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Jimmykohkk Master	02-Jun-2015 23:15        Jimmykohkk About Contact  Quote this Post!
x 0   x 0  Alert Admin	haha.. looks like u are desparately trying to  talk up the share price  ur Ezra.. The problem now is not with  the oil price , the problem is with the rights issue. Look at Ezion, the share price went up today, so why does Ezion go up while Ezra tank? Nothing to do with oil .. is to do with the rights issue.  U better hope the management annouce the rights issue pricing asap, the longer they drag on , the longer the uncertainty,  the more it  will attract shortist...   Lucky03      ( Date: 02-Jun-2015 23:04) Posted: I know Ezra has not been tracking the movement of WTI Crude price recovery as it stays at yr's low. However, it can't ignore forever as WTI has crossed US$61. I wonder if there has been any leak of possible action by OPEC or sinply
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Lucky03 Elite	02-Jun-2015 23:04        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I know Ezra has not been tracking the movement of WTI Crude price recovery as it stays at yr's low. However, it can't ignore forever as WTI has crossed US$61. I wonder if there has been any leak of possible action by OPEC or sinply
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Lucky03 Elite	02-Jun-2015 22:57        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone comes across any analyst recommendation report on Ezra after the call to issue Rights and CB ?
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Jimmykohkk Master	02-Jun-2015 22:56        Jimmykohkk About Contact  Quote this Post!
x 0   x 0  Alert Admin	I also think they will not cut. And there is a risk which i think many ppl ignore.. that if they dun cut, disappointment will seep in just like Nov last year and oil price may start dropping again. Right now the oil price is too high to kill off the USA producer, is a stalmate now. I think Saudi will have to try to checkmate the USA oil producer either by forcing the oil to drop drastically to extremely low level say $20 to $30 aka one knife stab into the heart  or make the oil price as low as possible for a  longer duration until the USA runs out of " oxygen" aka struggle the USA oil producer to death. Until we hear news of many USA shale oil producer going bankrupt, if not i dun think the oil will rise... Just my personal views.   nngeeh      ( Date: 02-Jun-2015 22:39) Posted: i don' t think OPEC will cut production. Saudi wants to reduce the number of shale oil producers in US. The only way is to force the price down below cost. If they let the oil price float too high and too long, once the US oil producers recover their infrastructure cost, they will be able to complete with Saudi/ OPEC in future and it' ll not be good for OPEC members in long run. The only reason why the oil price bounce back (even though the oil storage is already near their limits) is due to the war in middle east (like Syria and Yemen). Once the critical oil fields have been secured, the price might comes down again. Iran will be the other wild card - once the sanction has been lifted, Iran will start off-loading oil into the market, and that will drive down the oil price. However, if the situation in Middle East worsen, we will see the oil price sustains at its current price or move higher. If we see the war situation improves, in near future, it' s better not to go long on oil. Just my thought. I believe the OPEC will keep the current production level in their next meeting Jimmykohkk      ( Date: 02-Jun-2015 18:28) Posted: How about if OPEC keep production at current high level? Would we see a repeat of last year Nov when oil price tank when OPEC did not reduce production? I think better watch first... There bound to be ppl betting on OPEC reducing production and if they never, there  may be a sell off and u have to wait half a year later for the next OPEC meeting. Chance of reduction = 20% I think. But of course, luck favours the brave, so if one is brave enough to buy now betting on OPEC reducing production , then if really happens, will huat big big.. but the market sentiment is weak, even if oil shoot up , will be neutralised by the weak sentiment. My views only. I would prefer to wait a little longer first becos of the current weak market. Today' s low may be tomorrows' high..
