logo transparent gif
top_white_spacer
Home Latest Stock Forum Topics MyCorner - Personal Stocks Porfolio Stock Lists Investor Insights Investor Research & Links Dynamic Stock Charting FREE Registration About Us top spacer top spacer
 User Password Auto-Login
Enter Stock
 
righttip
branding

Back
First   < Newer   1821-1840 of 6108   Older>   Last  
Latest Forum Topics / SATS    Last:3.99 --  Post Reply
Sats
ckmpd1
Supreme
21-Nov-2022 13:26     
 
ckmpd1 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		$2.62 this morning.  Not good
 Useful To Me  Not Useful To Me
ckmpd1
Supreme
21-Nov-2022 13:20     
 
ckmpd1 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Exactly.  That is my point.  Kerry Mok is in the mgmt.  He has to be precise and exact.  A good brief will be something like:

WFS Acquisition

1. RI of 4:1 at $2.20, raising $800M
2. Bank loan of $700m at 4% interest per annum for 10yrs
3. Own cash of $200m.

No ifs, no buts.  Precise and to the point

FATABA      ( Date: 21-Nov-2022 12:31) Posted:

Right to the point ...agree. 
From investor point of view .....tell me directly rights is 4:1 at 2.20 ....this is direct and allow investor to know and prepared the capital or otherwise. 
In fact it is worst to say not more then $800M and maybe this or that ....it ONLY develop view that nothing is confirm .
You mean management MUST depend on the share price jus  in one to two mth than can confirm the rights ration n price ......hmm 
all generating more questions ??? 
Whatever, STILL awaiting the confirmation the ACTUAL right ratio and price .....till this is in hard copy .....i guess SATS price will still be volatile. 
Dyodd

ckmpd1      ( Date: 21-Nov-2022 09:45) Posted:

Agree with you.  In any business, clarity and timeliness in announcements are important.  Mo company shd shy away from releasing imformation quickly and in good time.  Some SHs are happy with vague SATS statements and ambiguities and claim they can make informed decisions with half baked statements which hardly are revealing nor lrgally binding on the mgmt. 

1. For SATS to say that there are few banks which are willing to extend loans for SATS to buy WFS means nothing,
2. For SATS to say that the RI shd not be more than $800m means nothing nor binding.

I dont consider the above vague SATS statements as meaningful
 Useful To Me  Not Useful To Me


ckmpd1
Supreme
21-Nov-2022 13:13     
 
ckmpd1 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Agreeyes

FrancisLim      ( Date: 21-Nov-2022 10:33) Posted:

Used to look at SATS at a good dividend stock before the acquisiton.

Concern is the slow and inadequate disclosure that leads one to ask whether the Co is up to the task of executing the acquistion, integrating the diverse operating units and the employees and contractors.

Really, not even a transcript of the Q& A or substantive questions posed in the Hybrid Session.
 Useful To Me  Not Useful To Me
FATABA
Supreme
21-Nov-2022 12:31     
 
FATABA About Contact  Quote this Post! Style: Combined   Mood: peace
  x 0
  x 0

 Alert Admin 		Right to the point ...agree. 
From investor point of view .....tell me directly rights is 4:1 at 2.20 ....this is direct and allow investor to know and prepared the capital or otherwise. 
In fact it is worst to say not more then $800M and maybe this or that ....it ONLY develop view that nothing is confirm .
You mean management MUST depend on the share price jus  in one to two mth than can confirm the rights ration n price ......hmm 
all generating more questions ??? 
Whatever, STILL awaiting the confirmation the ACTUAL right ratio and price .....till this is in hard copy .....i guess SATS price will still be volatile. 
Dyodd

ckmpd1      ( Date: 21-Nov-2022 09:45) Posted:

Agree with you.  In any business, clarity and timeliness in announcements are important.  Mo company shd shy away from releasing imformation quickly and in good time.  Some SHs are happy with vague SATS statements and ambiguities and claim they can make informed decisions with half baked statements which hardly are revealing nor lrgally binding on the mgmt. 

1. For SATS to say that there are few banks which are willing to extend loans for SATS to buy WFS means nothing,
2. For SATS to say that the RI shd not be more than $800m means nothing nor binding.

