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Clemens Scholl

 
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  • Clemens Scholl
    $BWEL breaks $1000 per share.
    Apr 22, 4:36 PM
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      • Clemens Scholl
        Glencore $GLCNF makes an underwhelming exit offer for Chemoil $CLRGF shareholders. Shall we expect a similar move for $KATFF ?
        Feb 26, 2:36 AM
        Reply (2)
        • 11146471: What is a good offer for Katanga? They are currently trade at 0,35 Book Value. Glencore has loaned them a lot of money as prepayment.
          Jun 15, 12:01 PM
        • Clemens Scholl: ... at usurious interest rates :)
          Jun 16, 6:49 AM
          • Clemens Scholl
            CEO of Uralkali arrested in Belarus... Next round of the potash war $POT $KPLUY.PK $MOS $URALL.PK
            8/26/13
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              • Clemens Scholl
                Brisa $BRSAY.PK pays 30% dividend after losing public company status http://bit.ly/14Q6nEC Windfall for those that didnt bow 2 sell pressure
                8/3/13
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                • Clemens Scholl: Tagus owns most of the shares but no shareholder was forced to sell. I didn't sell. The company is not public anymore but tagus needs cash.
                  9/1/13
                • Clemens Scholl: The juicy dividend will be paid on Wednesday (Sep 4th). I expect more cash to come out in the next few years, and eventually a re-floating.
                  9/1/13
                  • Clemens Scholl
                    GBL $GBLBF.PK announces 4% stake in Umicore $UMICF.PK. Both companies go way back (société générale de Belgique & union minière).
                    7/17/13
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                    • Clemens Scholl: it is timely as I'm just reading a 500p volume on the history of Umicore ("de la mine à Mars", by R. Brion).
                      7/17/13
                    • Clemens Scholl: It's definitely one of the great Belgian companies, w. a colourful history. They have very good market position in many specialty materials.
                      7/17/13
                      • Clemens Scholl
                        Has the bleeding stopped? John Fredriksen buys shares worth $1.7m in Archer Ltd. $ARHVF.PK http://bit.ly/1dBCMUJ
                        7/16/13
                        Reply (7)
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                        • Clemens Scholl: Fredriksen buys another 750.000 shares at NOK 5.09... http://bit.ly/1d1XGy5
                          9/10/13
                        • Zach Mansell: Interesting. I've followed your posts on Fredriksen but never invested. I am in SB in dry bulk and am happy with recent developments
                          9/10/13
                          • Clemens Scholl
                            GBL buys 15% of SGS for 2bn EUR. Price is steep, I am underwhelmed by this purchase. Great company at a very high price.
                            6/3/13
                            Reply (1)
                            • George Fisher: Dr, I agree seems a bit pricey. Not to much interest in the US as .pk trades about 17k shrs/day. Interesting co, interesting move by GBL
                              6/3/13
                              • Clemens Scholl
                                Copeinca transaction voted down at Cermaq AGM. Huge win for Marine Harvest $MNHVF.PK in the salmon wars. Industry giant about to be born.
                                5/21/13
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                                  • Clemens Scholl
                                    Dan Loeb takes on Sony $SNE. He will fail. Should have read "the Japan that can say no" written by Sony founder Akio Morita.
                                    5/14/13
                                    Reply (8)
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                                    • Transcend Asset: I was just out of university 3 years (grad 2005)! =D Thanks for the interesting information re: Sony. I had fun reading up on each item.
                                      5/15/13
                                    • Transcend Asset: Sad to say, I found SNE a slow mover, and sold it a few times... and my current position is in the red. Next wk should be interesting!
                                      5/15/13
                                      • Clemens Scholl
                                        GBL is placing 65 million shares of GDF Suez (2.7%) in an accelerated bookbuilding.
                                        5/13/13
                                        Reply (3)
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                                        • Clemens Scholl: Seems they sold it for about an 8% discount to the last price yesterday. I have a hard time understanding this move. GDF is imo very cheap.
