| Latest Forum Topics / Thomson Medical Last:0.055 -- |
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Rowsley is brewing!
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gravity8888
Supreme |
22-Nov-2018 10:02
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Hahah 1 pip down again | ||||
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gravity8888
Supreme |
21-Nov-2018 13:53
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Here every day down 1 pip can liao | ||||
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gravity8888
Supreme |
20-Nov-2018 16:52
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Going to 70 soon? | ||||
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huathuat88888
Elite |
19-Nov-2018 10:06
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Not managing Vietnam Hanh Phuc.
Just provided consultancy services.
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huathuat88888
Elite |
19-Nov-2018 09:38
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He has already come out his money. He injected his assets Thomson Medical and TMC Life Sciences. Thomson Medical think managing Vietnam Hospital ?
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alexchew
Master |
19-Nov-2018 08:33
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he dont believe in putting in money from his pocket. He can financially engineer things out
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ysh2006
Supreme |
19-Nov-2018 07:33
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The best option now left two mths to expiry sell the wrt away and use the money to buy mother shares
Wait for the share consolidation or cash reduction whatsoever to take back some residuce money.
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ysh2006
Supreme |
19-Nov-2018 07:22
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PLim in history record so for he didn't support the warrant conversion so far alway let wrt expired worthless.
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huathuat88888
Elite |
19-Nov-2018 02:33
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Exactly .
That thick White Paper Book thicker than a Yellow Pages. So what is a win win ? 1. Share Price above 10, 11, 12 cts at least. 2. Then warrant holders will subscribe. And TMG with funds injection hopefully will grow into a medical powerhouse. So only way i can think of is : PL have something up his sleeve. Maybe he has already found a big investor to invest and to partner him in his TMG. Thats why the "hurry" . Then it could be PL 70% big investor 20 % retail investor 10%.
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Olympus
Member |
19-Nov-2018 01:27
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Thank you for your " critical thinking" thoughts. We all must get away from our " mickey mouse type" mindset that BBs intention in the mkt is to destroy us mini toons(small shareholders). Big boys like PL are out to enrich themselves and some of their moves can be 5-10 years in their developement before actual actions. PL is getting old..mid sixties and after Wilmar, TM might just be his last hurrah before he ride into the Sunset....can we " cream" something for ourselves riding the right wave with him? There are mkt risk and we really don' t know what will happen to those offered bonus warrants and piggy back warrants....big sum of money involve if really conducive to subscribe and like you said win win situation and in the process almost 2 billion dollars in TM coffer to grow and make TM the powerhouse Medical Company of the region. The one year warrant from the moment listed in April this year and up to today almost 7 months have been " underwater" ...it is not like the warrant and the mother share come out firing on all cylinder.... like mother 12 cts and bcos conversion is 9 cts and the warrant trading at 3 cts and if that is the scenario and now warrant hovering around .002 or .003 cts...nobody to blame if we don' t capitalise and enrich ourselves and now stuck with an aging/expiring warrant. It will be absolute " Farcical" if for all that TM promote in their annual report which shareholder all received in their mail....a really thick prospectus like a dictionary and let those warrants expire without giving shareholders a chance to subscribe and in the process given the free piggy back warrant.  
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huathuat88888
Elite |
18-Nov-2018 23:59
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It has to be a Win Win situation for the warrants exercise to be successful for both TMG as well as retail investors. Thus share price is expected to rise. Otherwise shareolders will not subscribe to it. Share price up, warrants execise will then be fruitful.
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huathuat88888
Elite |
18-Nov-2018 22:50
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1. Peter Lim made TMG a pure medical biz.
2. The main reason could be : Other big potential investors are ready to invest into TMG. Like Peter Lim can sold his Wilmar Stake to the institutional buyer , i suspect he had already found the buyer or buyers for some of his TMG stake. Thus paring his stake to about 70 % (i think his fav stake to hold) (even when he acquired Valencia, think he didnt own all. He pulled in Spanish Banks to hold 25 to 30% while he holds about 70% stake) Thus if PL placed out (sell) about 20% of his stake to a big buyer, then that would be fantastic news. Another way is injection of medical assets by his networkof friends and contacts, in exchange of TMG equity thus paring PL stakes to his desired levels. E.g. some indonesian tycoons owns some medical assets in Indonesia some in Singapore Other possible collaborations : Vietnam hospitals This is how i read it. Note : focus on pure medical play is a good thing. As this means there is a focus now. Remember PL once was very interested in IHC and Healthway Medical. With OUE now taking control of both, will they do a tie up ? |
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Olympus
Member |
18-Nov-2018 05:49
