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Leongsan Senior	10-Apr-2014 09:49        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	See the EGM circular, the warrant issue new share from the Company, ie dilution for all shareholders. The confusion was created by the thinking that Carlyle will push........which is illogical. Mano and those at the EGM protested. Stop hoping and look for facts. Carlyle must got something over the majority shareholders for them to agree. stockpicker      ( Date: 10-Apr-2014 09:16) Posted: Hunt high and low,  could not find the document.  Is it something that was agreed after the AGM?    Para 8 of the original warrant document gave a detail accounts of shareholders of holdings before and after the warrant is exercised.. Ng family' s share remained the same but its percentage went down to 67.35% from 70.51%,  is that not share dilution? http://repository.shareinvestor.com/rpt_view.pl/id/b574302fa90fef5624a4095cbe829cb033fd862b43c0a8794dc6c3f291d9bd48/type/si_news   stockpicker      ( Date: 10-Apr-2014 08:57) Posted: I may have missed something here.  Is there a source for this document?  If that being the case,  the grouses from minor shareholders   is really unfounded.      If the shares for warrant conversion are really coming out from Ng families,    wouldn' t it be a private dealing,    sort of  stock purchase from a Director/Substantial stock holder with warrant conversion that is quite unprecedented.      How much did Ng family  pledged for giving up the shares?  Much  was said about the capital of the group will be increased by USD$40 million,  does that mean Ng family is giving up their shares for free?
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stockpicker Master	10-Apr-2014 09:16        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hunt high and low,  could not find the document.  Is it something that was agreed after the AGM?    Para 8 of the original warrant document gave a detail accounts of shareholders of holdings before and after the warrant is exercised.. Ng family' s share remained the same but its percentage went down to 67.35% from 70.51%,  is that not share dilution? http://repository.shareinvestor.com/rpt_view.pl/id/b574302fa90fef5624a4095cbe829cb033fd862b43c0a8794dc6c3f291d9bd48/type/si_news   stockpicker      ( Date: 10-Apr-2014 08:57) Posted: I may have missed something here.  Is there a source for this document?  If that being the case,  the grouses from minor shareholders   is really unfounded.      If the shares for warrant conversion are really coming out from Ng families,    wouldn' t it be a private dealing,    sort of  stock purchase from a Director/Substantial stock holder with warrant conversion that is quite unprecedented.      How much did Ng family  pledged for giving up the shares?  Much  was said about the capital of the group will be increased by USD$40 million,  does that mean Ng family is giving up their shares for free? newbie888      ( Date: 09-Apr-2014 23:44) Posted: isn' t the share converted taken from the existing shares that the Ng family is holding? If so why would there be a dilution again? please advice.. thanks...
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stockpicker Master	10-Apr-2014 08:57        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	I may have missed something here.  Is there a source for this document?  If that being the case,  the grouses from minor shareholders   is really unfounded.      If the shares for warrant conversion are really coming out from Ng families,    wouldn' t it be a private dealing,    sort of  stock purchase from a Director/Substantial stock holder with warrant conversion that is quite unprecedented.      How much did Ng family  pledged for giving up the shares?  Much  was said about the capital of the group will be increased by USD$40 million,  does that mean Ng family is giving up their shares for free? newbie888      ( Date: 09-Apr-2014 23:44) Posted: isn' t the share converted taken from the existing shares that the Ng family is holding? If so why would there be a dilution again? please advice.. thanks... stockpicker      ( Date: 08-Apr-2014 23:10) Posted: When the share price crosses 0.52,  the warrants will be converted to shares.  The existing shares will be diluted by 90 mil.    Quite likely,  the BBs,  including the Ngs,  will presumably try their best to prevent the price from crossing over 0.52.. so,    the likely pple who want to see price  crossing  0.52 will  be CapIIA/Caryle..  The  speculators will help along until  it is about the cross 0.52.  But there will always  be some,   who believe in long tern investment and will never believe the  dilution will bring down prices,  they will  continue  buying.    China Fish tried this  $1/= warrants  trick 3 years ago.  It did not work and dun see why it should work this time.    Put it another way,  if a  company  has good financial fundamental and bright future,  there will be no need to go after this kind of trick to hold the investors   on the other hand,  the investors will pull out if the company did not have what they wanted,  a  trick like this won' t  hold them back.
