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VALLIBEL ONE PLC (VONE.N0000)

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201VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 1:06 am

sriranga


Co-Admin

Rajaraam wrote:No Specific reason for VONE to drop. The market behaviour prevailed these days do not allow any share to recover.Only shares of 90% foreign owned companies are moving up.(Eg;Nestle,Ceylon Tobacco,LLUB)
The reason is they are continuesly declaring good dividends since they want to take money earned.Therfore any small shareholder also get good dividends.VONE is a new company and it needs reasonable time to grow. Therefore in a bear market you cant expect more than what is hapening now for not only VONE but PLC,EXPO also.
Agreed and good point regarding foreign owned companies.

http://sharemarket-srilanka.blogspot.co.uk/

202VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 2:44 am

CHASE


Manager - Equity Analytics
Manager - Equity Analytics

Check the dealing by directors. net sale is
about 10m. Shares held by public has increase 138m to 210m
Smartest investor EPF bought another 41.6m shares ( again public money )
hold
on the baby till they want it back or sell at a loss/Small profit &
buy back on the top of a rally when they feel to sell & be a long
term investor.

203VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 6:49 am

chamith


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

I'm not sure if the numbers you have presented here are accurate: Somehow according to my analysis;

Before the IPO the company had 185,480,999 shares held by public.
After the 21m IPO issue the shares held by public stands at 213,943,537.

Following are the changes of the shareholding
VALLIBEL ONE PLC (VONE.N0000) - Page 9 Captur15

204VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 9:18 am

raa


Manager - Equity Analytics
Manager - Equity Analytics

does anyone know if VONE plans on announcing a dividend??

205VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 9:19 am

CHASE


Manager - Equity Analytics
Manager - Equity Analytics

chamith wrote:I'm not sure if the numbers you have presented here are accurate: Somehow according to my analysis;

Before the IPO the company had 185,480,999 shares held by public.
After the 21m IPO issue the shares held by public stands at 213,943,537.

Following are the changes of the shareholding
VALLIBEL ONE PLC (VONE.N0000) - Page 9 Captur15

my numbers are pretty much correct I think. Check the annual report 2010/11 page no 69
Others 138m, 12.98% from the total. Sep financials it says public holding is 19.69% ( assume total no. of shares didn't change may be small difference here, I'll double check)
check the march annual report W D N D Perera held 8.2 share & in sep not in top 20 list
I count all the sales purchases in announcement total net sales about 11m & his bro bought 1m so net about 10m

206VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 9:23 am

Genting


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

In my view VONE is a dummy company. When N..P stared to sell his stake at 28, I knew we should stay away. I raised my concerns at that time and most didn't agree with me.

Now N..P is no where to be found in top 20 list!
And EPF seems to be "topiya kala"

207VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 9:27 am

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

Genting wrote:In my view VONE is a dummy company.

Why do you say that? Any reasons?

About WDNH exiting : He is mostly a trader , so when he needed money and when the market was going down he must have sold for profit. Anything else hidden?

208VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 12:21 pm

TortoizePlus

TortoizePlus
Manager - Equity Analytics
Manager - Equity Analytics

Genting wrote:In my view VONE is a dummy company.

I think it is better to replace VONE by GREG. GREG is a really dummy company.

I can recall one popular statement "Good company is not always a good share and a good share is not always a good company".

209VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 12:34 pm

Kumar

Kumar
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

TortoizePlus wrote:
Genting wrote:In my view VONE is a dummy company.

I think it is better to replace VONE by GREG. GREG is a really dummy company.

I can recall one popular statement "Good company is not always a good share and a good share is not always a good company".

Good quote at the right time.

210VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 1:52 pm

chamith

chamith
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Genting wrote:In my view VONE is a dummy company."

Its a holding company. RCL, LFIN, Orit or Delmage are not just companies that VONE has brought shares of. Those are subsidiaries of VONE, which VONE has its control over. Each company's PnL, Balance sheet finally end up in VONE's financials.

211VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 8:18 pm

Genting


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

chamith wrote:
Genting wrote:In my view VONE is a dummy company."

Its a holding company. RCL, LFIN, Orit or Delmage are not just companies that VONE has brought shares of. Those are subsidiaries of VONE, which VONE has its control over. Each company's PnL, Balance sheet finally end up in VONE's financials.

This is exactly why I consider VONE as a dummy company.
Mr D..P bought all those shares, put up a company, transferred those shares to that company, called that as VONE, issued shares to public and recovered part of the cost (can be profit too).

I would rather like to call VONE as a investing fund than a company.

Can someone please tell me how much VONE has spent when acquiring its subsidiaries.

212VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Dec 14, 2011 8:57 pm

rijayasooriya

rijayasooriya
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

Genting wrote:
chamith wrote:
Genting wrote:In my view VONE is a dummy company."