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Lucky03 Elite	02-Jun-2015 22:54        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Opec hopes for further oil price recovery despite glut JUN 2, 201510:21 PM [VIENNA] Angola's oil minister said on Tuesday that US$80 per barrel may be right for crude, joining a chorus of Opec officials and delegates hoping for a further price recovery in months to come despite a global glut. "I would like the price (to) go up, but it is not easy," Jose Botelho de Vasconcelos told reporters. Opec meets on Friday and is widely expected to maintain its production policy. Last November, Opec refused to cut output and chose instead to defend market share, adding to the supply surplus arising from booming US oil output. The decision prompted a crash in oil prices to as low as US$46 per barrel in January, although crude has recovered to US$65 in recent weeks on hopes of a slowdown in US output growth. On Monday, Saudi Arabia's oil minister Ali al-Naimi said he saw supply thinning and demand improving although he added that it could take time for the markets to rebalance as supply was still seriously exceeding consumption. Mr Naimi gave no oil price outlook. However, several Opec officials who asked not to be identified told Reuters they saw crude rising to US$70-80 a barrel in coming months and 2016. In the United States, the upcoming driving season would encourage a further increase in demand, one of the officials said. The message will please some of the poorer Opec members who suffered badly from the price crash and a drive by wealthy Gulf Opec countries to embark on a market-share battle with non-Opec producers. But higher prices might also throw a lifeline to the high-cost producers - some US oil firms have said they would start drilling actively again if crude went above US$60 per barrel. "What has helped clean up the market somewhat is demand strength, which has surprised everyone including Opec, together with commercial and SPR (strategic petroleum reserve) stockpiling by China," analysts from Energy Aspects said in a note on Tuesday. "But China's storage needs are ultimately finite, and unlikely to last in the same scale much beyond 2016 ... So, for Saudi Arabia's strategy to work, prices and expectations of future prices cannot rise too quickly, as that could reverse a lot of the work already in motion," it added. Brent crude oil for July was up 40 cents at US$65.29 a barrel by 1315 GMT. Some of the poorer Opec members, including Venezuela, had hoped to persuade the group to cut output by bringing non-Opec on board. However, non-members such as Russia have shown little willingness to coordinate their energy policies with the cartel, meaning the dialogue has all but died down in recent weeks. On Tuesday, Venezuela's oil minister Asdrubal Chavez issued a statement calling for the establishment of a technical working group between all producers. No special meeting between Saudi Arabia and Russia is planned for this week, although Russian energy minister Alexander Novak is due to attend an Opec seminar on June 3. "It is unrealistic to ask countries to shut in the lowest-cost production in the world so that the high-cost production can stay, so what we are seeing is just natural economics," the head of oil major BP, Bob Dudley, said on Tuesday when asked whether Opec would cut output at its meeting. REUTERS
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nngeeh Veteran	02-Jun-2015 22:39        nngeeh About Contact  Quote this Post!
x 1   x 0  Alert Admin	i don' t think OPEC will cut production. Saudi wants to reduce the number of shale oil producers in US. The only way is to force the price down below cost. If they let the oil price float too high and too long, once the US oil producers recover their infrastructure cost, they will be able to complete with Saudi/ OPEC in future and it' ll not be good for OPEC members in long run. The only reason why the oil price bounce back (even though the oil storage is already near their limits) is due to the war in middle east (like Syria and Yemen). Once the critical oil fields have been secured, the price might comes down again. Iran will be the other wild card - once the sanction has been lifted, Iran will start off-loading oil into the market, and that will drive down the oil price. However, if the situation in Middle East worsen, we will see the oil price sustains at its current price or move higher. If we see the war situation improves, in near future, it' s better not to go long on oil. Just my thought. I believe the OPEC will keep the current production level in their next meeting Jimmykohkk      ( Date: 02-Jun-2015 18:28) Posted: How about if OPEC keep production at current high level? Would we see a repeat of last year Nov when oil price tank when OPEC did not reduce production? I think better watch first... There bound to be ppl betting on OPEC reducing production and if they never, there  may be a sell off and u have to wait half a year later for the next OPEC meeting. Chance of reduction = 20% I think. But of course, luck favours the brave, so if one is brave enough to buy now betting on OPEC reducing production , then if really happens, will huat big big.. but the market sentiment is weak, even if oil shoot up , will be neutralised by the weak sentiment. My views only. I would prefer to wait a little longer first becos of the current weak market. Today' s low may be tomorrows' high.. Lucky03      ( Date: 02-Jun-2015 15:22) Posted: Ezion is going strong and Oil continues to climb. If OPEC surprises market for the Jun 5 mtg, there will be some good actions in the O&G sector.
