Posted by Simon Sp Lee > 2011-10-26 18:54 | Report Abuse

The plant damage is covered by insurance. The important question right now is how much revenue is generated out of this plant !

Posted by stockoperator > 2011-10-26 20:11 | Report Abuse

Well no revenue no profit. That wont affect NTA. The depleting cash piles over next 6 mths and losing value of treasury shares and possible 4q and subsequent quarter loss and write off b4 insurance claim will affect NTA. All this will recover eventually provided the floods does not change the landscape of industry.

Posted by stockoperator > 2011-10-26 20:19 | Report Abuse

if cash pile is halved due to expenses and no revenue and value of treasury shares is halved and machine is halved written off b4 insurance claim, u may expect NTA is halved as well.

Posted by stockoperator > 2011-10-27 09:49 | Report Abuse

There would b lots of accounting gimmicks here.

Posted by richardlim72 > 2011-10-27 09:56 | Report Abuse

stockoperator,
walauwei! before 4Q result comes out i'm gonna faint liou! pengsan! collapse!...LOL :D :D :D

Posted by stockoperator > 2011-10-27 14:31 | Report Abuse

Well enjoy watch the show if u are not faint hearted.

Posted by stockoperator > 2011-10-27 15:15 | Report Abuse

mkt may have advance but it still yet to have depth and ability to absord the shock. Valuation is at middle band that means if outlook is good then it is cheap If outlook is glooming then valuation is expensive. Let me do some swap to cash before mkt closed.

Posted by stockoperator > 2011-10-27 15:34 | Report Abuse

well i always opined the way to solve the debt crisis is to pay back the debt. Not all kind of restructuring gimmick.