LANKEM DEVELOPMENTS PLC (LDEV.N0000)

@bushra03 wrote:Currently LDEV has the lowest PE in the plantation sector with a PE less than 3. It s due for an upsurge after consolidating at 13.80-14.40levels for the last two weeks.Further we can expect at least Rs 200mn+profit for the next two qtr which means earnings of over Rs8for the year.We can reasonably expect Rs 2-3 Dividends

seriously , Rs 2 , 3 as a dividend 

It seems you want show some rosy picture about LDEV.. you should analyze SFP of LDEV first before making this kind of statements..

Give me the best plantation based on earnings .???

LDEV should do about 1.50 this quarter

@sanjulanka wrote:නැවත වතාවක් තමුන්ව පරික්ෂනයට ලක් වෙලා, හැම තැනින්ම විලාප හඩ යටින් එකතු කිරීමේ සටන .බොහෝ සමාගම් ලාභ අත්කරගෙන ටිකක් ගිය කාර්තුවට වඩා ලාභය අඩු වෙලා.සියලුම වතු කොටස් මිල පහත වැටිල.නමුත් තවමත් තේ මිල ඉහල යමින් පවතිනව.මගෙ ආයෝජන උපදේශකයින් දිගටම මාව අමතනව තියෙන ලාභ අරන් අයින් වෙමු කියල.මම දන්නව ආයෙත් මට අද විකුනපු මිලට උඩින් එම කොටස්ම ගන්න කියල එයාල කියන බව.උගත් මිතුරන් සමහරෙක් සතුටින් ,තමුන්ගෙ නොවැදගත් කොටස් වැඩි මිලට යන විට පොර ටෝක් දීපු අය එම කොටස් දවසකින් පහලට ආව බව අමතක වෙලා වගේ වතු සමාගම් ගැන කතා කරනව."ඔවා දෙනු පරහට තමා සම්මතෙහි පිහිටා සිට" කියල කියමනක් මතක් මතක් වෙනව.

Jackpot for LDEV Shareholders.
Rights issue @Rs2.50 for a share of Rs 13 trading on a PE of only 2.
Those who buy the share even at Rs 15, the theoretical XR price would be only Rs 8.75 . If the share trades even at Rs 11 after the Rights issue you will still make a gain of over 25%

And also dont forget that the Rights could even trade at over Rs 10/=

We would see the share drop to 9 and 10 levels soon

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Ref. anjelo,

Yes. 1:1 Rights issues are detrimental in this era. Many decades ago they were gold mines. Those days they issued 1 for 4 or 1 for 5 .

Lankem කියන්නෙ ඉතින් පාඩු කාලෙත් ලාබ කාලෙත් rights issue කරල සල්ලි උරන ජාන ලක්‍ෂනයක් .
අනිත් එක 1 ට 1 ක්ම දෙනව කියන්නේ EPS බාගෙට බහිනව කියන එක​.

පසුගිය සමයේ රුපියල් 4 ට තිබුන ශෙයා එක 14 දක්වා අරන් ගිය අය rights issue එක ගැන දැනුවත් වී හිටියා වෙන්න පුලුවන්. එත් වටිනවා කියා හිතල තිබුන නම් බලපෑම අඩුවෙයි. අත ගහපු සමහර​ අය නම් 2017 මාර්තු මාසෙම 2.50 ට 1:1 rights issue announce කරල තියෙන බව දැක්කෙ නැතුව ඇති. rights නැතුව EPS හදගෙන value කරපු අයගේ ප්‍රමාණය වැඩි නම් කොටස් මිල වැටෙන්න පුලුවන්.

! What I think is the ratio ( 1:1 ) and the price ( LKR2.50 ) forces LDEV.N to be around LKR16.00 - 17.00 range in order to be competitive within the plantation sector. So it will settle after the rights in an area around LKR7.00 - 9.00 .. This will be an interesting period to see how the sentiment turns the fate of LDEV.N in coming days ..

