F & N    Last:1.43    -0.01

F&N

On 30 Dec- a total of  0.0001% participated in selldown of F& N valuable share due to " Fear" .
                    Less than 1%, in which none of F& N directors took part most F& N shareholders are in " Hold" position.

On 31 Dec-  Market  230K lot selling on 30 Dec was  wiped out  on 31 Dec, with all shares being bought up by individual shareholders.
                          Market closed a high of  $3.63  & inched higher at  $3.50.   

The second day after XE cannot continue its downtrend & rised due to shareholders snapping up the being sold lots " by noobs due to fear" .

 

i am more interested in his blumont's prediction :D

stockpro      ( Date: 31-Dec-2013 16:46) Posted: yeah thats a good reason to come back with your prediction MetalTrader      ( Date: 31-Dec-2013 16:43) Posted: Updated of a clearer & shorter version F& N prediction of Event Unfolding before it happens: 11 Nov- F& N closed at            $5.77. I forecasted that  market default doesn't affect anything. As more bondholders resist, the more attractive F& N stock  appears to shareholders.  Because of the switch acquisition by Charoen, he unlocked the profitability in the F & N and distributed to all shareholders. [At this point, a lot people feared if F& N will default?] 14 Nov-  I reemphasized that  I can't find a better person than Charoen. Profits are shared. Look at VardHolding, & its a different case. After acquisition, no dividend. 16 Nov-  I debated with Teeth53 & provided valuable information. One of the biggest shareholder, Charoen, is just restructuring its debts due to paid at $9.50 at the price when buying F & N shares. The issuance of 2 FCL shares per F& N share, is to increase Charoen value & thereby also increasing shareholders value.Bondholders resistance will be little of significant as 100% of all shareholders passed meeting of issuing 2 FCL per F& N share.        (2 Days Later from my 11 Nov Prediction) Do you think 2 FCL + 1 F& N share will be less or more than current price?        (I give hints but nobody took it seriously) Despite several persistence by Teeth53, I reanswered:            The market only holds % lower than biggest shareholders. Majority% still lies in biggest shareholders. If vested players, consist of minor shareholding % battling out, while        future value being unlocked is imminent. Who will benefit most?                  Teeth53 argued on the debt restricting, I answered: Debt restructure is the debt F& N boss loaned to buy. The basic structure of beverage, property, printing remains intact and is profitable. The bone you talking about is the spliting of FCL, while the meat remains intact (FCL & Beverage + Printing) at shareholders hands. As        FCL + F& N still belongs to shareholders. It only undermine bondholders. Overall, value unlocked means        profitability  to F& N boss and Shareholders. Teeth53 questioned another volatile in play?, I answered: The        market will not be a deciding factor. The        F& N boss's decision will. The value of F& N is going to be unlocked, and the future prospect will depend on how majority of F& N biggest boss and majority of FCL biggest boss manage their business. F& N will probably        try restructure bondholders by paying them $$$ and discontinue loan        (Prediction before happen), thus reducing company loans. In share, majority of shareholders have biggest say but not bondholders.                  Teeth53 reargued that            "                 ThaiBev (Y92.SG) and TCC Assets, with a combined    90.3%    (F& N stake), have until July 19 to restore the free float."       I answered: Because the Combined % from largest amounted to 90.3%, the biggest beneficial will be ThaiBev and TCC Assets. The next will be remaining 9.7% of market will still benefit.        Strategic review is meant for future operating, and Unlocking value likely to happen in near-term.(Accurately predict Unlocking Value before it happen) Teeth53 reargued that Myanmar military issue & Disposal of APB issue, I reanswered: If NAV is $8.80, why do largest shareholder buy at $9.50? If largest shareholder do not have confident business in F& N's benefits will cover $9.50, he wouldn't be buying. So at even the current price of $5.80, you are still buying lesser than the largest shareholder.        (Accurately predict F& N rising Value before it happen)  If largest shareholder have nothing to fear, why should minor shareholder fear? The theory is simple, the largest shareholder combined percentage hit 90%. Do you think the remaining 10% will affect the outcome?  The profitability depends on largest shareholder's decision, and it will        be imminent unlocking of value 2 FCL begins before public buying take place.          (Accurately predict when F& N buying take place before it happen) 17 Nov-  I reemphasized that: This battle is not player vs player, as merely 10%.           