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The Logic Behind PCRD, HKT, PCCW Post Reply Rate topic
Invest1 Elite	06-Apr-2018 10:02        Invest1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	With 2.2cents dividends, he can pocket about SGD50m. So still to come up with about SGD70m to buy over all other 10%. justinetan      ( Date: 04-Apr-2018 16:12) Posted: I mean 2.2 cents per share dividend is insufficient for the buyout of the remaining 10% of PCRD at current share price. It will take about 4.5 cents per share dividend at current share price to take out all the remaining shareholders. Assuming that no share premium is offered for the buyout.
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justinetan Member	05-Apr-2018 08:22        justinetan About Contact  Quote this Post!
x 0   x 0  Alert Admin	All these options are available to the majority shareholder for many years but never used. Maybe we as minority shareholders sit back and enjoy the upcoming dividends.
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Invest1 Elite	04-Apr-2018 16:50        Invest1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for your calculations. I think 100 over millions can get a bridging loan from banks or his father.
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justinetan Member	04-Apr-2018 16:12        justinetan About Contact  Quote this Post!
x 0   x 0  Alert Admin	I mean 2.2 cents per share dividend is insufficient for the buyout of the remaining 10% of PCRD at current share price. It will take about 4.5 cents per share dividend at current share price to take out all the remaining shareholders. Assuming that no share premium is offered for the buyout.
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justinetan Member	04-Apr-2018 16:01        justinetan About Contact  Quote this Post!
x 0   x 0  Alert Admin	For the remaining 10%, it will cost $120M at current share price. 2.2 cents is insufficient for complete buyout.
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Invest1 Elite	04-Apr-2018 13:15        Invest1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	By paying himself dividends of 2.2cents, he can use this money to takeover the 10%.  Basically little money out of his own pocket. So this will be the last dividend for all....huat ar..
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justinetan Member	04-Apr-2018 12:23        justinetan About Contact  Quote this Post!
x 0   x 0  Alert Admin	With the latest move of proposing 2.2c, I am hopeful that it is the beginning of delivering annual dividends.
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commando Master	04-Apr-2018 12:20        commando About Contact  Quote this Post!
x 0   x 0  Alert Admin	Btw pacific century didnt give any div since 2010.....
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alexchew Master	04-Apr-2018 12:17        alexchew About Contact  Quote this Post!
x 0   x 0  Alert Admin	going by history, i dont think they receive in e range of 100m dividends annually.. So, u might want to check again, but i could be wrong. justinetan      ( Date: 04-Apr-2018 12:15) Posted: As shared and analysed by member "fruitfulness", PCRD will receive $100M+ in dividends from its investments annually. This translate into potential annual dividends for PCRD shareholders of around 3.7 cents annually. At current share price of 41, the dividend yield is 9%. This is quite a good yield if annual dividends are given out from the dividends receives from PCRD's investment. fruitfulness      ( Date: 12-Feb-2018 13:30) Posted: PCRD just announced a good set of FY results last Friday. This time, PCRD is paying divident of 2.2 cts per share. PCRD consists predominantly of PCCW (& HKT), the Singtel equivalent of HK. While PCRD announced 10% increase in profits, we have Singtel here announcing 9% decrease in profits. PCRD is relatively debt-free, so from this FY, I believe she can continue to return her dividends from PCCW & HKT (which amount to $100m annually easily) to shareholders as dividends.  As Richard Li holds 89+% of PCRD shares, she is also a privatisation play.  There could also be a possibility of asset injection. Whichever angle you look from, PCRD is a very promising stock currently
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justinetan Member	04-Apr-2018 12:15        justinetan About Contact  Quote this Post!
x 0   x 0  Alert Admin	As shared and analysed by member "fruitfulness", PCRD will receive $100M+ in dividends from its investments annually. This translate into potential annual dividends for PCRD shareholders of around 3.7 cents annually. At current share price of 41, the dividend yield is 9%. This is quite a good yield if annual dividends are given out from the dividends receives from PCRD's investment. fruitfulness      ( Date: 12-Feb-2018 13:30) Posted: PCRD just announced a good set of FY results last Friday. This time, PCRD is paying divident of 2.2 cts per share. PCRD consists predominantly of PCCW (& HKT), the Singtel equivalent of HK. While PCRD announced 10% increase in profits, we have Singtel here announcing 9% decrease in profits. PCRD is relatively debt-free, so from this FY, I believe she can continue to return her dividends from PCCW & HKT (which amount to $100m annually easily) to shareholders as dividends.  As Richard Li holds 89+% of PCRD shares, she is also a privatisation play.  There could also be a possibility of asset injection. Whichever angle you look from, PCRD is a very promising stock currently. FaceTheFact      ( Date: 12-Feb-2018 12:29) Posted: Anyone knows what happen? Up nearly 10% with good volumn now...
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huathuat88888 Elite	04-Apr-2018 12:07        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Who knows ? He may offer +50% above NAV to take over offer. This will bring him a good reputation of "fairly ewarding the sharehokders" like his father Kashing always preach. He will do his father proud. At least have some fond mrmories of him. This money can't buy. Invest1      ( Date: 04-Apr-2018 11:41) Posted: Probably waiting for Old Mr Li to retire in May... So start to accumulate since Richard will also accumulating. Less than 1% and he will breach the 90% shareholding...but he unlikely to overpay for the 10% shares, maybe just at valuation
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alexchew Master	04-Apr-2018 12:03        alexchew About Contact  Quote this Post!
x 0   x 0  Alert Admin	don need think of privatise in foreseeable future. he just started paying dividends.. If someone wants to privatise, he wont do this.. Invest1      ( Date: 04-Apr-2018 11:41) Posted: Probably waiting for Old Mr Li to retire in May... So start to accumulate since Richard will also accumulating. Less than 1% and he will breach the 90% shareholding...but he unlikely to overpay for the 10% shares, maybe just at valuation
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Invest1 Elite	04-Apr-2018 11:41        Invest1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Probably waiting for Old Mr Li to retire in May... So start to accumulate since Richard will also accumulating. Less than 1% and he will breach the 90% shareholding...but he unlikely to overpay for the 10% shares, maybe just at valuation
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huathuat88888 Elite	04-Apr-2018 11:16        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If HK TEL land parcels tied to it are being developed. Yes. More than $1 in NAV. justinetan      ( Date: 04-Apr-2018 10:59) Posted: The NAV is S$0.54. In my view, the fair market value of PCRD's assets is estimated to be between $0.90 and $1.00.
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justinetan Member	04-Apr-2018 10:59        justinetan About Contact  Quote this Post!
x 0   x 0  Alert Admin	The NAV is S$0.54. In my view, the fair market value of PCRD's assets is estimated to be between $0.90 and $1.00.
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Invest1 Elite	03-Apr-2018 16:51        Invest1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes. Start collecting at 0.41 and 0.42
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huathuat88888 Elite	03-Apr-2018 15:58        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Under Valued Telco Blue Chip in HK NAV 54 CTS
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huathuat88888 Elite	14-Mar-2018 14:30        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	When is 2.2 cts per share dividend on CD ?
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huathuat88888 Elite	08-Mar-2018 15:24        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	NAV : 54 CTS DIVIDEND : 2.2 CTS CURRENT : 41.5 CTS DIV YIELD : ABT + 5%
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Trader256 Member	08-Mar-2018 15:14        Trader256 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Stale bulls should have sold by now. Looks like it' s about time to re-enter.
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