Creo Medical Share Discussion Threads

[birdman101] 26/4/2010 21:46

I'm certainly a buyer in the morning tomorrow.

[longsight] 26/4/2010 21:25

Apparently some guy calling himself Birdbrain101 was just on the WCC BB bragging about how he had sold some of his WCC to buy this.

Why wd you sell WCC to buy a WC?

[birdman101] 26/4/2010 17:50

Kahun - I know. A sorry sight really when you can feel the pain she is in when the share price rises.

[longsight] 26/4/2010 15:33

I'm not short - as I said I expect this one to go up.

[kahuna_burger] 26/4/2010 15:13

MuG pUnTeRs like shortsight are losing a packet here, why would you choose to short a share like creo?? baffling but mugs like shortsight never learn.

[mikeja] 26/4/2010 15:08

Finally,Franshion property ,ticker 817 in HK has a NAV of $1.79 and trades at $2.32.A valuation like that would be very nice for CREO holders.

[nissi_beach] 26/4/2010 14:53

cheers mike i see CRCT at 1.22 v NAV of 1.09

Still learning

[longsight] 26/4/2010 14:52

"GZI REIT,quoted in HK has risen 28% since the start of the yr and sells at 0.95x book"

Do they also pay £53m fees to Treasury Holdings? Guess not.

[mikeja] 26/4/2010 14:48

GZI REIT,quoted in HK has risen 28% since the start of the yr and sells at 0.95x book.

[longsight] 26/4/2010 14:45

If CREO go bust, does TH earn a "performance" fee for that as well?

Only ask this because obviously REO hasn't done too well, though you couldn't find better people to sell shares at 330p that are supposedly worth £12 [according to some extremely ancient investors on here].

Since I am supposed to have "advised" people on here, may I offer some more advice, look up the meaning of the following: "corporate governance", "conflict of interest" & "basic research".

As they say, never too late to learn.

[mikeja] 26/4/2010 14:36

nissi,note those REITs are confined to domestic investors.

[nissi_beach] 26/4/2010 14:34

i see demand for REITS might rise

[mikeja] 26/4/2010 14:26

nissi,CRCT,quoted in Singapore sells at 1.2x book.

[longsight] 26/4/2010 14:00

Steg - I find amateurs usually lose out

[stegrego] 26/4/2010 12:37

Took TDW an hour nearly to get some shares this morning, by which time the price had jumped about 25p.... not happy.

[mikeja] 26/4/2010 12:21

nissi,interesting article in FT today about Singapore and Hong Kong.

[nissi_beach] 26/4/2010 11:45

Mikeja

I always do my own research but questions i would have thought you may have already looked at.

Always comforting when others research agrees with your own

[mikeja] 26/4/2010 11:01

nissi,are you doing your own research or expecting me to do it for you?
REITs are not quoted in Shanghai but the gov may allow this in H2 this yr.

[nissi_beach] 26/4/2010 10:31

mikeja

Few questions

1) Why singapore than shanghi listed
2) Can you show examples of the lower NAV discounts they should expect

[mikeja] 26/4/2010 10:20

Flip,suggest you just filter him.

[flip101] 26/4/2010 10:09

Shortsight, all your points have been answered. Stop pretending people are ignoring the issue.

[mikeja] 26/4/2010 09:59

Ignoring the pest.
Sometimes there is a sort of seismic change in a company's valuation that takes time to appear in the share price.Examples are becoming more common as AIM cos move to new exchanges.Made a great deal of money out of RCG on that share moving to the HK exchange.Sold out soon after as did not like quality of business.Equally I have been riding WCC all the way up from 60p but may not sell even after HK quote but reasonably expect them to double over next few months to put them in line with other chinese cement cos.The same will happen with CREO.
The point I am making is that these are huge profit making opportunities that should not be missed.The idea of a perfect market is ,in my experience,completely fallacious.Fortunately for us PIs.

[longsight] 26/4/2010 09:46

mikeja - my name is not "shortsight". If this is meant to demonstrate that you are a savvy investor or that you have a pathetic sense of humour?

Second, I don't care how long you have been an investor - I don't buy into the "argument from authority".

Third, you have got this quite wrong - I have never given anyone any investment advice whatsoever - either on WCC or CREO. I asked a simple question on CREO - one which despite - or perhaps because of - your 50 years as an investor you can't answer. Maybe you shd retire?