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Leftie Member	06-May-2013 21:00        Leftie About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Lets say the CE is 0.408. After XE, will it drop from current price (0.63) by 0.408 or so? Something like CD, then XD Vested here @ 0.57. Lucky Oldflyingfox says its going to be suspended, otherwise tmr see " sus" will start to panic
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oldflyingfox Master	06-May-2013 13:16        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	This counter will be suspended from 7 may to 16 May while working on the entitlement, which has push the price up a bit as previous shorties are covering it before it suspend end of today.
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jomini Veteran	05-May-2013 00:51        jomini About Contact  Quote this Post!   Yells: "slow down, think, question"
x 1   x 1  Alert Admin	doesnt sound like such a good deal now. shareholders' cut of the deal would always be limited to 0.408 or worse regardless of what happens to the ipo. if they sell it above minimum valuation,  the excess  would go towards paying transaction fees, business managers and asset manager  ie macquarie. and we know who's going to get the largest cut
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jomini Veteran	04-May-2013 20:55        jomini About Contact  Quote this Post!   Yells: "slow down, think, question"
x 0   x 0  Alert Admin	maybe the assets were nv worth that much. just browsed through the reports. think i rmb seeing discount rate of 1% to value future cashflows. for those familiar with dcf, u should know that if the discount rate is low enough, almost any valuation can be reached
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oldflyingfox Master	04-May-2013 20:33        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	Recommend to sell and then sell it below NAV to make another profit. JGartside, please log a complaint to MAS & SGX. Tks!
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JGartside Member	04-May-2013 15:21        JGartside About Contact  Quote this Post!
x 0   x 0  Alert Admin	CIMB is independent advisor to Board and made recommendation to change fees to MACQ, as well as sell asset at 95% of NAV.  They are conflicted with role as IPO underwriter since acting on both seller side of MIIF and buyer side of APTT. Why no SGX and MAS question?  See prospectus on Opera. Also, no regulatory approval in Taiwan.  Full risk to new shareholder.
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oldflyingfox Master	02-May-2013 09:48        oldflyingfox About Contact  Quote this Post!
x 0   x 1  Alert Admin	Heard that the ipo of the Asian pay tv will be around end of this month, the pricing of this ipo will affect how the share price move. I would suggest to hold as I feel that it should be priced higher than expected.
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superakan Member	02-May-2013 09:12        superakan About Contact  Quote this Post!
x 0   x 0  Alert Admin	what to do now ? any advise ? Sell or hold ?
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yokoosi Member	12-Apr-2013 11:05        yokoosi About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Just look at the Volume, Huat Ah !!!!
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masterofboots Member	12-Apr-2013 10:27        masterofboots About Contact  Quote this Post!
x 0   x 0  Alert Admin	up by almost 5% today. More good news?   Is anyone going to hold this stock until they have divested everything?
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iamloser Member	04-Apr-2013 13:21        iamloser About Contact  Quote this Post!
x 0   x 0  Alert Admin	their plan is to divest everything and wind down the fund. Target to return minimun 95% NAV to the shareholders....after that this fund will not be gone
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superakan Member	04-Apr-2013 11:51        superakan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Are they going to divest everything ? What will happen after they divest ? Return some of the money to shareholder, after that what happen, stock value how ? No more dividend ?
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iamloser Member	04-Apr-2013 09:32        iamloser About Contact  Quote this Post!
x 0   x 0  Alert Admin	they proposed to divest their interest in taiwam broadband communication should be returning some of the money back to shareholders cheongsl      ( Date: 04-Apr-2013 09:23) Posted: any idea why this run today?
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cheongsl Master	04-Apr-2013 09:23        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	any idea why this run today?
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oldflyingfox Master	25-Mar-2013 20:31        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	today announcement on changes on board. Replaced 1 director and added another one.
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cheongsl Master	09-Mar-2013 09:00        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	That is always what happen in the real world, banker are the one that are rich, our money in the bank will shrink  more and more with the inflation. oldflyingfox      ( Date: 08-Mar-2013 17:44) Posted: Sad that only 40% voted against, the manager will hv fat exit fee plus cheap assets which could be ipo in taiwan for another round of profit. The banker is always greedy, stucking all the $$$... Think the share share will start to move to nav of $0.6x. Shareholders make few cents but the bank make millions. :(
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oldflyingfox Master	08-Mar-2013 17:44        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sad that only 40% voted against, the manager will hv fat exit fee plus cheap assets which could be ipo in taiwan for another round of profit. The banker is always greedy, stucking all the $$$... Think the share share will start to move to nav of $0.6x. Shareholders make few cents but the bank make millions. :(
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oldflyingfox Master	05-Mar-2013 13:05        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	let all go and vote against it!!
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iamloser Member	05-Mar-2013 00:29        iamloser About Contact  Quote this Post!
x 0   x 0  Alert Admin	strongly oppose their proposed change to the management fee structure.
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cheongsl Master	04-Mar-2013 23:35        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	I was against the resolution 6, not because they are trying to kill the goose. It is because they have significantly reduce the valuation, and now come up with the success fees for divestment, it is like cheating the shareholder for what they did not really put in effort to do. Just imagine in 2011 the valuation of the 3 investment is still 854million, and in 2012 it have reduce to 732.6million. It is a 15% reduction, and anything above 695million they will be able to have an excess share of success fees for divestment, isn't that strange, not forgeting Miaoli which is always  profitting and having 100% control  by MIIF  and they just don't payout the divident and valuation is always declare as 0 and event after getting the carbon credit the report still show a 0 valuation which should not be the case. If the letter mention if the divestment they can get is 1000million then they will have a share in succes fees for divestment, then I will consider approved it, now they are selling even lower then the valuation that have significantly reduce and ask for payment isn't that funny. That is why I have being pro for the new directors, but it fail and now seems like they are trying to clear away all the pass history by divestment of the investment and get a lump sum. oldflyingfox      ( Date: 04-Mar-2013 20:24) Posted: Anyone attending the AGM in the coming Friday? About resolution 6, it stated that it will wind down after selling all the assets and return the money to shreholders. But why should we kill the goose while it still lay golden eggs? It is  generating stable  income and the dividend yield (excluding the special dividend) is around 9.5% at present share price. Let all vote against it! There isn't any other counters that give such a good dividend.
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