Alpha Integrated RE    Last:0.48    -0.01

REMOVE SABANA REIT MANAGER

Thanks. You also confirm you like to assume.

 

Thks, you just confirmed you not familiar 👍

W32012      ( Date: 08-Apr-2017 15:40) Posted: Biased sample is also a sample. laksaman57      ( Date: 08-Apr-2017 15:37) Posted: Apparently you not familiar with statistical sampling

 

Biased sample is also a sample.

laksaman57      ( Date: 08-Apr-2017 15:37) Posted: Apparently you not familiar with statistical sampling. W32012      ( Date: 08-Apr-2017 15:27) Posted: Don't assume everyone in this forum is a registered member or a contributor. Those who shout the loudest does not necessarily means they are the majority.

 

Apparently you not familiar with statistical sampling.

W32012      ( Date: 08-Apr-2017 15:27) Posted: Don't assume everyone in this forum is a registered member or a contributor. Those who shout the loudest does not necessarily means they are the majority. laksaman57      ( Date: 08-Apr-2017 15:23) Posted: Taking this thread as sampling size, its a good gauge of the appetite of majority investors

 

Indeed. There will definitely be changes to this Reits. Whether it is a privatisation offer or a hostile bid. At this point, a privatisation offer seems more likely.

HVRRVH      ( Date: 08-Apr-2017 15:06) Posted: We shall see. Either way it is likely that there will be changes in the Reit. W32012      ( Date: 08-Apr-2017 14:27) Posted: If E-Shang and Mr Tong did not propose a replacement manager before the EGM, high possibility they are backing Vibrant and are buying in new shares to support Vibrant in the EGM. As savvy investor, they will not leave their returns on investment to chance. If Morgan Stanley has indeed reached out to EShang and EShang is part of the potential partners, then it is already confirmed EShang is backing Vibrant's plan instead of the requisition.

 

Don't assume everyone in this forum is a registered member or a contributor. Those who shout the loudest does not necessarily means they are the majority.

laksaman57      ( Date: 08-Apr-2017 15:23) Posted: Taking this thread as sampling size, its a good gauge of the appetite of majority investors W32012      ( Date: 08-Apr-2017 15:16) Posted: When unsubstantiated assumptions (i.e. Financial institution will not make early redemption, EShang will put up a manager to safeguard their investment etc) is made without efforts by poser to caveat and qualify, some unwary investor may make a wrong decision that ultimately diminished the value of their remaining investment. You may hate the manager and is fully able to absorb the resultant losses, but don't assume all investors have the same risk profile.

 

Taking this thread as sampling size, its a good gauge of the appetite of majority investors

W32012      ( Date: 08-Apr-2017 15:16) Posted: When unsubstantiated assumptions (i.e. Financial institution will not make early redemption, EShang will put up a manager to safeguard their investment etc) is made without efforts by poser to caveat and qualify, some unwary investor may make a wrong decision that ultimately diminished the value of their remaining investment. You may hate the manager and is fully able to absorb the resultant losses, but don't assume all investors have the same risk profile.

 

When unsubstantiated assumptions (i.e. Financial institution will not make early redemption, EShang will put up a manager to safeguard their investment etc) is made without efforts by poser to caveat and qualify, some unwary investor may make a wrong decision that ultimately diminished the value of their remaining investment. You may hate the manager and is fully able to absorb the resultant losses, but don't assume all investors have the same risk profile.

 

If two BB vote to remove mgr, plus point for us to vote to remove mgr. If two BB vote to keep mgr, our vote to remove mgr is insignificant. So, either case, just vote for 'REMOVE THE MGR'

 

If trump win, stock mkt will crash...it didn't If brexit succeed, UK economy will collapse...it didn't If opp win a GRC, estate will become slum...it didn't If two BB support vibrant, why worry about small retail investor like us voting to remove the mgr.😂

W32012      ( Date: 08-Apr-2017 14:27) Posted: If E-Shang and Mr Tong did not propose a replacement manager before the EGM, high possibility they are backing Vibrant and are buying in new shares to support Vibrant in the EGM. As savvy investor, they will not leave their returns on investment to chance. If Morgan Stanley has indeed reached out to EShang and EShang is part of the potential partners, then it is already confirmed EShang is backing Vibrant's plan instead of the requisition. HVRRVH      ( Date: 08-Apr-2017 14:16) Posted: Valid point but don't forget they have a ready manager in place and they can easily step up if the EGM is successful. Don't forget the strategic review where the Reit is saying MS has reached out to potential partner. Who is/are this partner? You can't rule out eshang in the midst of it all. From now till EGM a lot of things can still happen.

 

We shall see. Either way it is likely that there will be changes in the Reit.

