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stockpicker Master	14-Feb-2015 21:51        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Understand Cap IIIA has yet to take up the warrant issues.. considered heng.. stockpicker      ( Date: 14-Feb-2015 21:41) Posted: Carlyle bought 113 mil share @ 1.85 in 2010 and then take up 96.15 mil warrant issues @ 0.52 in 2013,   thus making a total investment of $259 mil.   Now with share price @ 0.179,   it losses amounting to $ 222 mil or $1.06 per share. it is losing its pants.. Can' t blame them if they are not interested in the rights issues.
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stockpicker Master	14-Feb-2015 21:41        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Carlyle bought 113 mil share @ 1.85 in 2010 and then take up 96.15 mil warrant issues @ 0.52 in 2013,   thus making a total investment of $259 mil.   Now with share price @ 0.179,   it losses amounting to $ 222 mil or $1.06 per share. it is losing its pants.. Can' t blame them if they are not interested in the rights issues.
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Leongsan Senior	13-Feb-2015 14:30        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seems that Carlyle had enough. Their investment board had not approved any allocation for this investment. Read the statement closely. Any way coming EGM catch hold of Patrick and ask him. Carlyle have warrants exixting plus new about 180mil should be able to participate on the upside. I would do the same. Short sellers gone no much sellers left. Who has collected? stockpicker      ( Date: 13-Feb-2015 11:33) Posted: Sound more like trying to wash dirty linens in the public than being transparent.. CFG has never been so transparent before..it has been a   360 degree turn.. something is brewing   Qanghoo  Veteran  12-Feb-2015 12:08           About Qanghoo           Contact              Quote this Post!                      x 0    x 0  Alert Admin Useful to be transparent to let it be known that a substantial shareholder is not taking up it' s quota of rights.
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stockpicker Master	13-Feb-2015 11:33        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sound more like trying to wash dirty linens in the public than being transparent.. CFG has never been so transparent before..it has been a   360 degree turn.. something is brewing   Qanghoo  Veteran  12-Feb-2015 12:08           About Qanghoo           Contact              Quote this Post!                      x 0    x 0  Alert Admin Useful to be transparent to let it be known that a substantial shareholder is not taking up it' s quota of rights.
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Qanghoo Supreme	12-Feb-2015 12:08        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Useful to be transparent to let it be known that a substantial shareholder is not taking up it' s quota of rights. Protrader      ( Date: 12-Feb-2015 12:03) Posted: Could it be other issue at play here.. Why would CFG published openly disagreement at the board level on the rights issue especially mentioning that Carlyle is not taking up the rights. Is PARD trying to force Carlyle out of their investment and sametime shake investor confident ! Is PARD trying to gain a majority stake in CFG by taking up Carlyle' s rights and then privatise the company into PARD.. There are several possibilities but consolidation work between PARD and CFG is definitely in progress. The majority shareholder knows what they are doing... Are you with them or against them!!!! DYOD
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Protrader Member	12-Feb-2015 12:03        Protrader About Contact  Quote this Post!
x 0   x 0  Alert Admin	Could it be other issue at play here.. Why would CFG published openly disagreement at the board level on the rights issue especially mentioning that Carlyle is not taking up the rights. Is PARD trying to force Carlyle out of their investment and sametime shake investor confident ! Is PARD trying to gain a majority stake in CFG by taking up Carlyle' s rights and then privatise the company into PARD.. There are several possibilities but consolidation work between PARD and CFG is definitely in progress. The majority shareholder knows what they are doing... Are you with them or against them!!!! DYOD
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stockpicker Master	12-Feb-2015 11:17        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Investors would be worried Y Carlyle willing to let its shares diluted and absorb the losses.   Obviously,   CF,   same as the rest who priced substantial discounts,   needed money urgently. While we can speculate but in reality,   this fish has accumulated so much debts in a trade that few can see the future.   Qanghoo      ( Date: 12-Feb-2015 09:36) Posted: Heard Carlyle not taking up.  Surprising.  Is there something that we don' t know abt?    Anyway, noticed that all the recent rts issue priced at so called substantial discount to last traded px before announcement also result in px collapse.  Swiber n Pac Andes itself are two other examples.  Come to think of it, need they price the rts at such low px?  Cld have priced higher n at a lower ration isn' t it.  Sometimes, can' t help but wonder if the Ngs are the one forcing the px down to further enrich themselfes. Leongsan      ( Date: 12-Feb-2015 09:03) Posted: Pard and Caryle 80%.........others 20% say 400mil shares. Funds and big holders say 100mil still leaves 300mil free . Short sellers trigger margin calls and fear. This way of destruction of value,bearing in mind not underwritten, is fishey. Someone is collecting?
