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EZRA HOLDINGS - RED HOT NEWS Post Reply Rate topic
risktaker Supreme	31-May-2015 20:33        risktaker About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Posts are opinions. Do not take it as investment advise "
x 0   x 0  Alert Admin	Price likely to come down....
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hannyhanny Senior	31-May-2015 20:27        hannyhanny About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi shifu , i know you are supporter but i was wondering if you think the share will go up or down in the near term? If you think will go down and it really goes down, what is keeping you from selling first and picking up cheaper later? Thks Shifu8888      ( Date: 31-May-2015 20:12) Posted: If all realize, oil price tanked, Ezra tanked. Oil price recovered, Ezra remained tanked. Oil price stabilized, Ezra remained tanked and worse hit all time low. Why? Huge suspicious that they are planning this rights for long. Nothing new that they have a weak balance sheet high gearing stuff like that. Let's scrutinize, Lee family underwriting all. The price is "deliberately" suppressed amid stabilizing oil prices. This allow the founding family to subscribe the rights at 30% of the NTa. I'm their mandate to underwrite the rights speaks volume of the confidence stemming for the future. I'm positive not that I'm vested but it's common sense theory. Please doubt me and I like doubters. My pov. Vested from $0.44. Will continue vesting. Spread your ammo. Cheers and will fire soon. Jimmykohkk      ( Date: 31-May-2015 14:16) Posted: rights issue during a initial stage bull market like in 2010 vs right issue during a weak market like this year will have different outcome.. Also rights issue of 1 for 5 in 2010 (every 5 shares 1 right)  vs rights issue of 2 for 1 now which is highly dilutive  (every 1 share 2 rights)
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Shifu8888 Supreme	31-May-2015 20:12        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If all realize, oil price tanked, Ezra tanked. Oil price recovered, Ezra remained tanked. Oil price stabilized, Ezra remained tanked and worse hit all time low. Why? Huge suspicious that they are planning this rights for long. Nothing new that they have a weak balance sheet high gearing stuff like that. Let's scrutinize, Lee family underwriting all. The price is "deliberately" suppressed amid stabilizing oil prices. This allow the founding family to subscribe the rights at 30% of the NTa. I'm their mandate to underwrite the rights speaks volume of the confidence stemming for the future. I'm positive not that I'm vested but it's common sense theory. Please doubt me and I like doubters. My pov. Vested from $0.44. Will continue vesting. Spread your ammo. Cheers and will fire soon. Jimmykohkk      ( Date: 31-May-2015 14:16) Posted: rights issue during a initial stage bull market like in 2010 vs right issue during a weak market like this year will have different outcome.. Also rights issue of 1 for 5 in 2010 (every 5 shares 1 right)  vs rights issue of 2 for 1 now which is highly dilutive  (every 1 share 2 rights) AldarSorouh      ( Date: 31-May-2015 12:29) Posted: Oil price then and oil price now differs quite a bit sir.
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Jimmykohkk Master	31-May-2015 18:31        Jimmykohkk About Contact  Quote this Post!
x 0   x 0  Alert Admin	Del Monte, right issue price of 32 cents, mother trading at 40+ cents:  Then slowly drifted down to 38 cents. XE  it drifted  down to 35 cents.  After right shares come on to the market, price tank below the right price, traded at 30 cents. After the extra right shares are absorbed, it shoot back to 40+ cents. After that is up to the development of the company. U can observe the same pattern for china Fishery,  Pacific Andes, Yellow pages etc.. Especially when the right shares is huge, price will tank when the right shares come into the market. U can buy then and then wait for the selling to finish and the price will rise again. those who are keen u can refer to the above counters mentioned and follow the rights timeline and the movement of the share price to verify .. Those who cant wait until the right shares comes into the market... there is a period just before CE appears  when the price will shoot up abit, then upon CE appearing, the price will drift down slowly. All these are just based on my personal observation. U can access all the information from SGX website, the timeline of annoucement and the price movement .. All the best.. This Ezra is on my list ... I will wait for the right shares to come onto the market and then i tikam some... Huatsweeswee      ( Date: 31-May-2015 18:20) Posted: Thks for ur opinion I was thinking of buying but now I'll wait when rights out. Jimmykohkk      ( Date: 31-May-2015 09:12) Posted: As a neutral, I am not vested, from past  trend with Del Monte, Global Yellow pages, Pacific Andes, China fishery.. I would say right issues is not good for share price. I still remember Pacific Andes share tank the day after they annouce right issues, especially when the rights issue is highly dilutive. So 2 for 1 right issues is considered highly dilutive, from a base of share capital of 1000,000 lots 3,000,000 lots after rights issue, EPS will be affected alot. http://www.businesstimes.com.sg/companies-markets/hot-stocks-china-fishery-pacific-andes-dive-on-news-of-rights-issue My advice to those not vested. U can buy the shares when the right shares are traded becos the price will tank when the huge amount of right shares  comes to  the market, then price will recover after market absorbs all the extra right shares. My opinion is based on trading pattern of global yellow pages, Del Monte, Pacific Andes etc... All these are just my personal observation, if u think i talking nonsense, just ignore this posting.
