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ahhuat08 Elite	27-Mar-2020 11:56        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	say u buy at current price of 6.30, 1k shares its 6300, u will be getting 1.5K rights, ie 4500 so its total 10,800, and not 8950 acetron      ( Date: 27-Mar-2020 11:36) Posted: every 1000 shares, you need to inject S$8950, run road
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acetron Member	27-Mar-2020 11:36        acetron About Contact  Quote this Post!
x 0   x 0  Alert Admin	every 1000 shares, you need to inject S$8950, run road
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ahhuat08 Elite	27-Mar-2020 11:33        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	thanks Shifu8888      ( Date: 27-Mar-2020 11:28) Posted: Based on conversion price of $4.85, loan of 3.5b, another 1.18 b shares to issued for Temasek. Quick cal?, I am driving now. Temasek should own 76% Liao.... wait for analst reportz ahhuat08      ( Date: 27-Mar-2020 11:23) Posted: ya, still dunt quite get the MCB (mandatory convertible bond) part
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Shifu8888 Supreme	27-Mar-2020 11:28        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Based on conversion price of $4.85, loan of 3.5b, another 1.18 b shares to issued for Temasek. Quick cal?, I am driving now. Temasek should own 76% Liao.... wait for analst reportz ahhuat08      ( Date: 27-Mar-2020 11:23) Posted: ya, still dunt quite get the MCB (mandatory convertible bond) part   Shifu8888      ( Date: 27-Mar-2020 11:19) Posted: Two phases: 1. Post rights (3rights for 2 shares) new shares increased by 1.77 b) so total shares will be at least 2.9b 2. Post bonds (more complex. No time to calculate how many shares it will become if Temasek convert their loan to shares) high chance it may cross 75%. Then will be interesting. We need professional analysts to come out with report. I am sure, analysts are rushing to come up such research report soon. Be patient and wait.
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ahhuat08 Elite	27-Mar-2020 11:23        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	ya, still dunt quite get the MCB (mandatory convertible bond) part   Shifu8888      ( Date: 27-Mar-2020 11:19) Posted: Two phases: 1. Post rights (3rights for 2 shares) new shares increased by 1.77 b) so total shares will be at least 2.9b 2. Post bonds (more complex. No time to calculate how many shares it will become if Temasek convert their loan to shares) high chance it may cross 75%. Then will be interesting. We need professional analysts to come out with report. I am sure, analysts are rushing to come up such research report soon. Be patient and wait. Troller      ( Date: 27-Mar-2020 10:57) Posted: Dear Gurus... Regards the " Rights issue" Let' s presume if i' ve 10000 shares, how many " rights issue" i' ll have ? Should i sell 5000shares and keep remaining 5000shares prepared for " rights issue" of 3 to 2 Thanks
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Shifu8888 Supreme	27-Mar-2020 11:20        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	That is why I will not touch Sia. I would rather put my money in bank shares but again, bank shares overrun now. To me, the market is a bear trap. Pseudo bull rally. Beware. It will have massive correction soon. ahhuat08      ( Date: 27-Mar-2020 11:16) Posted: i concur, the hedging part is nother worrying point for SIA. wow 2 bucks off the bvps is quite substantial, but looking at things, it might happen. Shifu8888      ( Date: 27-Mar-2020 11:11) Posted: No top line sales, no numbers... coming results will be ugly. Plus mark to market losses for hedging, it will easily knock at least $2 off the book value per share. Even with more ordinary shares after rights issues, sharing the loss per share, the NAV will have to dip lower than $7 per share. $4 is the right price for SIA to trade, post rights. My analysis, may be wrong.
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ahhuat08 Elite	27-Mar-2020 11:20        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i aint no guru 10K shares will get you 15K rights whether to dispose the existing shares,  i aint no financial guru to advise u on that. Troller      ( Date: 27-Mar-2020 10:57) Posted: Dear Gurus... Regards the " Rights issue" Let' s presume if i' ve 10000 shares, how many " rights issue" i' ll have ? Should i sell 5000shares and keep remaining 5000shares prepared for " rights issue" of 3 to 2 Thanks
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Shifu8888 Supreme	27-Mar-2020 11:19        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Two phases: 1. Post rights (3rights for 2 shares) new shares increased by 1.77 b) so total shares will be at least 2.9b 2. Post bonds (more complex. No time to calculate how many shares it will become if Temasek convert their loan to shares) high chance it may cross 75%. Then will be interesting. We need professional analysts to come out with report. I am sure, analysts are rushing to come up such research report soon. Be patient and wait. Troller      ( Date: 27-Mar-2020 10:57) Posted: Dear Gurus... Regards the " Rights issue" Let' s presume if i' ve 10000 shares, how many " rights issue" i' ll have ? Should i sell 5000shares and keep remaining 5000shares prepared for " rights issue" of 3 to 2 Thanks
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lighter87 Master	27-Mar-2020 11:17        lighter87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	if  price still drop after post rights issue then they might do share consolidation
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ahhuat08 Elite	27-Mar-2020 11:16        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i concur, the hedging part is nother worrying point for SIA. wow 2 bucks off the bvps is quite substantial, but looking at things, it might happen. Shifu8888      ( Date: 27-Mar-2020 11:11) Posted: No top line sales, no numbers... coming results will be ugly. Plus mark to market losses for hedging, it will easily knock at least $2 off the book value per share. Even with more ordinary shares after rights issues, sharing the loss per share, the NAV will have to dip lower than $7 per share. $4 is the right price for SIA to trade, post rights. My analysis, may be wrong.
