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Yes those cash holding already reflected in CDP with remark [PL] i.e. Pre Listing. For securities not under CDP such as MooMoo, POEMS, SRS/CPF etc probably will show up a bit late but will not be later than tomorrow market open.
darkmyst ( Date: 17-Nov-2025 15:38) Posted:
My KE prefunded account still not reflected my YZJM shares. 
Cadence88 ( Date: 17-Nov-2025 15:31) Posted:
| YZJ Maritime already in my CDP .. |
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More announcements should follow to inform the number of shares, number of placement shares etc.
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YZJM just announced confirmatin of listing via SGXNet @ 1520 hr. Stock code as expected as ' 8YZ' . Tomorrow 9 am start trading.
HVRRVH ( Date: 17-Nov-2025 14:21) Posted:
Usually around 5:20 pm and before 5:30 pm, SGXNet will have announcement on new listing from placements, rights, bonuse shares, etc that will be listed the next day. Since YZJM is scheduled to be listed tomorrow, so it is likely that both YZJM and SGX will make relevant announcements this evning or tonight.
limkt009 ( Date: 17-Nov-2025 13:48) Posted:
| Anyone knows the response to placements of 60c |
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Usually around 5:20 pm and before 5:30 pm, SGXNet will have announcement on new listing from placements, rights, bonuse shares, etc that will be listed the next day. Since YZJM is scheduled to be listed tomorrow, so it is likely that both YZJM and SGX will make relevant announcements this evning or tonight.
limkt009 ( Date: 17-Nov-2025 13:48) Posted:
| Anyone knows the response to placements of 60c |
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Exciting time ahead. My investment into YZJF was after studying their business model, i.e, assets light with liquid cash investments, among other considerations. Of course, they were stuck with DI tied heavily to China property sector at the material time but from day 1, they have indicated their intention to divert, scale down from China DI and they have done so with expedited efforts and way ahead of targeted time. As a result, they are able to hold on to near NAVs for their share price now and if they continue to get it right, long investors can hope to see its share price surpass NAVs and trending toward $1 again, this is especially so if they are generous with dividend payout but of course, bigger dividend payout needs to be supported by bigger EPS. The key here is be patient. YZJF long investors can remember vividly what happened in the initial stage of our YZJF journey. We endure disbelievers and fearmongers on daily basis as the share price tanked from day 1 and stayed low for the next 2 years or so. To the disbelievers, they have drawn the finishing line for YZJF as soon as it listed. On the other hand, long investors know time is key and most have given YZJF at least 2 to 3 years to show the results [shout out to the like of Volvo, ss2017, pasttime, pike89 and you know who you are]. Now we have a stable YZJF which we are expected to collect dividends while waiting for future catalysts. They almost did it with Shanshan, I think it is a missed opportunity but it also goes to show that YZJF is very conservative to ensure it is profit making until such as extend that the creditors refused the proposal - which obviously heavily advantageous YZJF.
Turning into YZJM, similar story. The key here is also patient. We owe it ourselves to study YZJM before deciding to keep it or otherwise. The spin off is a bonus for investors like me who initially only wanted to invest in YZJF for its assets light and high liquid cash investments model. For start, YZJM now have liquid cash of about $360m with no debt. It has outlines its business model which I shan' t regurgitate here. Interested parties are welcome to read them at the Introductory document released on 31.10.25, pg 99 to 141 to be precise if have no time to read the rest. If still no time, then just read the SUMMARY right at the beginning of the document. Just a few key salient points, the business activities after its outlined business models already up and running. Besides high cash in hands, it has already deployed almost US$650m with, among others, 76 vessels under it belts receiving charter income. The main theme of their business models, be it Maritime business, Cash management and other Non maritime investments are all using money to make money. It is highly scalable if they get it right as YZJM would not be tied down with heavy annual capex. Another key point is that YZJM has positioned itself uniquely in the maritime value chain, among others, they pluck the financial gaps that the traditional banks cannot touch for whatever reasons. Of course, as with any other businesses, there will be risks and competitions and that' s to be expected and that' s where old Ren' s vast experiences and connections come into play to manage and mitigate the inevitable. It' s early days and there is much to ponder as an individual investor so I shall left it as such. Just to emphasis that personally, as with YZJF, I will give YZJM 2 to 3 years as I believe by then, it will be clearer one way or the other, the direction that YZJM is proceeding. Of course I am on the positive side and would accumulate if YZJM' s share price face downward pressure and we shall all do our own due diligence.
