Shares & Derivatives
BBR Holdings Investing Thesis
By SG ThumbTack investor  •  June 22, 2016
This is my detailed analysis of BBR Holdings, current as of June 2016. BBR Holdings currently makes up about 29% of my portfolio, it is a sizable portion (2,056,400 shares) and I have been adding to my stake in the past 6 weeks, mostly at prices between $0.165 – $0.174. BBR Holdings (S) Ltd (“BBR”) is a construction and specialised engineering group with a swiss history. They are currently part of a “BBR network” which supposedly provides the latest engineering technical know-how. (I’m skeptical about this and think it’s just for paying royalties). It currently comprises four core business segments spanning across General Construction, Specialised Engineering, Property Development and Green Technology. This chart provides a broad overview: The Specialized Engineering is involved in civil engineering projects such as the building of bridges. Moderna homes (now 100% owned. The 75% in the chart is not updated), is involved in ......
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By SG ThumbTack investor
I am a Singaporean male in my mid-30s, and this blog chronicles my investing ideas and activities. I hope to search for and find contrarian and deep value investing ideas and will chronicle all these ideas here, both the successes and the failures. (hopefully less of the latter) ...
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