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MekMiRic Member	28-Jun-2017 21:51        MekMiRic About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	I am also cautiosly optimistic of a sale...glp has huge potential...and any buyer realises the seller needs to be convinced to sell...apart from beating off the other buyers...it is counter productive (and a wasts of everyone's time) to submit a lower than reasonable bid...and, there's seatown
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lglg666 Supreme	28-Jun-2017 21:22        lglg666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look like 70-30 for the deal to go thru....and the likely winner will be the Chinese consortium led by the management team. Since this GLP is the leader in logistics in their own country China as well as in Japan and Brazil....second in US. So die die.....they will win the bidding but they will try their best to get it as cheap as possible since they are involved with the daily operations. We also cannot fault them for not wanting to pay too much extra just to win control. moneyspinner      ( Date: 28-Jun-2017 20:29) Posted: Will it be sold?   It' s a big bet! AndyLoss      ( Date: 28-Jun-2017 17:07) Posted: Good buy if you are sure that this will be sold off..:
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AndyLoss Master	28-Jun-2017 20:34        AndyLoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	if not sold off... how much can it fall .... 1.81 / 2.7 / 2.2   - any guesses pls. moneyspinner      ( Date: 28-Jun-2017 20:29) Posted: Will it be sold?   It' s a big bet! AndyLoss      ( Date: 28-Jun-2017 17:07) Posted: Good buy if you are sure that this will be sold off..:
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moneyspinner Veteran	28-Jun-2017 20:29        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will it be sold?   It' s a big bet! AndyLoss      ( Date: 28-Jun-2017 17:07) Posted: Good buy if you are sure that this will be sold off..:) Msport      ( Date: 28-Jun-2017 14:59) Posted: good buy below $3 before bids come in?
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moron101 Supreme	28-Jun-2017 20:12        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	There will be final rushing to buy up on this Friday!! watch..
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FATABA Supreme	28-Jun-2017 17:12        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Over 12 M lots done.....strong buy up
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AndyLoss Master	28-Jun-2017 17:07        AndyLoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good buy if you are sure that this will be sold off..:) Msport      ( Date: 28-Jun-2017 14:59) Posted: good buy below $3 before bids come in?
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Msport Elite	28-Jun-2017 14:59        Msport About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	good buy below $3 before bids come in?
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Msport Elite	28-Jun-2017 13:18        Msport About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	GLP likely 3.40-3.60... good chance? AndyLoss      ( Date: 28-Jun-2017 13:07) Posted: Corseus done at 38% above the 12 month avg price of the stock. Investor33      ( Date: 28-Jun-2017 12:59) Posted: $2.87
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AndyLoss Master	28-Jun-2017 13:07        AndyLoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Corseus done at 38% above the 12 month avg price of the stock. Investor33      ( Date: 28-Jun-2017 12:59) Posted: $2.87   HiFive123      ( Date: 28-Jun-2017 12:44) Posted: 1M lot done at   $2.92 - time 12.41:21
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Investor33 Member	28-Jun-2017 12:59        Investor33 About Contact  Quote this Post!
x 0   x 0  Alert Admin	$2.87   HiFive123      ( Date: 28-Jun-2017 12:44) Posted: 1M lot done at   $2.92 - time 12.41:21
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Msport Elite	28-Jun-2017 12:45        Msport About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	likely moving cos of croesus.... maybe bids coming in.. HiFive123      ( Date: 28-Jun-2017 12:44) Posted: 1M lot done at   $2.92 - time 12.41:21
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HiFive123 Member	28-Jun-2017 12:44        HiFive123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	1M lot done at   $2.92 - time 12.41:21
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FATABA Supreme	28-Jun-2017 12:24        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Thank you ​ Most articles /like this continue to point to the link each party has now and in the past. All bidders in some ways are familiar with GLP > the actual worth are rightfully in their pocket. ​ The daily volume and share prices ( staying above 2.90 till recent wk dip ) ....tells volume about the accumulation and fight on going. ​ In fact, it wld be no surprise the shares circulating are getting smaller ( retail investor are still holding. )  ​ In very short time....GLP/GIC will have to decide.....even if there is an extension ....it can ONLY heat up the bids. ​ More parties have joined into the Chinese consortium.....it reflects like a country honour to win this price for their global logictic reach . ​ WHATEVER....true investor.....time is geting nearer and I believe the wait is worth every cent. :) Happy investing. Investor33      ( Date: 28-Jun-2017 12:00) Posted: It could be Asia' s biggest buyout deal, and private equity is crying foul about not being allowed in. Maybe the takeover artists should get real: Global Logistic Properties Ltd.' s $41 billion warehouse portfolio needs a different key than theirs to unlock value. Potential buyers including  Warburg Pincus LLC,  Blackstone Group LP  and RRJ Capital have been pressing for months to get detailed financial information on GLP, as the company