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up or down on debut?
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skk888
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19-Dec-2012 21:16
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Doubt that piece of news has any impact. Just an internal transfer from A to B. loaded somemore at 0.395 today. But overall still small holding..
Recent Bloomberg news seem to show that the company is very keen on acquiring f&n. if they manage to get another 15% from some of the funds, it'll be great
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cheerstan2002
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19-Dec-2012 21:12
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http://thaibev.listedcompany.com/newsroom/20121218_215724_Y92_50A42F2C42BDF64E48257AD8004C0D56.1.pdf THBEV official made Mandatory Conditional Cash Offer - Announcement On Intercompany Transfer Wondering will this spur the THBEV to rise? I really hope so ... and soon also ... seeing ppl trading below .4 seems to have lose some investors? |
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skk888
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18-Dec-2012 13:22
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that's good u still earn.. i entered and exited thbev a few times.. it was the main generator of my profits in oct.. seems like momentum is losing.. hope it will revive when chaoren decides to up his bid..
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bbshares
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18-Dec-2012 11:45
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I had bought at 0.345 and thrn sell 80% at 0.39 then bought some again at 0.39-... haha a bit stupid... overalll still earn
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bbshares
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18-Dec-2012 11:43
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Great! Personally i really thunk thaibev worth $1 not now... dont know when onli haha---
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sanuks
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17-Dec-2012 19:48
Yells: "Dont jump on moving train, you will hurt yourself - JIM ROGE" |
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Thais tried to buy 10% of F& N at S$9.60: sources
By
That price represents an 8.1 per cent increase over Mr Charoen's current S$8.88 per share offer for F& N, and a 5.7 per cent increase over a rival bid of S$9.08 per share by a consortium led by Overseas Union Enterprise - PHOTO: REUTERS Banks acting on behalf of Thai tycoon Charoen Sirivadhanabhakdi's investment vehicle tried unsuccessfully over the weekend to pick up an additional 10 per cent of Fraser and Neave (F& N) from institutional shareholders at S$9.60 per share, market sources said. That price represents an 8.1 per cent increase over Mr Charoen's current S$8.88 per share offer for F& N, and a 5.7 per cent increase over a rival bid of S$9.08 per share by a consortium led by Overseas Union Enterprise (OUE). F& N shares opened at S$9.52 on Monday, but rose steadily to as high as S$9.62 in the morning. Mr Charoen, who is his making his bid for F& N through privately held TCC Assets and in concert with listed brewer Thai Beverage Public Co, has until Jan 2 to decide if he wants to extend and raise his current offer. |
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skk888
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17-Dec-2012 10:38
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yeah jingsze!! if you have chance, can consider to close it. :)
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jingsze91
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17-Dec-2012 10:35
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yea.. pls move up up up. have been holding for so long. It's time! | ||||
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skk888
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17-Dec-2012 10:07
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wah thbev is up today!!! probably hav insider news.. =/ at least now my holdings are positive.. going to hold awhile longer... |
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skk888
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13-Dec-2012 12:34
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Be careful of lion gold.. If I'm not wrong their NAV is super low.. was looking previously.. U have to check it.. If u looking long term gold investment, might wan to look at gold etf.. But management fee etc but good return in long run..
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skk888
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13-Dec-2012 11:32
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Haha this movement so slow, diff to day trade.. Can try wilmar.. It can move 10c up down in a day! Haha..
Cheers tan, yeah maybe can cut when right .. Taking long time..btw biosensor is back in action!
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bbshares
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13-Dec-2012 10:27
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hovering around 0.385 to 0.390 to 0.395.. can do day trade.. hahaha.. by contra.. haha
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ZACELL
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12-Dec-2012 12:23
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No point holding on to TCC any longer. They keep holding off the FNN position. Its either BUY or NO BUY. I will let go once its hit target of .395 - 400. Small profit rather than no profit. | ||||
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cheerstan2002
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12-Dec-2012 10:59
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Aiyoo .... wondering when it will chiong Up again??? Noble and olam moving man! Olam seems a little risky but I guess good return if it can resolve the debt issue quickly ... I will move out THBEV even with small coffee duit ... maybe out at .405 I hope it is soon .... Actually Cordlife also good counter to look at ... last look was .51 and now wow .55 ..just that my money is struck in THBEV ... I am also looking at LIONGOLD as well ... See ya soon ...
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jingsze91
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12-Dec-2012 10:43
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So pissed offfff..... drag n drag n drag.. price goes down n down.. money all stuck inside :( | ||||
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flyfox
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11-Dec-2012 18:49
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I believe ThBev is moving in another direction from looking to borrow more money to buy F& N to looking forward to OUE offering a higher price. So they are just buying time hoping OUE gives a better offer before selling. OUE should also know that F& N investors unlikely willing to take OUE's offer at 9.08 per share, even if ThBev decides to give up the offer of 8.88, IMHO. If F& N is valued at 8.30-11+, as an investor, would you give up your shares at 9.08? :) |
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skk888
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11-Dec-2012 17:59
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My personal opinion is that there won't be much movement till end of the month or early 2013. If there's better opportunities, I'm looking to cut and place elsewhere. To be honest, I think oue bid makes the situation complicated. If they had gotten the bid at 8.88, its a great boost for thaibev. If not, I think the upside is restricted.
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bbshares
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11-Dec-2012 13:20
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still advisable to holdl ?
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skk888
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11-Dec-2012 10:41
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Shrewd business man... He just doesn't want to pay more.. He's thinking that OUE cannot get the critical 50% with such an offer (since 30+% is in his hands).. Either OUE pays more or they have to exit from their offer. Based on current offer, ThaiBev will book around 100m of profits, but at 9.50 they will book 300+m of profits from sale of F& N stake (numbers estimated by CIMB). Argh but it's really taking a long time... |
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bluechip138
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11-Dec-2012 09:29
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As usual, the Thais extends its offer to 2 Jan 13, 1 day before OUE's offer of $9.08 on 3 Jan 13. Dun know why they keep playing delay tactics....??? Perhaps, the Singapore Authorities should just step in to put a stop & ask both OUE & TB to offer a " final" highest bid for F& N. The longer it drags, the more small investors suffer, especially F& N shareholders who cannot get the distribution $ of APB sale. Dun noe how much more this is going to drag........
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