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moron101 Supreme	11-May-2015 10:15        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Strong resistance at 19c?
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stockpicker Master	08-May-2015 14:02        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://i266.photobucket.com/albums/ii254/tanso/Untitled-1.gif
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stockpicker Master	08-May-2015 14:00        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	According to reports 1.   Most catch at the northern coast. southern coast has no catch at the moment for some reasons 2.   El-Nino is building up in Apr and May and will intensify toward Nov December 3.   El-Nino occurring once every 7 year and last year no El-Nino 4.   Watch the circle for clue of El-Nino in this animated gif [URL=http://s266.photobucket.com/user/tanso/media/Untitled-1.gif.html][IMG]http://i266.photobucket.com/albums/ii254/tanso/Untitled-1.gif[/IMG][/URL]
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moron101 Supreme	08-May-2015 07:59        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Undervalued stock. Possible rich Chinese funds' acquisition target..
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hotelgrand Master	05-May-2015 20:29        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Carlye did not subscribe for the rights so their percentage change from 11.06 to 6.16%..wonder who took up their rights?   http://infopub.sgx.com/FileOpen/_eFORM3V2-CAP%20III-A%20Limited-290415.ashx?App=Announcement& FileID=348071 Leongsan      ( Date: 04-May-2015 10:38) Posted: Dont have to go back that far. Carlye enter in 2010 " In a private placement, Carlyle will buy 113.5 million new shares in China Fishery, which lists stock in Singapore, at 1.85 Singapore dollars (US$1.33) per unit. It will also buy 26.7 million warrants, each carrying the right to subscribe to one new share at an exercise price of S$2.10, China Fishery said in a statement." WSJ Qanghoo      ( Date: 03-May-2015 20:06) Posted: Ur recolletion when?  Understand there was a bonus issue long time ago (don' t know how many for how many).  Ur $2 before or after bonus?  My recolletions are  -  3 yrs+ ago, it was abt $1.20+.  Then result deteriorated, n  also trouble with Russian anti-monopoly authorities.  Share went down to abt 60 - 70c.  Then there were two rights issues last yr n recently.  Last yr, 1 for 1@ 44c. share px dropped to 30c+.    Recent rights  4 for 5@ 17.3c.  Px dropped to around 17c+.  Overall, nearly 4 bil shares now n mkt cap > 700 mil, net asset of coy > 1 bil.
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Zenith154 Member	04-May-2015 15:18        Zenith154 About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Turnaround...new hope.
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Leongsan Senior	04-May-2015 10:38        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dont have to go back that far. Carlye enter in 2010 " In a private placement, Carlyle will buy 113.5 million new shares in China Fishery, which lists stock in Singapore, at 1.85 Singapore dollars (US$1.33) per unit. It will also buy 26.7 million warrants, each carrying the right to subscribe to one new share at an exercise price of S$2.10, China Fishery said in a statement." WSJ Qanghoo      ( Date: 03-May-2015 20:06) Posted: Ur recolletion when?  Understand there was a bonus issue long time ago (don' t know how many for how many).  Ur $2 before or after bonus?  My recolletions are  -  3 yrs+ ago, it was abt $1.20+.  Then result deteriorated, n  also trouble with Russian anti-monopoly authorities.  Share went down to abt 60 - 70c.  Then there were two rights issues last yr n recently.  Last yr, 1 for 1@ 44c. share px dropped to 30c+.    Recent rights  4 for 5@ 17.3c.  Px dropped to around 17c+.  Overall, nearly 4 bil shares now n mkt cap > 700 mil, net asset of coy > 1 bil.    KepoChicken      ( Date: 02-May-2015 10:25) Posted: this stock last time i remember 2 dollar leh... long time never keep track... maybe not much fish in the sea liao
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Qanghoo Supreme	03-May-2015 20:06        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ur recolletion when?  Understand there was a bonus issue long time ago (don' t know how many for how many).  Ur $2 before or after bonus?  My recolletions are  -  3 yrs+ ago, it was abt $1.20+.  Then result deteriorated, n  also trouble with Russian anti-monopoly authorities.  Share went down to abt 60 - 70c.  Then there were two rights issues last yr n recently.  Last yr, 1 for 1@ 44c. share px dropped to 30c+.    Recent rights  4 for 5@ 17.3c.  Px dropped to around 17c+.  Overall, nearly 4 bil shares now n mkt cap > 700 mil, net asset of coy > 1 bil.    KepoChicken      ( Date: 02-May-2015 10:25) Posted: this stock last time i remember 2 dollar leh... long time never keep track... maybe not much fish in the sea liao RoundRound      ( Date: 02-May-2015 09:43) Posted: This China Fishery, from a high of a few dollars a share to current 19.1ct a share, not counting the numerous rights issues thus further diluting the worth of each share, plus the mountain of debts the company is owning & the need to fight for survival, this is a rather smelly & fishy investment to hold on to, especially those loyal & die-hard investors, seeing their value plunging over 90% or more, before counting in share dilution. Because these China owners know that Singapore investors/shareholders are nothing different from a always available ATM machine to milk money whenever they needed.l, and now even Cariyle is not subscribing to this round of Rights issue, different from the last CF Rights issue done at 34c just a couple of years back
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KepoChicken Master	02-May-2015 10:25        KepoChicken About Contact  Quote this Post!
