Interbulk Investments Share Discussion Threads

[davydoo] 31/1/2012 13:43

I agree THE BIG FELLA, the continuation of just two things could be quite substantial to the profits and share price over the next few years; 1. continued debt reduction, reducing interest costs. 2. increased asian activity through the sinotrans partnership.

Hopefully we'll benefit as shareholders over time, or through a takeover which could come anytime.

[davydoo] 31/1/2012 11:47

no, just the 40000 this morning.

[rathkum] 31/1/2012 11:46

davydoo-have you dipped in for another 75,000 shares

[the big fella] 31/1/2012 11:31

I think patience will be rewarded here. It might take a couple of years, but I do think 20p is more than reasonable in those timeframes.

[rathkum] 31/1/2012 11:16

Market perhaps a bit cautious on the 2012 outlook. My question is how long before Sinotram
make a move.

Pre-tax EPS
2012 - 6.54 1.00
2013 - 8.22 1.20

[rathkum] 31/1/2012 11:16

Pre-tax
6.54 1.00
8.22 1.20

[davydoo] 31/1/2012 11:00

sinotrans must be desperate to pick up shares at this price, but can't because they would have to make an offer for the whole company, which they may not be ready to do, yet.

I think anything below their 11p price is good value.

[davydoo] 31/1/2012 10:58

my buy today seems to have lifted the price a little, but is showing as a sell

[davydoo] 26/1/2012 16:39

Couldn't see any reason for today's drop so picked up a few

[rathkum] 18/1/2012 13:01

Chinese logistics players urged to expand overseas

[azalea] 16/12/2011 15:06

Interims(IC- 16/12)"That leaves a forward pe ratio of seven looking way too cheap". Buy.

[azalea] 08/12/2011 08:11

Excellent FY results on a broad front.

[rathkum] 18/11/2011 18:03

INTERBULK GROUP (INB) retained its "STRONG BUY" rating from ARBUTHNOT SECURITIES, with a target price of 11p.

The broker believes that freight company's entry into the Asian market, with its first Chinese contract won in August, worth 1 million dollars (0.63 million pounds) per annum , and Malaysian deal on 26th October worth 2.6 million dollars (1.6 million pounds), demonstrate its growth potential.

On a prospective earnings multiple of 6.6 times, Arbuthnot believes the company remains undervalued.

[jeff h] 14/11/2011 18:56

rathkum - that article has been on the company website for some time, also referred to back in August on the below rns



Still good reading though!

[azalea] 14/11/2011 12:34

rathkum
A great report which spells out not just the future potential but the actual reality of INB position in a enormous worldwide commercial market. Given the 11p paid for a 35% stake, the share price is undervalued and certainly under most PI radar. Post FY results in December, I expect analysts and pundits to reinforce this perspective.

[azalea] 25/10/2011 09:32

A $US2.6m capital sale of a special hightech prssurised bulk container to a significant Malaysian company is excellent news and certainly not the last we will hear of as INB continues to make advances into the huge market in Asia.

[azalea] 16/10/2011 09:11

rathkum
I am inclined to agree with you; why else the 35% stake? Given Hu Song's excellent business pedigree, his appointment appears to be an excellent fit for this pivotal role in the company. The current share price fails to recognise the progress made in the results to date and what Sino Trans intends to do for INB in the medium term.

[rathkum] 15/10/2011 10:11

Going forward this may eventually pave the way for a full takeover. It's not a question of if, it is a question of when.

[azalea] 15/10/2011 08:02

I see the appointment of Hu Song as one of three executive directors alongside the CEO and CFO, as an important stragetic move and likely resulting from Trans Sino taking a 35% stake. Judging by the name, Hu Song appears to be the only Chinese person on the board,I suspect his presence will have significant and positve implications for the company in its dealings in China and Hong Kong.

[azalea] 11/10/2011 14:10

rathkum
see my adjusted post 224.

[rathkum] 11/10/2011 13:36

Skyracer/azalea-Any indication for 2011/12 brokers forecast . Thanks

[azalea] 11/10/2011 12:17

Of course the biggest attraction for me is this year's purchase of a 35% stake @ 11p, by Sino Trans, whom in due course will want to see a handsome return on its investment.

[skyracer] 11/10/2011 10:40

Yes, eps of 0.9p seems achievable Azalea, and under the global circumstances this is a good trading update. The longer-term prospects for INB look very good as the cashflow increases and they pay down their debt.