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newbie888 Veteran	11-Jan-2014 15:39        newbie888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	but why the news in it Russia Pollock business seems to be muted?
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earlybird14 Supreme	11-Jan-2014 15:37        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	http://www.carlyle.com/news-room/news-release-archive/china-fishery-welcomes-strategic-investment-carlyle-group Carlyle group still own the right to exercise the warrant above 2.15. But unlikely, they will exercise it. Very likely, Caryle group will exercise their warrant @ 52 cents.
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earlybird14 Supreme	11-Jan-2014 15:30        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	http://en.m.wikipedia.org/wiki/The_Carlyle_Group Carlyle group. Very impressive asset investment management company. Blanchard      ( Date: 11-Jan-2014 14:57) Posted: I think Carlyle Group's strategic investment in China Fish is long-term and will support China Fish in growing her business. As a core pillar of its strategy, China Fish will continue to seek new fishing grounds with sustainable biomass such as in Africa region etc. I suppose price would eventually go above 0.52.
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Blanchard Master	11-Jan-2014 14:57        Blanchard About Contact  Quote this Post! Style: Combined   Mood: Yells: "Winners cry..... Losers smile....."
x 0   x 0  Alert Admin	I think Carlyle Group's strategic investment in China Fish is long-term and will support China Fish in growing her business. As a core pillar of its strategy, China Fish will continue to seek new fishing grounds with sustainable biomass such as in Africa region etc. I suppose price would eventually go above 0.52.
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earlybird14 Supreme	11-Jan-2014 10:07        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	If they want to sell, they will push it higher than 52. If they want to keep, they will not push but keep for dividend. China fish always give 30 to 40% of profit as dividend. This year reduce half to 19% profit and issue 1 cents equal to 2.3% dividend. After acquisition and good operation in Peru. I expect a 10 to 15% growth as compared with 2011 result which is about 130US million profit. 20% profit paid to dividend will be 1.6cents. 35% profit paid to dividend will be 2.9 cents. As today closing price, it will be 3.6% and 6.6% dividend. All these counting in 1 to 1.28 USD exchange rate. USD appreciation which is confirmed in next 2 years will bring the dividend even higher in 2014. The estimation above is very conservative and believe CAPIII done similar and decide to enter the unlisted warrant with china fish. tea444u      ( Date: 10-Jan-2014 22:12) Posted: if this is the case, then can put my money here as they would have to try to push to 52   some time during the year?   interesting... earlybird14      ( Date: 03-Jan-2014 07:27) Posted: Don't forget the 1 to 1 warrant issue to Cap III. In order to have 1 to 1 warrant issue, china fish price has to push above 52 cents. This is just the matter of time in any time in 2014, china fish will hit 52 cents to achieve warrant exercise condition. To maximize the value of the investment, CAP III may push it above 52 cents to sell the warrant share. Early bird like salted dead fish. Nice food can store long time.
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guoyanyunyan Supreme	10-Jan-2014 22:13        guoyanyunyan About Contact  Quote this Post!
x 0   x 0  Alert Admin	...highest at $0.445 this week.. and vol even higher ~6M on Thur...   ...volume precedes price..look good..kiv... guoyanyunyan      ( Date: 08-Jan-2014 14:28) Posted: ...will the fish fly above $0.455..the six-mths high..and say goodbye to $0.3x... ...yest vol is highest in past 3 mths... kiv...
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tea444u Elite	10-Jan-2014 22:12        tea444u About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	if this is the case, then can put my money here as they would have to try to push to 52   some time during the year?   interesting... earlybird14      ( Date: 03-Jan-2014 07:27) Posted: Don't forget the 1 to 1 warrant issue to Cap III. In order to have 1 to 1 warrant issue, china fish price has to push above 52 cents. This is just the matter of time in any time in 2014, china fish will hit 52 cents to achieve warrant exercise condition. To maximize the value of the investment, CAP III may push it above 52 cents to sell the warrant share. Early bird like salted dead fish. Nice food can store long time.
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tea444u Elite	10-Jan-2014 21:19        tea444u About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	hi all...can anyone here confirm got gap to cover at 465 to 48?