x 0   x 0  Alert Admin	this stock last time i remember 2 dollar leh... long time never keep track... maybe not much fish in the sea liao RoundRound      ( Date: 02-May-2015 09:43) Posted: This China Fishery, from a high of a few dollars a share to current 19.1ct a share, not counting the numerous rights issues thus further diluting the worth of each share, plus the mountain of debts the company is owning & the need to fight for survival, this is a rather smelly & fishy investment to hold on to, especially those loyal & die-hard investors, seeing their value plunging over 90% or more, before counting in share dilution. Because these China owners know that Singapore investors/shareholders are nothing different from a always available ATM machine to milk money whenever they needed.l, and now even Cariyle is not subscribing to this round of Rights issue, different from the last CF Rights issue done at 34c just a couple of years back. nngeeh      ( Date: 01-May-2015 12:17) Posted: Pacific Andes owns 70% - Subscribed their entitlement (to transfer the fund to China Fish from their own rights exercise) and didn' t apply access. Cariyle owns 10% - Didn' t subscribe their entitlement. The remaining shareholders make up the remaining 20%. The valid subscribtion (exclude excess) is 84%. Meaning, these remaining 20% shareholders only apply 14%, and there are 16% rights available for excess application. Technically, i believe all should get excess if they apply (14% valid with 16% available rights). Judging from the valid subscribtion of only 84%, i believe not many retailers took up their entitlement, and also applied for the excess. There should be a new BB who brought the righs, and applied the available 16% rights .... wondering who is that BB ...   For China Fish, the most valuable is the fishing permit which allow them to up to 17% fishing quota (the highest in Peru). As their infrastructure is already built, their cost is more predictable, and with the redemption of Copeinca bond, it removes all the future uncertaininty. As long as CHF has the fishing permit (which Peru Goverment has stopped issuing new permit), their share value should be guaranteed.
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RoundRound Elite	02-May-2015 09:43        RoundRound About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tikam Tikam can also"
x 0   x 0  Alert Admin	This China Fishery, from a high of a few dollars a share to current 19.1ct a share, not counting the numerous rights issues thus further diluting the worth of each share, plus the mountain of debts the company is owning & the need to fight for survival, this is a rather smelly & fishy investment to hold on to, especially those loyal & die-hard investors, seeing their value plunging over 90% or more, before counting in share dilution. Because these China owners know that Singapore investors/shareholders are nothing different from a always available ATM machine to milk money whenever they needed.l, and now even Cariyle is not subscribing to this round of Rights issue, different from the last CF Rights issue done at 34c just a couple of years back. nngeeh      ( Date: 01-May-2015 12:17) Posted: Pacific Andes owns 70% - Subscribed their entitlement (to transfer the fund to China Fish from their own rights exercise) and didn' t apply access. Cariyle owns 10% - Didn' t subscribe their entitlement. The remaining shareholders make up the remaining 20%. The valid subscribtion (exclude excess) is 84%. Meaning, these remaining 20% shareholders only apply 14%, and there are 16% rights available for excess application. Technically, i believe all should get excess if they apply (14% valid with 16% available rights). Judging from the valid subscribtion of only 84%, i believe not many retailers took up their entitlement, and also applied for the excess. There should be a new BB who brought the righs, and applied the available 16% rights .... wondering who is that BB ...   For China Fish, the most valuable is the fishing permit which allow them to up to 17% fishing quota (the highest in Peru). As their infrastructure is already built, their cost is more predictable, and with the redemption of Copeinca bond, it removes all the future uncertaininty. As long as CHF has the fishing permit (which Peru Goverment has stopped issuing new permit), their share value should be guaranteed. Leongsan      ( Date: 01-May-2015 09:47) Posted: At meeting Ng said only $100m LSA outstanding, $50m received end March and the balance in September 15. What mystery will unfold wyth Carlyle? Recent events bring one to speculate that they had fallen out with Ngs. If the chartists could look at the daily vol at near rights price and trading of rights, together with the excess allotment, someone had sold and someone else had bought alot of shares. Any pattern and comments? Cornered?
