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#	AUTHOR DATE SUBJECT
12	member 2/06/23 4:57AM Re: Re: Re: Re: Back to 2006 11
Mengniu Dairy is 35% of GaPack's sales, and I think Yili is 15%. Yili is 70% of Xinjufeng's sales, and owns 4% of its stock. It's possible Mengniu might find that small ownership stake so offputting... login to read the rest 1 view available tags
11	member 2/01/23 1:33AM Re: Re: Re: Back to 2006 10
Thanks mimval. Any thoughts on the disclosed potential conflict arising from Xinjufeng’s largest end customer / shareholder being in direct completion with Greatview’s largest customers? (collectively apparently have apparently expressed concern according to company release). view available tags
10	member 1/29/23 3:34PM Re: Re: Back to 2006 9
Jardine selling their 28.2% stake in Greatview Aseptic (468:HK) to Xinjufeng Pack (301296 CH) for HKD 2.65 per share, a 22.7% premium to last trade of HKD 2.16. https://kalkinemedia.com/cn/business-news/business-sectors/brief-xinjufeng-technology-packaging-plans-to-acquire-2822-stake-in-greatview-aseptic-packaging Jardine paid HKD 5.00 for it nearly 6... login to read the rest 3 view available tags
8	member 9/28/22 9:20AM Back to 2006
The shares are now at 1.13 HKD, essentially where they were in 2006 when Bain bought 40% of GA pack at .92 HKD. It's like the last 16 years of double digit growth never happened. For... login to read the rest view available tags
7	member 9/14/22 9:41PM Re: Re: Re: Re: Re: Qns 5
so we've been adding to GaPack (468 HK) now at HKD 1.30, having crossed over 7% ownership in August, and likely to exceed 8% before end of Sept. if the price doesn't take off before... login to read the rest 4 view available tags
6	member 8/03/22 10:19PM Re: Re: Re: Re: Re: Qns 5
seems margins continue to get crushed, but eventually once things normalize, this should be a multi bagger from here view available tags
5	member 6/21/22 4:13PM Re: Re: Re: Re: Qns 4
Mimval, Do you have any thoughts on this one? Stock really beat up, great balance sheet w/net cash, still profitable/FCF positive, looks under 50% EV/sales. It seems like one could do really well from here. Thanks. view available tags
4	member 9/28/21 3:53AM Re: Re: Re: Qns 3
not well, apparently. i didn't think the lack of hedging would bite them as hard as it did. SIG hedged and is sailing through relatively unscathed thus far. so this year is looking ugly for... login to read the rest view available tags
3	member 8/27/21 8:05AM Re: Re: Qns 2
Hi there, Mimval. Any thoughts on how Greatview is navigating this inflationary cycle? view available tags
2	member 1/18/21 7:03PM Re: Qns 1
thanks for your questions raffles378: 1) i'm not sure how much cost pass-through goes on intra-year for either SIG or GA Pack. GA Pack mentions negotiating prices annually, but they don't say how much buffer they... login to read the rest 2 view available tags
1	member 1/18/21 11:20AM Qns
Thanks for the idea. 1. My understanding is that SIG has cost-pass through, why do you think Greatview is unable to have cost-pass through in its contracts? 2. PE prices increased in Q4 2020 to ATHs, aluminum... login to read the rest view available tags

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			2021	2022
Price:	4.25	EPS	0.36	0.39
Shares Out. (in M):	1,337	P/E	12	10.9
Market Cap (in $M):	733	P/FCF	10.6	9.8
Net Debt (in $M):	0	EBIT	634	700
TEV (in $M):	688	TEV/EBIT	8.3	7.5

Description

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