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CWC*** Member	10-Apr-2014 00:18        CWC*** About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya lor......me Si peh boring to explain liao......... newbie888      ( Date: 09-Apr-2014 23:44) Posted: isn' t the share converted taken from the existing shares that the Ng family is holding? If so why would there be a dilution again? please advice.. thanks... stockpicker      ( Date: 08-Apr-2014 23:10) Posted: When the share price crosses 0.52,  the warrants will be converted to shares.  The existing shares will be diluted by 90 mil.    Quite likely,  the BBs,  including the Ngs,  will presumably try their best to prevent the price from crossing over 0.52.. so,    the likely pple who want to see price  crossing  0.52 will  be CapIIA/Caryle..  The  speculators will help along until  it is about the cross 0.52.  But there will always  be some,   who believe in long tern investment and will never believe the  dilution will bring down prices,  they will  continue  buying.    China Fish tried this  $1/= warrants  trick 3 years ago.  It did not work and dun see why it should work this time.    Put it another way,  if a  company  has good financial fundamental and bright future,  there will be no need to go after this kind of trick to hold the investors   on the other hand,  the investors will pull out if the company did not have what they wanted,  a  trick like this won' t  hold them back.
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newbie888 Veteran	09-Apr-2014 23:44        newbie888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	isn' t the share converted taken from the existing shares that the Ng family is holding? If so why would there be a dilution again? please advice.. thanks... stockpicker      ( Date: 08-Apr-2014 23:10) Posted: When the share price crosses 0.52,  the warrants will be converted to shares.  The existing shares will be diluted by 90 mil.    Quite likely,  the BBs,  including the Ngs,  will presumably try their best to prevent the price from crossing over 0.52.. so,    the likely pple who want to see price  crossing  0.52 will  be CapIIA/Caryle..  The  speculators will help along until  it is about the cross 0.52.  But there will always  be some,   who believe in long tern investment and will never believe the  dilution will bring down prices,  they will  continue  buying.    China Fish tried this  $1/= warrants  trick 3 years ago.  It did not work and dun see why it should work this time.    Put it another way,  if a  company  has good financial fundamental and bright future,  there will be no need to go after this kind of trick to hold the investors   on the other hand,  the investors will pull out if the company did not have what they wanted,  a  trick like this won' t  hold them back. Leongsan      ( Date: 08-Apr-2014 09:39) Posted: Try this logic.......why would anyone push up the shares so that Carlyle get some more to sell to you ? Only when the Ngs need money for chinafish operations? The loan issue all settled now. It is good results from the acduisition that drive the price. Dont wear rose tinted glasses.
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Leongsan Senior	09-Apr-2014 09:28        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Carlyle has got 3 years to convert warrants to shares at 52cents regardless of price, though above 52 cents share price to their advantage stockpicker      ( Date: 08-Apr-2014 23:10) Posted: When the share price crosses 0.52,  the warrants will be converted to shares.  The existing shares will be diluted by 90 mil.    Quite likely,  the BBs,  including the Ngs,  will presumably try their best to prevent the price from crossing over 0.52.. so,    the likely pple who want to see price  crossing  0.52 will  be CapIIA/Caryle..  The  speculators will help along until  it is about the cross 0.52.  But there will always  be some,   who believe in long tern investment and will never believe the  dilution will bring down prices,  they will  continue  buying.    China Fish tried this  $1/= warrants  trick 3 years ago.  It did not work and dun see why it should work this time.    Put it another way,  if a  company  has good financial fundamental and bright future,  there will be no need to go after this kind of trick to hold the investors   on the other hand,  the investors will pull out if the company did not have what they wanted,  a  trick like this won' t  hold them back. Leongsan      ( Date: 08-Apr-2014 09:39) Posted: Try this logic.......why would anyone push up the shares so that Carlyle get some more to sell to you ? Only when the Ngs need money for chinafish operations? The loan issue all settled now. It is good results from the acduisition that drive the price. Dont wear rose tinted glasses.