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Leongsan Senior	02-May-2015 09:21        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	84% include purchased rights not entitled to exces, look at the vol chart to determine your guess of quantity plus transactions of shares cum rights below 18cents. Who would dare except friendly parties. nngeeh      ( Date: 01-May-2015 12:17) Posted: Pacific Andes owns 70% - Subscribed their entitlement (to transfer the fund to China Fish from their own rights exercise) and didn' t apply access. Cariyle owns 10% - Didn' t subscribe their entitlement. The remaining shareholders make up the remaining 20%. The valid subscribtion (exclude excess) is 84%. Meaning, these remaining 20% shareholders only apply 14%, and there are 16% rights available for excess application. Technically, i believe all should get excess if they apply (14% valid with 16% available rights). Judging from the valid subscribtion of only 84%, i believe not many retailers took up their entitlement, and also applied for the excess. There should be a new BB who brought the righs, and applied the available 16% rights .... wondering who is that BB ...   For China Fish, the most valuable is the fishing permit which allow them to up to 17% fishing quota (the highest in Peru). As their infrastructure is already built, their cost is more predictable, and with the redemption of Copeinca bond, it removes all the future uncertaininty. As long as CHF has the fishing permit (which Peru Goverment has stopped issuing new permit), their share value should be guaranteed. Leongsan      ( Date: 01-May-2015 09:47) Posted: At meeting Ng said only $100m LSA outstanding, $50m received end March and the balance in September 15. What mystery will unfold wyth Carlyle? Recent events bring one to speculate that they had fallen out with Ngs. If the chartists could look at the daily vol at near rights price and trading of rights, together with the excess allotment, someone had sold and someone else had bought alot of shares. Any pattern and comments? Cornered?
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nngeeh Veteran	01-May-2015 12:17        nngeeh About Contact  Quote this Post!
x 0   x 1  Alert Admin	Pacific Andes owns 70% - Subscribed their entitlement (to transfer the fund to China Fish from their own rights exercise) and didn' t apply access. Cariyle owns 10% - Didn' t subscribe their entitlement. The remaining shareholders make up the remaining 20%. The valid subscribtion (exclude excess) is 84%. Meaning, these remaining 20% shareholders only apply 14%, and there are 16% rights available for excess application. Technically, i believe all should get excess if they apply (14% valid with 16% available rights). Judging from the valid subscribtion of only 84%, i believe not many retailers took up their entitlement, and also applied for the excess. There should be a new BB who brought the righs, and applied the available 16% rights .... wondering who is that BB ...   For China Fish, the most valuable is the fishing permit which allow them to up to 17% fishing quota (the highest in Peru). As their infrastructure is already built, their cost is more predictable, and with the redemption of Copeinca bond, it removes all the future uncertaininty. As long as CHF has the fishing permit (which Peru Goverment has stopped issuing new permit), their share value should be guaranteed. Leongsan      ( Date: 01-May-2015 09:47) Posted: At meeting Ng said only $100m LSA outstanding, $50m received end March and the balance in September 15. What mystery will unfold wyth Carlyle? Recent events bring one to speculate that they had fallen out with Ngs. If the chartists could look at the daily vol at near rights price and trading of rights, together with the excess allotment, someone had sold and someone else had bought alot of shares. Any pattern and comments? Cornered? Qanghoo      ( Date: 30-Apr-2015 16:56) Posted: Think they still got money from LSA not received yet, right?  If so, n once that is done, probably 40% of the loan gone already.  Then if this n next yr profit hits 100 mil USD, n they withhold div, then by end next yr, the liability side shd look significantly better.
