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john_ric Supreme	27-Sep-2018 11:19        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	got m1, just not listed in sgx danger      ( Date: 27-Sep-2018 11:11) Posted: so no more m1 in future ?  M1 mobile subscriber jump ship to starhub ?
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john_ric Supreme	27-Sep-2018 11:18        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	ya i think tpg is like a snake digesting an elephant in oz right now. cant do much in sg market. cann777      ( Date: 27-Sep-2018 11:12) Posted: dun get TPG involved bro, they already having issues back in australia raising the funds for 5G rollout, let alone buying over m1... it will be a war between axiata vs kep/sph...  Luzern      ( Date: 27-Sep-2018 10:24) Posted: Maybe, just maybe.....TPG Singapore can consider in making a bid?.......getting M1 or even Starhub will accelerate their expansion in the Singapore Market...and by-step some of the issues they face currently.  IMO
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mrwise Supreme	27-Sep-2018 11:14        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Think starhub can worth at least $2.4... Cheap cheap offer now... Lelong price now at $1.87 if you know what i mean... Dyodd... mrwise      ( Date: 27-Sep-2018 11:11) Posted: Better buy starhub.... Next better contestor... Good Value is also there.... Dyodd..
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cann777 Member	27-Sep-2018 11:12        cann777 About Contact  Quote this Post!
x 0   x 0  Alert Admin	dun get TPG involved bro, they already having issues back in australia raising the funds for 5G rollout, let alone buying over m1... it will be a war between axiata vs kep/sph...  Luzern      ( Date: 27-Sep-2018 10:24) Posted: Maybe, just maybe.....TPG Singapore can consider in making a bid?.......getting M1 or even Starhub will accelerate their expansion in the Singapore Market...and by-step some of the issues they face currently.  IMO
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danger Supreme	27-Sep-2018 11:11        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	so no more m1 in future ?  M1 mobile subscriber jump ship to starhub ?
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mrwise Supreme	27-Sep-2018 11:11        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Better buy starhub.... Next better contestor... Good Value is also there.... Dyodd..
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cann777 Member	27-Sep-2018 11:11        cann777 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://axiata.com/mroom/news?year=2018  link to axiata announcement website..... to keep track of the latest developments :) gopguppy      ( Date: 27-Sep-2018 11:09) Posted: Agree. Also, I suspect there is lot of synergy between KC/SPH and M1 to help in its digitalisation transformation effort for data and media.  So they can make lot of $$ down the road if they can buy M1 cheap now.   mrwise      ( Date: 27-Sep-2018 11:02) Posted: Don't sell and hold to get better offer... If not, i rather get the dividend which is much much better...i see good value n m1..
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gopguppy Veteran	27-Sep-2018 11:09        gopguppy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree. Also, I suspect there is lot of synergy between KC/SPH and M1 to help in its digitalisation transformation effort for data and media.  So they can make lot of $$ down the road if they can buy M1 cheap now.   mrwise      ( Date: 27-Sep-2018 11:02) Posted: Don't sell and hold to get better offer... If not, i rather get the dividend which is much much better...i see good value n m1.. mrwise      ( Date: 27-Sep-2018 10:58) Posted: Lousy offer... M1 should worth more than this! Hope A see more value and Up the offer above $2.3.
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mrwise Supreme	27-Sep-2018 11:07        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Give better offer if want to delist... We are not stupid! mrwise      ( Date: 27-Sep-2018 11:02) Posted: Don't sell and hold to get better offer... If not, i rather get the dividend which is much much better...i see good value n m1.. mrwise      ( Date: 27-Sep-2018 10:58) Posted: Lousy offer... M1 should worth more than this! Hope A see more value and Up the offer above $2.3.
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cann777 Member	27-Sep-2018 11:04        cann777 About Contact  Quote this Post!
x 0   x 0  Alert Admin	> 50% becomes unconditional > 90% becomes mandatory (means u dun have a choice) this is my 2nd experience, my 1st time was with GLP back then.... :) gopguppy      ( Date: 27-Sep-2018 11:00) Posted: By the way, can anyone explain whether the threshold is 50% or 90% for offer to become unconditional ?
