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GRAND POWER LOGISTICS GROUP INC. V.GPW

"Grand Power Logistics Group Inc through its subsidiary provides air-freight forwarding and sea-freight services, customs brokerage, logistics, warehousing and distribution, as well as other value added services."


TSXV:GPW - Post by User

Comment by moneymaker75on Sep 01, 2014 9:45pm
112 Views
Post# 22895833

RE:RE:RE:WORTHLESS PAPER

RE:RE:RE:WORTHLESS PAPEReInvestor, GV here are some points of clarity:

Regarding the $1.2M gain from last year

The "dilution of shares in an associate company" refers to this NR is 2013 regarding the Yangshan port project, where their holding was diluted from 36% to 13%. 

https://www.marketwired.com/press-release/grand-powers-associate-company-signs-yangshan-port-agreement-tsx-venture-gpw-1821823.htm

Specifically this:

In relation to the foregoing, a new partner, Hong Kong Shengya Technology Limited, has recently injected $12,000,000 USD into the Yangshan Logistics Park project. The purpose of these funds was to secure the deposit (or "application fee") for the Yangshan Logistics Park project. Upon this successful completion of deposit, all the necessary requirements had been met by GPLD to qualify being awarded approval for the contract to own and develop the 430 mu (70.8 acre) first phase of the 744 mu (122.5 acre) two phase project.

As a result of the injection of the fund, Grand Power's indirect ownership of the Yangshan Logistics Park project will now decrease from 36.67% to 13.2%.


They eventually sold their interest for a good profit:

https://web.tmxmoney.com/article.php?newsid=66386645&qm_symbol=GPW

The sale price for the whole Yangshan Logistics Park project is RMB239 million (approx. US$38.93 million). Grand Power's portion of the sale price is RMB31.55 million (approx. US$5.139) for its 13.2% interest. As of today, Grand Power has received a payment deposit of RMB10.45 million (approx. US$1.7 million). Grand Power has invested a total of HK$13.2 million (approx. US$1.7 million) for its 13.2% interest in the project. 

You see that they made a gain from $1.7M investment to a $5.1M sale. That $1.1M gain we see in Q2 2013 is part of that win being recorded, the part that got invoked through the dilution from 36% to 13%

Regarding the $400K loss

This is not any director leaving with money. I don't know how you came to that conclusion. Review the cash flow statement. This amount is BACKED OUT meaning no cash changed hands. 

Read carefully note 10:

The Corporation’s results include the operations of its subsidiary, which are consolidated into the statement of comprehensive income, and share of operations in associates, which are accounted for using the equity method. None of the Corporation’s equity accounted associates are publicly listed entities and, consequentially, do not have published price quotations. 

The equity method means if the subsidiaries go up or down in value, the company has to record a profit or loss on them. No one is running away with any cash or value. Historically, this section has resulted in gains to the company, thanks partially to Yangshan. This quarter unfortunately is a loss. It could be because of an operating loss in the subsidiaries, or it could be because of a writedown in property value or just about anything else. As an investor, I am not too spooked about one quarter, but let's see if this is a continuing trend. Keep in mind that the company is in the process of seeking new business according to recent NR. If they are involved in startups, naturally those will be at a loss.

Regarding related party transactions

Refer to section 6 of the financial statements. About $290K is due from related parties, down from $350K at the end of 2013. These numbers seem well within a reasonable range and are headed in the right direction compared to the revenue of GPW. There are North American companies that seem a lot more fishy with their related party transactions than this.
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