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bystander1965 Supreme	14-Oct-2021 16:03        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Nop. The 2.7c is not to make retailers happy. All holders including current institution holders will get this. This is because the new private placement holders should not get the div from Jun to 19Oct. Normal book keeping stuff. whisng      ( Date: 14-Oct-2021 15:43) Posted: Nope.  This time is selling the new shares to other private firms or investors, thus private placement, it is different from issuing rights to current unitholders.  Thus no need to do anything on our side.  They offering the lower range to the private firms and thus gave us some " sweets" like 2.7 cents to cover the losses and most probably to make us happy lah. gyiggg      ( Date: 14-Oct-2021 15:26) Posted: I am a fan of CLCT and hold quite alot of shares. I am confused by the recent placement news. Is it the same as what happened a year back when there was a rights issue, and we all received notifcation of the shares allocated and we applied through ATM? Sorry if my question is silly!
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gyiggg Member	14-Oct-2021 15:58        gyiggg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the reply bro. Damnnn, I should have bought at the dip yday. I didnt buy cos I thought there will be a rights issue. Opportunity lost just bcos im blur... I oversubscribed to the last rights issue and I was not dissapointed. whisng      ( Date: 14-Oct-2021 15:43) Posted: Nope.  This time is selling the new shares to other private firms or investors, thus private placement, it is different from issuing rights to current unitholders.  Thus no need to do anything on our side.  They offering the lower range to the private firms and thus gave us some " sweets" like 2.7 cents to cover the losses and most probably to make us happy lah. gyiggg      ( Date: 14-Oct-2021 15:26) Posted: I am a fan of CLCT and hold quite alot of shares. I am confused by the recent placement news. Is it the same as what happened a year back when there was a rights issue, and we all received notifcation of the shares allocated and we applied through ATM? Sorry if my question is silly!
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whisng Veteran	14-Oct-2021 15:43        whisng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nope.  This time is selling the new shares to other private firms or investors, thus private placement, it is different from issuing rights to current unitholders.  Thus no need to do anything on our side.  They offering the lower range to the private firms and thus gave us some " sweets" like 2.7 cents to cover the losses and most probably to make us happy lah. gyiggg      ( Date: 14-Oct-2021 15:26) Posted: I am a fan of CLCT and hold quite alot of shares. I am confused by the recent placement news. Is it the same as what happened a year back when there was a rights issue, and we all received notifcation of the shares allocated and we applied through ATM? Sorry if my question is silly!
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gyiggg Member	14-Oct-2021 15:26        gyiggg About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am a fan of CLCT and hold quite alot of shares. I am confused by the recent placement news. Is it the same as what happened a year back when there was a rights issue, and we all received notifcation of the shares allocated and we applied through ATM? Sorry if my question is silly!
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bystander1965 Supreme	14-Oct-2021 13:12        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	That' s always the tough question. But if you are LT then it' s pretty simple. Last year when they offered 1.17 for retaill, a lot of people were saying it would drop below that after Ex. But it actually reversed course and never touched 1.17 (unadjusted). From there it went on to the high of 1.4x. So far the PA is very similar to last year' s CD phase of the right exercise. But of course stock market is never the same. Today Reits is under pressure last year it was reopening blah blah blah. See how one wants to view it. Haha. actan99      ( Date: 14-Oct-2021 13:03) Posted: Hmm, am thinking if wana buy more,    Should I buy more before Ex- div date,  or AFTER ?
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bystander1965 Supreme	14-Oct-2021 13:04        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	If Q4 maintain Q2/Q3 performance (by the look Q3 is already as good as Q2), I think it will beat your estimate already. marketuncle      ( Date: 14-Oct-2021 12:49) Posted: My personal estimate is about 8.5 cts even w/o the logistics assets and the Edge article even forecast up to 10 cts! Either way, i was happy to load more yesterday (just got to steel my heart to ignore how new investors always get a better deal).  Side question, anyone know what platform allow AI (accredited investors) to apply for such placement shares? Can pm me. Thanks! bystander1965      ( Date: 14-Oct-2021 12:40) Posted: Q3 looks on par to Q2. If Q4 maintains, then FY2021 definitely should be pretty good
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actan99 Master	14-Oct-2021 13:03        actan99 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hmm, am thinking if wana buy more,    Should I buy more before Ex- div date,  or AFTER ?
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marketuncle Veteran	14-Oct-2021 12:49        marketuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	My personal estimate is about 8.5 cts even w/o the logistics assets and the Edge article even forecast up to 10 cts! Either way, i was happy to load more yesterday (just got to steel my heart to ignore how new investors always get a better deal).  Side question, anyone know what platform allow AI (accredited investors) to apply for such placement shares? Can pm me. Thanks! bystander1965      ( Date: 14-Oct-2021 12:40) Posted: Q3 looks on par to Q2. If Q4 maintains, then FY2021 definitely should be pretty good. prophetjul      ( Date: 14-Oct-2021 12:28) Posted: If 1H of 4.23 is an indicator, then FY2021 should be pretty Good
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bystander1965 Supreme	14-Oct-2021 12:40        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Q3 looks on par to Q2. If Q4 maintains, then FY2021 definitely should be pretty good. prophetjul      ( Date: 14-Oct-2021 12:28) Posted: If 1H of 4.23 is an indicator, then FY2021 should be pretty Good. bystander1965      ( Date: 14-Oct-2021 12:17) Posted: 1st Half div was 0.0423. By 19Oct, 3.66 months from June have passed, and the indicative div is 0.027. I think that tells a lot what Q3 result will be. Then by 26Oct when the result is out it will no longer be a surprise.