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Luzern Supreme	27-Sep-2018 11:02        Luzern About Contact  Quote this Post!   Yells: "9"
x 0   x 0  Alert Admin	A bidding war will be good for all telco investors..............
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cann777 Member	27-Sep-2018 11:02        cann777 About Contact  Quote this Post!
x 0   x 0  Alert Admin	think about it this way.... last time round, they wanted to privatise m1, it could have cost them (assuming 25% premium over stock price) $2.5-2.6 buying m1 would have cost them 2.4 billion. now they privatise it at 2.06 just cost them 1.9 billion, they have much more room to up their offer again if take up rates are low....  pasttime      ( Date: 27-Sep-2018 09:44) Posted: ok deal but still below price where it was push to past 2.2 during last rumour of sell out.
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Qanghoo Supreme	27-Sep-2018 11:02        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I believe it sounds kinder than Wheelock which is really squeezing minorities.  So, where are the champions of minority shareholders for WPL?  mrwise      ( Date: 27-Sep-2018 10:58) Posted: Lousy offer... M1 should worth more than this! Hope A see more value and Up the offer above $2.3. TanSiBeiKu      ( Date: 27-Sep-2018 10:05) Posted: SINGAPORE - Singapore Press Holdings (SPH), together with Keppel Corp, will be making a pre-conditional voluntary general offer of $2.06 per share for the  remaining M1 shares they do not own, valuing Singapore' s third-largest mobile operator at $1.9 billion.
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mrwise Supreme	27-Sep-2018 11:02        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Don't sell and hold to get better offer... If not, i rather get the dividend which is much much better...i see good value n m1.. mrwise      ( Date: 27-Sep-2018 10:58) Posted: Lousy offer... M1 should worth more than this! Hope A see more value and Up the offer above $2.3. TanSiBeiKu      ( Date: 27-Sep-2018 10:05) Posted: SINGAPORE - Singapore Press Holdings (SPH), together with Keppel Corp, will be making a pre-conditional voluntary general offer of $2.06 per share for the  remaining M1 shares they do not own, valuing Singapore' s third-largest mobile operator at $1.9 billion.
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gopguppy Veteran	27-Sep-2018 11:00        gopguppy About Contact  Quote this Post!
x 0   x 0  Alert Admin	By the way, can anyone explain whether the threshold is 50% or 90% for offer to become unconditional ?
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mrwise Supreme	27-Sep-2018 10:58        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Lousy offer... M1 should worth more than this! Hope A see more value and Up the offer above $2.3. TanSiBeiKu      ( Date: 27-Sep-2018 10:05) Posted: SINGAPORE - Singapore Press Holdings (SPH), together with Keppel Corp, will be making a pre-conditional voluntary general offer of $2.06 per share for the  remaining M1 shares they do not own, valuing Singapore' s third-largest mobile operator at $1.9 billion.
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john_ric Supreme	27-Sep-2018 10:57        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	i guess noon to lift  H and can trade afternoon. MichaelSchenker      ( Date: 27-Sep-2018 09:43) Posted: Trading Halt max 3 days. Otherwise mandatory suspension. M1 should resume trading soon together with SPH and KCL   gopguppy      ( Date: 27-Sep-2018 09:35) Posted: I dont think Axiata will sell to them. So they need the extra 20% of shares (to make up from ther existing 30% to 50%) from the share holders. So we shareholders need to be resolute. Will trading be halted till Mar 2019??
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ryanon123 Member	27-Sep-2018 10:36        ryanon123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think Axiata will have to counter bid. Dont think they agree $2.06 but we will see. My guess story not end here, more developments to come. I feel starhub could be a buy now. Those with holdings in M1 will have to re adjust their portfolio, and most likely flow into starhub.
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Luzern Supreme	27-Sep-2018 10:24        Luzern About Contact  Quote this Post!   Yells: "9"
x 0   x 0  Alert Admin	Maybe, just maybe.....TPG Singapore can consider in making a bid?.......getting M1 or even Starhub will accelerate their expansion in the Singapore Market...and by-step some of the issues they face currently.  IMO
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gopguppy Veteran	27-Sep-2018 10:13        gopguppy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Considering the share price has been hovering over $3 just recently, Axiata has most to lose than any minority shareholder in this deal. They have to counter offer. I will add at $2.06-$2.15.
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