I dont consider the above vague SATS statements as meaningful
 Useful To Me  Not Useful To Me
FrancisLim
Elite
21-Nov-2022 10:33     
 
FrancisLim About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Used to look at SATS at a good dividend stock before the acquisiton.

Concern is the slow and inadequate disclosure that leads one to ask whether the Co is up to the task of executing the acquistion, integrating the diverse operating units and the employees and contractors.

Really, not even a transcript of the Q& A or substantive questions posed in the Hybrid Session.
 Useful To Me  Not Useful To Me


ckmpd1
Supreme
21-Nov-2022 09:45     
 
ckmpd1 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Agree with you.  In any business, clarity and timeliness in announcements are important.  Mo company shd shy away from releasing imformation quickly and in good time.  Some SHs are happy with vague SATS statements and ambiguities and claim they can make informed decisions with half baked statements which hardly are revealing nor lrgally binding on the mgmt. 

1. For SATS to say that there are few banks which are willing to extend loans for SATS to buy WFS means nothing,
2. For SATS to say that the RI shd not be more than $800m means nothing nor binding.

I dont consider the above vague SATS statements as meaningful
 Useful To Me  Not Useful To Me
FrancisLim
Elite
21-Nov-2022 09:38     
 
FrancisLim About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		SATS could pick a leaf from CSE' s disclosure on its Hybid Session on its rights issue.  It disclosed its presentation on the right issues and Q& A transcripts on the following day.  CSE also has Big Brother as its investors.

Not advocating buying CSE as I do not understand its business.  It has been making profits, why the need for right issue.
 Useful To Me  Not Useful To Me
PL1968
Senior
20-Nov-2022 20:20     
 
PL1968 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Well, everyone could have their own opinions.
To me, I have studied the details, and found it is good enough to make informed decision. SATS buying WFS is huge amount purchase, I don&rsquo t expect they get every single details ready then announce. Instead, I understand the overall the direction and decision is great, most of the information is also there for investors, that is good enough. We shall allow SATS some time to fine tune it which will be better beneficial to shareholders. For example, they got a few bank offering the term loan, so they need some time to negotiate for better rate and terms. Also, they are aware current share price already over sold, they may like to take a bit more time to see if it rebounce back higher so that they can put the right at higher price to minimize dilution, all these considerations are good for shareholders, so we shall be more patience to wait for good news

martin_shah      ( Date: 20-Nov-2022 20:00) Posted:

I read it. But according to our two most prolific forumers, one insist its not clear, the other even said no plan.

PL1968      ( Date: 20-Nov-2022 12:54) Posted:

SATS Funding update is very clear

Timeline:
Nov-Dec 2022: Funding announcement
Jan 2023: SATS EGM
Mar 2023: Target completion

S$1.8B in total:
Cash: $320M
Term Loans: $700M
Rights Issue: Will not exceed S$800M

Page 17 of 
https://links.sgx.com/FileOpen/SATS%20PPT%20Deck%20for%2014%20Nov%20SIAS%20Dialogue.ashx?App=Announcement& FileID=739128
 Useful To Me  Not Useful To Me


martin_shah
Member
20-Nov-2022 20:00     
 
martin_shah About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		I read it. But according to our two most prolific forumers, one insist its not clear, the other even said no plan.

PL1968      ( Date: 20-Nov-2022 12:54) Posted:

SATS Funding update is very clear

Timeline:
Nov-Dec 2022: Funding announcement
Jan 2023: SATS EGM
Mar 2023: Target completion

S$1.8B in total:
Cash: $320M
Term Loans: $700M
Rights Issue: Will not exceed S$800M

Page 17 of 
https://links.sgx.com/FileOpen/SATS%20PPT%20Deck%20for%2014%20Nov%20SIAS%20Dialogue.ashx?App=Announcement& FileID=739128
 Useful To Me  Not Useful To Me
PL1968
Senior
20-Nov-2022 19:45     
 
PL1968 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		yesyes

Adrianinsing      ( Date: 20-Nov-2022 19:41) Posted:

Totally agree 100a%

Vast majority of Temasek investments exceed expectations

FTX was unfortunate and Sam Bankman-Fried seems to have deceived even the best institutions