Its a battle Combined 2 Shareholders (90%) taking steps to improve their value, & unlocking further potential to benefit them (they are biggest beneficial),        thereby also benefiting the small shareholders (10%) BondHolders are merely lending money, Shareholders got enough fund from retained earning to give them back. If you are not aware, Cash Earning is almost 1 billion a year. For 2014 dividend of 0.12, approximately 2 billion had been for forkout from retained earning to distribute to shareholder.                  Teeth, as you refused the truth that        giving of 2FCL, but it will be imminent.        (Accurately predict 2FCL issuing will be imminent   before it happens) Mr. Charoen        intends to reduce his stake to a range to 88%,  from 90.3% currently.        (Accurately predict reduction Charoen will reduce stake to 88%) To comply with SGX rule for listing FCL in which 12% must be obtained in the hands of public. So situation now is   Public: 9.7%   Buyer-Charoen sold to: 2.3%   Mr Charoen: 88% http://online.wsj.com/news/articles/SB10001424052702304799404579152810197413736 Fraser and Neave is looking to buy back or redeem S$808.25 million worth of bonds.        (Event of BondBuying intention was announced which was predicted previously) http://www.channelnewsasia.com/news/business/singapore/f-n-bondholders-face/884288.html The consent exercise for F& N bondholders ends on Tuesday, and there        are six bonds the company wants to redeem. If bondholders fail to approve the spin-off and the company proceeds with it, this would trigger a technical default and allow creditors to demand immediate repayment of the bonds at par value. The situation is also complicated as there are six different tranches of bonds at stake My Opinion: BondHolder issue can be resolved by $$$.        (I firmly hold my prediction)                       Whether or not BondHolder approve, F& N can proceed by redeeming back the bonds by payment back immediately. BondHolder          can delay  the listing of 2 FCL, but          cannot impact the outcome.        (I predicted the future) Ultimately, if bondholders disagree. BondHolder can sue, but  F& N can buy back bonds at par value. In the end, it won't do BondHolder good, as interest is missed out. Currently, the stock of F& N is precious as only  9.7% is owned by public. This determines only        small % of people will benefit from this spinoff, however it is not impossible  for those who have position in F& N.        (I predicted who will benefits from F& N spinoff) My prediction is that those who buy F& N,          will gain sustain benefits once the spinoff of 2FCL begins. 1 F& N + 2 FCL 's value is certainly to be        more than $6.                (I predicted the future value) FYI:        $6 is only a minimum line.         I already have the value of 1 F& N + 2 FCL in mind. I will not speak off, as it up to different people holding 1 F& N & 2 FCL to decide, at what time is best and most appropriate to sell. It can        stretch way further than $6, depends on how you strategize these 3 stocks @ what time. Kindly note all my information is used as reference, & not to be used in anybody buy or sell.                  He is forced to reduce, not he intend to reduce. Because listing of FCL will require 12% to be maintained in hands of Public. Thus 90.3% to        88% is confirm.        (I give assurance before announcement was made on 12 Dec)              18 Nov- There is one other point worth noting: The revelation by        F& N chairman Lee Hsien Yang, together with board members Timothy Chia, Tan Chong Meng and Nicky Tan, that they plan to hold onto their shares  unless Charoen?s offer turns unconditional.  All these suggest that even at S$8.88 a share, there may still be value to be unlocked in F& N shares.                  http://www.nationmultimedia.com/business/More-value-to-be-unlocked-in-F& N-shares-30192217.html              1 Dec- FYI: 100%-12%= 88% (Maximum he can hold)         His total state 90.3% to 88% (Difference 2.3%) He is forced to reduce, not he intend to reduce. Because listing of FCL will require 12% to be maintained in hands of Public. Thus 90.3% to        88% is confirm.              (I re-give assurance before announcement was made on 12 Dec)                        Out of 5 bondholders, only 2 bondholders opposed. On 29 Nov, a re-meeting is scheduled & F& N            fully paid the 2 bondholders with interests. So now,              bond issue are resolved on 29 Nov.(Prediction of Future Event Actualized) 4 Dec-  i foresee          huge room  for F& N share price to grow..(Prediction of Future Share Price Growth) - The 2 FCL waiting to be released - The 2014 dividend waiting to be released - Hospital Trusts waiting to be released The decision of biggest shareholders will be a key to F& N share price. 