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lglg666 Supreme	02-Jun-2015 20:51        lglg666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not good.... Demostation      ( Date: 02-Jun-2015 14:03) Posted: The theoretical exercise price is =Market Value of the Shares prior to the Rights Issue + Cash raised from the Rights Issue/Number of Shares (excluding treasury shares) after the Rights Issue What does this mean?
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edwinjup Supreme	02-Jun-2015 20:32        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Really depend on price..... sgfreestyler      ( Date: 02-Jun-2015 20:30) Posted: do u guys think it worth getting the rights ...  actually i' m kind piss off with them..... too many rights issue.
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sgfreestyler Member	02-Jun-2015 20:30        sgfreestyler About Contact  Quote this Post!
x 0   x 0  Alert Admin	do u guys think it worth getting the rights ...  actually i' m kind piss off with them..... too many rights issue.
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sharez Member	02-Jun-2015 19:21        sharez About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rights, rights, rights, what time business?
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journey Member	02-Jun-2015 18:30        journey About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very likely to test 30c very soon, esp in light of the current poor mkt sentiment
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Jimmykohkk Master	02-Jun-2015 18:28        Jimmykohkk About Contact  Quote this Post!
x 0   x 0  Alert Admin	How about if OPEC keep production at current high level? Would we see a repeat of last year Nov when oil price tank when OPEC did not reduce production? I think better watch first... There bound to be ppl betting on OPEC reducing production and if they never, there  may be a sell off and u have to wait half a year later for the next OPEC meeting. Chance of reduction = 20% I think. But of course, luck favours the brave, so if one is brave enough to buy now betting on OPEC reducing production , then if really happens, will huat big big.. but the market sentiment is weak, even if oil shoot up , will be neutralised by the weak sentiment. My views only. I would prefer to wait a little longer first becos of the current weak market. Today' s low may be tomorrows' high.. Lucky03      ( Date: 02-Jun-2015 15:22) Posted: Ezion is going strong and Oil continues to climb. If OPEC surprises market for the Jun 5 mtg, there will be some good actions in the O&G sector.
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Lucky03 Elite	02-Jun-2015 15:22        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ezion is going strong and Oil continues to climb. If OPEC surprises market for the Jun 5 mtg, there will be some good actions in the O&G sector.
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Demostation Supreme	02-Jun-2015 14:03        Demostation About Contact  Quote this Post!
x 0   x 0  Alert Admin	The theoretical exercise price is =Market Value of the Shares prior to the Rights Issue + Cash raised from the Rights Issue/Number of Shares (excluding treasury shares) after the Rights Issue What does this mean?
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nngeeh Veteran	02-Jun-2015 13:43        nngeeh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another good example will be China Fish. Before announcement, the price was hovering around 0.26~0.29 (history low). After the announcement, it dropped until 0.173 (the right issue price) within a short period. Jimmykohkk      ( Date: 02-Jun-2015 11:51) Posted: haha... look at cosmosteel.. u never expect it to drop from 45 cents to 19 cents in a few days right? Dun underestimate BBs ok... So if u cant beat them, join them lo in a way... So if they short until low low, we buy lo.. :)  Then when they cover, we sell lo... So I predict they  have to cover 3 days before XR (EX rights) in order to cover back their rights. So buy after CR and 3 days before XR (Ex right) lo.. Demostation      ( Date: 02-Jun-2015 10:28) Posted: Some people die die must short.   Itchy hands, lol. So low already still think shorting can make them laugh to the banks?   I doubt so. Hahaha.
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moron101 Supreme	02-Jun-2015 13:11        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rights going to be oversubscribed? Buy more fo get more rights? Think carefully.
