Sarin Technologies in Singapore!

I generally feel that this company is still undervalued possibly by a substantial margin of safety. For investors, this companys is listed in the Singapore Stock market. You can go to www.sgx.com to have a look at some of its filings.

My opinions are such:

1) This company has got one heck of a moat. It is in an industry where there are relatively few players and its closest competitor is an israeli company which is not public listed.

2) The nature of the business is that of improving the yield of diamonds. It creates machines that help cut the diamond in a way that allows the diamond to be sold at a higher price. With little competition, its growth rates within the industry is pretty darned high and its net margins are more than impressive at 26.74%.

3) A while back, insiders were furiously scooping shares in the open market and these insiders were the heavy weights of the company.

4) It is an early bird within the industry and has got many patents surrounding its inventions. Unlike other products, this product relies heavily on its patents. The greater the ability of the product and inventions for value add to the price of the diamond, the greater the eventual market share of the product in the market. It's products are even endorsed by the gemological institute in the US.

5) Recently, Halibis Capital management increased their stake from From 7.942 % To 8.001 % through an open market purchase

6) The price right now is about 63.5 cents. It went up to 76 cents recently. Insiders scooped it up around such a price. Hence, it has a high probability of still being undervalued.

7) Its products are not one hit wonders, like Taser Guns. As long as diamonds are still around and women still love them, Sarin will have a good hold of the industry.


Hence, i still think that Sarin has a while to go in terms of realising its intrinsic value. Check it out people and do give us your feedback on the company.

You can contact us at valueinvestorhaven@gmail.com


Better and better,
Lucas