PL1968      ( Date: 20-Nov-2022 18:59) Posted:

Majority of Temasek investment making good return, that is why Temasek is able to grow well in the long term. However, nobody is god able to make 100% investment with good return. For FTX they just put in 200m+ which is smaller amount to Temasek comparing their other billions investment. Probably they understood FTX is high risk high return type, that is why they did not put in more.
Furthermore, FTX is the controlling shareholder ILLEGALLY took other people&rsquo s transaction money for high risk activity Mainly for pushing own FTT price and causing it topple overnight. It is totally different SATS buying WFS
 Useful To Me  Not Useful To Me
Adrianinsing
Elite
20-Nov-2022 19:41     
 
Adrianinsing About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Totally agree 100a%

Vast majority of Temasek investments exceed expectations

FTX was unfortunate and Sam Bankman-Fried seems to have deceived even the best institutions

PL1968      ( Date: 20-Nov-2022 18:59) Posted:

Majority of Temasek investment making good return, that is why Temasek is able to grow well in the long term. However, nobody is god able to make 100% investment with good return. For FTX they just put in 200m+ which is smaller amount to Temasek comparing their other billions investment. Probably they understood FTX is high risk high return type, that is why they did not put in more.
Furthermore, FTX is the controlling shareholder ILLEGALLY took other people&rsquo s transaction money for high risk activity Mainly for pushing own FTT price and causing it topple overnight. It is totally different SATS buying WFS.

guiren      ( Date: 20-Nov-2022 18:12) Posted:

WFS will be like FTX ???
https://sgwealthbuilder.com/2022/06/13/dbs-group-holdings-faces-asia-f...

The collapse of FTX is indeed sobering. Yet how did Temasek Holdings manage to invest more than US$275 million in a company that lacks corporate governance? Where is the risk management and what kind of due diligence has been done by those smart dudes at Temasek Holdings before they pumped so much money into backing FTX? Writing off US$275 million of investments is one thing. Of utmost importance would be accountability. Making this amount of losses for an institutional investor is not only embarassing. 


 Useful To Me  Not Useful To Me
PL1968
Senior
20-Nov-2022 18:59     
 
PL1968 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Majority of Temasek investment making good return, that is why Temasek is able to grow well in the long term. However, nobody is god able to make 100% investment with good return. For FTX they just put in 200m+ which is smaller amount to Temasek comparing their other billions investment. Probably they understood FTX is high risk high return type, that is why they did not put in more.
Furthermore, FTX is the controlling shareholder ILLEGALLY took other people&rsquo s transaction money for high risk activity Mainly for pushing own FTT price and causing it topple overnight. It is totally different SATS buying WFS.

guiren      ( Date: 20-Nov-2022 18:12) Posted:

WFS will be like FTX ???
https://sgwealthbuilder.com/2022/06/13/dbs-group-holdings-faces-asia-f...

The collapse of FTX is indeed sobering. Yet how did Temasek Holdings manage to invest more than US$275 million in a company that lacks corporate governance? Where is the risk management and what kind of due diligence has been done by those smart dudes at Temasek Holdings before they pumped so much money into backing FTX? Writing off US$275 million of investments is one thing. Of utmost importance would be accountability. Making this amount of losses for an institutional investor is not only embarassing. 

PL1968      ( Date: 20-Nov-2022 13:09) Posted:

Kerry & Manfred mentioned they already got offers for term loans, and company cash portion also ready. So I think they are waiting to see the share price if go higher, so that they may put the right price higher to minimize dilution. Base on what they mention of the rights to be 10:3 or 4:1, also the fund less than $800m, people may easy to calculate the right price to be around $2.3-2.7, and also easily to calculate how much money to pay for rights base on own holding of share currently. So everything is very clear alread
 Useful To Me  Not Useful To Me


guiren
Veteran
20-Nov-2022 18:12     
 
guiren About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		WFS will be like FTX ???
https://sgwealthbuilder.com/2022/06/13/dbs-group-holdings-faces-asia-f...

