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newbie24 Veteran	06-Jan-2017 10:14        newbie24 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Simple question - we all know logistics is a booming sector, with GLP being a global player in key markets, do you really think no one is interested to buy? Given that GLP was trading below NAV since the announcement (I'm using the nov strategic review as the starting point since most M&A uses the first announcement related to M&A to justify the takeover price premium), we will all be in for a good Ang pow. I might be biased - holding and currently looking to top up if the situation allows (looking at Olam too), but I doubt I will be wrong on this one
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investshare Supreme	06-Jan-2017 10:09        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	could be preparing for the D-day.  Now: $2.4x - $2.5x just before sale announcement: $2.6x after announcement: $2.8x-$2.9x FATABA      ( Date: 06-Jan-2017 09:08) Posted: Credit S is still buying at 2.48 ....why?  DYODD   investshare      ( Date: 06-Jan-2017 09:03) Posted: I think it would rise too much at this stage. If takeover at $3, then it should reach around $2.7 before announcement, aro 10% premium. Now will not hit $2.7.
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anthonykwong Supreme	06-Jan-2017 09:59        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sour .... Tell u what, go char your US indices risktaker      ( Date: 06-Jan-2017 09:30) Posted: GLP is a no no to sell... really.. i vote NO Integrity      ( Date: 06-Jan-2017 09:27) Posted: Wonder what will happen if the deal didn' t go through? Afterall, its not 100% but most likely, really depends on the offer price.
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Integrity Elite	06-Jan-2017 09:37        Integrity About Contact  Quote this Post!
x 0   x 0  Alert Admin	If GIC sells their stake then there will be GO. The golden question now is how much is the offer and is GIC willing to accept it? risktaker      ( Date: 06-Jan-2017 09:30) Posted: GLP is a no no to sell... really.. i vote NO Integrity      ( Date: 06-Jan-2017 09:27) Posted: Wonder what will happen if the deal didn' t go through? Afterall, its not 100% but most likely, really depends on the offer price.
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risktaker Supreme	06-Jan-2017 09:30        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	GLP is a no no to sell... really.. i vote NO Integrity      ( Date: 06-Jan-2017 09:27) Posted: Wonder what will happen if the deal didn' t go through? Afterall, its not 100% but most likely, really depends on the offer price.
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FATABA Supreme	06-Jan-2017 09:30        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Even ( if ) this deal didnt goes thru....it will still be revalued. Whoever interested....wld be on the sideline buying up when any slip down. GLP might alos sell partial. ​ This exercise WOULD ONLY BRING GLP up to its real value......logistic are boom town. ( GLP dont hv logistic/ but global world class logistic) Happy investing.     Integrity      ( Date: 06-Jan-2017 09:27) Posted: Wonder what will happen if the deal didn' t go through? Afterall, its not 100% but most likely, really depends on the offer price.
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Integrity Elite	06-Jan-2017 09:27        Integrity About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wonder what will happen if the deal didn' t go through? Afterall, its not 100% but most likely, really depends on the offer price.
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risktaker Supreme	06-Jan-2017 09:24        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	We shouldnt sell GLP...logistic is booming as internet purchase setting up record high in volume...GLP is a gem... we should sell sembmarine ..
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InvestorB Member	06-Jan-2017 09:21        InvestorB About Contact  Quote this Post!
x 0   x 0  Alert Admin	will it touch 2.55 today?
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moneyspinner Veteran	06-Jan-2017 09:16        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Currently @ 2.46 still undervalued! GLP is worth much more!
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Integrity Elite	06-Jan-2017 09:10        Integrity About Contact  Quote this Post!
x 0   x 0  Alert Admin	Morning rush pushed up the price to 2.50, many retailers also coming in to scoop up the shares.
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FATABA Supreme	06-Jan-2017 09:08        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Credit S is still buying at 2.48 ....why?  DYODD   investshare      ( Date: 06-Jan-2017 09:03) Posted: I think it would rise too much at this stage. If takeover at $3, then it should reach around $2.7 before announcement, aro 10% premium. Now will not hit $2.7.
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investshare Supreme	06-Jan-2017 09:03        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think it would rise too much at this stage. If takeover at $3, then it should reach around $2.7 before announcement, aro 10% premium. Now will not hit $2.7.