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First day trades post spin volume was very high. If I am not wrong, it exceeded 50m shares. Shortists may not may not have covered but it seems that they have no shortage of sellers selling to them to cover in due course, no matter what. I think they have attempted to press down the price below $0.50 on the first day but failed, they may continue to try and I am waiting at $0.45. If they did hold the short post XE, then they will have to cover YZJM from 18.11.25 onward too, as they were also entitled to YZJM shares for whatever YZJF short shares that they shorted. Let' s see how YZJM fare from 18.11.25.
volvo125 ( Date: 14-Nov-2025 00:03) Posted:
| MAS latest cumulative shorts data as at 7 Nov market close, the last day of CE, was 48.451m shares. This implies that these shorts really did not bother to cover and instead carried over their huge amount of 48m+ short positions over into the spin off based on the last done price of 1.06 (prices shorted ranging from probably the lowest ~1,06 to a high of 1.23) .... |
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SingPost already net cash after selling Aussie assets, even after paying special dividend. Now with this, the cash is going to pile up again. But I think they don' t know what to do with the money, they are hanging on with the old business models i.e., postal and logistic which are not viable long term. Their property segment constantly outshine all other businesses and properties carry real values that can be monetised as in the latest case. I hope the new CEO got the balls to transfrom the whole businesses entirely. So much cash and company net cash, if don' t know that what to do, then do a capital reduction, delist and return cash to shareholers please.
HVRRVH ( Date: 22-Oct-2025 15:50) Posted:
Happy with the amount of shares in hands and the average cost. SingPost add 1 million service points also useless, nobody is posting mail anymore. As for parcel services, it has many competitions who mainly tie up with neighbourhood shops, pick boxes and even residential units as collection points. Not sure the extra 2500 services points would add any value to its business as it stands. Rather, SingPost' s value lie with its properties which can be realised if they want to call it a day or divest for capital gains and return fund to shareholders. To mitigate risk, personally won' t chase the price and would only add more if it comes below $0.4. If not, just wait for something to happen while collect dividends.
HVRRVH ( Date: 15-Oct-2025 14:23) Posted:
| Gotten $0.405 on Monday, shifted $0.395 buy q to $0.375. Now in fightable position in term of average price per share. Today might jump in at $0.41 if finger itchy. See how. |
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I count my dividends by calander year. So far it has been good. $0.04, $0.04, $0.055 and $0.075 respectively for 2022 2023 2024 and this year. Dividend increase in 2025 over 2024 is 36.36% and 2024' s increase over 2023 is 37.5%. Hindsight is perfect but I do wish I have bought this more when it was below $1.
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Yes. Look like the 2 combined entities can defend $1 with ease and potentially challenge pre spin combined high of $1.24 in due course. When? Don' t know but looking out for 3Q update if the companies decide to provide one, then focus on dividends. Hopefully both combined can give at least 4 cents for a start.
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Maybe evening on 17.11.25 you can check your account but by 18.11.25 before market open should be credited.
darkmyst ( Date: 10-Nov-2025 10:51) Posted:
Thanks alot for clarification! Does it mean, the new share YZJM will be on my prefunded account this week (after today) or next week (by 18/10)?
Sorry kinda first time encountering this situation.
HVRRVH ( Date: 10-Nov-2025 09:50) Posted:
| Sure will get YZJM shares in your KE prefunded. This time round YZJF is well prepared and have even get CPF inclusion for YZJM ready before spin off listing. For context, when YZJF was spin off from YZJS, CPF holders were left in limbo as YZJF was not immediately approved for CPF trading. You need both shares combined price above $1.09 to be in the profit which I think is attainable. |
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Sure will get YZJM shares in your KE prefunded. This time round YZJF is well prepared and have even get CPF inclusion for YZJM ready before spin off listing. For context, when YZJF was spin off from YZJS, CPF holders were left in limbo as YZJF was not immediately approved for CPF trading. You need both shares combined price above $1.09 to be in the profit which I think is attainable.
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Open $0.48 robot shot down to $0.415 and shot back up in 1 second to $0.47 then back down to lowest $0.45. Now stuck at $0.5. Will it push back to NAV in the days to come? Let' s see.