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earlybird14 Supreme	10-Jan-2014 18:05        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	The only negative effect to China Fish so far is very very very bad market sentiment in SGX market. I miss out the 9 Jan AGM agenda. One good thing to point is the share buy back plan.
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earlybird14 Supreme	10-Jan-2014 17:57        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Apologise to mess out the year. it should be 2013. The reduction of anchovy quota happen from oct 2012 to oct 2013, 2 fishing season. In 2010 & 2011, China fish  was enjoying their huge profit from Russia Pollock and their Peru anchovy deployment and acquisition of small company in Peru was on going. Share price sometimes doesn't reflect the actual value of a company, especially Copeinca listed in Oslo. Reason for share price of Copeinca pump up high in 2013 was due to  china  fish  acquisition. Based on the this season and coming season fishing quota, Copeinca management may not even consider to sell the company to china fish. For Copeinca management to make a decision  to sell  away the company was mainly due to the uncertainty  environment from Oct 2012 to June 2013. Just bear in mind that Peru not only increase the fishing quota of anchovy but all the fishing sector quota. This imply the increase in volume of fish in the sea. At least, we can see at meast 2 beautiful quarter  result.   EARLY BIRD IS SPECULATING..... ZeeZee      ( Date: 10-Jan-2014 17:19) Posted: Hi earlybird, actually i thought China Fish made a slightly wrong move to acquire Copeinca this late. Correct me if I'm wrong, they were only able to complete acquisition in 2013, not in 2012. Futhermore, Copeinca was much cheaper in 2010 to 2011, in which the question comes: why didn't China Fishery acquire it then?  Also, with foresight that tapering will come and an impending rising interest rate environment would arrive, it isn't so wise to have 1200+million of debt. So why acquire Copeinca now? However, all that said, I feel that the sentiments of this acquisition is too pessimistic and that CF is grossly undervalued.  Vested.
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Blanchard Master	10-Jan-2014 17:47        Blanchard About Contact  Quote this Post! Style: Combined   Mood: Yells: "Winners cry..... Losers smile....."
x 0   x 0  Alert Admin	for both China Fish & Pac Andes RD investors!
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ZeeZee Member	10-Jan-2014 17:19        ZeeZee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi earlybird, actually i thought China Fish made a slightly wrong move to acquire Copeinca this late. Correct me if I'm wrong, they were only able to complete acquisition in 2013, not in 2012. Futhermore, Copeinca was much cheaper in 2010 to 2011, in which the question comes: why didn't China Fishery acquire it then?  Also, with foresight that tapering will come and an impending rising interest rate environment would arrive, it isn't so wise to have 1200+million of debt. So why acquire Copeinca now? However, all that said, I feel that the sentiments of this acquisition is too pessimistic and that CF is grossly undervalued.  Vested.
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tea444u Elite	10-Jan-2014 17:06        tea444u About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	so china fish with this acquistion going to literally be a giant ? earlybird14      ( Date: 10-Jan-2014 16:42) Posted: The acquisition was done in 2012 when the quota of Anchovy was reduced more than 70%. Copeinca fishery operation was fully in Peru and affected the most. Nobody would know how much the quota would be increased gradually after 2012 at that time. With this uncertainty, China Fish brave move to acquire Copeinca was questioned at that time. However, history prove that China Fish brave move is a right management decision and Quota of  Anchovy increase 400% compared to the same period of reduction which imply the quota is back to 2011 level. Earlybird read an article and understood that Copeinca fishing  fleet and plants in Peru is newer and better than China Fish and their quota of anchovy fishing is also higher than China Fish. Acquisiton of Copeinca shall be deemed that a 100% winning game as per today situation. tea444u      ( Date: 10-Jan-2014 16:23) Posted: I thought they acquired alredy?
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Anna18 Member	10-Jan-2014 16:56        Anna18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lol make some $$ and zao first. luckily 440 all snap up.