is called, according to a Bloomberg News report Tuesday. Some bidders had told GLP that documents they needed were trickling in too slowly and important details were blacked out. The deadline for offers is June 30. Where E-Commerce Resides GLP' s warehouse portfolio has swelled to almost $41 billion, making the Singapore-listed company the No. 1 player in three out of its four markets Things have gotten so bad that Singapore' s sovereign wealth fund, which asked the board to initiate the sale process late last year, has had to call for a meeting of the working team managing the transaction and instruct it to share information more transparently, GIC Pte owns 37 percent of GLP. It has  every right to demand the best-possible price to exit its inspired bet on Chinese logistics, made before the explosive growth of online retail. It was GIC' s backing that allowed Chief Executive Ming Mei and his team to fashion GLP out of Japanese and Chinese warehouses they acquired from their then  employer Prologis Inc., which was forced to sell the assets at knock-down prices after the 2008 financial crisis. Mei has since gone on to create a $39 billion funds-management business. GLP owns anywhere between 8 percent and 56 percent in these funds, but this strategy hasn' t rewarded investors. The company' s enterprise value, after a 60 percent surge in the stock since the start of buyout-related speculation, is less than $19 billion. Locked Up GLP' s enterprise value isn' t growing as fast as an Francisco-based Prologis, from which the Singapore-listed industrial landlord was carved out after the credit crisis Private equity firms, flush with cash, feel the No. 1 logistics real estate player in China, Japan and Brazil could do with some honest-to-goodness financial engineering. Souping up its ho-hum 9 percent return on equity by adding leverage should be an obvious strategy. Longer term, what needs to be publicly held is not GLP itself, but perhaps the funds into which the warehouses are eventually injected. The trouble  is, Mei has the ability to take GLP to the next level in China, the world' s largest e-commerce market. His management-buyout bid is backed by well-connected Chinese private equity firms like Hillhouse Capital Management Ltd. and  Hopu Investment Management Co. A group including JD.com Inc., Ping An Insurance Group Co. and the country' s largest developer, China Vanke Co., are also close to stitching up funding. GLP could be Asia' s biggest buyout transaction While none of the potential private equity bidders, and especially Blackstone, which sold GLP a large U.S. asset a few years ago, are exactly strangers to the world of logistics, Mei does have an operational advantage. The lack of information other bidders are complaining about could be a genuine reluctance to share competitive information on key tenants and limited-partner investors in funds.  But since he seems to want the key to the locker the most, is he willing to pay? It will be embarrassing for GIC to end up with that niggling feeling that Mei got his widget back on the cheap by making rivals run away. At GLP' s current share price of S$2.87 ($2.07), which has the potential sale  baked in, minority investors are getting an unappetizing 5 percent annualized return in Singapore dollar terms  since the firm went public seven years ago. Mei & Co. could be a good thing for GLP, but not if lackluster bidding interest emboldens them to scrimp on the premium.   FATABA      ( Date: 28-Jun-2017 11:46) Posted: Cant find yr link ? Able to post it here....thank
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Investor33 Member	28-Jun-2017 12:00        Investor33 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It could be Asia' s biggest buyout deal, and private equity is crying foul about not being allowed in. Maybe the takeover artists should get real: Global Logistic Properties Ltd.' s $41 billion warehouse portfolio needs a different key than theirs to unlock value. Potential buyers including  Warburg Pincus LLC,  Blackstone Group LP  and RRJ Capital have been pressing for months to get detailed financial information on GLP, as the company is called, according to a Bloomberg News report Tuesday. Some bidders had told GLP that documents they needed were trickling in too slowly and important details were blacked out. The deadline for offers is June 30. Where E-Commerce Resides GLP' s warehouse portfolio has swelled to almost $41 billion, making the Singapore-listed company the No. 1 player in three out of its four markets Things have gotten so bad that Singapore' s sovereign wealth fund, which asked the board to initiate the sale process late last year, has had to call for a meeting of the working team managing the transaction and instruct it to share information more transparently, GIC Pte owns 37 percent of GLP. It has  every right to demand the best-possible price to exit its inspired bet on Chinese logistics, made before the explosive growth of online retail. It was GIC' s backing that allowed Chief Executive Ming Mei and his team to fashion GLP out of Japanese and Chinese warehouses they acquired from their then  employer Prologis Inc., which was forced to sell the assets at knock-down prices after the 2008 financial crisis. Mei has since gone on to create a $39 billion funds-management business. GLP owns anywhere between 8 percent and 56 percent in these funds, but this strategy hasn' t rewarded investors. The company' s enterprise value, after a 60 percent surge in the stock since the start of buyout-related speculation, is less than $19 billion. Locked Up GLP' s enterprise value isn' t growing as fast as an Francisco-based Prologis, from which the Singapore-listed industrial landlord was carved out after the credit crisis Private equity firms, flush with cash, feel the No. 1 logistics real estate player in China, Japan and Brazil could do with some honest-to-goodness