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Latest Posts By Blanchard - Senior      About Blanchard
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27-Jun-2013 17:03 Yoma Strategic   /   YOMA       Go to Message
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x 0 		Looks like Case IV is ruled out...  The best is case III... All the best to our local contenders...

Blanchard      ( Date: 26-Jun-2013 16:20) Posted:



Four possible outcomes:

Case I : Singtel happy + Yoma sad

Case II : Singtel sad + Yoma happy

Case III : Singtel happy + Yoma happy

Case IV : Singtel sad + Yoma sad

Whatever the outcome might be (though I think case I is more probable), the one who is sad will be smiling (congratulating the winner & consoling oneself) while the happy one will be crying (" We've won!!! We've won!!!" )

Can sense the excitement/anxiety... wonder what their shares price & future would be like after the news?

 

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27-Jun-2013 10:59 China Fishery   /   China Fishery - Low PE       Go to Message
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x 0 		It's good that we know the potential, capability  & risks of China Fish.  We would be extra cautious/skeptical if these factors are still deteriorating/uncertain/unknown.
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27-Jun-2013 08:56 China Fishery   /   China Fishery - Low PE       Go to Message
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Ya... the Moody's rating report is clear enough. It is up to China Fish  to prove herself to the shareholders.

(note: < 20% of the shares are held by the public)
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27-Jun-2013 02:56 China Fishery   /   China Fishery - Low PE       Go to Message
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kingkungfu, thanks for sharing. Hope the loss has been  recovered / has almost been recovered.

I feel that this aggressive, strategic  acquisition of  Copeinca is very important to China Fish. Hopefully, China Fish can integrate well with it and mitigate financial & operations risks arising in this tough but sustainable business. Also hope that China Fish can maintain profitability &   > 2% dividend annually.
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26-Jun-2013 23:11 China Fishery   /   China Fishery - Low PE       Go to Message
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Moody's: China Fishery's ratings unaffected by new Copeinca bid

http://www.moodys.com/research/Moodys-China-Fisherys-ratings-unaffected-by-new-Copeinca-bid--PR_276625
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26-Jun-2013 22:44 SingTel   /   Singtel Bullish???       Go to Message
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x 0 		http://www.irrawaddy.org/archives/38605

Bigmama      ( Date: 26-Jun-2013 22:19) Posted:

When did this news came out? Is there a new date?

Blanchard      ( Date: 26-Jun-2013 22:05) Posted:



" The decision to postpone the awards was made after a member of Parliament’s telecoms committee submitted an emergency statement to lawmakers urging them to favor local joint ventures in the selection of telecoms operators."

Does this statement mean that KDDI, Singtel, Digicel consortiums are favourites?
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26-Jun-2013 22:05 SingTel   /   Singtel Bullish???       Go to Message
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" The decision to postpone the awards was made after a member of Parliament’s telecoms committee submitted an emergency statement to lawmakers urging them to favor local joint ventures in the selection of telecoms operators."

Does this statement mean that KDDI, Singtel, Digicel consortiums are favourites?
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26-Jun-2013 16:50 China Fishery   /   China Fishery - Low PE       Go to Message
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Peru's Copeinca Chairman sees China Fishery share offer proceeding...

http://www.euroinvestor.com/news/2013/06/25/peruaposs-copeinca-chairman-sees-china-fishery-share-offer-proceeding/12385729
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26-Jun-2013 16:20 Yoma Strategic   /   YOMA       Go to Message
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Four possible outcomes:

Case I : Singtel happy + Yoma sad

Case II : Singtel sad + Yoma happy

Case III : Singtel happy + Yoma happy

Case IV : Singtel sad + Yoma sad

Whatever the outcome might be (though I think case I is more probable), the one who is sad will be smiling (congratulating the winner & consoling oneself) while the happy one will be crying (" We've won!!! We've won!!!" )

Can sense the excitement/anxiety... wonder what their shares price & future would be like after the news?

 
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25-Jun-2013 19:19 China Fishery   /   China Fishery - Low PE       Go to Message
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The acquisition cost ~US$790.

Amount raised from the recent rights issues= US$278

Loans from Rabobank & DBS for the acquisition= US$295 max

Additional amount required for the acquisition= ~US$217 (to use $ from other internal funds?)

Page C-21 of the recent circular to shareholders mentions about the China Fish's debt financing. This is what I understood. More info from anyone would be good.

 

T2LE56      ( Date: 25-Jun-2013 17:50) Posted:

Guess Big Money out of the pocket !!! What and where are they getting the fund ???

UPRR18      ( Date: 24-Jun-2013 22:20) Posted:

hi bianchard, looking through the latest news found this bbs. does it spell good news with the acquisition ??? i thought they have to spend money ... big money ..
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25-Jun-2013 10:46 Yoma Strategic   /   YOMA       Go to Message
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x 0 		Myanmar Telecom contract outcome would be announced on 27 Jun. Best wishes to our local contenders.

novice_trader      ( Date: 25-Jun-2013 10:30) Posted:

Sorry to sound stupid bro, what's on 27th Jun?