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Qanghoo Supreme	12-Feb-2015 09:36        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Heard Carlyle not taking up.  Surprising.  Is there something that we don' t know abt?    Anyway, noticed that all the recent rts issue priced at so called substantial discount to last traded px before announcement also result in px collapse.  Swiber n Pac Andes itself are two other examples.  Come to think of it, need they price the rts at such low px?  Cld have priced higher n at a lower ration isn' t it.  Sometimes, can' t help but wonder if the Ngs are the one forcing the px down to further enrich themselfes. Leongsan      ( Date: 12-Feb-2015 09:03) Posted: Pard and Caryle 80%.........others 20% say 400mil shares. Funds and big holders say 100mil still leaves 300mil free . Short sellers trigger margin calls and fear. This way of destruction of value,bearing in mind not underwritten, is fishey. Someone is collecting? stockpicker      ( Date: 11-Feb-2015 21:08) Posted: Answer for No1 may be due to dumping of share held in trust by the brokers under margin calls.. they dump the holdings first before talking.. then for second answer,   it is to be answered by those who know best..
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Leongsan Senior	12-Feb-2015 09:03        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Pard and Caryle 80%.........others 20% say 400mil shares. Funds and big holders say 100mil still leaves 300mil free . Short sellers trigger margin calls and fear. This way of destruction of value,bearing in mind not underwritten, is fishey. Someone is collecting? stockpicker      ( Date: 11-Feb-2015 21:08) Posted: Answer for No1 may be due to dumping of share held in trust by the brokers under margin calls.. they dump the holdings first before talking.. then for second answer,   it is to be answered by those who know best.. stockpicker      ( Date: 11-Feb-2015 14:30) Posted: 2 surprises for me...there must be reasons 1. Very little float.. yet so many shares dumped today 2.   No Anchovy catch for last 6 months,   yet results not that bad.   60% of CF' s result used to be from Anchovy.
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Qanghoo Supreme	11-Feb-2015 22:51        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Logically shd.  But I think may not be significant.  What will really help is the size of the anchovy catch.  So, if the Preuvian anchovy nromalise, Nature willing, this fish' s gonna be fat again. Aloser      ( Date: 11-Feb-2015 22:14) Posted: SERIOUSLY, Will lower oil price help to reduce cost thus improve profit margin? Qanghoo      ( Date: 11-Feb-2015 21:45) Posted: Rights issue last yr was 34, this yr is 17.3.  Maybe nextt yr one more coming at 8.5?  But serioiusly, if we take a more optimistic view, there is some hope for the fish.  Salted fish can maybe  still be yummy.  Aftter the rights, and when the funds from the LSA is fully returned by next yr, they are likely to be able to reduce their debt by abt 500 mil USD.  That means a saving of nearly 50 mil USD in interest cost.  This shd translate into substantially better profit, assuming the anchovy situation in Peru normise.  If all these ifs are realised, hope can  look forward  to good div again.  So, if situation improves drastically and they can reward shareholders with good div again, then shareholders can feel better.
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Aloser Member	11-Feb-2015 22:14        Aloser About Contact  Quote this Post!
x 0   x 0  Alert Admin	SERIOUSLY, Will lower oil price help to reduce cost thus improve profit margin? Qanghoo      ( Date: 11-Feb-2015 21:45) Posted: Rights issue last yr was 34, this yr is 17.3.  Maybe nextt yr one more coming at 8.5?  But serioiusly, if we take a more optimistic view, there is some hope for the fish.  Salted fish can maybe  still be yummy.  Aftter the rights, and when the funds from the LSA is fully returned by next yr, they are likely to be able to reduce their debt by abt 500 mil USD.  That means a saving of nearly 50 mil USD in interest cost.  This shd translate into substantially better profit, assuming the anchovy situation in Peru normise.  If all these ifs are realised, hope can  look forward  to good div again.  So, if situation improves drastically and they can reward shareholders with good div again, then shareholders can feel better. stockpicker      ( Date: 11-Feb-2015 21:08) Posted: Answer for No1 may be due to dumping of share held in trust by the brokers under margin calls.. they dump the holdings first before talking.. then for second answer,   it is to be answered by those who know best..
