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Capitaland
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hokpin
Supreme |
22-Mar-2021 12:16
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Hahaha. Wow, people are in q for high price now. Sure Shortis' s butts kena fire hot hot and run road liao!
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bystander1965
Supreme |
22-Mar-2021 12:13
Yells: "What I say is just my assessment. DYODD" |
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As of 12Mar (2 fridays ago), there were 43mil shorts outstanding. 05Mar there were 48mil. So maybe last Friday at least 35mil? | ||||
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Starship
Supreme |
22-Mar-2021 12:09
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mav1ryan
Veteran |
22-Mar-2021 12:08
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I am seeing $4.50 (chiong ah !!) .. wahahahaha
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Bongbong
Master |
22-Mar-2021 12:07
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Brother, are u panicking now? Don' t go ard different threads hai lang leh hope no one shorted big
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hokpin
Supreme |
22-Mar-2021 12:06
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Shortis will be busy to cover their position liao. Fire their butts hot hot! Price should be pushed up and up!
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Starship
Supreme |
22-Mar-2021 12:05
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A Masterstroke that barbeques all the evil Clown Shorties for good!!!     
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mav1ryan
Veteran |
22-Mar-2021 12:04
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Will there be a Shortsqueeze?? I hope it will, will be fun to see that..
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Bongbong
Master |
22-Mar-2021 12:04
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True that as well, thanks for sharing
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mav1ryan
Veteran |
22-Mar-2021 11:59
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Ascendas : 1.347 CICT : 1.082 Fraser Cpt Tr : 1.136 Mapletree Com Tr : 1.217 Mapletree Ind Tr : 1.592 Suntec REIT : 0.739 I think these are more relevant Apple to Apple comparison, most are > 1.
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kasskarthik
Member |
22-Mar-2021 11:58
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NEWS RELEASE CapitaLand proposes restructuring to sharpen business focus and unlock shareholder value ▪ To create a leading global Real Estate Investment Manager (REIM) with multiple Fund AUM growth drivers ▪ Privatised real estate development business to continue to incubate projects and provide pipeline opportunities for newly created REIM ▪ To unlock substantial value for CapitaLand shareholders ▪ CapitaLand shareholders to receive an implied consideration of S$4.102 per share in cash and scrip, including 1-for-1 equivalent stake in new listed entity (CLIM) *******i heard that hedge funds with about 35M short postions will be burnt ******** Shorts go to hell!!!!!! |
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Starship
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22-Mar-2021 11:58
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Bongbong
Master |
22-Mar-2021 11:53
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I think most reits trade below NAV? exception is those data n logistics related. So depends on the composition of this new reit
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hokpin
Supreme |
22-Mar-2021 11:52
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How ah?
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mav1ryan
Veteran |
22-Mar-2021 11:49
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My guess is Huat Ar..
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mav1ryan
Veteran |
22-Mar-2021 11:47
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CLIM will becomes REITs and Business Trusts, and if assume the Price/NAV to be at least 1 (can be more), it will be at least $2.715. If Price/Nav is 1.2 (similar to other REITs), will be $3,26. My guess. |
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zhixuen
Veteran |
22-Mar-2021 11:47
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What would be the strategy. Hold or Sell? | ||||
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Starship
Supreme |
22-Mar-2021 11:47
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bystander1965
Supreme |
22-Mar-2021 11:39
Yells: "What I say is just my assessment. DYODD" |
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That' s my understanding. CL is now private. It holds its prop dev and CLIM. All CL SH become CLIM SH. CLIM managements reits/investment. The prop dev is removed. CL SH will get 1 CLIM + 0.951 cash + 0.155 CICT share. They all add up to 4.102 theoretically. The question is what will CLIM be when listed.
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mav1ryan
Veteran |
22-Mar-2021 11:34
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Based on current share capital of 5,202,962,608 as at 19 Mar 2021. Assuming conversion of all outstanding convertible bonds, vesting of awards between Joint Announcement Date and Scheme Effective Date and estimated number of ordinary shares to be issued as payment of director fees, fully diluted shares outstanding will be 5,409,995,696. In such case, Eligible Shareholders will receive the following for every 1 CapitaLand share:
(a) 1 CLIM share at NAV per share of S$2.715, (b) S$0.951 in cash,
(c) 0.071 CICT Units (representing CLA&rsquo s share of DIS of CICT Units distributed to Eligible Shareholders) valued at S$0.151, based on CICT&rsquo s 1M VWAP of S$2.122/share as at 19 Mar 2021,
(d) 0.072 CICT Units distributed to Eligible Shareholders valued at S$0.152, based on CICT&rsquo s 1M VWAP of S$2.122/share as at 19 Mar 2021
Thats my understanding, someone please help to clarify if I am wrong in my interpretation. 1) The CapitaLand share will change to CLIM share, CapitaLand will privatised to run their development arms. 2) Existing CapitaLand will be paid $0.951/share, 0.071 CICT Reit shares will be given (will have dilution of CICT?) |
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