Its a holding company. RCL, LFIN, Orit or Delmage are not just companies that VONE has brought shares of. Those are subsidiaries of VONE, which VONE has its control over. Each company's PnL, Balance sheet finally end up in VONE's financials.

This is exactly why I consider VONE as a dummy company.
Mr D..P bought all those shares, put up a company, transferred those shares to that company, called that as VONE, issued shares to public and recovered part of the cost (can be profit too).

I would rather like to call VONE as a investing fund than a company.

Can someone please tell me how much VONE has spent when acquiring its subsidiaries.
Yes It is like GREG.Only difference is GREG is fundamentally a crap and VONE is fundamentally reliable Very Happy Very Happy

213VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Thu Dec 15, 2011 5:37 am

chamith

chamith
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Genting wrote:
chamith wrote:
Genting wrote:In my view VONE is a dummy company."

Its a holding company. RCL, LFIN, Orit or Delmage are not just companies that VONE has brought shares of. Those are subsidiaries of VONE, which VONE has its control over. Each company's PnL, Balance sheet finally end up in VONE's financials.

This is exactly why I consider VONE as a dummy company.
Mr D..P bought all those shares, put up a company, transferred those shares to that company, called that as VONE, issued shares to public and recovered part of the cost (can be profit too).

I would rather like to call VONE as a investing fund than a company.

Can someone please tell me how much VONE has spent when acquiring its subsidiaries.


Thats wrong mate. You haven't even read the prospects.
DP transferred the shares and took VONE shares at 25LKR equal-ant to the value of shares he transferred. Therefore he has not realized his investment. PP and IPO was to raise money, not to sell of his VONE stake. I truly believe in their vision and the track recode of the management. If they able to make Delmage, and Orit profitable and start the new 5* hotel, this would increase VONE's PnL massively. VONE anyway is a long term investment, not suitable for short term gains.

If VONE is an investing fund then, they shouldn't be involving with any of the subsidiary's management. They can buy and sell shares making capital gains. Even warren buffett's BERKSHIRE HATHAWAY INC listed as a conglomerate holding company. The largest investment of Berkshire Hathaway portfolio occupied by coca cola (200m shares) which represents 21% of its assets. This is only 8.7% of coca cola. But no one call thats a dummy or investment fund.

214VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Thu Dec 15, 2011 6:46 am

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics

Chamith has said what I had in mind on VONE, ppl should be mindful of calling a company useless.. share price of the company is not the correct reflection of its value if so we wont be finidng undervalued companies in CSE to invest..

1) Its a holding company, Yes but so as JKH, SHL.. Are these companies bad?

2) Profits recorded by RCL, SAMP, LFIN, Delmage may reflect on VONE financials, if all the mentioned subs under this umbrella is capable of increasing their market shares, develop valuable strategies on continuous improvements there can be a time for VONE to compete against JKH in near future..

3) VONE is a long term hold (2-3 years) and may bring valuable contribution to a portfolio..This can be a share that you all may like
to state that "I own" such as JKH few years ago.. We all know JKH was at 50s in pre war and what's the price now after a sub-div.

4) W D N Perera's involvement in VONE was to own it with W D N D for sometime but later on he was interested in buying a company with the involvement of Dil. Jay.. So I think its a change of investment choices of his own and he wants something of his own too, so he started selling. May be W D N D has bought back some too..

215VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Thu Dec 15, 2011 9:29 am

CHASE

CHASE
Manager - Equity Analytics
Manager - Equity Analytics

Reg Directors dealing. I'm not saying this share is bad. I'm saying that VONE is a long term investment & we can't expect a rally sooner since deleted is out of the picture. Bappa will never miss his brothers sons rally Laughing
my point is deleted has sold about 8m shares. He knows all the actual details of the company. so if he feels that this share should go up then he won't sell. even still he didn't start collecting ( May be he's collecting from his aunts account Razz )
I'm sure this will appreciate well in the future. But when & up to what price will decide by Bappa
so guys be patient till Bappa returns
( sry earlier i mention directors dealing as 10m. that was a calculation mistake & it should be about 8m)

216VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Thu Dec 15, 2011 10:03 am

kam2011


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

CHASE wrote:Reg Directors dealing. I'm not saying this share is bad. I'm saying that VONE is a long term investment & we can't expect a rally sooner since deleted is out of the picture. Bappa will never miss his brothers sons rally Laughing
my point is deleted has sold about 8m shares. He knows all the actual details of the company. so if he feels that this share should go up then he won't sell. even still he didn't start collecting ( May be he's collecting from his aunts account Razz )
I'm sure this will appreciate well in the future. But when & up to what price will decide by Bappa
so guys be patient till Bappa returns
( sry earlier i mention directors dealing as 10m. that was a calculation mistake & it should be about 8m)

Good findings CHASE. Useful information for many members I believe.

217VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Thu Dec 15, 2011 10:16 am

manula


Vice President - Equity Analytics
Vice President - Equity Analytics

CHASE wrote:Reg Directors dealing. I'm not saying this share is bad. I'm saying that VONE is a long term investment & we can't expect a rally sooner since deleted is out of the picture. Bappa will never miss his brothers sons rally Laughing
my point is deleted has sold about 8m shares. He knows all the actual details of the company. so if he feels that this share should go up then he won't sell. even still he didn't start collecting ( May be he's collecting from his aunts account Razz )
I'm sure this will appreciate well in the future. But when & up to what price will decide by Bappa
so guys be patient till Bappa returns
( sry earlier i mention directors dealing as 10m. that was a calculation mistake & it should be about 8m)

That correct CHASE.

This means VONE sounds good or bad ... Bappa will manipulated the share price... Very Happy

218VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Thu Dec 15, 2011 12:19 pm

Chinwi

Chinwi
Associate Director - Equity Analytics
Associate Director - Equity Analytics

Genting wrote:In my view VONE is a dummy company.

I also think there are valid reasons to you to think like that.
The way they formed and transferred the holdings is very ''mechanical'' . ( my limited English do not give me a better word)

The subsidiaries it holds are emerged, grown and managed separately by different groups , decision making and planning is still done separately by the relevant experts in those places.
At any time, with a click of a button, the components of the group can be dismantled and set alone.

This is somewhat like a giant space object formed by attaching separate space ships managed by different crews. At any time one can leave the rest without giving any shock to others in the formation.

It is still not a conglomerate . If it grow as per the prospective this can be changed in future .

Here I do not say this is a bad company to invest. It gets healthy inflow of funds each year; can become a real giant and do miracles, long term.

219VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Next winner will be VONE? Fri May 03, 2013 2:06 pm

keeper

keeper
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Vone.....Start.....

220VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Fri May 03, 2013 2:49 pm

suddera

suddera
Manager - Equity Analytics
Manager - Equity Analytics

what is the expected peak value? at lease IPO price. Very Happy

221VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Fri May 03, 2013 3:06 pm

Deva


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

suddera wrote:what is the expected peak value? at lease IPO price. Very Happy

Good question. Poor investors would have incurred huge losses.
Big fat Perera would have happily used the IPO money to achieve his personal goals. He has only big talks.

222VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Fri May 03, 2013 7:19 pm

salt

salt
Vice President - Equity Analytics
Vice President - Equity Analytics

Keeper,
We are sick of your cheap promotion of OGL & Vone.
please understand, it will not go up saying it repeatedly

223VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Fri May 03, 2013 7:29 pm

balapas


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

සමහරුන්ට නින්ද යන්නේ නෑ ගත්ත ෂෙයාර් එක උඩ යනකන් මෙයයි NZ Boy අලුතෙන් ඇවිත් ආතල් ගන්නවා. දැන්නම් ඉතින් පොඩි වාතයක් වෙලා තියෙන්නේ

224VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Fri May 03, 2013 7:35 pm

keeper

keeper
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

salt wrote:Keeper,
We are sick of your cheap promotion of OGL & Vone.
please understand, it will not go up saying it repeatedly
What are you talking about?i'm not promote that shares,I never mention about OGL in my post,please if you can show me i agree with you,But i mention VONE,Because My broker told me, VONE is good share in the market,However today VONE moving up suddenly (Rs17.40 to 17.90)then i post a message

225VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Fri May 03, 2013 7:40 pm

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics

U cant keep out talking abt VONE rite?

Its good but do we need many posts????

226VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Fri May 03, 2013 7:51 pm

VertexCSE

VertexCSE
Equity Analytic
Equity Analytic

VONE will go up very soon. but nt to prev IPO price so quickly. i also see it might move in the coming week. however im nt promoting or even holding this share. and i do agree with Small and Salt.

227VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sat May 04, 2013 12:03 pm

investor1984

investor1984
Manager - Equity Analytics
Manager - Equity Analytics

smallville wrote:U cant keep out talking abt VONE rite?

Its good but do we need many posts????

As long as Admin of this forum is sleeping we gonna find lot of "keepers" & "NZboys"

It is high time for admin to empty the dustbin, remember what happened to Investnow??????

Admin, pls do something , these junkies tarnishing the what ever reputation & value left in this forum.

Admin can issue warning to these junkies and if they dont stop their crap, you can abolish their membership... Pls do something.... do it quickly... save the forum... bcoz this is the only place where we can learn something.

228VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sun May 05, 2013 10:14 am

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics

investor1984 wrote:
smallville wrote:U cant keep out talking abt VONE rite?

Its good but do we need many posts????

