22 0.400 10,000 Sell Down
14:07:22 0.400 23,000 Sell Down
14:07:22 0.400 15,000 Sell Down
14:07:22 0.400 20,000 Sell Down
14:07:22 0.400 20,000 Sell Down
14:07:22 0.400 5,000 Sell Down
14:07:22 0.400 5,000 Sell Down
14:07:22 0.400 4,000 Sell Down
14:07:22 0.400 20,000 Sell Down
14:07:22 0.400 2,000 Sell Down
14:07:22 0.400 18,000 Sell Down
14:07:22 0.400 12,000 Sell Down
14:07:22 0.400 40,000 Sell Down
14:07:22 0.400 100,000 Sell Down
14:07:22 0.400 100,000 Sell Down
14:07:22 0.400 14,000 Sell Down
14:07:22 0.400 30,000 Sell Down
14:07:22 0.400 30,000 Sell Down
14:07:22 0.400 100,000 Sell Down
14:07:22 0.400 30,000 Sell Down
14:07:22 0.400 26,000 Sell Down
13:57:10 0.405 30,000 Buy Up

 

Posted on

NeraTel @ $0.40

Buy @ $0.40.

Add to my collection for the Yield = 10%. Risk is small caps with biz in a highly competitive area (System Integrator for Telecom + InfoComm products) and may not survive any recession as well. 😀

Posted on

NeraTel @ $0.40

Buy @ $0.40.

Also got some more at $0.395 during 5pm matching.

A new stock to my portfolio, was not even in my watchlist! BUT, I was following the recent news as STEng (I am vested here) had made an offer @ $0.45 (inclusive of a 6ct Div if successful) via a "Scheme" which failed during voting last Friday. Since 'Scheme' is not approved, then no Div = 6ct which may explain the 5ct drop.

From VB forum, those who'd been shareholders of NeraTel for many years, had posted the good 10% Yield (based on last Div = 4ct), high FCF and almost zero debts, which fits what I look out for in a stock. It's however not a growth stock. Hence, the hasty decision to get vested today. I won't be very surprised if they announce a Special Interim Div for 1H12 (Jun) of 2ct to 4ct as their Cash = 14.93ct / share looks very healthy! Wish me Luck! 😀