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stockpicker Master	08-Apr-2014 23:10        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	When the share price crosses 0.52,  the warrants will be converted to shares.  The existing shares will be diluted by 90 mil.    Quite likely,  the BBs,  including the Ngs,  will presumably try their best to prevent the price from crossing over 0.52.. so,    the likely pple who want to see price  crossing  0.52 will  be CapIIA/Caryle..  The  speculators will help along until  it is about the cross 0.52.  But there will always  be some,   who believe in long tern investment and will never believe the  dilution will bring down prices,  they will  continue  buying.    China Fish tried this  $1/= warrants  trick 3 years ago.  It did not work and dun see why it should work this time.    Put it another way,  if a  company  has good financial fundamental and bright future,  there will be no need to go after this kind of trick to hold the investors   on the other hand,  the investors will pull out if the company did not have what they wanted,  a  trick like this won' t  hold them back. Leongsan      ( Date: 08-Apr-2014 09:39) Posted: Try this logic.......why would anyone push up the shares so that Carlyle get some more to sell to you ? Only when the Ngs need money for chinafish operations? The loan issue all settled now. It is good results from the acduisition that drive the price. Dont wear rose tinted glasses. T2LE56      ( Date: 08-Apr-2014 08:01) Posted: Bro,   .... so far the price has not gone pass 0.52. According to stockpiler, Carlyle cannot have the warrants unless it crossed 0.52 What' s good for the BB, should Carlyle to take up the warrants ???
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SLPY69 Senior	08-Apr-2014 09:48        SLPY69 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Leongsan, well said    exactly the loan issue already settled ..... history. Just relax and wait for the announcement ... chill ez ez ... it shall sure come.
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Leongsan Senior	08-Apr-2014 09:39        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Try this logic.......why would anyone push up the shares so that Carlyle get some more to sell to you ? Only when the Ngs need money for chinafish operations? The loan issue all settled now. It is good results from the acduisition that drive the price. Dont wear rose tinted glasses. T2LE56      ( Date: 08-Apr-2014 08:01) Posted: Bro,   .... so far the price has not gone pass 0.52. According to stockpiler, Carlyle cannot have the warrants unless it crossed 0.52 What' s good for the BB, should Carlyle to take up the warrants ???
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RoundRound Elite	08-Apr-2014 09:30        RoundRound About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tikam Tikam can also"
x 0   x 0  Alert Admin	The primary weakness of China Fish is its huge debt due to buying up the Peru fishery. Though it just locked into longer term loan for 2 years from short-term facility, the high interest cost is eating up much of its profit generated
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T2LE56 Senior	08-Apr-2014 08:01        T2LE56 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro,   .... so far the price has not gone pass 0.52. According to stockpiler, Carlyle cannot have the warrants unless it crossed 0.52 What' s good for the BB, should Carlyle to take up the warrants ???
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Leongsan Senior	08-Apr-2014 07:16        Leongsan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone interested to push will had sold out after Carlyle got the 90m warrants.The ones will only push are the Ngs   CWC***      ( Date: 07-Apr-2014 19:47) Posted: Again .....be remain that Carlyle can only converted the warrants when CF at $0.52...... so if Carlyle wanted to take it up ....paisei ...pls come out $$$ to push its up to $0.52......... If no others BB to push to $0.52.......sorry .....the warrants will toh after 3 years......... Carlyle got 3 years on hand + they already loss big last round = The high changes that management will addopt Wait N See strategy....... so CF not for short term investors....... Cheeeeeers       T2LE56      ( Date: 07-Apr-2014 19:00) Posted: Guess you answered the question while I was keying ... haha Seriously don' t understand, what is the reason for giving Carlyle the warrants. Some was not happy about it because it is a steal ... as mentioned by someone. If it is so good, why is Carlyle don' t take it up ?  There is no mentioning if they have taken the offer or they don' t need to make known. Stockpiler or anyone care to explain .... thanks
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CWC*** Member	07-Apr-2014 19:47        CWC*** About Contact  Quote this Post!
x 0   x 0  Alert Admin	Again .....be remain that Carlyle can only converted the warrants when CF at $0.52...... so if Carlyle wanted to take it up ....paisei ...pls come out $$$ to push its up to $0.52......... If no others BB to push to $0.52.......sorry .....the warrants will toh after 3 years......... Carlyle got 3 years on hand + they already loss big last round = The high changes that management will addopt Wait N See strategy....... so CF not for short term investors....... Cheeeeeers       T2LE56      ( Date: 07-Apr-2014 19:00) Posted: Guess you answered the question while I was keying ... haha Seriously don' t understand, what is the reason for giving Carlyle the warrants. Some was not happy about it because it is a steal ... as mentioned by someone. If it is so good, why is Carlyle don' t take it up ?  There is no mentioning if they have taken the offer or they don' t need to make known. Stockpiler or anyone care to explain .... thanks stockpicker      ( Date: 07-Apr-2014 17:49) Posted: It is hard to access.  There was no trades after 25 March and that does not mean the Ang Mos are  more gungho.  It could  mean anything     no one is interested or no one is willing to sell  Remember that there is a limited   number of share available for trading in ADR,  even less than those in sg market.  Rightly speaking,  in such a market,  the price would go  wild if there is a  demand for it..
