800 Super Holdings Ltd *Official* (SGX: 5TG)

[Keverus]

My only concern is about the 800super's dividend yield which is quite low.

I took a few years to really understand myself that i love collecting dividends. At this price, the yield is close to 2%. Not sure if dividends warrior can advice on this

I am holding sembcorp at 4.16, though i understand their waste only generate less than 5% revenue. but i like their utilities and i feel their recent weak earnings are temporary.
Especially the water sector, as a Civil Eng student, i know that freshwater is really limited in supply and with increasing population, we need to find ways to recycle water and technologies to convert to drinkable water.

During financial crisis, people can shop less, buy less properties, factories consume lesser oil, eat lesser premium food but can't drink lesser water...

frankly speaking, i feel that if you're looking at div, then ignore 800 Super. it is entirely a growth stock, just like RMG. two very solid companies, but if dividends is a key concern for you, these companies may not be what you're looking for.
my 2 cents.

 

[flyfox]

frankly speaking, i feel that if you're looking at div, then ignore 800 Super. it is entirely a growth stock, just like RMG. two very solid companies, but if dividends is a key concern for you, these companies may not be what you're looking for.
my 2 cents.

I agree with you tough. I love dividends so it take up a huge stake in my portfolio. But it means i ll have lesser percentage of growth stocks, about capped 20-30% max.

those growth stock i m holding are RMG and UOL.
I also gt St Eng, ( looks like both dividend and can grow at the same time)

Initially i was concerned with their business outlook (at press release) that they said their business was highly competitive.
But after reading this years' i flip into last years, which says the same thing. but profit and revenue still surging.
So probably highly competitive but if they can stay ahead of the game, not a concern at all.

I just wonder the current drop in prices isit due to missing analysts expectations or...? Sorry havent been reading 800super's analysis recently but quite keen to invest in it.

 

[Keverus]

like what ur bmt sergeant used to say, 2.4km is not from first round straight sprint one. i think 800 Super chiong quite hard last yr, from 2X cents to 4X cents, even broke 55 cents before iirc.. now probably in accumulation phase, so good to pick up.

 

[tiny]

like what ur bmt sergeant used to say, 2.4km is not from first round straight sprint one. i think 800 Super chiong quite hard last yr, from 2X cents to 4X cents, even broke 55 cents before iirc.. now probably in accumulation phase, so good to pick up.

It chiong super high from 0.25 to 0.5x range with no apparent reason... It was not even during CD period. Speculative chionging.

 

[Keverus]

It chiong super high from 0.25 to 0.5x range with no apparent reason... It was not even during CD period. Speculative chionging.

wont say purely speculative la.

800 Super did expanded quite rapidly last yr.

 

[flyfox]

Hi flyfox! I might revive my blog (maybe one post per quarter) when I have more time on my hands. Super busy with my tuition business nowadays.

Silverlake axis is also on my watchlist. Their recent result is pretty decent.

Ok then I am looking forward to your blog revival!

 

[Obama486]

Ok then I am looking forward to your blog revival!

ya should just revive

free ad revenues

why not?

like free $$ , only kum gong dun want haha

 

[flyfox]

ya should just revive

free ad revenues

why not?

like free $$ , only kum gong dun want haha

Sometimes its not about the free ad avenues. I did hear from Div Warrior that people keep demanding an explanation of why to buy this or that shares..and saying nasty things just to be against and negative towards him and people trying to challenge him and vulgarities...etc etc. They are just jealous ...

It's true that sometimes we don't need to provide 101 reasons to buy this or that share. Assuming all of us manage to calculate an intrinsic value be it DCF or pb, and all of us will realize that we have a different comfortable price, which can be based on the amt of cash we have, our experience and understanding of the industry. If you gather all the world's best investor, nobody is the same. You can't probably explain all these and bloggers don't owe viewers an explanation of everything.

But its ok anyway, I always just remember that even God can't please everybody in this world, so no need to set so high expectations and there is no need to make everybody happy.

 

[greenbeam1980]

Hi flyfox! I might revive my blog (maybe one post per quarter) when I have more time on my hands. Super busy with my tuition business nowadays.

Silverlake axis is also on my watchlist. Their recent result is pretty decent.

Glad to hear you r reviving your blog.
Pls clear your mail box.

 

[felixleong]

Glad to hear you r reviving your blog.
Pls clear your mail box.

he super long no clear inbox le

cause many people will flood him with PM asking investing questions lol

 

[endlssorrow]

Too late now la
Dun jump coz the price is high and other jumping too

Not vested

 

[flyfox]

Added 10 lots @ $0.470

 

[glorious94]

Is this stock still worth to buy?

 

[tiny]

Latest update:

The Board is pleased to propose a tax exempt one-tier dividend of S$0.02 per ordinary share in respect of FY2015 to be approved at the forthcoming Annual General Meeting of the Company. This represents a 100% increase from FY2014's final dividend of S$0.01 per ordinary share.

 

[tiny]

Slowly going up to 0.50

 

[sulphurboy88]

Vested today at 0.485

 

[flyfox]

Vested today at 0.485

Not much news from them these days, Just hope that they can continue to win contracts at NEA.

Some of the contracts will expire eventually, also hope they can get renewal fron NEA. High chance though since there's only 4 waste management companies in SG: Colex, Veolia, SembCorp and 800Super

 

[flyfox]

crossed 50 cents.

Glad they reported a good set of results.

 

[wahkao3]

this one goood????

 

[flyfox]

this one goood????

For me I think it's good.
sadly i only have 10k shares at about 0.47.

#GPGT

Good FCF and minimal debt, currently NEA only grant 4 companies for waste management. -Veolia, SembCorp Colex and 800Super. thats why got moat.
Most of their contracts (read financial statement) actually gets renewed with revised pricing (expected to go up because labour costs increases).
and have the ability to pay good dividends.

And I like its simple business model. It went down to about 40 cents but I have the conviction to hold onto it and glad that it did well, and collected 1 round of dividends alr]

Only regret was nt buying earlier or buy more, but honestly at that moment not much cash left