Company Articles

PaulRen's picture

Two leading Thai green energy companies.

Here I compare the two leading pure green listed companies on the SET.  And how relative company size commands -as always- a huge premium here. But don't expect this to be explained to you by brokers or the press.

I think 2012 is the year where much focus will be on...

PaulRen's picture

Winds blowing in favor for us in 2012.

Here is an end of-the -year article summarizing some more on with what and why, I go into year 2012 with full vigor and conviction.  My choices remain in tact and then some.  This year ended with my favorite choice just announcing phase 2...

PaulRen's picture

Exponential Growth in Wind Energy.

Global wind energy installations are growing exponentially -and many see this continuing for years to come. I much agree.  Some companies operate these, once they are in place. Some just sell or manufacture the wind turbine systems, construct them.  We own a company which does both  -and then some.  With...

PaulRen's picture

The case for DEMCO, restated.

Letter to K. Chaiyaporn, research director of Bualuang Securities, regarding investor rationality on the case for DEMCO now,  as viewed from an investor.

PaulRen's picture

Demco, letter & suggestion.

Below is what I just sent DEMCO's seniors. I think that unlike so many others here, this company knows how to properly use warrants and other shareholder enhancing tools, and so this private suggestion may be timely and already on their mind? 

PaulRen's picture

Demco 2 key insiders increasing holdings.

More analysis and ammunition why I remain very DEMCO bullish going into the Monday June 27 extraordinary shareholder meeting.

PaulRen's picture

DEMCO, its finally likely happening now.

“Opinion of the Independent Financial Advisor”.  Here is what it states and means and what we now all need to do, so to have some influence in clinching this deal. 

It is very close in happening now -and we all can help make a difference.

PaulRen's picture

New stock biases for new times. Why ETF's are more then half dead money.

Growth and consumption stocks favored. ETF's likely to well underperform, almost by definition. ETF's low commission funds which just track the index, but the indexes are not the new Asia.

PaulRen's picture

3 Stocks for us this Week.

Here I idendify 3 stocks to closely focus on this week which I think will all get attention.

DEMCO, PYLON and KBS all 3 are viewed with a stronger buy view in my opinion. Here are some reasons why.

Pages