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Huatsweeswee Master	31-May-2015 18:20        Huatsweeswee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thks for ur opinion I was thinking of buying but now I'll wait when rights out. Jimmykohkk      ( Date: 31-May-2015 09:12) Posted: As a neutral, I am not vested, from past  trend with Del Monte, Global Yellow pages, Pacific Andes, China fishery.. I would say right issues is not good for share price. I still remember Pacific Andes share tank the day after they annouce right issues, especially when the rights issue is highly dilutive. So 2 for 1 right issues is considered highly dilutive, from a base of share capital of 1000,000 lots 3,000,000 lots after rights issue, EPS will be affected alot. http://www.businesstimes.com.sg/companies-markets/hot-stocks-china-fishery-pacific-andes-dive-on-news-of-rights-issue My advice to those not vested. U can buy the shares when the right shares are traded becos the price will tank when the huge amount of right shares  comes to  the market, then price will recover after market absorbs all the extra right shares. My opinion is based on trading pattern of global yellow pages, Del Monte, Pacific Andes etc... All these are just my personal observation, if u think i talking nonsense, just ignore this posting. Du_shen      ( Date: 31-May-2015 08:36) Posted: when you are vested.. everything can be good news ..even if they announced rights issue. lol!
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edwinjup Supreme	31-May-2015 14:43        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes...if i got 100 lots...i will sell 99lots on tues.if price still ok to me....and apply 99 lots excess rights or buy back after right issues....i believe i will able to."save" some.money...that is lousy suggestion.....i nearly bought some on friday but later decide.to.follow.one lucky sis.....picked.up ezion instead of ezra..... RoundRound      ( Date: 31-May-2015 12:57) Posted: Who will form the waves of sellers coming Tuesday when market open? 1. Those who recently collected Ezra from 44c down to 38.5c, in addition to those bought much higher. At sub-40c last few days, buyers were collecting on expectation price should rebound back to 41c to 43c 2. Shortists, especially those who shorted from from 42c to 50c. They have a lot more room to push down the price a lot further now. 3. Margin trades. Highly leveraged & hit margin calls but unable to top up cash fast enough. Think of CFD. 4. Weak holders. Either bought in with cash or on contra basis. RoundRound      ( Date: 30-May-2015 23:38) Posted: A 2 for 1 Rights Issue (in a already low share price) will tank the share price of 39c for sure in a desperate attempt to rescue this sinking ship. I predict it will go as low as 32c or even break 30c. Using money to par debts rather than for expanding business is the worse thing shareholders want. And with shareholders throwing good money into a very challenging Oil & Gas bad sector will see a lot of dumping of shares when market open. Even with debts reduced substantially by tapping shareholders' money, there's the bigger issue of share dilution, the number of shares will balloon by another 200%. Say a 1c earning per share last time have to split into 3 now. Really sad for vested holders.
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Lucky03 Elite	31-May-2015 14:37        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Calling 200 rights for 100 shares is certainly unusually high. Probably either major shareholders will like to retain majority control with the issuance of CB that allow equity swap or the share price is so depressed right now that they need to issue so many more shares or the underwriter demanded such high level of commitment from shareholder before willing to underwrite. Whatever, all subject to shareholders' approval at EGM. Jimmykohkk      ( Date: 31-May-2015 14:16) Posted: rights issue during a initial stage bull market like in 2010 vs right issue during a weak market like this year will have different outcome.. Also rights issue of 1 for 5 in 2010 (every 5 shares 1 right)  vs rights issue of 2 for 1 now which is highly dilutive  (every 1 share 2 rights) AldarSorouh      ( Date: 31-May-2015 12:29) Posted: Oil price then and oil price now differs quite a bit sir.
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Jimmykohkk Master	31-May-2015 14:16        Jimmykohkk About Contact  Quote this Post!
x 0   x 0  Alert Admin	rights issue during a initial stage bull market like in 2010 vs right issue during a weak market like this year will have different outcome.. Also rights issue of 1 for 5 in 2010 (every 5 shares 1 right)  vs rights issue of 2 for 1 now which is highly dilutive  (every 1 share 2 rights) AldarSorouh      ( Date: 31-May-2015 12:29) Posted: Oil price then and oil price now differs quite a bit sir. Shifu8888      ( Date: 31-May-2015 10:18) Posted: Kindly check the corporate exercise of Ezra. This is not the first time they issue rights. After the last rights issue, the value appreciated. This rights is fully underwritten. I will subscribe for it as well as excess rights. Pls keep doubting me. I like to be doubted.... Lol. Let's see, juvenile. I'm vested and will continue vesting.
