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wehuattogether88 Supreme	30-Mar-2025 20:25        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	More likely YZJF will chiong up further as it is a boost of confidence from senior executives on purchase of the treasury shares at S$0.72 per lot. The price represents a 111 per cent premium to its average buyback cost, but a 9.7 per cent discount to the weighted average price of S$0.7975 for trades done during the full market day on Mar 28.
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sgng123 Supreme	30-Mar-2025 20:17        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Uncle Ren most likely opt for scrip dividend, bringing his stake above 30%. He need to get waiver from SIC to avoid making Mandatory Offer to all investors. So to prevent or lower possibility of Ren stake going over 30%, stock price had to chiong up lol. Good move on ren to support current rally without spending money.
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HVRRVH Elite	30-Mar-2025 18:07        HVRRVH About Contact  Quote this Post!
x 0   x 1  Alert Admin	Likely for short term it would stay at current level, so YZJF can offer similar scrip price at $0.72 but who knows. As a long long term investor, I can only get more confidence and optimistic of future growth of YZJF and if the price get push up then likely the scrip price would be priced higher too so best scenario for long term investor is the share price stay about the same till scrip price is announced.  ysh2006      ( Date: 30-Mar-2025 18:01) Posted: So important question how will share price react up or down ?..
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HVRRVH Elite	30-Mar-2025 18:03        HVRRVH About Contact  Quote this Post!
x 1   x 1  Alert Admin	With the upcoming AGM to be conducted soon on 15 April 2025, the management seems to be opening up themselves to many questions on the positive side. Despite planning to redeploy some of the huge cash in hands from cash management department, they still wants to scale up capital and had decided to sell the entire treasury shares. In addition, they could inject a further significant sum into the capital by adopting scrip dividend scheme. Potentially, even 50% of the eligible dividends ended in scrip, the company can boost the capital by $60m. In reference to the sale of treasury shares, it is likely that we would see scrip dividend being offer now. YZJF seems gearing up for much more investment activities specifically into the maritime businesses. The sale of treasury shares and if there is offer of scrip dividend, is almost like a Privte Placement and Preferential Offer! Can' t wait to see what else is up old Ren' s sleeves. He has to release such news over a long weekend some more.
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ysh2006 Supreme	30-Mar-2025 18:01        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	So important question how will share price react up or down ?..
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HVRRVH Elite	30-Mar-2025 17:40        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	6 senior excutives of the YZJF group and 2 investors are the buyers. Likely Chinese buyers.  HVRRVH      ( Date: 30-Mar-2025 17:25) Posted: Sale of treasury shares! YZJF is locking big profit by selling existing treasury shares at $0.72, so that' s it, any scrip dividend the shares won' t come from the treasury shares. News has just been released with regard to the sale of treasury shares.  pasttime      ( Date: 29-Mar-2025 18:27) Posted: after the last share buy back. no of share outstanding.  3480450520,  treasury shares 193527600. proposed dividend $0.0345.  so 3480450520 will issue dividend $120075542.94. if maangement proposed script dividend at 5 days average let say $0.80 per shares and if all choose to receive script divdend then need about 150094128 shares.   so if maangement used all treasury shares to do script issue also enough. the higher the share price the lesser treasury shares needed to be used for script divdend. it will solve problem of too many treasury shares.  increased the market float and hence market cap. also help the shorts to exit gracefully.
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HVRRVH Elite	30-Mar-2025 17:25        HVRRVH About Contact  Quote this Post!
x 1   x 0  Alert Admin	Sale of treasury shares! YZJF is locking big profit by selling existing treasury shares at $0.72, so that' s it, any scrip dividend the shares won' t come from the treasury shares. News has just been released with regard to the sale of treasury shares.  pasttime      ( Date: 29-Mar-2025 18:27) Posted: after the last share buy back. no of share outstanding.  3480450520,  treasury shares 193527600. proposed dividend $0.0345.  so 3480450520 will issue dividend $120075542.94. if maangement proposed script dividend at 5 days average let say $0.80 per shares and if all choose to receive script divdend then need about 150094128 shares.   so if maangement used all treasury shares to do script issue also enough. the higher the share price the lesser treasury shares needed to be used for script divdend. it will solve problem of too many treasury shares.  increased the market float and hence market cap. also help the shorts to exit gracefully.