Blanchard      ( Date: 25-Jun-2013 10:28) Posted:



make-or-break / sell-on-news on 27 Jun? 


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25-Jun-2013 10:28 Yoma Strategic   /   YOMA       Go to Message
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make-or-break / sell-on-news on 27 Jun? 
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24-Jun-2013 23:40 China Fishery   /   China Fishery - Low PE       Go to Message
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The new offer is expected to be launched in Oslo and Lima in early to middle of Jul 13 and scheduled to complete in the middle of Aug 13.  I think China Fish's acquisition of Copeinca should be  successful this time round...



UPRR18      ( Date: 24-Jun-2013 22:56) Posted:



i did some searches, previously they said they have acquired so much in the end ... boleh. now they said 74% of copeinca. said said or real have ??? 

 

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24-Jun-2013 22:42 China Fishery   /   China Fishery - Low PE       Go to Message
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Agreed. Copeinca is a valuable (& tough) asset to acquire. Let's hear what the Mr Ng Joo Siang, China Fish Group Managing Director, has said.

" We are very pleased to be in such a strong position in launching this New Offer for Copeinca. It is our belief that this acquisition would offer an immense potential in creating shareholder value and represents a significant milestone towards the Group's strategic objective of increasing and securing access to fishery resources around the world."

" This acquisition is envisioned to be transformational, elevating China Fishery to become Peru's largest producer, as well as among the world's largest producers, of fishmeal and fish oil,"

In this aspect, I think the acquisition is good.

UPRR18      ( Date: 24-Jun-2013 22:20) Posted:

hi bianchard, looking through the latest news found this bbs. does it spell good news with the acquisition ??? i thought they have to spend money ... big money ...

Blanchard      ( Date: 24-Jun-2013 17:42) Posted:

I'm pleasantly surprised that China Fish manages to effectively control > 74% of Copeinca shares with her latest bold move. The successful acquisition of Copeinca would mitigate risks in China Fish operations and enhance the operational efficiency and synergy. China Fish would become one of the world leading players in fishmeal and fish oil products. Looking from a longer term perspective, the acquisition is good move with the expected growing fish consumption and rising demand for fishmeal and fish oil worldwide, especially in China. Keep it up, China Fish
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24-Jun-2013 17:42 China Fishery   /   China Fishery - Low PE       Go to Message
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x 0 		I'm pleasantly surprised that China Fish manages to effectively control > 74% of Copeinca shares with her latest bold move. The successful acquisition of Copeinca would mitigate risks in China Fish operations and enhance the operational efficiency and synergy. China Fish would become one of the world leading players in fishmeal and fish oil products. Looking from a longer term perspective, the acquisition is good move with the expected growing fish consumption and rising demand for fishmeal and fish oil worldwide, especially in China. Keep it up, China Fish!

coolthrusts      ( Date: 24-Jun-2013 15:39) Posted:



China Fishery Group launches offer for remaining Copeinca shares!

(Reuters) - China Fishery Group is launching an offer for all remaining shares in Peruvian fishmeal firm Copeinca, once the target of a bidding war with Norwegian fish farmer Cermaq.China Fishery Group's latest offer is 68.17 crowns per share, 8.47 crowns above the offer it made for the company in April. Copeinca shares closed at 58.0 crowns on FridayChina Fishery Group said it effectively controlled 74.23 percent of Copeinca shares.Cermaq said later it welcomed China Fishery Group's offer and has pre-accepted to sell its shares in Copeinca to the Asian company. (Reporting by Gwladys Fouche, editing by Henrik Stolen)

Guess thats the reasons for the halt.

Senior Blanchard any opinion on this?

http://www.reuters.com/article/2013/06/24/chinafisherygroup-copeinca-idUSWEB0074220130624
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22-Jun-2013 00:34 China Fishery   /   China Fishery - Low PE       Go to Message
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Fish consumption, prices both expected to rise more than most commodities over next decade says OECD

http://www.savingseafood.org/economic-impact/fish-consumption-prices-both-expected-to-rise-more-than-most-commodities-over-next-decade-says-3.html

for your reading pleasure...

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21-Jun-2013 21:51 COSCO SHP SG   /   Shooting Star       Go to Message
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COSCO CORPORATION SECURES CONTRACTS FOR TWO ACCOMMODATION UNITS VALUED OVER USD170 MILLION EACH

http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_C6C10C2454C5217C48257B910022BFAC/$file/COSCO_SECURES_CONTRACTS_FOR_TWO_2_ACCOMMODATION.pdf?openelement

Good. Keep it up.

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19-Jun-2013 23:10 Others   /   Thought of the Moment       Go to Message
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PSI hit 321 = STI/10 now is 282. Take care.
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16-Jun-2013 22:46 Yoma Strategic   /   YOMA       Go to Message
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... seemingly hot favourite vs dark horse... exciting bet...

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13-Jun-2013 23:00 Genting Sing   /   Genting SP Next Move       Go to Message
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RWS = Rendezvous With Sharks

http://www.channelnewsasia.com/news/singapore/swim-with-sharks-at-rws/709546.html
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