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Shifu8888 Supreme	31-May-2015 14:13        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	As mentioned, investment returns depend on investors' risk and profit appetite and investment horizon. Vested. My pov. All the best AldarSorouh      ( Date: 31-May-2015 12:29) Posted: Oil price then and oil price now differs quite a bit sir. Shifu8888      ( Date: 31-May-2015 10:18) Posted: Kindly check the corporate exercise of Ezra. This is not the first time they issue rights. After the last rights issue, the value appreciated. This rights is fully underwritten. I will subscribe for it as well as excess rights. Pls keep doubting me. I like to be doubted.... Lol. Let's see, juvenile. I'm vested and will continue vesting.
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Aloser Member	31-May-2015 14:11        Aloser About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wah, somanypeople waiting for Ezra to jump dive? Sure or not?
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RoundRound Elite	31-May-2015 12:57        RoundRound About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tikam Tikam can also"
x 0   x 0  Alert Admin	Who will form the waves of sellers coming Tuesday when market open? 1. Those who recently collected Ezra from 44c down to 38.5c, in addition to those bought much higher. At sub-40c last few days, buyers were collecting on expectation price should rebound back to 41c to 43c 2. Shortists, especially those who shorted from from 42c to 50c. They have a lot more room to push down the price a lot further now. 3. Margin trades. Highly leveraged & hit margin calls but unable to top up cash fast enough. Think of CFD. 4. Weak holders. Either bought in with cash or on contra basis. RoundRound      ( Date: 30-May-2015 23:38) Posted: A 2 for 1 Rights Issue (in a already low share price) will tank the share price of 39c for sure in a desperate attempt to rescue this sinking ship. I predict it will go as low as 32c or even break 30c. Using money to par debts rather than for expanding business is the worse thing shareholders want. And with shareholders throwing good money into a very challenging Oil & Gas bad sector will see a lot of dumping of shares when market open. Even with debts reduced substantially by tapping shareholders' money, there's the bigger issue of share dilution, the number of shares will balloon by another 200%. Say a 1c earning per share last time have to split into 3 now. Really sad for vested holders.
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AldarSorouh Member	31-May-2015 12:29        AldarSorouh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oil price then and oil price now differs quite a bit sir. Shifu8888      ( Date: 31-May-2015 10:18) Posted: Kindly check the corporate exercise of Ezra. This is not the first time they issue rights. After the last rights issue, the value appreciated. This rights is fully underwritten. I will subscribe for it as well as excess rights. Pls keep doubting me. I like to be doubted.... Lol. Let's see, juvenile. I'm vested and will continue vesting. Du_shen      ( Date: 31-May-2015 08:36) Posted: when you are vested.. everything can be good news ..even if they announced rights issue. lol!
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AldarSorouh Member	31-May-2015 12:20        AldarSorouh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Succinctly written by Mr Observers. 1. Approximate Rights Price Mr Observers is spot on with a minimum price of $0.10 or 10 cents per right shares " Issue up to 2 billion shares for US$150mil (approx S$200mil). Minimum of 10 cents per rights, depending on final pricing by underwriters" . Mathematics based on Theoretical Ex Rights Price (" TERP" ) formula: TERP = (Current Pre-Rights Issue Market Cap + Cash raised from Rights Issue) / (Current shares outstanding * 3) = ($396.58m + $200m) / (1.01bn * 3) = $0.197 Hence rights price is to be fixed with a max discount of 50% to $0.197 => approximately $0.10 2. Market Reaction Short term reaction before rights shares are listed: Share price to plunge towards $0.20 Reason: As Mr ' Observers has reasoned, this rights issue is a steep 66.6% dilution for existing shareholders who may not have sufficient funds to subscribe for the rights shares  Observers      ( Date: 31-May-2015 09:42) Posted: 200 rights for every 100 shares. Issue up to 2 billion shares for US$150mil (approx S$200mil). Minimum of 10 cents per rights, depending on final pricing by underwriters? Personally, I think this one is a big stick, esp for those who don' t have spare cash lying around. If you don' t cough up (minimum, could be more) 20 cents per share owned (S$200 per lot), you will be diluted 66.6%? And if I remember correctly, Ezra is in the deep water oil industry, the most expensive crude oil of all sources. Not vested, though I do have interest in other listed companies in the same deep water industry.