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tch77_pt75 Veteran	30-Mar-2025 16:57        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	By opting for script, doesn?t it affect the share price to go up? ttmmfast      ( Date: 30-Mar-2025 10:37) Posted: Real booster will be major shareholders opt for script only and at the same time announce a big, positive investment since the company has loads of cash.
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sgng123 Supreme	30-Mar-2025 15:18        sgng123 About Contact  Quote this Post!
x 0   x 2  Alert Admin	Don matter much to long investors regardkess of Mandatory Offer as long u get it cheap last year u win big.
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ttmmfast Member	30-Mar-2025 10:37        ttmmfast About Contact  Quote this Post!
x 0   x 0  Alert Admin	Real booster will be major shareholders opt for script only and at the same time announce a big, positive investment since the company has loads of cash.
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HVRRVH Elite	29-Mar-2025 23:50        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good piece of work. The only variables are the issue price and take up rate. $0.80 issue price is also good guess and maybe the issue price will be between $0.72 [10% discount from around current price] and $0.80 [after 10% discount if price get push up to $0.88], typically the discount may not be that steep and a 7% discount will be good as in Boustead' s recent scrip dividend. Personally I don' t think the price will get push up or down too much but what do I know and we shall see. Indeed it would be good if the scrips come from the existing treasury shares as that way, in a sense no ' new' shares are added and ' fertile water didn' t get flow to others' farmland' lol.  pasttime      ( Date: 29-Mar-2025 18:27) Posted: after the last share buy back. no of share outstanding.  3480450520,  treasury shares 193527600. proposed dividend $0.0345.  so 3480450520 will issue dividend $120075542.94. if maangement proposed script dividend at 5 days average let say $0.80 per shares and if all choose to receive script divdend then need about 150094128 shares.   so if maangement used all treasury shares to do script issue also enough. the higher the share price the lesser treasury shares needed to be used for script divdend. it will solve problem of too many treasury shares.  increased the market float and hence market cap. also help the shorts to exit gracefully.
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Heng5335 Member	29-Mar-2025 21:08        Heng5335 About Contact  Quote this Post!
x 0   x 0  Alert Admin	thank you pasttime for your calculation this is helpful to have better understanding. pasttime      ( Date: 29-Mar-2025 18:27) Posted: after the last share buy back. no of share outstanding.  3480450520,  treasury shares 193527600. proposed dividend $0.0345.  so 3480450520 will issue dividend $120075542.94. if maangement proposed script dividend at 5 days average let say $0.80 per shares and if all choose to receive script divdend then need about 150094128 shares.   so if maangement used all treasury shares to do script issue also enough. the higher the share price the lesser treasury shares needed to be used for script divdend. it will solve problem of too many treasury shares.  increased the market float and hence market cap. also help the shorts to exit gracefully.
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pasttime Supreme	29-Mar-2025 18:32        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	average money spend per share to do buy back is about $0.38 per shares. will really make a gain if script dividend happen. estimate about $63m if all choose script at $0.80 sure this is only counting with a lot of assumptions. nothing real yet. dyodd.
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pasttime Supreme	29-Mar-2025 18:27        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 1   x 0  Alert Admin	after the last share buy back. no of share outstanding.  3480450520,  treasury shares 193527600. proposed dividend $0.0345.  so 3480450520 will issue dividend $120075542.94. if maangement proposed script dividend at 5 days average let say $0.80 per shares and if all choose to receive script divdend then need about 150094128 shares.   so if maangement used all treasury shares to do script issue also enough. the higher the share price the lesser treasury shares needed to be used for script divdend. it will solve problem of too many treasury shares.  increased the market float and hence market cap. also help the shorts to exit gracefully.