The collapse of FTX is indeed sobering. Yet how did Temasek Holdings manage to invest more than US$275 million in a company that lacks corporate governance? Where is the risk management and what kind of due diligence has been done by those smart dudes at Temasek Holdings before they pumped so much money into backing FTX? Writing off US$275 million of investments is one thing. Of utmost importance would be accountability. Making this amount of losses for an institutional investor is not only embarassing. 

PL1968      ( Date: 20-Nov-2022 13:09) Posted:

Kerry & Manfred mentioned they already got offers for term loans, and company cash portion also ready. So I think they are waiting to see the share price if go higher, so that they may put the right price higher to minimize dilution. Base on what they mention of the rights to be 10:3 or 4:1, also the fund less than $800m, people may easy to calculate the right price to be around $2.3-2.7, and also easily to calculate how much money to pay for rights base on own holding of share currently. So everything is very clear already

PL1968      ( Date: 20-Nov-2022 13:01) Posted:

During Meeting Shareholders Section, Kerry and Manfred have given us much more confidence on the operation and acquisition! It shows Sats / Temasek have gone through long time which is talking about years of thorough due diligence, so the acquisition is not something happen over night. They also already got plan in how to integrate WFS smoothly  in coming 12-18 months. They are confident in the positive $100m synergy effects yearly.

The rights going to be 10:3 or 4:1 depend on market price then. There is not going to be huge discount on right price to reflect that Sats is not in financing distress, instead is on good business opportunity to generate better return for shareholders. I think the right price likely will be around $2.3 if share price stay at current level, or even at $2.7 if by the time price goes back to above $3.

Temasek and all directors will subscript the rights fully as they are confident enough! Temasek will not take excess rights due to certain threshold limitation as if they take more, that will limit Sats operation in certain territory, the excess rights if any will be undertake by the bank. That is good as that shall avoid the right price to be priced too low.

By next quarter, they forecast business volume will go up to about 80% pre-pandemic level which is crossing over 70% of break even point. So Sats will start to make profit and distribute dividend.

These are really good news and I believe that will definitely boost the share price higher and higher.
 Useful To Me  Not Useful To Me
GGTTAANN
Senior
20-Nov-2022 13:57     
 
GGTTAANN About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Thanks PL 1968.

Good that you clear the air.

Good news should be anouncing soon.

DYODD.
 Useful To Me  Not Useful To Me
PL1968
Senior
20-Nov-2022 13:09     
 
PL1968 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Kerry & Manfred mentioned they already got offers for term loans, and company cash portion also ready. So I think they are waiting to see the share price if go higher, so that they may put the right price higher to minimize dilution. Base on what they mention of the rights to be 10:3 or 4:1, also the fund less than $800m, people may easy to calculate the right price to be around $2.3-2.7, and also easily to calculate how much money to pay for rights base on own holding of share currently. So everything is very clear already

PL1968      ( Date: 20-Nov-2022 13:01) Posted:

During Meeting Shareholders Section, Kerry and Manfred have given us much more confidence on the operation and acquisition! It shows Sats / Temasek have gone through long time which is talking about years of thorough due diligence, so the acquisition is not something happen over night. They also already got plan in how to integrate WFS smoothly  in coming 12-18 months. They are confident in the positive $100m synergy effects yearly.

The rights going to be 10:3 or 4:1 depend on market price then. There is not going to be huge discount on right price to reflect that Sats is not in financing distress, instead is on good business opportunity to generate better return for shareholders. I think the right price likely will be around $2.3 if share price stay at current level, or even at $2.7 if by the time price goes back to above $3.

Temasek and all directors will subscript the rights fully as they are confident enough! Temasek will not take excess rights due to certain threshold limitation as if they take more, that will limit Sats operation in certain territory, the excess rights if any will be undertake by the bank. That is good as that shall avoid the right price to be priced too low.

By next quarter, they forecast business volume will go up to about 80% pre-pandemic level which is crossing over 70% of break even point. So Sats will start to make profit and distribute dividend.

These are really good news and I believe that will definitely boost the share price higher and higher.
 Useful To Me  Not Useful To Me
PL1968
Senior
20-Nov-2022 13:01     
 
PL1968 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		During Meeting Shareholders Section, Kerry and Manfred have given us much more confidence on the operation and acquisition! It shows Sats / Temasek have gone through long time which is talking about years of thorough due diligence, so the acquisition is not something happen over night. They also already got plan in how to integrate WFS smoothly  in coming 12-18 months. They are confident in the positive $100m synergy effects yearly.

