Arko Share Discussion Threads

[springbok] 08/4/2005 13:02

Is there no one else holding these shares??

[springbok] 08/4/2005 13:00

MUST be something going on MM to MM?

[springbok] 08/4/2005 12:59

Is it an MM problem?? - I see an MM buy of 25k - anyone got level 2?

[springbok] 08/4/2005 12:57

ANYONE KNOW WHAT'S HAPPENING??

[springbok] 08/4/2005 12:57

WHAT THE HELL IS GOING ON!!!

[springbok] 08/4/2005 07:58

OK - I've asked them when the web page is going to be updated

[dave le rave] 07/4/2005 10:02

yeah but its said that for over a year.

[springbok] 07/4/2005 07:52

In fact when you click on "Investor Relations" it says:

"The web page you are looking for is currently under construction, some MAJOR changes coming VERY SOON!!"

[springbok] 07/4/2005 07:32

If their corporate website is updating then more then likely some good news is coming

[springbok] 07/4/2005 07:31

Why I'm saying that is because I think that an RNS is in the offing

[springbok] 06/4/2005 18:25

will test 2p level tomorrow or Friday

[springbok] 06/4/2005 10:47

"Corporate website is updating" - Wonderful - should be interesting to see the new one!

I will order their brochere - at least I can look at the pictures!

[springbok] 06/4/2005 10:45

received a further reply to an enquiry I made:

"As now our corporate website is updating, you may not able to get access into. Meanwhile we have a new company brochure but unfortunately they are only in Chinese as most of our businesses are in China and our target is PRC market. They introduce only our logistics shipping business but you can find some pictures of our terminal and shipping company. If you wish to have a copy, we can send one to you by post. Arko now has a container terminal in Guangzhou China, one shipping company in HK, a small size 2X2.75MW coal fired power plant in Hubei China and owns an investment right in a quarry mine in Fujin China. These are the core businesses of Arko.

I hope the above information can help. Thanks for your interest in our Company."

[damanko] 06/4/2005 09:05

Thanks for that Springbok, though seems we will have to wait until end June for hard and fast news. "Accounts completed by May", so a month to play with the figures...........

[springbok] 06/4/2005 08:22

"accounts completed by May" - surely good news? IMO means that could be some good news brewing!

[springbok] 06/4/2005 08:21

Had a reply from the company re next results:

"Thanks for your enquiry. The Company should announce the results by no later than 30.6.2005 and the Company auditors expected to have the accounts be completed by May.

Regards,
Angela"

[springbok] 05/4/2005 14:03

any kind of news would be welcome!

[springbok] 05/4/2005 13:12

possible take over target?

[damanko] 05/4/2005 08:33

Chaps, let us hope you are both right. I do find it a little strange that ARKO has not attracted the sort of fan club that several of the other, Chinese oriented stocks have, in terms of postings non stop, with wild, usually wrong speculation. I don't think I'm complaining on that score though.

On a bare bones, fundamental analysis (if ARKO figures are to be trusted), AKO seems to be bargain basis stuff, as long as it survives in business. The massive drag on the price, I would say, is the fact that the main shareholder, with 90%+ of the equity, is in prison, and has pretty much lost credibility. Until that situation is resolved (and, as we know, at the current share price it is difficult to see a way out...) -- the shares will most likely languish at this level.

As has been suggested a few times, the smart move may be to buy a wedge at these prices, lock it away, and come back in a few years.

Ah..... the long view!
Regards

[springbok] 03/4/2005 22:59

0.03 100% 0.19 100% 37.81 100% 82.98 = T/O last year - share price was at over 6p a year ago

Could recover back to 6p fairly quickly IMHO

[springbok] 03/4/2005 22:54

Should be an interesting week ahead IMO

[bird of dawning] 02/4/2005 17:53

Undoubtably as its ROCE (2.36%) is only 45% of rival Fortune Oil's, the management should be doing much better. Arko looks a bit too much like an old fashioned conglomerate to me. FTO had some problems with that too and dealt with it by focussing on energy transportation.

As Arko's shares are currently trading at less than 50% of its net asset value and with total gearing only 11.6% they looks like good value. Also, with a p/e of only 11.67 they are selling at the equivalent of just double the earnings yield of risk free UK 10 year gilts. Free cash flow of 1.35m should be increased by selling off the trading arm. I'm buying for the long haul.
Regards
Bod

[springbok] 02/4/2005 16:26

SP Should be 20p+ and WILL be with any sort of decent management!

[dave le rave] 02/4/2005 12:00

Arko Holdings plc is an investment holding company with a group of companies engaged in three major areas: natural resources exploration, power generation and shipping & logistics. Arko is managed by a team of professionals who have well experience and expertise in various industries.

It is the objective of the management of the Company to bring the western concepts of corporate governance, transparent management practices and systems to its enterprise in China. We believe with regulated management system and adequate level of transparency, returns to the shareholders could be increased.

