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maartenpieters

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  • batbeer2 2013-10-29 09:10
    Bedoel natuurlijk Lindsay ipv. Kerrisdale.
  • batbeer2 2013-10-29 09:06
    Goedemiddag Maarten,

    Dank!

    Kerrisdale is inderdaad een goeie.
    Volgens mij heb ik die in 2009/2010 eens bekeken; toen was alles nog goedkoop.
    Ik zal het rapport lezen.

    groet,
    F

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All maartenpieters's Activities

  • maartenpieters commented on batbeer2's article 08-22 15:11
    Nam Tai - Value Idea Contest Submission
    The case for Nam Tai is simple. The company trades at a meaningful discount to book. This is remarkable in light of the fact that the book value of...
    View all 135 comments
    maartenpieters 08-22 16:11
    • New 50M USD buyback program. I added some shares.

      I think that it would have been better to buy back shares via a dutch tender auction. Buying back 50M USD of shares via open market purchases in a period of 4 weeks will drive the price up significantly with current trading volumes. It will either result in the 50M USD not being fully utilized or shares being bought back at unnecessary high prices.

      Apart from that it will increase / share value significantly. Good for the long term. In the short term, I think that a 20+% return (before the end of September) isn't unlikely.

       

       
  • maartenpieters commented on batbeer2's article 08-18 15:00
    Nam Tai - Value Idea Contest Submission
    The case for Nam Tai is simple. The company trades at a meaningful discount to book. This is remarkable in light of the fact that the book value of...
    View all 132 comments
    maartenpieters 08-18 16:00
    • Yes it's based on the options that were granted to him. I wasn't aware of that article. That is probably a more likely explanation for the run up.

      I share your opinion. I made my position a bit smaller some time ago, as it could easily be "dead" money for another 2 years. Paying a bit more, once the first project is close to cash generation results in higher annualized returns in my opinion. I have been too early too often, and I am trying to increase my returns by stepping in closer to some milestones (such as first profitable quarter in a long time). Of course this sometimes results in missing out.
  • maartenpieters commented on batbeer2's article 08-18 13:29
    Nam Tai - Value Idea Contest Submission
    The case for Nam Tai is simple. The company trades at a meaningful discount to book. This is remarkable in light of the fact that the book value of...
    View all 130 comments
    maartenpieters 08-18 14:29
    • Koo excersiced 160,000 options at 8 USD.

      https://www.bamsec.com/filing/119312516684607?cik=829365
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