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Hi All...like I posted on October 23rd...very hard to trade Remisier King' s counter. For those vested as positional shareholders, I try put up some figures...keep it simple and hopefully easily understandable. With the latest announcement PL just threw a " curved ball" into the ball game...he is literally pulling you into his " death grip" or drawing you to stay the course and cynically rewarding you with a bumper harvest at the end(wishful thinking )....to each his/her own...please DYODD.(1) The whole " Ball Game" started with PL owning 45.36% of Rowsley. Rowsley mkt cap 4,738,417, 411 shares and PL own 45% translated into 2,149,346,138 shares. (2) Rowsley buy Thomson Medical for 1.6 billion dollars by issuing Rowsley shares at .075 cts to seller(PL) and thus PL walk back into Rowsley with 21,333,333,334 new shares and with his original 2,149,346,138 shares now own 23,482,679,472 shares. (3) The mkt cap of Rowsley ballooned to 26 billion plus shares....26,071,750,745 and PL ownership of Rowsley breached the 90% threshold...PL' s holding ballooned to 90.07% (23,482,679,472 / 26,071.750,745 = 90.07%) (4) A White Wash Resolution was proposed to shareholders at last AGM whereby shareholders agree that PL will not have to do a General Offer if PL brings his stake below the 90% ownership. PL sold down his original holdings from 2,149,346,138 shares to           1,849,438,093 shares.  These 1,849,438,093 shares does have the free  2 bonus warrants per share...translated into 3,698,876,186 bonus warrants. (5)This is the interesting part and " Food for thoughts" to those vested...Rowsley as announced in this SGX announcement .....  http://infopub.sgx.com/FileOpen/Press%20Release_Rowsley_SPA.ashx?App=Announcement& FileID=482316      did mentioned that they hope to raise 850 million  and 1.13 billion dollars from the bonus warrants and piggy back warrants   if all the warrants converted....the 850 million and 1.13 billion dollars that was hope to raise include PL' s warrants. Questions that need to be asked if those intend to attend on Dec 4th. is ....PL through the White Wash Resolution and thus commited by certain moratoriums are restricted to act/transact his holdings of shares.  If this is the scenario...PL' s original stake with the warrants...PL will not logically exercise as by exercising, it will possibly again make him breach the 90% threshold. If PL is not exercising those warrants...who is exercising those warrants as PL' s warrants also computed in the amount that the company hope to receive? A possible scenario is that PL' s original stake with warrants attached will be sold soon and the new owner exercise and reap the benefits...possible and logical yes/no? (6) Dec 4th AGM will be very interesting and hope much is revealed and things get clearer on Thomson Medical direction. Ridicuosly, but  regulatory wise...Thomson Medical have to offer current warrant holders and if exercised piggy back holders the chance to receive cash or shares of RSPH ...who will exercise at this juncture at 9 cts and 12 cts when the mother so out of the money at 7.8 cts??. Sadly.... if you have the circulars, it stated the last day to exercise for warrant holders is January 23rd 2019....PL literally drag shareholders through the mud....10 months by January 23rd of pain and sufferings...woman labour 9 mths for childbirth...PL make you carry " his baby" 10 mths and left 2 mths before expiry...damm " Chek ark!!}  After January 23rd and because of the " Capital Reduction Exercise" , there will be a new exercise price for the bonus warrant and piggy back warrant and a guided example was given form 9 cts...possible reduced to 8 cts. This is very significant...if we don' t think through we KPKB and blah blah blah...look at it from major holders...any drop in the exercise price reap enormous amount of gains to them(BBs) if really as we all are led to believe...there will be window period before the one year warrant expire in April next year that the warrants are gainfully convertible. Good luck to those vested. I vested only in some warrants and like with some common interest friends hope to convert and get free piggy backs and sit on piggy backs for 4 years and grow with the Thomson Medical vision. Again I will reiterate...Thomson Medical tho financially sound is not at this juncture recommended for investment nor matter what financial yardstick deployed...it is way overpriced given the amount of shares vs its earnings. Very hard to trade unless got super big volume...I rather look for another Best World to punt ![]()
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Whyliddat
Senior |
16-Nov-2018 16:07
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strongly agreed with you mate
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NextEvolution
Elite |
16-Nov-2018 14:27
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Current market float is 26 billion shares even before all those conversion? Sooner o later they would require to do a share consolidation | ||||
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hotelgrand
Master |
16-Nov-2018 14:21
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mkt seems not in favour of proposed scheme..like case of Fragrance Group and his stable of shares..nearly every year gave bonus shares now reality caught up..can't go up..likewise whatever is proposed by TMC outwardly may appear to benefit retail shareholders..in the long run they suffer but Co reap benefits only..just paper scrips rearrangement to lure in more unsuspecting new shareholders..very cunning & typical of P.L | ||||
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hawkeye2010
Member |
15-Nov-2018 10:07
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Here' s my 2 cents.  After the Dec 4 resolution passes as expected, TMG will be a pure healthcare play and the next quarterly results will reflect tremendous earnings growth from previous quarters. The time will then be ripe for the mother shares to rise for full conversion of in-the-money bonus/piggyback warrants. Let' s see what happens. |
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Whyliddat
Senior |
13-Nov-2018 15:40
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Indeed true. In short , retailers will be squeezed dry dry
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tonytan44
Supreme |
13-Nov-2018 14:56
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got to wait confirmation on dec4 EGM then price will drop. this snooker ball is deadly. accept RSH shares not listed you will be at the mercy of RSH towkay. cash offer if dont accept RSH shares i expect give you lousy price. 
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Whyliddat
Senior |
13-Nov-2018 14:48
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Who will keep tmc now? Who want rsh shares when it's not listed? I'm surprised it drop 1 to 2 pips a day lol
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)....to each his/her own...please DYODD.