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earlybird14 Supreme	10-Jan-2014 16:42        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	The acquisition was done in 2012 when the quota of Anchovy was reduced more than 70%. Copeinca fishery operation was fully in Peru and affected the most. Nobody would know how much the quota would be increased gradually after 2012 at that time. With this uncertainty, China Fish brave move to acquire Copeinca was questioned at that time. However, history prove that China Fish brave move is a right management decision and Quota of  Anchovy increase 400% compared to the same period of reduction which imply the quota is back to 2011 level. Earlybird read an article and understood that Copeinca fishing  fleet and plants in Peru is newer and better than China Fish and their quota of anchovy fishing is also higher than China Fish. Acquisiton of Copeinca shall be deemed that a 100% winning game as per today situation. tea444u      ( Date: 10-Jan-2014 16:23) Posted: I thought they acquired alredy? earlybird14      ( Date: 10-Jan-2014 16:18) Posted: Yes. CAPIII is 2nd major shareholder and have been with china fish very long time. Insider buying is always a positive news. If price can hit 52, Earlybird believe px will go even higher. Peru fishery was in winter last year. This year obviously is a spring with good harvest season, especially acquisition of copeinca. This acquisition is almost impossible in this year. Although debt increase, Earlybird believe pacific Andes group steal a cheap gold mine.
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danytan Master	10-Jan-2014 16:37        danytan About Contact  Quote this Post!   Mood: Yells: "Up up and away!"
x 0   x 0  Alert Admin	this is one to watch. once happens will be quick. srichipan      ( Date: 10-Jan-2014 15:41) Posted: Put on seat belt. Anytime could chiong.
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tea444u Elite	10-Jan-2014 16:23        tea444u About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I thought they acquired alredy? earlybird14      ( Date: 10-Jan-2014 16:18) Posted: Yes. CAPIII is 2nd major shareholder and have been with china fish very long time. Insider buying is always a positive news. If price can hit 52, Earlybird believe px will go even higher. Peru fishery was in winter last year. This year obviously is a spring with good harvest season, especially acquisition of copeinca. This acquisition is almost impossible in this year. Although debt increase, Earlybird believe pacific Andes group steal a cheap gold mine. tea444u      ( Date: 10-Jan-2014 15:09) Posted: so this is not a gambling warrant in oher words? plus no problem if px dont move to 52? but they will make if price moves to 52/ so got incentive to try and move price to 52?    sorry boss for all these qns... thanks   man ..
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earlybird14 Supreme	10-Jan-2014 16:18        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Yes. CAPIII is 2nd major shareholder and have been with china fish very long time. Insider buying is always a positive news. If price can hit 52, Earlybird believe px will go even higher. Peru fishery was in winter last year. This year obviously is a spring with good harvest season, especially acquisition of copeinca. This acquisition is almost impossible in this year. Although debt increase, Earlybird believe pacific Andes group steal a cheap gold mine. tea444u      ( Date: 10-Jan-2014 15:09) Posted: so this is not a gambling warrant in oher words? plus no problem if px dont move to 52? but they will make if price moves to 52/ so got incentive to try and move price to 52?    sorry boss for all these qns... thanks   man ..  earlybird14      ( Date: 10-Jan-2014 07:02) Posted: There are different type of warrant. The warrant for CAPIII is a one side win warrant. CAPIII pay nothing to secure the warrant. They can choose to exercise their warrant anytime in 3 years so long as price is higher than 52cents. If price is higher than 52, they exercise and earn. If price is lower, warrant will never exercise, nothing to pay and lose. There are plenty of other type of leverage warrant offered by broker and listed in sgx providing for gambling purpose, always has 6 month to 2 year expiry duration. But have to pay to secure the warrant. Price higher than exercise price earn ton of money, price lower, burn off all what you pay for the warran
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earlybird14 Supreme	10-Jan-2014 16:08        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Agreed. Very strong. Load back half. Enjoy profit from the other half this weekend. srichipan      ( Date: 10-Jan-2014 15:41) Posted: Put on seat belt. Anytime could chiong.
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srichipan Master	10-Jan-2014 15:41        srichipan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Put on seat belt. Anytime could chiong.
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