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sgng123 Supreme	29-Mar-2025 15:49        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	As long everyone understand what mentioned on page4/5 then it good. waiver for whitewash not guarantee as mentioned in page5, they even put a caution notice to all investors. Anything can happen but the scrip dividend overall is bullish for stock price. hope next week break 0.80 decisively.
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HVRRVH Elite	29-Mar-2025 15:00        HVRRVH About Contact  Quote this Post!
x 1   x 0  Alert Admin	Ok take your cue, will not comment on ' Take over / Privatisation' speculation any further too.  volvo125      ( Date: 29-Mar-2025 12:14) Posted: SIC will almost certainly grant the whitewash waiver for both Ren party and independent shareholders as long as the listed coy concerned were to apply. Seeking this whitewash waiver is just a formal protocol YFH needs to go through, nothing more. Ren party collectively hold 29.27% for a long time. If he indeed has underlying intention to take YFH private, he just need to aquire 25m more shares now with $19.9m @0.795 or better still last year with just $8mil @0.32 to trigger the takeover code. $19.9m or $8m is peanut to RenYL. He really doesn' t need to go through all this script dividend stunt to mount a takeover. Whoever is still dreaming of a takeover ..... come back to planet Earth lah ....  And yes, like what HVRRVH has said, I would also be very happy and thankful to kiss Ren' s hand to bid him farewell and walk off with a 90%NAV or higher exit offer to fund my next quest to seek a new deep undervalued target,  but I think it is still very much far more realistic to expect YFH to hit > $1.05 (90%NAV) with the increasingly very real spin off narrative at play than to dream of a > $1.05 privatisation exit offer from Ren.  I am firmly rooted on planet Earth. I will not comment further on any exit offer speculation. HVRRVH      ( Date: 28-Mar-2025 22:29) Posted: ok yes 30% trigger we know but typically it is not hard to get waiver from SGX as can be seen from so many examples. Yes maybe old Ren' s stake will cross 30% owing to scrip but as recently as the webinar couple of months back he said no plan to privatise. And he would be mad to think of it now with the elevated share price compare to months back as mentioned by Volvo125. ok ok i don' t mind privatisation too if there is one with offer matching NAV or at least 90% of NAV but it is not happening and don' t know why you keep harping on it for 2 years.
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volvo125 Master	29-Mar-2025 12:14        volvo125 About Contact  Quote this Post!
x 2   x 0  Alert Admin	SIC will almost certainly grant the whitewash waiver for both Ren party and independent shareholders as long as the listed coy concerned were to apply. Seeking this whitewash waiver is just a formal protocol YFH needs to go through, nothing more. Ren party collectively hold 29.27% for a long time. If he indeed has underlying intention to take YFH private, he just need to aquire 25m more shares now with $19.9m @0.795 or better still last year with just $8mil @0.32 to trigger the takeover code. $19.9m or $8m is peanut to RenYL. He really doesn' t need to go through all this script dividend stunt to mount a takeover. Whoever is still dreaming of a takeover ..... come back to planet Earth lah ....  And yes, like what HVRRVH has said, I would also be very happy and thankful to kiss Ren' s hand to bid him farewell and walk off with a 90%NAV or higher exit offer to fund my next quest to seek a new deep undervalued target,  but I think it is still very much far more realistic to expect YFH to hit > $1.05 (90%NAV) with the increasingly very real spin off narrative at play than to dream of a > $1.05 privatisation exit offer from Ren.  I am firmly rooted on planet Earth. I will not comment further on any exit offer speculation. HVRRVH      ( Date: 28-Mar-2025 22:29) Posted: ok yes 30% trigger we know but typically it is not hard to get waiver from SGX as can be seen from so many examples. Yes maybe old Ren' s stake will cross 30% owing to scrip but as recently as the webinar couple of months back he said no plan to privatise. And he would be mad to think of it now with the elevated share price compare to months back as mentioned by Volvo125. ok ok i don' t mind privatisation too if there is one with offer matching NAV or at least 90% of NAV but it is not happening and don' t know why you keep harping on it for 2 years.  sgng123      ( Date: 28-Mar-2025 22:14) Posted: It not abt u,me or anyone in forum. It all about Ren YL stake 29.27% is damn too close to trigger SGX take over rule if he decide to swap his dividend to shares. On page 4/5 yzjfh disclose what would happen if Ren trigger 30% threhold. it SGX 30% take over rule which all veteran investors all know
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HVRRVH Elite	28-Mar-2025 22:29        HVRRVH About Contact  Quote this Post!