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Lucky03 Elite	31-May-2015 11:24        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The big question for those vested is whether to make an exit or to hold on and monitor closely. I believe it is now beyond stop loss consideration but more of a question of capital preservation or missed opportunity. Interesting read of someone experience with rights issue - http://www.bigfatpurse.com/2010/09/my-encounter-with-rights-issue/
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Lucky03 Elite	31-May-2015 11:15        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not putting a price to the rights or discounts at time of announcement may mean mgmt believed future price may be substaintialy different and to avoid locking in the price now at below par value. Perhaps they wish to see oil prices recovering more or the hopefully positive impact of the launch of Lewak Constellation which they repeatedly emphasized ? There will be lots of action and speculation coming and expect wild swing !
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hannyhanny Senior	31-May-2015 10:29        hannyhanny About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think the debts may not be sustainable that is why the rights issue, may not be bad but the timing is quite bad due to oil issue. edwinjup      ( Date: 31-May-2015 10:25) Posted: Feel like going join swiber soon...after xr.....and dont tell me they will undergo share consol if below 20c......mgt may still got their pay rise and big bonus..yet shareholders........sian hannyhanny      ( Date: 31-May-2015 10:14) Posted: Farnie, usually will have price.. don' t know what they are thinking, but likely will go down than up
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edwinjup Supreme	31-May-2015 10:25        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Feel like going join swiber soon...after xr.....and dont tell me they will undergo share consol if below 20c......mgt may still got their pay rise and big bonus..yet shareholders........sian hannyhanny      ( Date: 31-May-2015 10:14) Posted: Farnie, usually will have price.. don' t know what they are thinking, but likely will go down than up edwinjup      ( Date: 31-May-2015 09:52) Posted: Walau..never fix the right price....later kanna pump up..that meant have to pay more....really dont like uncertain..
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Shifu8888 Supreme	31-May-2015 10:18        Shifu8888 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Kindly check the corporate exercise of Ezra. This is not the first time they issue rights. After the last rights issue, the value appreciated. This rights is fully underwritten. I will subscribe for it as well as excess rights. Pls keep doubting me. I like to be doubted.... Lol. Let's see, juvenile. I'm vested and will continue vesting. Du_shen      ( Date: 31-May-2015 08:36) Posted: when you are vested.. everything can be good news ..even if they announced rights issue. lol!
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hannyhanny Senior	31-May-2015 10:14        hannyhanny About Contact  Quote this Post!
x 0   x 0  Alert Admin	Farnie, usually will have price.. don' t know what they are thinking, but likely will go down than up edwinjup      ( Date: 31-May-2015 09:52) Posted: Walau..never fix the right price....later kanna pump up..that meant have to pay more....really dont like uncertain... Observers      ( Date: 31-May-2015 09:42) Posted: 200 rights for every 100 shares. Issue up to 2 billion shares for US$150mil (approx S$200mil). Minimum of 10 cents per rights, depending on final pricing by underwriters? Personally, I think this one is a big stick, esp for those who don' t have spare cash lying around. If you don' t cough up (minimum, could be more) 20 cents per share owned (S$200 per lot), you will be diluted 66.6%? And if I remember correctly, Ezra is in the deep water oil industry, the most expensive crude oil of all sources. Not vested, though I do have interest in other listed companies in the same deep water industry.
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Du_shen Veteran	31-May-2015 10:12        Du_shen About Contact  Quote this Post!
x 0   x 0  Alert Admin	agree. not vested too. just hope ppl will learn to cut loss instead of hope and more hope.  Jimmykohkk      ( Date: 31-May-2015 09:12) Posted: As a neutral, I am not vested, from past  trend with Del Monte, Global Yellow pages, Pacific Andes, China fishery.. I would say right issues is not good for share price. I still remember Pacific Andes share tank the day after they annouce right issues, especially when the rights issue is highly dilutive. So 2 for 1 right issues is considered highly dilutive, from a base of share capital of 1000,000 lots 3,000,000 lots after rights issue, EPS will be affected alot. http://www.businesstimes.com.sg/companies-markets/hot-stocks-china-fishery-pacific-andes-dive-on-news-of-rights-issue My advice to those not vested. U can buy the shares when the right shares are traded becos the price will tank when the huge amount of right shares  comes to  the market, then price will recover after market absorbs all the extra right shares. My opinion is based on trading pattern of global yellow pages, Del Monte, Pacific Andes etc... All these are just my personal observation, if u think i talking nonsense, just ignore this posting. Du_shen      ( Date: 31-May-2015 08:36) Posted: when you are vested.. everything can be good news ..even if they announced rights issue. lol!
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