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marketuncle Veteran	14-Oct-2021 12:35        marketuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Confimed in this article ... Huat ah :) https://www.theedgesingapore.com/capital/reits/capitaland-china-trust-rejigs-portfolio-lower-exposure-retail-malls-ramp-dpu-growth
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prophetjul Master	14-Oct-2021 12:29        prophetjul About Contact  Quote this Post!
x 0   x 0  Alert Admin	The proforma DPU was based on FY2020. marketuncle      ( Date: 14-Oct-2021 12:25) Posted: Yap, the pro forma DPU estimate in the annoucement is an understimation of the foward DPU :) bystander1965      ( Date: 14-Oct-2021 12:17) Posted: 1st Half div was 0.0423. By 19Oct, 3.66 months from June have passed, and the indicative div is 0.027. I think that tells a lot what Q3 result will be. Then by 26Oct when the result is out it will no longer be a surprise.
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prophetjul Master	14-Oct-2021 12:28        prophetjul About Contact  Quote this Post!
x 0   x 0  Alert Admin	If 1H of 4.23 is an indicator, then FY2021 should be pretty Good. bystander1965      ( Date: 14-Oct-2021 12:17) Posted: 1st Half div was 0.0423. By 19Oct, 3.66 months from June have passed, and the indicative div is 0.027. I think that tells a lot what Q3 result will be. Then by 26Oct when the result is out it will no longer be a surprise.
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marketuncle Veteran	14-Oct-2021 12:25        marketuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yap, the pro forma DPU estimate in the annoucement is an understimation of the foward DPU :) bystander1965      ( Date: 14-Oct-2021 12:17) Posted: 1st Half div was 0.0423. By 19Oct, 3.66 months from June have passed, and the indicative div is 0.027. I think that tells a lot what Q3 result will be. Then by 26Oct when the result is out it will no longer be a surprise.
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bystander1965 Supreme	14-Oct-2021 12:21        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	If it ever gets close to 1.169, sapu more. But that' s just me. I hold for very very LT. bystander1965      ( Date: 14-Oct-2021 12:17) Posted: 1st Half div was 0.0423. By 19Oct, 3.66 months from June have passed, and the indicative div is 0.027. I think that tells a lot what Q3 result will be. Then by 26Oct when the result is out it will no longer be a surprise.
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marketuncle Veteran	14-Oct-2021 12:21        marketuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brighter when they realised their long term plan to have  30% retail (down from 70+% now), 30% New Economy, and 40% integrated and commercial. halleluyah      ( Date: 14-Oct-2021 11:10) Posted: gd reit...beside malls, now it got business park n logistic.....bright future while its still cheap to collect....
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bystander1965 Supreme	14-Oct-2021 12:17        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	1st Half div was 0.0423. By 19Oct, 3.66 months from June have passed, and the indicative div is 0.027. I think that tells a lot what Q3 result will be. Then by 26Oct when the result is out it will no longer be a surprise.
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halleluyah Supreme	14-Oct-2021 11:10        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	gd reit...beside malls, now it got business park n logistic.....bright future while its still cheap to collect....
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prophetjul Master	14-Oct-2021 11:06        prophetjul About Contact  Quote this Post!
x 0   x 0  Alert Admin	What' s her name?  :P Yeah...logistics is a good play for China, which is vast and populated.  Lobster      ( Date: 14-Oct-2021 09:55) Posted: This one slightly different from Ascott placement. Ascott did it too often, and the size bigger, and in lowdown hospitality business. This one is venturing to high flying essential logistics business, and the properties are straightaway accretive to the company in various ways. Plus China is booming for this kind of essential facilities. Capitaland has capable people studying this deal for a long time, and the people who dealing it is not like that hopless arrogant wet between the ears Sherman. I heard from their coffee lady the results is going to be super good.
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whisng Veteran	14-Oct-2021 11:06        whisng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correct.  If no good, yesterday the attack by the shorts goondos a lot of people will sell low to them already, but the price still holds quite strongly.  If no good, those insiders or employees already sell-off CLCT even before the deal is disclosed liao. Lobster      ( Date: 14-Oct-2021 09:55) Posted: This one slightly different from Ascott placement. Ascott did it too often, and the size bigger, and in lowdown hospitality business. This one is venturing to high flying essential logistics business, and the properties are straightaway accretive to the company in various ways. Plus China is booming for this kind of essential facilities. Capitaland has capable people studying this deal for a long time, and the people who dealing it is not like that hopless arrogant wet between the ears Sherman. I heard from their coffee lady the results is going to be super good.
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Lobster Elite	14-Oct-2021 09:55        Lobster About Contact  Quote this Post!   Yells: "Even Adam Khoo believes in the Black Market!"
x 1   x 0  Alert Admin	This one slightly different from Ascott placement. Ascott did it too often, and the size bigger, and in lowdown hospitality business. This one is venturing to high flying essential logistics business, and the properties are straightaway accretive to the company in various ways. Plus China is booming for this kind of essential facilities. Capitaland has capable people studying this deal for a long time, and the people who dealing it is not like that hopless arrogant wet between the ears Sherman. I heard from their coffee lady the results is going to be super good.
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