financial engineering. Souping up its ho-hum 9 percent return on equity by adding leverage should be an obvious strategy. Longer term, what needs to be publicly held is not GLP itself, but perhaps the funds into which the warehouses are eventually injected. The trouble  is, Mei has the ability to take GLP to the next level in China, the world' s largest e-commerce market. His management-buyout bid is backed by well-connected Chinese private equity firms like Hillhouse Capital Management Ltd. and  Hopu Investment Management Co. A group including JD.com Inc., Ping An Insurance Group Co. and the country' s largest developer, China Vanke Co., are also close to stitching up funding. GLP could be Asia' s biggest buyout transaction While none of the potential private equity bidders, and especially Blackstone, which sold GLP a large U.S. asset a few years ago, are exactly strangers to the world of logistics, Mei does have an operational advantage. The lack of information other bidders are complaining about could be a genuine reluctance to share competitive information on key tenants and limited-partner investors in funds.  But since he seems to want the key to the locker the most, is he willing to pay? It will be embarrassing for GIC to end up with that niggling feeling that Mei got his widget back on the cheap by making rivals run away. At GLP' s current share price of S$2.87 ($2.07), which has the potential sale  baked in, minority investors are getting an unappetizing 5 percent annualized return in Singapore dollar terms  since the firm went public seven years ago. Mei & Co. could be a good thing for GLP, but not if lackluster bidding interest emboldens them to scrimp on the premium.   FATABA      ( Date: 28-Jun-2017 11:46) Posted: Cant find yr link ? Able to post it here....thanks MekMiRic      ( Date: 28-Jun-2017 10:52) Posted: https://www.bloomberg.com/gadfly/articles/2017-06-27/private-equity-doesn-t-always-hold-the-key
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moneyspinner Veteran	28-Jun-2017 11:51        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually think that these other PEs also wants to take this opportunity to learn what makes GLP so successful in China which I am sure Ming & Co will not divulge.   However,   GIC would want the best return for its investment hence competitive bids is the way to go. huangyuanhe      ( Date: 28-Jun-2017 11:33) Posted: It is so simple. Then he cant have it. MBO. 诚 信 诚 意 Honor ~ these i learnt from Jack Ma. Hope it is not just lip service. Hopefully RRJ and Warburg can put up a good fight. In the US, they have 2 CEOs in one big company. And they like to alternate regions and roles to test talents. Singapore has been pioneering nice and contributive to China progress since Dr Goh Keng Swee and Mr Lee Kuan Yew Deng Xiao Ping as well as SIP days. moneyspinner      ( Date: 28-Jun-2017 11:21) Posted: Dealing with PRC is tricky.   At the end of the day, think Ming & Co wants to get GLP on the cheap!
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rotijai Supreme	28-Jun-2017 11:47        rotijai About Contact  Quote this Post!
x 0   x 0  Alert Admin	hehe.. we have many ppl here still thinking that china ppl use hard cash to pay in hypermarket.. the fact is that now when you go shopping in some random China streets, you tell them you didnt bring so much cash they tell you " Nevermind, you got wechat? you can just pay me using wechat.. No wechat? Nvm.. use Alipay..and the list goes on.." Internet world in China is so crazy that nowadays they even use internet to pray during our " Qingming" festival... scary huangyuanhe      ( Date: 28-Jun-2017 10:42) Posted: If ceo ming z mei is sincere , his consortium has to put up a reasonably good offer. This is his golden chance aftering gathering a powerful consortium group. If he misses this one, he may not get another chance so soon or even never again. If CIC is willing to pay US$ 14 bil for smaller outfit logicor , with a e commerce market much less significant than China, then ....... ...... You must be in China to know how advanced e commerce is in China compared to the rest of the world. It is so advanced it makes our "tap card payment system" look so embarrassing. Seriously. In a global business strategy, if you cannot even conquer your own homeground, how to conquer setfoot on the outside world ? China top guys are watching these movements as well as the people involved in this . It reflects a lot on who has bigger talents and who has not.
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FATABA Supreme	28-Jun-2017 11:46        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Cant find yr link ? Able to post it here....thanks MekMiRic      ( Date: 28-Jun-2017 10:52) Posted: https://www.bloomberg.com/gadfly/articles/2017-06-27/private-equity-doesn-t-always-hold-the-key
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huangyuanhe Supreme	28-Jun-2017 11:33        huangyuanhe About Contact  Quote this Post!   Yells: "666"
x 0   x 0  Alert Admin	It is so simple. Then he cant have it. MBO. 诚 信 诚 意 Honor ~ these i learnt from Jack Ma. Hope it is not just lip service. Hopefully RRJ and Warburg can put up a good fight. In the US, they have 2 CEOs in one big company. And they like to alternate regions and roles to test talents. Singapore has been pioneering nice and contributive to China progress since Dr Goh Keng Swee and Mr Lee Kuan Yew Deng Xiao Ping as well as SIP days. moneyspinner      ( Date: 28-Jun-2017 11:21) Posted: Dealing with PRC is tricky.   At the end of the day, think Ming & Co wants to get GLP on the cheap!
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moneyspinner Veteran	28-Jun-2017 11:21        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dealing with PRC is tricky.   At the end of the day, think Ming & Co wants to get GLP on the cheap!
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