                                          5/14/13
                                        • Clemens Scholl: in the 4 months since buying SGS, GDF has gone up 20% and SGS has not moved at all. They would've made 236 million EUR more by selling today
                                          9/27/13
                                          • Clemens Scholl
                                            Saverys speaks out: LNG/LPG company Exmar "totally undervalued" http://bit.ly/13mOsId $EXMRF.PK +5.5%, Euronav rises as well $EONVF.PK +8%.
                                            5/6/13
                                            Reply (3)
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                                            • Clemens Scholl: They had a great presentation today http://bit.ly/12bQY2q - good overview of the company.
                                              5/6/13
                                            • Adjusted Return: Nicolas saverys could move the listing to the U.S. eventually - Some thoughts on Euronav these past years at http://seekingalpha.com/p/4kpe
                                              5/9/13
                                              • Clemens Scholl
                                                first IFRS results in a decade, $SGTPY.PK reports $28bn cash pile while market cap is only $30bn. http://fxn.ws/ZOyjME
                                                4/30/13
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                                                  • Clemens Scholl
                                                    $OGZPY.PK now below $100bn, looks very cheap. P/E less than 3, div. yield about 6%, less than half of book. downside minimal,could double?
                                                    4/3/13
                                                    Reply (26)
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                                                    • sundate36: I haven't looked into Lukoil but Gazprom is a stable company but with very limited upside because of its ties to the gov't.
                                                      Mar 3, 5:50 PM
                                                    • sundate36: I try to trade it in the range (buy in $6-7 range sell at $9+). I don't think the stock has an upside beyond 9+. Similar to $CIG in Brazil.
                                                      Mar 3, 5:52 PM
                                                      • Clemens Scholl
                                                        Peter Kellogg and IAT Reinsurance annouce they hold 30.9% of $MIL http://1.usa.gov/ZvVStb
                                                        1/7/13
                                                        Reply (8)
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                                                        • Drake McHigh: When there is accumulation stock moves nicely. Now the sell off is perplexing. The aforementioned lack of transparency.
                                                          4/5/13
                                                        • Clemens Scholl: not really perplexing,their unfavorable dealings in India begin to look like a pattern (Canoro, Magnum). Smith lying about it does not help.
                                                          4/6/13
                                                          • Clemens Scholl
                                                            has Areva finally hit bottom today? ARVCF.PK up 9% in Paris after losing half its value in a matter of weeks...
                                                            4/11/12
                                                            Reply (3)
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                                                            • Clemens Scholl: yes, that was a big (10 to 1) stock split that took place alongside the capital increase where Kuwait bought a 5% stake.
                                                              4/11/12
                                                            • FrankBn: I stepped in. Missed Veolia, which is for sure no reason that it will work for Areva... What would be your opinion?
                                                              4/13/12
                                                              • Clemens Scholl
                                                                More drilling consolidation. Transocean (RIG) buys Aker Drilling for $1.4bn, 62% premium, NOK 26.5 per share. http://bit.ly/n1ufhJ
                                                                8/15/11
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                                                                  • Clemens Scholl
                                                                    riots in Europe go out of control http://bit.ly/pu0lJC
                                                                    8/11/11
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                                                                      • Clemens Scholl
                                                                        Archer Seawell goes fracking http://bit.ly/peTzlJ ARHVF.PK SDRL
                                                                        8/1/11
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                                                                          • Clemens Scholl
                                                                            Exmar in fleet deal with BW gas, swaps 2 VLGCs for 4 midsize carriers +$35m http://bit.ly/phsP2O
                                                                            7/18/11
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                                                                              • Clemens Scholl
                                                                                Sandstorm Metals STTYF.PK in copper streaming deal with Xstrata-partner Donner Metals DONFF.PK and gas stream with Thunderbird TBDYF.PK
                                                                                7/13/11
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