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Global Logistic
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Northy
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17-Nov-2016 11:16
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Pleaseeeeee....." all in " then you know
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Qanghoo
Supreme |
17-Nov-2016 11:09
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Haha, we cld be less than even 3% probably. 
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zandlery
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17-Nov-2016 11:09
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And the story still goes on............
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Northy
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17-Nov-2016 11:00
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Seems like someone is trying to influence the buying and selling. No disrespect to everyone here, but we are probably less then 10% of total daily volume? | ||||
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moron101
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17-Nov-2016 10:50
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Suggest Anthony to take a break. His mental condition is causing a bit of worries.. take care.. | ||||
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Northy
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17-Nov-2016 10:48
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I did that's why I buy high sell low....
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Just4win
Supreme |
17-Nov-2016 10:44
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Northy, u notti notti... better learn from the wise guy
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Northy
Member |
17-Nov-2016 10:39
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Buy high sell low..... 👍 😂 😂 😂
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dc16888
Master |
17-Nov-2016 10:38
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Hmm.. pathetic fellow, loss untill in   such insane state.    |
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anthonykwong
Supreme |
17-Nov-2016 10:35
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what is Talent ? how you define Talent ? Talent is someone goes to platform A, learn, come out and create out of nothing platform B that surpasses platform A. whereas , some, CEOs this COOs that in very good platform C, thinks platform C success is because of him or her, but in reality, when they are out on their own, they are at a blur, a loss of what to do. This, to me is NOT a talent.  Some big ideas 9/10, executions 5/10...these are NOT talents. They are just followers, that' s all. |
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anthonykwong
Supreme |
17-Nov-2016 10:27
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the wise can see both the unwise and the wise perspectives . such wisdom only the wise will know. anyway,  i applaud GIC for its move on P3 (Europe). Well done. This is a very, very good investment.    |
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Just4win
Supreme |
17-Nov-2016 10:27
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Little fear ? Hmmm.. u   bou at 2.06 n sold off at 2.01 Or u mean if u can buy at 1.8x, then u will have little fear ? .  
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Northy
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17-Nov-2016 10:19
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Anthony you sound like 2 person with different views
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anthonykwong
Supreme |
17-Nov-2016 10:15
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I am prepared to ALL IN GLP when the timing and price is Right for me. I have little fear. Afterall, GLP is in good hands. Profitable. Good Management. Growing in Importance. Strategic.  +  Strategic Investor too (GIC) : ) |
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anthonykwong
Supreme |
17-Nov-2016 10:12
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Yesterday was a skilful flushing . (16 Nov) Low volumes, Price below $2. Why ? On   9 Nov, there was some little knee jerk due to Trumpiant and a lot took advantage and bought it from 1.99 to 2.14 (big BIG volumes)   |
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haizzz
Senior |
17-Nov-2016 10:12
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Huge volume buy up 4 and 5 days ago. These contras have been flushed out last few days. Time to move up again. | ||||
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anthonykwong
Supreme |
17-Nov-2016 10:07
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Thus, you can see that GLP becomes " very Strategic" . A   game changer.  Scenario 2: if CIC does take over GLP, then it becomes " a balance of Powers" in modern warehousing. This will be good news for e commerce, clients, 3rd party logistics provider as if there is healthy competition, prices will not be " monopolized" n that sense. Mreover, what is One Belt One Road ? If you dont own strategic assets like warehouses in Japan, China, US, Brazil...you lose out in your One Belt One Road initiative.  |
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anthonykwong
Supreme |
17-Nov-2016 10:01
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So, let' s study some Scenarios for fun.  Scenario 1 :  if GLP falls in to ProLogis (thru M& A or hostile takeover), then not very good for clients , e commerce, 3rd Party Logistics . Why ? Then Prologis will ' control the market' as it will be the Biggest Warehouses Provider in the World, covering US, Brazil, Europe, China, Japan. Of course, most happy is ? Prologis. Never say never. US companies like to do mergers and M & A. Bigger Biggest. |
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anthonykwong
Supreme |
17-Nov-2016 09:52
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I suspect interested parties may have approached GLP about 3 months ago . WHY ? GLP have been aggressively buying back shares rom the open market since last year, almost everyday, almost every month. Within a year or also, more than 3% already bought back out of max 10%. Suddenly, this stops around Aug this year. Most likely interested parties started nego talks in Aug.  Any price dump by markets must pick up. Something BIG brewing for sure. |
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anthonykwong
Supreme |
17-Nov-2016 09:46
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If you study the business model of GLP, i think Everbright just learnt this model from GLP or Prologis, my guess GLP. develop, gain 30%- 40%   , divests, profit booked, dvevelopment goes into REIT managed by GLP again. like build Condo, sell , profit, manage Condo again  |
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