1. Hubei Coal-fired Power Plant
Arko Holdings plc owns a coal-fired power plant equipped with generators of total capacity of 110,000KW. The annual production capacity is 700 million kwh and all the electricity is now selling to the government via the national grid. The power plant is operated by a sino-foreign joint venture company, Hubei Changzhou Power Development Co. Ltd. which was incorporated in 1993 with approval from the People's Government of Hubei Municipal (Approval Certificate No.: E Shen Zi [1993]4034) and registered at the State Administration for Industry and Commerce of China (Registration No.: E Zong Zi 000139). The total registered and investment capital are RMB100 million and RMB500 million respectively.



2. Terminal and Warehousing
Keen Chance Terminal (Guangzhou) Limited ("KCT") was incorporated as a sino-foreign joint venture company in 1994 with approval from the People's Government of Guangdong Municipal (Approval Certificate No.: Shui He Zi Zheng Zi [1995]0006) and registered at the State Administration for Industry and Commerce of China (Registration No.: Yue Shui Zi 02620). The total investment of KCT is RMB 500 million and its operation businesses are mainly on construction investments, provision of terminal and warehouse services, cargo handling and shipping agency etc. Arko Holdings plc is its majority shareholder. For more details on KCT, please visit www.kcterminal.com



3. Shipping & Logistics
i Arko Logistics Limited is a wholly owned subsidiary of Arko Holdings plc which was incorporated in 1998 in Hong Kong. Its core businesses are provision of shipping and logistics services such as ship chartering, agency service and trading in machinery, bulk commodity as well as investment in terminal and warehouse. The total investment capital of Arko Logistics Limited is HK$800 million. Please visit www.arkologistics.com for further information.




ii Sanko Investments Limited was established in Bermuda in 1993. Its core business is harbour construction. The Company has been granted by the State Council of PRC a right to develop a harbour situates in Chengao Port at Ningde City Fujian Province. Chengao Port is a Category 1 habour being recognized by the State Council of PRC (Approval No.: [1993]133) in 1993 which is a harbour opened for foreign merchant vessels and direct trade with Taiwan. Please visit www.sankoholdings.com for further information.



4. Fujian Quarry Mining
Fujian Sanko Mining Limited was incorporated as a sino-foreign joint venture company in 2001 with approval from the People's Government of Fujian Municipal (Approval Certificate No.: Min Ning He Zi Zi [2001]0006) and registered at the State Administration for Industry and Commerce of China (Registration No.: Min Ning Zong Zi 000274). Arko Holdings plc is the majority shareholders of Fujian Sanko holding a 70% equity interest. The total investment of Fujian Sanko Mining is approximately HK$1.5 billion and its operation mainly on raw construction and foundation materials i.e. rough rocks and artificial sand production. At present the annual production reach 3,000,000 ton. For more details please visit www.kcterminal.com




5. Hubei Silicon Production
Arko Silicon (Hubei) Limited was incorporated in 2003 with the approval of the People's Government of Hubei Province of PRC. (Approval No.: E Shen Zi No. [2003]7345), and registered with the State Industry and Commerce Administrative Management as a sole proprietary foreign enterprise (Registration No.: Qi Du E Zong Zi No. 003054). The total investment capital and registered capital are RMB 245,000,000 and RMB 100,000,000 respectively. It is wholly owned by Arko Holdings plc. The core business includes: production, processing and sale of chemical silicon and polycrystalline silicon. The annual production forecast of the chemical silicon is 50,000 tons. For more information about Arko Silicon (Hubei) Limited please visit www.arkosilicon.com



6. Ningxia Coal Mining
Linko Mining (Ningxia) Limited was incorporated as a sino-foreign joint venture company in 2001 with approval from the People's Government of Ningxia Municipal (Approval Certificate No.: Ning Zi [2001]0016) and registered at the State Administration for Industry and Commerce of China (Registration No.: Ning Zong Zi 000519). Arko Holdings plc is the majority shareholders of Linko Mining holding a 60% equity interest. The total investment of Linko Mining is RMB 5 million. The estimated annual production is 5,000,000 ton. Its core business is to produce good quality and environmental friendly coal for power plant, chemical plant, and some for export & domestic sales.



7. Bulk Commodity Trading
Arko International Trading Limited was established in Hong Kong in 2002 (Registration No.: 783740). The total investment and registered capital are RMB 700,000,000 and RMB 500,000,000 respectively. Arko International Trading is a wholly owned subsidiary of Arko Holdings plc. The core businesses include: investment, trading in natural resources product, non-ferrous metal, edible oil, machinery and bulk commodity etc. For more information please call at: (8620) 8209 8666 or fax to (8620) 8209 9623.



8. Satellite Monitoring System
Arko Satellite Monitoring System is a system via which users can view the location of their vessels, as well as some other relevant information during the navigation through the Internet interface. It provides a platform for shipping companies, cargo owners, ship owners, shipping agencies and any other relevant parties to monitor the whole process of shipment.