Silverlake Axis

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great singapore sale
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(08-06-2015, 05:12 PM)Zip113 Wrote: great singapore sale
are you sure it's a genuine sale or they jack the price way up high, then give you a small discount Huh
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(08-06-2015, 05:12 PM)Zip113 Wrote: great singapore sale
Interesting. Historic PER is still 23 I think based on current price of 95.5c. But what is considered cheap for this company and what could be a good entry point.....
Time to roll!!!
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Anybuddy took advantage of the given opportunity this week? I also consider this one as a wonderful company at a fair price. Compared few months back when it was a wonderful company at an extreme price. [emoji1]

Planning to vest tomorrow. A bit late but I think still an opportunity.
Time to roll!!!
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FA is still intact...

However, rebounce with low volume... beware of 'dead cat' bounce. Hope that I am wrong. Rolleyes

(11-06-2015, 07:02 PM)Bubbachuck Wrote: Anybuddy took advantage of the given opportunity this week? I also consider this one as a wonderful company at a fair price. Compared few months back when it was a wonderful company at an extreme price. [emoji1]

Planning to vest tomorrow. A bit late but I think still an opportunity.
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Has anybody 'seen' the software that Silverlake Axis uses?

Also, all the talk about Game Theory seems pretty vague. Has anyone come across an article that shows where the company will head to other than recurring revenue?
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(11-06-2015, 11:52 PM)BfGf Money Blog Wrote: Has anybody 'seen' the software that Silverlake Axis uses?

Also, all the talk about Game Theory seems pretty vague. Has anyone come across an article that shows where the company will head to other than recurring revenue?
Its not for commercial though. The bank I'm working at does not use their software. [emoji1]
Time to roll!!!
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(12-06-2015, 12:11 PM)Bubbachuck Wrote:
(11-06-2015, 11:52 PM)BfGf Money Blog Wrote: Has anybody 'seen' the software that Silverlake Axis uses?

Also, all the talk about Game Theory seems pretty vague. Has anyone come across an article that shows where the company will head to other than recurring revenue?
Its not for commercial though. The bank I'm working at does not use their software. [emoji1]


Does this Silverlake has a banking software? I thought the one with the banking software is this http://www.silverlakegroup.com instead of Silverlake Axis.
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Maybe its just me, but I don't see how this strikes people as being alright even though there is proper disclosure.

If there are prospects that are so good that the Chairman himself would pursue, why would not Silverlake pursue them? Maybe I am just uncomfortable with the idea of my "business partner" engaging in such transactions.

From the UOB Report:

Management guided that the IPTs arose due to the following:

a) SILV’s chairman, Mr Goh Peng Ooi, has private entities which provide IT modules and services that SILV may not want to specialise in. For example, instead of buying and developing SILV’s capabilities to serve the stockbroking business, the group uses products and services from the private entities of Mr Goh,

b) Mr Goh’s private entities are resellers of SILV’s software. An example would be the Middle East and North Africa (MENA) markets where SILV has no intention on building a marketing team to venture into. However, Mr Goh’s private entities would conduct business in those markets, and

c) Mr Goh’s private entities purchase SILV’s software for long-term R&D related activities or for testing of new concepts where SILV might not be interested to be part of.

http://nextinsight.net/index.php/story-a...wth-intact
http://theasiareport.com - Reflections From Finding Value In Asia
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UOB analyst view on the IPT.

(not vested)

Silverlake Axis kept at ‘buy’ with $1.66 target price despite Interested Person Transactions, says UOB

SINGAPORE (June 12): Silverlake Axis ( Financial Dashboard)’ share price has fallen 26% from a high of $1.47. As of FY2014, revenue from new Interested Person Transactions (IPT) mandates and ancillary transactions of RM120.4 million represented 24% of full-year revenue.

The IPTs arose due to a number of factors. Silverlake’s chairman, Goh Peng Ooi, has private entities which provide IT modules and services that the company may not want to specialise in.

For example, instead of buying and developing the company’s capabilities to serve the stockbroking business, the group uses products and services from Goh’s private entities.

These private entities are resellers of Silverlake’s software. An example would be the Middle East and North Africa (MENA) markets where Silverlake has no intention on building a marketing team to venture into. However, Goh’s private entities would conduct business in those markets.

The entities’ will also purchase Silverlake’s software for long-term R&D related activities or for testing of new concepts where Silverlake might not be interested to be part of.
...
http://www.theedgemarkets.com/sg/article...s-says-uob
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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