bullrider_21楼主 : But correction may be shallow. Support around 0.35.
102765799 : rex still going down..
bullrider_21楼主 102765799: Because of UOB KH downgrade.
razo2 102765799: you know exploration is pretty much dead right? same goes for EOR. the only oil sector that is milking Biden tits is the refinery, that is pretty much running at max cap.
razo2 bullrider_21楼主: I doubt that is the case
bullrider_21楼主 : Oil prices rose 3%.
bullrider_21楼主 : Big rise in oil stocks today.
102765799 : but rex didn't drop to your expected level yet right?
bullrider_21楼主 102765799: Yes. RH Petrogas did.
102765799 bullrider_21楼主: so too late to get rex now? cos we were waiting for below 0.120 after your comment
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bullrider_21楼主 : Dyna Mac had an order book totalling S$438.2mn as of Dec 2023, deliveries are scheduled into FY2025.
cowpehcowmoo : Looks like we are using the same valuation formula but Lim's growth rate is probably a little aggressive at 14 whereas I am using 12. Reason for my lower growth rate is due to the additional yard space Dyna procured since there is limitations to the project size they could undertake, and that my forward looking PE is based on ex-warrant and assumption they could win 300-350M projects in 2024. I was hoping they win some small modules valued 80-120M by end March but it missed my target hence one of the many reasons for my sale last week
bullrider_21楼主 cowpehcowmoo: Ok. But Dyna-Mac looks like still have some more upside now.
cowpehcowmoo bullrider_21楼主: I think so too, the company's cashflow is certainly very good and even if they do not win projects until June, I'd still give the company a buy rating as long as its <=38, its just that the risk reward is much higher now (as in higher risk vs price) hence I decided to lock in my profits as I missed that bull run at 44 last year when I decided to chase the Dragon when its above my 2023 valuation
♤方展博♤ : The O&G slump since 2009. 15 years on. The supercycle is due.
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