Yes . 9 is possible -XR- to tally with the sector.
The only problem is the inherited risk involved in this sector.

with the split the Net Asset Value will fall from
Net Assets per Share (Rs.) 13.55 
to Rs 6.77/-
Hence we can see the share settle around 7 to 9 depending on the market hunger for this share.
The volumes will be doubled so, pumping and dumping would dilute as well with many shares.

This is the last chance to collect at 12/-

but if this fake run was done along with the rest of the plantation shares.
then the buyers would have collected around 2.50 towards 12.  ( 6 after split).
So after spliit they would wash off thier hand selling everything above 6 and profiting high.
Many will be left with shares above 6 and still thinking they are on winning side at NAV is around 6.77 and the company is profiting.
but the real dealers have pumped and gone out by then....

some info must have gotten leaked on this share, that is why it was damn active for all this time till the announcement came.

@anjelo wrote:some info must have gotten leaked on this share, that is why it was damn active for all this time till the announcement came.

ange how about your HVA

LDEV went from 2.5 to 13 cause of turnaround.
Now people started slowly collecting HVA for the next quarter results.thia will once more pass 8 with next quarter results nearing jan.its collections now. From 6.50 to 7.00 range.

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@anjelo wrote:LDEV went from 2.5 to 13 cause of turnaround.
Now people started slowly collecting HVA for the next quarter results.thia will once more pass 8 with next quarter results nearing jan.its collections now. From 6.50 to 7.00 range.

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Re: HVA - Game changer! High profits this quarter!!!!! on Thu Nov 16, 2017 8:59 am

anjelo

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HVA should pass 7/- today and settle around 7.30 to 7.40
With the quarter profits and more good news to come, this will take the paths similar to the plantation shares. that is what i think will happen this week.
Kohomada meka

@sanjulanka wrote:

@anjelo wrote:LDEV went from 2.5 to 13 cause of turnaround.
Now people started slowly collecting HVA for the next quarter results.thia will once more pass 8 with next quarter results nearing jan.its collections now. From 6.50 to 7.00 range.

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Re: HVA - Game changer! High profits this quarter!!!!! on Thu Nov 16, 2017 8:59 am

anjelo

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HVA should pass 7/- today and settle around 7.30 to 7.40
With the quarter profits and more good news to come, this will take the paths similar to the plantation shares. that is what i think will happen this week.
Kohomada meka

I think the plan is to collect and push on the next quarter results bro. but as i said on LDEV it might come down to 10 levels or even lower...

With the rights due to be registered can we see some additional fireworks

Thanks EC 

WATCH OUT LDEV IS GEARING UP. ITS A LONG OVER DUE ........

@Eugine Fernando wrote:WATCH OUT LDEV IS GEARING UP. ITS A LONG OVER DUE ........

yup, if 6.00 breaks we might see double digit again

LDEV slowly reaching 6/= (@5.50/= we informed you)
Get ready to cash and do not be greedy  
If you can hold collect more and wait till next quarter

Get ready guys  
It seems local investors and retailers ready to absorb foreign selling

5 50 017 shears by foreign selling.
Still good to collect under 6/= before the next run

Foreign buying started
July23-286060@5.60

july24-148889@5.60

If you can buy try to get under 5.50

2nd week of August quarter reports due.

@ruwan326 wrote:If you can buy try to get under 5.50

2nd week of August quarter reports due.

Get ready

@ruwan326 wrote:LDEV slowly reaching 6/= (@5.50/= we informed you)
Get ready to cash and do not be greedy  
If you can hold collect more and wait till next quarter

Investing is not Trading and both have hugely different goals

Trading is about taking measured risks for shorter periods of time periods determined by the trader to make profits. It involves wild swings in profitability

Investing is about minimizing risk to generate wealth over the long term, not focused on generating short term profits .

Seems geared up already