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T2LE56 Senior	07-Apr-2014 19:00        T2LE56 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guess you answered the question while I was keying ... haha Seriously don' t understand, what is the reason for giving Carlyle the warrants. Some was not happy about it because it is a steal ... as mentioned by someone. If it is so good, why is Carlyle don' t take it up ?  There is no mentioning if they have taken the offer or they don' t need to make known. Stockpiler or anyone care to explain .... thanks stockpicker      ( Date: 07-Apr-2014 17:49) Posted: It is hard to access.  There was no trades after 25 March and that does not mean the Ang Mos are  more gungho.  It could  mean anything     no one is interested or no one is willing to sell  Remember that there is a limited   number of share available for trading in ADR,  even less than those in sg market.  Rightly speaking,  in such a market,  the price would go  wild if there is a  demand for it.. T2LE56      ( Date: 07-Apr-2014 17:42) Posted: Look like the recent CIFHY went UP and maintain UP, whereas the mother share BOZ is DOWN. Interesting so what Slpy said is true ... CIFHY is UP and remain so. Paiseh thought he/ she anyhow quote. Look like the US guy are positive with the BB. Peru is near them and most of the news are in foreign language. Anyway sian to update the news in case some people said kan cheong.
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T2LE56 Senior	07-Apr-2014 18:05        T2LE56 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Since the free share is so limited, does it mean that it will rise and fall very fast ?  stockpicker      ( Date: 07-Apr-2014 17:52) Posted: Generally,  ADRs should follow the trend of mother share.. as I have said,  the free share is so limited,  it would be hard to predict the next direction. T2LE56      ( Date: 07-Apr-2014 17:48) Posted: Just saw your post .... so there is no trade from 25 March onward. Interesting ... will it follow the mother share go down
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T2LE56 Senior	07-Apr-2014 17:59        T2LE56 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Chinese fund Fosun would pay $950m for Diamante &ldquo We think our final proposal will be ready by the end of the month [March] or the first week of April. We have no problems of financial leverage because our cash is here. Fosun already set an investment pot of  some $3 billion only for Peru,&rdquo Torres noted in his conversation with Gestion. There is no need for Carlyle to mention/declare if they are taking up the warrants, is it ?
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stockpicker Master	07-Apr-2014 17:52        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Generally,  ADRs should follow the trend of mother share.. as I have said,  the free share is so limited,  it would be hard to predict the next direction. T2LE56      ( Date: 07-Apr-2014 17:48) Posted: Just saw your post .... so there is no trade from 25 March onward. Interesting ... will it follow the mother share go down
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stockpicker Master	07-Apr-2014 17:49        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is hard to access.  There was no trades after 25 March and that does not mean the Ang Mos are  more gungho.  It could  mean anything     no one is interested or no one is willing to sell  Remember that there is a limited   number of share available for trading in ADR,  even less than those in sg market.  Rightly speaking,  in such a market,  the price would go  wild if there is a  demand for it.. T2LE56      ( Date: 07-Apr-2014 17:42) Posted: Look like the recent CIFHY went UP and maintain UP, whereas the mother share BOZ is DOWN. Interesting so what Slpy said is true ... CIFHY is UP and remain so. Paiseh thought he/ she anyhow quote. Look like the US guy are positive with the BB. Peru is near them and most of the news are in foreign language. Anyway sian to update the news in case some people said kan cheong.
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T2LE56 Senior	07-Apr-2014 17:48        T2LE56 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just saw your post .... so there is no trade from 25 March onward. Interesting ... will it follow the mother share go down
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T2LE56 Senior	07-Apr-2014 17:42        T2LE56 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look like the recent CIFHY went UP and maintain UP, whereas the mother share BOZ is DOWN. Interesting so what Slpy said is true ... CIFHY is UP and remain so. Paiseh thought he/ she anyhow quote. Look like the US guy are positive with the BB. Peru is near them and most of the news are in foreign language. Anyway sian to update the news in case some people said kan cheong.
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