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Qanghoo Supreme	03-May-2016 14:54        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I was giving my take to a post that bonds now at 67-69c.  Leongsan      ( Date: 03-May-2016 10:51) Posted: 100% plus accrued  interest return almost 100% in a short time.Is it not suspended?  Qanghoo      ( Date: 02-May-2016 20:51) Posted: What abt looking from the angle that they are hoping to be paid 100% but keeping a lid on the px to buy as cheap as possible to make as much as they can?
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johnnywalker Senior	03-May-2016 13:12        johnnywalker About Contact  Quote this Post!
x 0   x 0  Alert Admin	So that means no more bonds to repay after this? Then even better as it ll be debt free
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Leongsan Senior	03-May-2016 12:07        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Defaulted. Payable now on demand johnnywalker      ( Date: 03-May-2016 11:26) Posted: The current price for the bonds only matures in 2019. It may go higher or lower nobody can tell. Depends on direction of company.
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johnnywalker Senior	03-May-2016 11:26        johnnywalker About Contact  Quote this Post!
x 0   x 0  Alert Admin	The current price for the bonds only matures in 2019. It may go higher or lower nobody can tell. Depends on direction of company.
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johnnywalker Senior	03-May-2016 11:24        johnnywalker About Contact  Quote this Post!
x 0   x 0  Alert Admin	After selling the Peruvian Biz for USD 1.7 billion, they can pay all the creditors and bond holders. They ll be in a financially strong position but subsequently profits and revenue will suffer w/o a core biz to drive it. But the share price should jump based on evaluations, no?
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Leongsan Senior	03-May-2016 10:51        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	100% plus accrued  interest return almost 100% in a short time.Is it not suspended?  Qanghoo      ( Date: 02-May-2016 20:51) Posted: What abt looking from the angle that they are hoping to be paid 100% but keeping a lid on the px to buy as cheap as possible to make as much as they can? Leongsan      ( Date: 02-May-2016 19:23) Posted: Secured creditors get paid first. Bank and bond get paid 100% plus interest etc,. If you are saying that bond at 69, then the market dont  believe the share is worth anything.   Logical?
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Qanghoo Supreme	02-May-2016 20:51        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	What abt looking from the angle that they are hoping to be paid 100% but keeping a lid on the px to buy as cheap as possible to make as much as they can? Leongsan      ( Date: 02-May-2016 19:23) Posted: Secured creditors get paid first. Bank and bond get paid 100% plus interest etc,. If you are saying that bond at 69, then the market dont  believe the share is worth anything.   Logical? johnnywalker      ( Date: 02-May-2016 18:44) Posted: Bond is for China Fish only. CFG is the main revenue driver. How can the bond be above 100 then considered CFG price?
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Leongsan Senior	02-May-2016 19:23        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Secured creditors get paid first. Bank and bond get paid 100% plus interest etc,. If you are saying that bond at 69, then the market dont  believe the share is worth anything.   Logical? johnnywalker      ( Date: 02-May-2016 18:44) Posted: Bond is for China Fish only. CFG is the main revenue driver. How can the bond be above 100 then considered CFG price? Leongsan      ( Date: 02-May-2016 10:29) Posted: Which bond your price relate to. ? CFish or PacAndes? You should be looking at Pac Andes. If you are looking a price above zero for cfish  shares cfish  bonds should be 100 logically,
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johnnywalker Senior	02-May-2016 18:44        johnnywalker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bond is for China Fish only. CFG is the main revenue driver. How can the bond be above 100 then considered CFG price? Leongsan      ( Date: 02-May-2016 10:29) Posted: Which bond your price relate to. ? CFish or PacAndes? You should be looking at Pac Andes. If you are looking a price above zero for cfish  shares cfish  bonds should be 100 logically, pattanispirit      ( Date: 01-May-2016 18:35) Posted: Never know many transaction, how u see the transacted volume
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Leongsan Senior	02-May-2016 10:29        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Which bond your price relate to. ? CFish or PacAndes? You should be looking at Pac Andes. If you are looking a price above zero for cfish  shares cfish  bonds should be 100 logically, pattanispirit      ( Date: 01-May-2016 18:35) Posted: Never know many transaction, how u see the transacted volume ? johnnywalker      ( Date: 01-May-2016 17:55) Posted: Bond price now is 67.75 - 69.125, shot up after the latest update from China Fishery
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Qanghoo Supreme	01-May-2016 20:15        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Honestly, I' m not so sure.  Developments over the last yr have probably raised some eye brows, not least the alleged uncovering of possible share manipulation activities.  There appeared to have been rpts of possible hoarding  of fishmeal in Peru too.  Also, so soon after a rights in Mar 15, n after an interview with a local journalist in early June 15 in which it was indicated the coy was in a  much stronger financial footing, what happened so shortly therefter must have surprised many to say the least.  So, really, I' m not trying to talk the coy down.  There are some qn marks.  But I think the share is probably worth > 50c SGD a piece n hope that minority shareholders do get a good deal n soon. johnnywalker      ( Date: 29-Apr-2016 10:15) Posted: Many factors come into play. The El Niñ o phenomenon + too much debts due to overly quick expansion led to this stage. At least the company is being responsible and willing to sell its prized business. This is being accountable to investors. After all, they can always get back into the biz when the opportunity arises. Qanghoo      ( Date: 29-Apr-2016 09:54) Posted: Hope I' m not injecting too much hope.  But China, it seems, is the main buyer of CFG' s fishmeal n it' s obviously logical that they seek a buyer  from China who has greater incentive to bid higher.  Furthermore, so many Chinese coys, as we' ve seen,  appear more willing to pay a bigger premium for a potentially prized asset.  Dyodd of course.  But for CFG itself, sad that a coy with such a seemingly bright future all but  going into oblivion bcos of the apparent  manipulative actions of some.