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Qanghoo Supreme	11-Feb-2015 21:45        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rights issue last yr was 34, this yr is 17.3.  Maybe nextt yr one more coming at 8.5?  But serioiusly, if we take a more optimistic view, there is some hope for the fish.  Salted fish can maybe  still be yummy.  Aftter the rights, and when the funds from the LSA is fully returned by next yr, they are likely to be able to reduce their debt by abt 500 mil USD.  That means a saving of nearly 50 mil USD in interest cost.  This shd translate into substantially better profit, assuming the anchovy situation in Peru normise.  If all these ifs are realised, hope can  look forward  to good div again.  So, if situation improves drastically and they can reward shareholders with good div again, then shareholders can feel better. stockpicker      ( Date: 11-Feb-2015 21:08) Posted: Answer for No1 may be due to dumping of share held in trust by the brokers under margin calls.. they dump the holdings first before talking.. then for second answer,   it is to be answered by those who know best.. stockpicker      ( Date: 11-Feb-2015 14:30) Posted: 2 surprises for me...there must be reasons 1. Very little float.. yet so many shares dumped today 2.   No Anchovy catch for last 6 months,   yet results not that bad.   60% of CF' s result used to be from Anchovy.
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stockpicker Master	11-Feb-2015 21:08        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Answer for No1 may be due to dumping of share held in trust by the brokers under margin calls.. they dump the holdings first before talking.. then for second answer,   it is to be answered by those who know best.. stockpicker      ( Date: 11-Feb-2015 14:30) Posted: 2 surprises for me...there must be reasons 1. Very little float.. yet so many shares dumped today 2.   No Anchovy catch for last 6 months,   yet results not that bad.   60% of CF' s result used to be from Anchovy.
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stockpicker Master	11-Feb-2015 21:02        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	It could go below 0.17 if dilution effect is working.. they raised about 1.7 billion rights which roughly doubles the number of share when it was 0.260... may be 0.140 would be the right value.. moron101      ( Date: 11-Feb-2015 19:25) Posted: Likely to go below 0.180 by this week and below 0.170 after XR. See PARD you will know. Be careful..
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moron101 Supreme	11-Feb-2015 19:25        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Likely to go below 0.180 by this week and below 0.170 after XR. See PARD you will know. Be careful..
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stockpicker Master	11-Feb-2015 14:30        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	2 surprises for me...there must be reasons 1. Very little float.. yet so many shares dumped today 2.   No Anchovy catch for last 6 months,   yet results not that bad.   60% of CF' s result used to be from Anchovy.
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moron101 Supreme	11-Feb-2015 12:53        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Price gone down due to poor result & rights issue. Gone case liao. Their debts are too huge even bank will not give any loans any more. So rights issue is the only way to suck money from the poor investors here. Even China also had tightened the credit policy to control all these rights & bonds issuing . Don't understand why here no control from zzzz sgx?
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tchoonw Master	11-Feb-2015 10:17        tchoonw About Contact  Quote this Post!
x 0   x 0  Alert Admin	18.9 now! well one to those that short at 20!
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Liverpool77 Senior	11-Feb-2015 10:16        Liverpool77 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro..fully agreed wuth ur view..more and more tough to trade at sgx
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Liverpool77 Senior	11-Feb-2015 10:14        Liverpool77 About Contact  Quote this Post!
x 1   x 0  Alert Admin	RoundRound      ( Date: 11-Feb-2015 10:12) Posted: Once around SGD2 per share. Today its under 20c. What holding power? Always hear people say buying share must have holding power. Yeah, hold the scripts to the graveyard, maybe. With so many junk listings landed here in Singapore. I'm not vested but pity those who's hard-earned money got sucked into the abyss
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