As long as Admin of this forum is sleeping we gonna find lot of "keepers" & "NZboys"

It is high time for admin to empty the dustbin, remember what happened to Investnow??????

Admin, pls do something , these junkies tarnishing the what ever reputation & value left in this forum.

Admin can issue warning to these junkies and if they dont stop their crap, you can abolish their membership... Pls do something.... do it quickly... save the forum... bcoz this is the only place where we can learn something.

Appreciate that u pointed out this post is crap too but Stop bullying the moderators..

Admins and moderator panel are volunteers, nobody can keep track of the posts 24hrs.. We delete or remove posts as and when we see those are inappropriate... Being a bit democratic, we further allow the members to correct themselves before banning.

Many will be there to blame but nobody questions the validity of the post at first place.. Members can easily ask questions "where u arrived at this figure?", "Give your facts", or even can openly fire saying "stop promoting ur crap....."

Without just asking admins to take action you could've even open fire posts of "keepers" & "NZboys" which fall under "promotional" category so its easy for MODS to take action..

If every genuine member sees promotional attempts and humiliate the posts, we dont need to check whether its promotional or not, we can straightaway delete it Razz

I wonder why RB does it many a time while others can do this as well Rolling Eyes

229VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sun May 05, 2013 11:16 am

NZ BOY

NZ BOY
Moderator
Moderator

smallville wrote:
investor1984 wrote:
smallville wrote:U cant keep out talking abt VONE rite?

Its good but do we need many posts????

As long as Admin of this forum is sleeping we gonna find lot of "keepers" & "NZboys"

It is high time for admin to empty the dustbin, remember what happened to Investnow??????

Admin, pls do something , these junkies tarnishing the what ever reputation & value left in this forum.

Admin can issue warning to these junkies and if they dont stop their crap, you can abolish their membership... Pls do something.... do it quickly... save the forum... bcoz this is the only place where we can learn something.
Im not promoting .im talking About some stock .
Appreciate that u pointed out this post is crap too but Stop bullying the moderators..

Admins and moderator panel are volunteers, nobody can keep track of the posts 24hrs.. We delete or remove posts as and when we see those are inappropriate... Being a bit democratic, we further allow the members to correct themselves before banning.

Many will be there to blame but nobody questions the validity of the post at first place.. Members can easily ask questions "where u arrived at this figure?", "Give your facts", or even can openly fire saying "stop promoting ur crap....."

Without just asking admins to take action you could've even open fire posts of "keepers" & "NZboys" which fall under "promotional" category so its easy for MODS to take action..

If every genuine member sees promotional attempts and humiliate the posts, we dont need to check whether its promotional or not, we can straightaway delete it Razz

I wonder why RB does it many a time while others can do this as well Rolling Eyes

230VALLIBEL ONE PLC (VONE.N0000) - Page 9 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sun May 05, 2013 1:08 pm

investor1984

investor1984
Manager - Equity Analytics
Manager - Equity Analytics

smallville wrote:
investor1984 wrote:
smallville wrote:U cant keep out talking abt VONE rite?

Its good but do we need many posts????

As long as Admin of this forum is sleeping we gonna find lot of "keepers" & "NZboys"

It is high time for admin to empty the dustbin, remember what happened to Investnow??????

Admin, pls do something , these junkies tarnishing the what ever reputation & value left in this forum.

Admin can issue warning to these junkies and if they dont stop their crap, you can abolish their membership... Pls do something.... do it quickly... save the forum... bcoz this is the only place where we can learn something.

Appreciate that u pointed out this post is crap too but Stop bullying the moderators..

Admins and moderator panel are volunteers, nobody can keep track of the posts 24hrs.. We delete or remove posts as and when we see those are inappropriate... Being a bit democratic, we further allow the members to correct themselves before banning.

Many will be there to blame but nobody questions the validity of the post at first place.. Members can easily ask questions "where u arrived at this figure?", "Give your facts", or even can openly fire saying "stop promoting ur crap....."

Without just asking admins to take action you could've even open fire posts of "keepers" & "NZboys" which fall under "promotional" category so its easy for MODS to take action..

If every genuine member sees promotional attempts and humiliate the posts, we dont need to check whether its promotional or not, we can straightaway delete it Razz

I wonder why RB does it many a time while others can do this as well Rolling Eyes

Dear Smallville,

I really do appreciate what moderators & admin doing. First of all big thanx must go out to the admin to keep this forum free for this long.

By the way I was not bullying.. I was just pointing out single post of continuous bombardment of reckless posts by forum member.

Yes what u r doing voluntary work... But that does not mean that u have no responsibility... By taking no action U R ALSO INDIRECTLY SUPPORT these guys... U R ALSO INDIRECTLY SUPPORT STOCK PROMOTION .

By the way forum members are not here to humiliate each other , If someone is keep doing shameless things , Voluntary or not its moderators job to take action..

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