W32012      ( Date: 08-Apr-2017 14:27) Posted: If E-Shang and Mr Tong did not propose a replacement manager before the EGM, high possibility they are backing Vibrant and are buying in new shares to support Vibrant in the EGM. As savvy investor, they will not leave their returns on investment to chance. If Morgan Stanley has indeed reached out to EShang and EShang is part of the potential partners, then it is already confirmed EShang is backing Vibrant's plan instead of the requisition. HVRRVH      ( Date: 08-Apr-2017 14:16) Posted: Valid point but don't forget they have a ready manager in place and they can easily step up if the EGM is successful. Don't forget the strategic review where the Reit is saying MS has reached out to potential partner. Who is/are this partner? You can't rule out eshang in the midst of it all. From now till EGM a lot of things can still happen.

 

If E-Shang and Mr Tong did not propose a replacement manager before the EGM, high possibility they are backing Vibrant and are buying in new shares to support Vibrant in the EGM. As savvy investor, they will not leave their returns on investment to chance. If Morgan Stanley has indeed reached out to EShang and EShang is part of the potential partners, then it is already confirmed EShang is backing Vibrant's plan instead of the requisition.

HVRRVH      ( Date: 08-Apr-2017 14:16) Posted: Valid point but don't forget they have a ready manager in place and they can easily step up if the EGM is successful. Don't forget the strategic review where the Reit is saying MS has reached out to potential partner. Who is/are this partner? You can't rule out eshang in the midst of it all. From now till EGM a lot of things can still happen. W32012      ( Date: 08-Apr-2017 13:56) Posted: Firstly nobody know intention of EShang and Mr Tong. If they are backing removal of the manager, as savvy investing entity, they will have act now and proposed a replacement manager in order to convince all other unitholders to support the plan. Have they done it yet? Not that I have seen. But they can also be backing Vibrant.

 

Valid point but don't forget they have a ready manager in place and they can easily step up if the EGM is successful. Don't forget the strategic review where the Reit is saying MS has reached out to potential partner. Who is/are this partner? You can't rule out eshang in the midst of it all. From now till EGM a lot of things can still happen.

W32012      ( Date: 08-Apr-2017 13:56) Posted: Firstly nobody know intention of EShang and Mr Tong. If they are backing removal of the manager, as savvy investing entity, they will have act now and proposed a replacement manager in order to convince all other unitholders to support the plan. Have they done it yet? Not that I have seen. But they can also be backing Vibrant.

 

Firstly nobody know intention of EShang and Mr Tong. If they are backing removal of the manager, as savvy investing entity, they will have act now and proposed a replacement manager in order to convince all other unitholders to support the plan. Have they done it yet? Not that I have seen. But they can also be backing Vibrant.

 

One for all & All for one ...clobber time 👊

huatster      ( Date: 08-Apr-2017 13:46) Posted: We should all stay focused and remove the manager at all cost. Better remove now than seeing the price of the REIT going to become penny REIT.

 

You have completely ignore eshang and Tong in the equation. Though they have not make their real intention known, I think they are in (especially eshang) for a reason. Any collaboration between the 2? Will eshang take a stake just to see the Reit collapse? Granted that they may vote against rather than for in the EGM but as it is, they would have to factor in the possible outcome of a successful vote on the resolutions and its consequences. They are aware of the loan recall etc. The point is, even though their intention is not yet clear, they have to contemplate whatever the outcome so it is definitely not a doom day should EGM is successful.

W32012      ( Date: 08-Apr-2017 13:39) Posted: That the manager is not performing, causing vested unitholders to lose values in their investment is a fact. But this is also spilled milk that cannot be recovered. What rational unitholders need to do now is to find a right price point to cut losses. Voting out the manager without a replacement create an uncertainty (if creditor will choose early redemption) that may cause price to collapse. If you are a vested unitholders, are you ready to lose all your remaining value in Sabana just to give a "middle finger" to the manager? If those are your spare cash, by all means. But if this is your retirement fund, you better think twice. Use your head, not your heart in investment.

 

Strong Buy Singtel  3.88 now...Price can hit: 4.60 

Singtel 0.175 cents dividend (4.5% yield) +Special dividend(0.25 ) 2nd quarter of 2017 Plus Trustware profitable by 2nd or 3nd quarter of 2017.

 

We should all stay focused and remove the manager at all cost. Better remove now than seeing the price of the REIT going to become penny REIT.

 

That the manager is not performing, causing vested unitholders to lose values in their investment is a fact. But this is also spilled milk that cannot be recovered. What rational unitholders need to do now is to find a right price point to cut losses. Voting out the manager without a replacement create an uncertainty (if creditor will choose early redemption) that may cause price to collapse. If you are a vested unitholders, are you ready to lose all your remaining value in Sabana just to give a "middle finger" to the manager? If those are your spare cash, by all means. But if this is your retirement fund, you better think twice. Use your head, not your heart in investment.

 

Companies all have unsecured borrowing. Lenders provide those lending on the premise of the prospects they see on the company business plans that in turn depends on the management proposing these plan. Sabana loans are not 100% secured loan against their assets. And their loan did have early redemption clauses put in as confirmed by the manager. When situation go south, be assured the creditor will be the first to activate all clauses to safeguard their interest.