The rights going to be 10:3 or 4:1 depend on market price then. There is not going to be huge discount on right price to reflect that Sats is not in financing distress, instead is on good business opportunity to generate better return for shareholders. I think the right price likely will be around $2.3 if share price stay at current level, or even at $2.7 if by the time price goes back to above $3.

Temasek and all directors will subscript the rights fully as they are confident enough! Temasek will not take excess rights due to certain threshold limitation as if they take more, that will limit Sats operation in certain territory, the excess rights if any will be undertake by the bank. That is good as that shall avoid the right price to be priced too low.

By next quarter, they forecast business volume will go up to about 80% pre-pandemic level which is crossing over 70% of break even point. So Sats will start to make profit and distribute dividend.

These are really good news and I believe that will definitely boost the share price higher and higher.
 Useful To Me  Not Useful To Me
PL1968
Senior
20-Nov-2022 12:54     
 
PL1968 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		SATS Funding update is very clear

Timeline:
Nov-Dec 2022: Funding announcement
Jan 2023: SATS EGM
Mar 2023: Target completion

S$1.8B in total:
Cash: $320M
Term Loans: $700M
Rights Issue: Will not exceed S$800M

Page 17 of 
https://links.sgx.com/FileOpen/SATS%20PPT%20Deck%20for%2014%20Nov%20SIAS%20Dialogue.ashx?App=Announcement& FileID=739128
 Useful To Me  Not Useful To Me
ckmpd1
Supreme
20-Nov-2022 06:17     
 
ckmpd1 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Agree.

But there is no plan yet.  So we can deduce that SATS is facing problems trying to secure funding for WFS' s acquisition.  And this is not good.  Market will punish SATs.  SHs will suffer

Adrianinsing      ( Date: 19-Nov-2022 23:42) Posted:

I totally agree

By now there should really be a clear unambiguous plan

ckmpd1      ( Date: 19-Nov-2022 18:19) Posted:

Yes.  almost two months since acquisition announcement and yet SATS is unable to announce financing plan.  Not good sign
 Useful To Me  Not Useful To Me
Adrianinsing
Elite
19-Nov-2022 23:42     
 
Adrianinsing About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		I totally agree

By now there should really be a clear unambiguous plan

ckmpd1      ( Date: 19-Nov-2022 18:19) Posted:

Yes.  almost two months since acquisition announcement and yet SATS is unable to announce financing plan.  Not good sign,

guiren      ( Date: 19-Nov-2022 18:09) Posted:

SATS plan for the WFS acquisition,, will be another "   COLLAPSE OF FTX " ,,,same same pattern ,,,
 Useful To Me  Not Useful To Me
ckmpd1
Supreme
19-Nov-2022 18:19     
 
ckmpd1 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Yes.  almost two months since acquisition announcement and yet SATS is unable to announce financing plan.  Not good sign,

guiren      ( Date: 19-Nov-2022 18:09) Posted:

SATS plan for the WFS acquisition,, will be another "   COLLAPSE OF FTX " ,,,same same pattern ,,,

ckmpd1      ( Date: 18-Nov-2022 18:58) Posted:

Agree.  $2.54 may be tested earlier that what SATS SH' s thin
 Useful To Me  Not Useful To Me
                                                         First   < Newer   1821-1840 of 6108   Older>   Last  



ShareJunction Version: 27 Nov 2020 ver- All Rights Reserved. Copyright ShareJunction Pte. Ltd. Disclaimer: All prices from are delayed. ShareJunction does not provide you with any financial advice. We are not into the business of providing any investment advice. See our Terms and Conditions and Privacy Policy of using this website. Data is delayed for varying periods of time depending on the exchange, but for at least 15 minutes. Copyright © SIX Financial Information Ltd. and its licensors. All Rights reserved. Further distribution and use by third parties prohibited. SIX Financial Information and its licensors make no warranty for information displayed and accept no liability for data and prices. SIX Financial Information reserves the right to adapt and/or alter this website at any time without prior notice.

Web design by FoundationFlux. Hosted with Signetique Cloud.