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Jimmykohkk Master	02-Jun-2015 13:03        Jimmykohkk About Contact  Quote this Post!
x 0   x 0  Alert Admin	yup.. lets wait for the details to be annouced, then we see how then. In the meantime June is a turbulent month with all the pending annoucement 1) FED meeting,  2) OPEC meeting, 3) Job report,  4) Greece payment/default on 5th June,  5) China bubble bursting??? So trade carefully ba... Demostation      ( Date: 02-Jun-2015 12:32) Posted: Right now is not a matter of buying or selling shares or the rights. The way the proposed rights are structured, it needs a knowledge of calculus to get the correct answer of the price of the potential rights and the mother shares. Prior to the announcement, the general consensus for the Ezra was 51 cents.   But it has been traded for quite a while at 40 to 42 cents. The market price is likely to be volatile, so just have to wait and see.   Jimmykohkk      ( Date: 02-Jun-2015 11:51) Posted: haha... look at cosmosteel.. u never expect it to drop from 45 cents to 19 cents in a few days right? Dun underestimate BBs ok... So if u cant beat them, join them lo in a way... So if they short until low low, we buy lo.. :)  Then when they cover, we sell lo... So I predict they  have to cover 3 days before XR (EX rights) in order to cover back their rights. So buy after CR and 3 days before XR (Ex right) lo..
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Demostation Supreme	02-Jun-2015 12:32        Demostation About Contact  Quote this Post!
x 0   x 0  Alert Admin	Right now is not a matter of buying or selling shares or the rights. The way the proposed rights are structured, it needs a knowledge of calculus to get the correct answer of the price of the potential rights and the mother shares. Prior to the announcement, the general consensus for the Ezra was 51 cents.   But it has been traded for quite a while at 40 to 42 cents. The market price is likely to be volatile, so just have to wait and see.   Jimmykohkk      ( Date: 02-Jun-2015 11:51) Posted: haha... look at cosmosteel.. u never expect it to drop from 45 cents to 19 cents in a few days right? Dun underestimate BBs ok... So if u cant beat them, join them lo in a way... So if they short until low low, we buy lo.. :)  Then when they cover, we sell lo... So I predict they  have to cover 3 days before XR (EX rights) in order to cover back their rights. So buy after CR and 3 days before XR (Ex right) lo.. Demostation      ( Date: 02-Jun-2015 10:28) Posted: Some people die die must short.   Itchy hands, lol. So low already still think shorting can make them laugh to the banks?   I doubt so. Hahaha.
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Jimmykohkk Master	02-Jun-2015 11:51        Jimmykohkk About Contact  Quote this Post!
x 0   x 0  Alert Admin	haha... look at cosmosteel.. u never expect it to drop from 45 cents to 19 cents in a few days right? Dun underestimate BBs ok... So if u cant beat them, join them lo in a way... So if they short until low low, we buy lo.. :)  Then when they cover, we sell lo... So I predict they  have to cover 3 days before XR (EX rights) in order to cover back their rights. So buy after CR and 3 days before XR (Ex right) lo.. Demostation      ( Date: 02-Jun-2015 10:28) Posted: Some people die die must short.   Itchy hands, lol. So low already still think shorting can make them laugh to the banks?   I doubt so. Hahaha. Jimmykohkk      ( Date: 02-Jun-2015 09:41) Posted: I agree with u.. uncertainties is the worst and becos of this shortist can short without any support level. If they annouce the right issue to be priced at  30 cents, then shortist dun dare to short below that. Now is totally no target, is very risky i feel I  would buy AFTER CR (cum rights) and a 2-3 days before XR (EX right) to be safe as they will push up the share price to entice last min right holders to go press the ATM to subscribe
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Thefundmanager Member	02-Jun-2015 11:33        Thefundmanager About Contact  Quote this Post!
x 0   x 0  Alert Admin	TERP calculation will be around $0.20 given the huge dilutive base. Pricing of rights will be no more than 50pc discount to TERP price, ie $0.10-$0.20. Given the huge supply of rights, 200 rights to 100 shares, expect the rights to trade at a sharp discount to intrinsic when rights begins to trade. If you have borrow then, long rights short mother shares will be a very profitable strategy.
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