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masterbay Veteran	27-Mar-2020 11:13        masterbay About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	I suggest you to sell all asap while there' s invisible support today, wouldn' t last long. Fundamentals is not good, and it will take years to recover. Not to mention the massive diulation, all future profits will be distributed with diluation. Better use that $60k cash somewhere. Troller      ( Date: 27-Mar-2020 10:57) Posted: Dear Gurus... Regards the " Rights issue" Let' s presume if i' ve 10000 shares, how many " rights issue" i' ll have ? Should i sell 5000shares and keep remaining 5000shares prepared for " rights issue" of 3 to 2 Thanks
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Shifu8888 Supreme	27-Mar-2020 11:11        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No top line sales, no numbers... coming results will be ugly. Plus mark to market losses for hedging, it will easily knock at least $2 off the book value per share. Even with more ordinary shares after rights issues, sharing the loss per share, the NAV will have to dip lower than $7 per share. $4 is the right price for SIA to trade, post rights. My analysis, may be wrong.
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ahhuat08 Elite	27-Mar-2020 11:04        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SQ' s earnings in 2019 is about 680M. latest Qtr, which is sept to dec, which usually is the peak season for any airlines in the world, sq' s profits was 314M, which is about 1/2 ot sq 2019 annual profits. looking foreward, do u reasonably believe that it will acheive that kind of earnings, i doubt so, with 96% of operating capacity grounded. if the losses in the next few quarters can be contained, that will be a remarkable feat already. i will not touch sq with a 10 foot pole, only until i see some green shoots in the earnings.
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valueftw Member	27-Mar-2020 11:02        valueftw About Contact  Quote this Post!
x 0   x 0  Alert Admin	+1 agree w your point ahhuat08      ( Date: 27-Mar-2020 10:56) Posted: ultimately, the share price will reflect the fundamentals, the cash injection (thru rights and mcb) are just a temporay respite, if the pandemic is not over in the next 6 months, sia' s burn rate willl lead to its own demise. and i sincerely hope that such scenario will not happen to sia. cos the impact on the economy will be massive. puppey      ( Date: 27-Mar-2020 10:48) Posted: these 2 are in deeper shits then airlines ..temasek is like fed ? wow what a statement ! i dont think so personally , no offence.. one and only airline in sg, how to let it fall...as for these 2 , not the priority now ..:)
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Troller Member	27-Mar-2020 10:57        Troller About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Dont get caught without a chair when music stops"
x 0   x 0  Alert Admin	Dear Gurus... Regards the " Rights issue" Let' s presume if i' ve 10000 shares, how many " rights issue" i' ll have ? Should i sell 5000shares and keep remaining 5000shares prepared for " rights issue" of 3 to 2 Thanks
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ahhuat08 Elite	27-Mar-2020 10:56        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	ultimately, the share price will reflect the fundamentals, the cash injection (thru rights and mcb) are just a temporay respite, if the pandemic is not over in the next 6 months, sia' s burn rate willl lead to its own demise. and i sincerely hope that such scenario will not happen to sia. cos the impact on the economy will be massive. puppey      ( Date: 27-Mar-2020 10:48) Posted: these 2 are in deeper shits then airlines ..temasek is like fed ? wow what a statement ! i dont think so personally , no offence.. one and only airline in sg, how to let it fall...as for these 2 , not the priority now ..:)   ahhuat08      ( Date: 27-Mar-2020 10:27) Posted: u should see sembcorp and kepcorp, they r really like grasping at last straws:
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Starship Supreme	27-Mar-2020 10:54        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	At the rate it' s being supported now, it might even turn............ Green!!!!!!!
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puppey Veteran	27-Mar-2020 10:48        puppey About Contact  Quote this Post!
x 0   x 0  Alert Admin	these 2 are in deeper shits then airlines ..temasek is like fed ? wow what a statement ! i dont think so personally , no offence.. one and only airline in sg, how to let it fall...as for these 2 , not the priority now ..:)   ahhuat08      ( Date: 27-Mar-2020 10:27) Posted: u should see sembcorp and kepcorp, they r really like grasping at last straws:) Starship      ( Date: 27-Mar-2020 10:26) Posted: Any crash in Temasek' s children is always great opportunity for it to scoop up cheap shares. Temasek is like the US Fed with Unlimited purchase plan.
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valueftw Member	27-Mar-2020 10:48        valueftw About Contact  Quote this Post!
x 0   x 0  Alert Admin	dont subscribe, already lugi. subscribe, also lugi. diluting shareholders when share price is low is very painful cheongweevictor      ( Date: 27-Mar-2020 10:45) Posted: so all shareholder must suscribe to the rights,,otherwise lugi lah??? m i right??
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cheongweevictor Supreme	27-Mar-2020 10:45        cheongweevictor About Contact  Quote this Post!
x 0   x 0  Alert Admin	so all shareholder must suscribe to the rights,,otherwise lugi lah??? m i right??
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