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Leongsan Senior	01-May-2015 09:47        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	At meeting Ng said only $100m LSA outstanding, $50m received end March and the balance in September 15. What mystery will unfold wyth Carlyle? Recent events bring one to speculate that they had fallen out with Ngs. If the chartists could look at the daily vol at near rights price and trading of rights, together with the excess allotment, someone had sold and someone else had bought alot of shares. Any pattern and comments? Cornered? Qanghoo      ( Date: 30-Apr-2015 16:56) Posted: Think they still got money from LSA not received yet, right?  If so, n once that is done, probably 40% of the loan gone already.  Then if this n next yr profit hits 100 mil USD, n they withhold div, then by end next yr, the liability side shd look significantly better.  Leongsan      ( Date: 30-Apr-2015 16:50) Posted:   acquisition fully funded by rights issuance.  wrong pay only copeinca bonds still have acquisition loans and china fishery bonds US$300mil may need more rights, or issue more shares.  They got to get the shareprice higher to do all these?
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notmybiz Senior	30-Apr-2015 19:49        notmybiz About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Any lucky brothers applied n given access rights @ 17.3 cts? moron101      ( Date: 30-Apr-2015 19:29) Posted: Thks bro 4 your clarification. I read somewhere their debt level now is even better than b4 buying over copeinca. Don't know how true. Anyway I vested at quite high price. Must look at the brighter side.. Leongsan      ( Date: 30-Apr-2015 16:50) Posted:   acquisition fully funded by rights issuance.  wrong pay only copeinca bonds still have acquisition loans and china fishery bonds US$300mil may need more rights, or issue more shares.  They got to get the shareprice higher to do all these?
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moron101 Supreme	30-Apr-2015 19:29        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thks bro 4 your clarification. I read somewhere their debt level now is even better than b4 buying over copeinca. Don't know how true. Anyway I vested at quite high price. Must look at the brighter side.. Leongsan      ( Date: 30-Apr-2015 16:50) Posted:   acquisition fully funded by rights issuance.  wrong pay only copeinca bonds still have acquisition loans and china fishery bonds US$300mil may need more rights, or issue more shares.  They got to get the shareprice higher to do all these?
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Qanghoo Supreme	30-Apr-2015 16:56        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Think they still got money from LSA not received yet, right?  If so, n once that is done, probably 40% of the loan gone already.  Then if this n next yr profit hits 100 mil USD, n they withhold div, then by end next yr, the liability side shd look significantly better.  Leongsan      ( Date: 30-Apr-2015 16:50) Posted:   acquisition fully funded by rights issuance.  wrong pay only copeinca bonds still have acquisition loans and china fishery bonds US$300mil may need more rights, or issue more shares.  They got to get the shareprice higher to do all these?
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Leongsan Senior	30-Apr-2015 16:50        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	acquisition fully funded by rights issuance.  wrong pay only copeinca bonds still have acquisition loans and china fishery bonds US$300mil may need more rights, or issue more shares.  They got to get the shareprice higher to do all these?
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moron101 Supreme	30-Apr-2015 15:44        moron101 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Q2 results should be OK and debt levels very much reduced. Long terms possible to recover back to 40/50 cents again with the net profits improved due to the acquisition fully funded by rights issuance. .
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moron101 Supreme	29-Apr-2015 20:57        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rights shares trading starts tomorrow. Hope not much dumping to profit the kopi $..
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Leongsan Senior	28-Apr-2015 19:37        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Someone is playing, All the way pressed down and playing up. Carlyle got play out? Surely lots of shares have new owners. Old retailers flushed out. See pattern.  Results for last qtr must be real bad, and maybe they like it bad. I asked the question before, who was buying and who is taking over Carlye shares. Place bets limited downside. You will be amazed if if goes back to 50 cents on a good catch Qanghoo      ( Date: 28-Apr-2015 15:11) Posted: Apologies.  Got the figure in my mind was PA' s.  Anyway, I think the figure is 3.7 bil.  As for the Ngs, one version explained to me is,  sometimes, major  shareholders control px through proxies.  Leongsan      ( Date: 28-Apr-2015 14:33) Posted: CORRECTION 20% not 8 bill but 3,7bill
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