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johnnywalker Senior	01-May-2016 19:06        johnnywalker About Contact  Quote this Post!
x 0   x 0  Alert Admin	The bond price is an indication of the share price. Volume is not important.  pattanispirit      ( Date: 01-May-2016 18:35) Posted: Never know many transaction, how u see the transacted volume ? johnnywalker      ( Date: 01-May-2016 17:55) Posted: Bond price now is 67.75 - 69.125, shot up after the latest update from China Fishery
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pattanispirit Member	01-May-2016 18:35        pattanispirit About Contact  Quote this Post!
x 0   x 0  Alert Admin	Never know many transaction, how u see the transacted volume ? johnnywalker      ( Date: 01-May-2016 17:55) Posted: Bond price now is 67.75 - 69.125, shot up after the latest update from China Fishery speed88      ( Date: 14-Jan-2016 21:19) Posted: CFG bond still inching up as of today.   64.625 - 66.626 (Bid - Ask price).   Also, I have checked, the free float is indeed very low.   All absorbed back already.   Wonder if this whole saga is done on purpose to press price to distressed level.     Anyone also vested here ?   If no one interested then I wont bother post much ya.
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johnnywalker Senior	01-May-2016 17:55        johnnywalker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bond price now is 67.75 - 69.125, shot up after the latest update from China Fishery speed88      ( Date: 14-Jan-2016 21:19) Posted: CFG bond still inching up as of today.   64.625 - 66.626 (Bid - Ask price).   Also, I have checked, the free float is indeed very low.   All absorbed back already.   Wonder if this whole saga is done on purpose to press price to distressed level.     Anyone also vested here ?   If no one interested then I wont bother post much ya.
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johnnywalker Senior	29-Apr-2016 10:16        johnnywalker About Contact  Quote this Post!
x 0   x 0  Alert Admin	I hope to see at least 50 cents per share when it resumes trade. Is it too ambitious or too conservative?
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johnnywalker Senior	29-Apr-2016 10:15        johnnywalker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many factors come into play. The El Niñ o phenomenon + too much debts due to overly quick expansion led to this stage. At least the company is being responsible and willing to sell its prized business. This is being accountable to investors. After all, they can always get back into the biz when the opportunity arises. Qanghoo      ( Date: 29-Apr-2016 09:54) Posted: Hope I' m not injecting too much hope.  But China, it seems, is the main buyer of CFG' s fishmeal n it' s obviously logical that they seek a buyer  from China who has greater incentive to bid higher.  Furthermore, so many Chinese coys, as we' ve seen,  appear more willing to pay a bigger premium for a potentially prized asset.  Dyodd of course.  But for CFG itself, sad that a coy with such a seemingly bright future all but  going into oblivion bcos of the apparent  manipulative actions of some. johnnywalker      ( Date: 29-Apr-2016 09:44) Posted: It is noteworthy that Citic CLSA' s strength is in Asia, in particular China market for Chinese investment and foreign investors seeking access to China. Hence, the potential buyer could be from China?
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Qanghoo Supreme	29-Apr-2016 09:54        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope I' m not injecting too much hope.  But China, it seems, is the main buyer of CFG' s fishmeal n it' s obviously logical that they seek a buyer  from China who has greater incentive to bid higher.  Furthermore, so many Chinese coys, as we' ve seen,  appear more willing to pay a bigger premium for a potentially prized asset.  Dyodd of course.  But for CFG itself, sad that a coy with such a seemingly bright future all but  going into oblivion bcos of the apparent  manipulative actions of some. johnnywalker      ( Date: 29-Apr-2016 09:44) Posted: It is noteworthy that Citic CLSA' s strength is in Asia, in particular China market for Chinese investment and foreign investors seeking access to China. Hence, the potential buyer could be from China?
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johnnywalker Senior	29-Apr-2016 09:46        johnnywalker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Coming back to the share price, assuming the Peruvian biz is sold at US 1.7 billion, how much is each share worth upon resumption of trade?
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johnnywalker Senior	29-Apr-2016 09:44        johnnywalker About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is noteworthy that Citic CLSA' s strength is in Asia, in particular China market for Chinese investment and foreign investors seeking access to China. Hence, the potential buyer could be from China?
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johnnywalker Senior	29-Apr-2016 09:21        johnnywalker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Finally some news from the company. Guess it' s a form of good news to those who are still vested?
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