Viz Branz

[dydx]

Another catalyst that is positive to Viz Branz's future profits - coffee prices have fallen by over 10% since end-Dec11, from average USD1.89/pound in Dec11 to the current USD1.69/pound level (as at 9Mar12).....
http://www.ico.org/coffee_prices.asp

Assuming Viz Branz can hold on to current selling prices for its instant coffee beverages, this positive trend for coffee prices should lower the group's COGS and raise GM Margin in the coming months.

[brattzz]

so who is selling that makes up the volume? :O

Father and Son?

[FFNow]

so who is selling that makes up the volume? :O

Father and Son?

Looking at Shareinvestor's Time and Sales, there's very little selling. Mostly it's buying with highest one-off volume transacted at 140,000 shares.

I think VizBranz is just playing "catching up" with Super Group. Super is now at 52-week high range too.

When compared to Super, I think VizBranz has potential to be traded higher since P/E is lower (13.6 vs 16.3) and div yield (5.1% vs 3.2%) is higher. The P/B for VizBranz is also much lower than Super.

[cyclone]

Married deal : 11 millions shares at 0.39.

[dydx]

Married deal : 11 millions shares at 0.39.

I suspect the seller could be Poh Choo Bin, who holds shares in his personal name plus some under nominees. I could be wrong here.

I feel the stage is set for a GO to privatize Viz Branz, though I could be totally wrong in this regard!

[yeokiwi]

so who is selling that makes up the volume? :O

Father and Son?

Looking at Shareinvestor's Time and Sales, there's very little selling. Mostly it's buying with highest one-off volume transacted at 140,000 shares.

I think VizBranz is just playing "catching up" with Super Group. Super is now at 52-week high range too.

When compared to Super, I think VizBranz has potential to be traded higher since P/E is lower (13.6 vs 16.3) and div yield (5.1% vs 3.2%) is higher. The P/B for VizBranz is also much lower than Super.

PE is 13.6 for VB??
last HY EPS is 2.61. FY is expected to be around 5cts.
so, PE is around 8.

[freedom]

Married deal : 11 millions shares at 0.39.

I suspect the seller could be Poh Choo Bin, who holds shares in his personal name plus some under nominees. I could be wrong here.

I feel the stage is set for a GO to privatize Viz Branz, though I could be totally wrong in this regard!

management buyout or external player?

with the disagreement between the father and the son, a GO is unlikely to be successful (either side can block the privatization) unless the offer is too generous to ignore.

[dydx]

management buyout or external player?

with the disagreement between the father and the son, a GO is unlikely to be successful (either side can block the privatization) unless the offer is too generous to ignore.

Keep guessing!

As there are only 662 shareholders as at 19Sep11 (from the latest FY11 AR), I believe it should not be too long before the buyer consortium has to 'show hand'. But please note my guess here can be totally wrong, and therefore it should not be relied upon.

[yeokiwi]

Quite likely is a buyout.
Today price is 45cts. up 6cts.

[freedom]

my guess is that if there is a GO, it probably is not related to the father, as the father is quite reluctant to make a GO according to various announcements made by the company.

I also checked announcements made about the holding of Poh Choo Bin (last shareholding of 16+ million, after that, Ben Chng still made a few large purchase of around 5 million) , it is very likely that he should be the owner of the 11 million married deal.

maybe an announcement will come out tonight or tomorrow to show who bought/sold the 11 million?