x 1   x 0  Alert Admin	ok yes 30% trigger we know but typically it is not hard to get waiver from SGX as can be seen from so many examples. Yes maybe old Ren' s stake will cross 30% owing to scrip but as recently as the webinar couple of months back he said no plan to privatise. And he would be mad to think of it now with the elevated share price compare to months back as mentioned by Volvo125. ok ok i don' t mind privatisation too if there is one with offer matching NAV or at least 90% of NAV but it is not happening and don' t know why you keep harping on it for 2 years.  sgng123      ( Date: 28-Mar-2025 22:14) Posted: It not abt u,me or anyone in forum. It all about Ren YL stake 29.27% is damn too close to trigger SGX take over rule if he decide to swap his dividend to shares. On page 4/5 yzjfh disclose what would happen if Ren trigger 30% threhold. it SGX 30% take over rule which all veteran investors all know. HVRRVH      ( Date: 28-Mar-2025 22:02) Posted: Agree, a typical investor would encounter scrip dividend at one time or another. Like you mentioned, personal I had it with Boustead, MLT, Lendlease just to name a few. A typical investor will not equate scrip dividend as harbinger of privatisation, and indeed, we have heard from the hourse' s mouth during the webinar not too long ago that there was no plan to privatise YZJF. And yes, hopefully investors would have a good Q& A session with the company in the AGM.
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sgng123 Supreme	28-Mar-2025 22:14        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It not abt u,me or anyone in forum. It all about Ren YL stake 29.27% is damn too close to trigger SGX take over rule if he decide to swap his dividend to shares. On page 4/5 yzjfh disclose what would happen if Ren trigger 30% threhold. it SGX 30% take over rule which all veteran investors all know. HVRRVH      ( Date: 28-Mar-2025 22:02) Posted: Agree, a typical investor would encounter scrip dividend at one time or another. Like you mentioned, personal I had it with Boustead, MLT, Lendlease just to name a few. A typical investor will not equate scrip dividend as harbinger of privatisation, and indeed, we have heard from the hourse' s mouth during the webinar not too long ago that there was no plan to privatise YZJF. And yes, hopefully investors would have a good Q& A session with the company in the AGM.  volvo125      ( Date: 28-Mar-2025 20:53) Posted: Script dividends are generally offerred with a discount to the some form of pre-determinded average share price at up to 10%, such as in OCBC, DBS, UOB, CapLand, Olam, Boustead .... etc. Nothing is mentioned on the issued price of dividend shares or discount in the announcement. If YFH offers a good discount to the ongoing share price, it is a good option to consider taking. We should ask RenYL for more details on this script dividend during AGM. Eh ... by the way, I really do not think script dividend has anything to do with privatisation. And I also do not think YFH will privatise any time soon or even in the many years ahead. RenYL could have really done so if he wanted when the share prices were at the rock bottom 0.30s or even low 0.40s but he had openly and repeatedly declared his passionate intent to grow YFH as a listed coy during the various interviews with Edge as well as during the FY24 AGM Q& A which I attended.
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HVRRVH Elite	28-Mar-2025 22:10        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Please lah, heard of whitewashing or waiver or not? Do you know China Sunsine' s majority shareholder hold 60.3% of total share? Or Raffle' s medical the founder owning 54.85% of the shares? Or Centurion' s Mr Loh having 59.793% of the shares? Many other examples if you do some research.  sgng123      ( Date: 28-Mar-2025 21:37) Posted: SGX rule take over code any shareholder with > 30% need to make offer to all investors. Ren and son holding 29.27% , the AMT of dividend they received is 35m if converted to scrip share would exceed 30% easily. Need to apply waiver from SIC but not guaranteed. If Ren stake cross 30% he needs to make GO to all investors
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