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Integrity Elite	06-Jan-2017 08:44        Integrity About Contact  Quote this Post!
x 0   x 0  Alert Admin	anthonykwong      ( Date: 06-Jan-2017 08:17) Posted: When the BBs give u a chance to load, just load. Imagine if yesterday halt announcement is an offer bid at $2.88 , today u have to queue at at least $2.80. As picture now clearer and M & A more firm, expect opening Gap Up. Anything below $2.50 is a Buy. 1 Nov bloomberg news 1 Dec appoint JP Morgan strategic review 5 Jan ..in preliminary discussions with various parties for a possible sale..... Keyword :...... Various Parties..... This is Sovereign Fund This is GIC This is systematic , procedural GIC is not going to waste their own time and other body's time
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anthonykwong Supreme	06-Jan-2017 08:17        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	When the BBs give u a chance to load, just load. Imagine if yesterday halt announcement is an offer bid at $2.88 , today u have to queue at at least $2.80. As picture now clearer and M & A more firm, expect opening Gap Up. Anything below $2.50 is a Buy. 1 Nov bloomberg news 1 Dec appoint JP Morgan strategic review 5 Jan ..in preliminary discussions with various parties for a possible sale..... Keyword :...... Various Parties..... This is Sovereign Fund This is GIC This is systematic , procedural GIC is not going to waste their own time and other body's time
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sun233 Elite	06-Jan-2017 07:54        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I would be careful. My co worker sold yesterday at 2.38 and all buyers were with local brokerages. Small players......i dunno can' t really tell if small timers decided to jump on the bus or the burning pit. Holding on to my shares a little while longer. moron101      ( Date: 05-Jan-2017 19:28) Posted: Be prepared to load more! sun233      ( Date: 05-Jan-2017 19:11) Posted: Resume trading on Friday
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Integrity Elite	06-Jan-2017 06:37        Integrity About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, most likely price will move up to its NTA by early February when the first round of offers are expected to come in. anthonykwong      ( Date: 06-Jan-2017 00:49) Posted: read between the lines : "A few bidders".... If Prologis + Norwegian Funds + Blackstone is one of them...well..... Prologis will be the undisputed champion biggest in modern warehousing Share buybacks were also done at around $2.60. BlackRock also bought at $2.80. Upside is still very good.
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anthonykwong Supreme	06-Jan-2017 00:49        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	read between the lines : "A few bidders".... If Prologis + Norwegian Funds + Blackstone is one of them...well..... Prologis will be the undisputed champion biggest in modern warehousing Share buybacks were also done at around $2.60. BlackRock also bought at $2.80. Upside is still very good.
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newbie24 Veteran	06-Jan-2017 00:39        newbie24 About Contact  Quote this Post!
x 0   x 0  Alert Admin	With all due respect (I remember you gave very good analysis during the NOL period, which I am thankful for because it helped in my decision-making), I have to disagree with you. GLP is having increasing profitability at least in the foreseeable future (with the newly set up funds, acquistions etc.), why will there be a need for a quickfire sales? Compare that with Tiger and NOL which were both in the red and SMRT, an essential public good which is not performing (reliability etc.) thus increasing the need to keep it away from the public eye as far as possible, is a little off tangent.  sgng123      ( Date: 05-Jan-2017 23:28) Posted: Book value max and we almost there with bb pushing it before trading halt, it is similar to nol buyout insider roughly know the offer price and hike it to 95% . Anyway this one is bb show and over, look for other potential privatisation target. Sembmarine, siaeng, etc those that had active share buyback, still remember glp had very active sharebuyback when it tank below 1.80 in 2016. Now those insider share buyback laughing to the bank. In short watch out in 1h17, all those privatisation flooding market as they had completed share buyback programme in 2016. SIA eng highest chance to go private next, watch for big volume jump in either sia or sia eng since sia owned 77% siaeng mother child stocks combo
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anthonykwong Supreme	05-Jan-2017 23:55        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	That is sour grapes blended with bull s h i t = sgng sgng123      ( Date: 05-Jan-2017 23:28) Posted: Book value max and we almost there with bb pushing it before trading halt, it is similar to nol buyout insider roughly know the offer price and hike it to 95% . Anyway this one is bb show and over, look for other potential privatisation target. Sembmarine, siaeng, etc those that had active share buyback, still remember glp had very active sharebuyback when it tank below 1.80 in 2016. Now those insider share buyback laughing to the bank. In short watch out in 1h17, all those privatisation flooding market as they had completed share buyback programme in 2016. SIA eng highest chance to go private next, watch for big volume jump in either sia or sia eng since sia owned 77% siaeng mother child stocks combo
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