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It seems that SJ is indicating that the trading symbol as ' YZ8' . Not sure this will be the case but the stock is schedeuled to list on 18.11.25 after spin off from YZJF. So far, what is known is NAV of $0.58 and private placement of $0.60. Previously in conjunction with the spin off, the management announced that there will be a private placement to raise $250m, further to this announcement, during the spin off EGM, the management mentioned that the placement is aim to meet SGX' s conditions and in fact, the company has enough cash and if they wants to raise cash, they prefer rights issue at attractive price to reward shareholders who stay with them from YZJF to YZJM. There was even a mention of 10 shares for 2 rights to raise $140m but the emphasis that this is not guarantee. Indeed, the company eventually set private placement at $0.60 and raised $5.2m with net proceed of $2.2m. So far, it is silent on rights issue but it would be hard to imagine that old Ren left it like that. Technically, YZJM can call for trading halt on 18.11.25 before the market open and announce the rights issue news. This is my guess but doing so would cause the absent of discovery of market price before the rights issue. I am not sure whether there will be a rights issue and if there is, how would the management proceed with it. Personally I hope there is a rights issue to accumulate more shares at cheaper price.
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How is the market going to value the stand alone YZJF? Coming Monday we shall know. Probably open $0.45 to $0.5. Let?s see.
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Usually creditors have to take a hair cut in a restructuring deal. YZJF and its investment partners won' t go in without safeguard. The proposal was rejected perhaps creditors stand much to lose. It is a missed opportunity but luckily won' t affect the share price as the market was lukewarm to begin with when the news first broke. Usually once the restructring is done, either the debts all wipe out or they become very managable. Therefore, it is a waste opportunity as far as YZJF is concerned. If not, they would have a foothold in the world largest litium battery anode maker.
Winnertakeall ( Date: 07-Nov-2025 10:04) Posted:
It may be a blessing that YF8 joint venture is rejected
For Ningbo Shanshan Co., Ltd. (SSE: 600884, also known as Shanshan), here are some of the most recent debt metrics:
- Long-term debt is about ¥ 8.8 billion CNY.
- Total debt (short-term + long-term) is estimated at around US$14.17 billion (¥ 100-110 billion CNY) in one source.
- Net debt (after cash) is quoted around US$11.4 billion.
- The company is undergoing a major restructuring, with creditors having claims totalling over ¥ 44.2 billion CNY.
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Just mean have to redeploy the money elsewhere lor. In the first place it didn' t cause a stir or ripple in the water also when the proposed Shanshan restructuring news was announced. Even thought personally I think it has a lot of growth and profit potentials, perhaps the deal was not approved as it was too advantageous to YZJF and its investment partners. Separately, it seems the management has learnt from YZJF previous spin off, this time seven early eight early already secured CPF inclusion for YZJM.
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Say if YZJF is trading at $1.5 now, after spin off, since both YZJF' s and YZJM' s NAV is rather similar. i.e. $0.54 and $0.58 respectively, therefore, after spin off, the respective share price should be $0.75 and $0.75 and the rights issue price will not be too far off from $0.75. So we don' t want share price to go too high if we want to add shares via rights issue at cheaper price. After spin off YZJM can make their own decision whether to have a rights issue or not.
Eyk3000 ( Date: 06-Nov-2025 14:27) Posted:
| For now, I' ll assume there is no rights issue after spin-off. I could be wrong but I doubt YZJF can provide a rights issue for YZJM after spin-off, as they are two separate entities? |
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You wouldn' t want the price to go up too much if there is a rights issue shortly after spin off. The intial news flow were indicative of a rights issue, a sum of $140m was even mentioned but there is no guarantee. Just like private placement, at first said dilution of more than 20% and a sum of $250m is expected to be raised. In the end, only raised $5.2m and hardly any dilution.
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Typo. FY22, 23 and 24 [payout year 23,24 and 25].
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I have to admit I have done this but not to the extend of 1/2 holdings. Not even 1/4. Just a fraction to ensure that the rest of the holding is in a very fightable and even no lose position. As it is, post spin off my average cost for YZJF is about 30% below its NAV without factoring dividends received in FY23, 24 and 25. I am confident to go in again if for some reasons, YZJF is attacked all the way below $0.40 like in 2022. As for YZJM, I think it should hold placement value i.e. $0.6 and fight it way up from there. Similarly, if it come down fast and furious to below $0.5 or even lower, I am ready. 1 more trading day before XE, let' s go!
pasttime ( Date: 06-Nov-2025 10:08) Posted:
those who sell 1/2 holdings to lock in profit is the real strong holders. their cost is zero and probably the realised part alredy in the money. to them no need to sell anything post spin off.
i still wonder at what price the marine shares will trade if not enough seller.
as usual the pro shorty will try to block the upward pressure post spin off. just wonder
the bull operator will do what. will they force a yzj marine open at 80cents and 1 cents up every week to belly up the shorts? |
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