6 Dec-            Hospital Trust would be in 2014 onward, as details haven't been covered by largest shareholder yet. This will most likely add value to the earnings of F& N. If to give to shareholder, it is up to largest shareholder's decision. 11 Dec- F& N destiny depends on biggest shareholder decision.        Unlocking of 2 FCL should be expedited  to serve shareholders well.        (Prediction of 2FCL to be expedited before it happen for best value) 12 Dec- The biggest shareholder, CHAROEN, had finally reduced total share to 87.93%, allowing 12% public float for the listing of 2 FCL. It is wise that              2 FCL be as fast as possible        to implement to create the best, & highest profit valuation of F& N + 2 FCL. It is best to be implemented within 1 week from today.(Prediction of best valuation but largest shareholder was a bit later) 14 Dec- It is best the largest shareholder announce the implementation 2 FCL swiftly.        Any delay will affect the overall valuation        &         Any swift implementation will bring the overall valuation to the best valuation.        18 Dec-  F& N overall valuation continues to lie in the hands of largest shareholder. There is hesitation as well as a need to implement release of 2 FCL- Duration of implementation will affect overall valuation. There is a  possible trend of slowly recovering F& N price. I continue to maintain my forecast of          the value of 1 F& N + 2 FCL = $6/ Higher.        Thus,        F& N price remains a fairly attractive price.          Among all the big cap stocks, F& N remains well positioned in market & is fairly solid with future potential value untapped. 24 Dec-  It will be actualized soon. $6 is minimum as predicted, while the maximum is unknown.               As forecasted, & its potential is waiting to be shown. F& N remains the best among all big cap stocks.                 Market closed at            $5.97          My prediction (17 Nov)- Those who buy F& N,          will gain sustain benefits once the spinoff of 2FCL begins.          1 F& N + 2 FCL 's value is certainly to be more than $6.            26 Dec before market open- I forecasted F& N share price is expected to            leap    upward beyond $6 and higher. 26 Dec Closing-            F& N closed at          $6.20 27 Dec before market open- I forecasted F& N share price to rise higher 27 Dec Closing-            F& N closed at          $6.38 28 Dec-      I forecast on 30 Dec- many people will have mixed view & take different position. So, Each to his own. Certainly, my view is  hold.                      There may be fall or rise of F& N price. I revealed the  ultimate prediction:       - 2FCL must keep   The value of $1 each, is not a fixed price, & will rise very hugely in future - At end will have 2 FCL (with rising value) + 1 F& N - After having 2 FCL,      each will have to decide if to keep F& N.     --> As further events of $0.45 (dividends) to be announced + $0.12 (dividends) on Feb.     --> Will biggest shareholders unlock more profits? [Hospital Trust and how it will boost F& N business]               --> For those that trust biggest shareholder business ability- its best to hold         For those that don't trust biggest shareholder business ability- its best to sell For those that follow through this set of F& N ultimate prediction, you are on the safe track.            As the ultimate prediction      are revealed. 29 Dec: BET with Wang Si Tong + Starlene (Valid on Monday only- 30/12/2013) Next, i have a bet with Wang Si Tong on Monday 30th Dec 2013 result I quoted    3 times above his " so called Nav"     [More than 3x of Wang Si Tong NAV $1.695]=      $5.08 - $6.20 range/ higher       I indicated Wang Si Tong calculation NAV result for monday is wrong, & Wang Si Tong made a big mistake by selling F& N for some profits. 2FCL benefits-  he  will miss out 2014 benefits-  depends on individual decision [Dividends +      Possibility of Take Over will benefit shareholder further (if it happens) ] If my bet against Wang Si Tong failed- I  will personally delete " Metal Trader" and not to give any prediction from Monday. [However provocative remark made by Stockpro & Starlene revived the thread] 30 Dec- After XE, Market hit a   $4.08 high &   closed 3.49. (2x above " so called NAV" )                 Wang Si Tong won the bet gracefully. While, for Starlene add in provocative remark but was forgiven since he won 1 bet.                  On 30 Dec closing- i claimed that F& N price will rise 3x above " so called NAV" , above $5.08. 31 Dec- Market 230K lot selling on 30 Dec was wiped out on 31 Dec, with all shares being bought up by individual shareholders.                 Market closed a high of $3.63 & inched higher at $3.50.

 

Mr Teeth- I have high regards for you especially your thread on IPOs. Agree Starlene is frank in her post on his disposal @$4. But, I think there is no need to use words like WTF. Also, his comment that F&N has more room to go south because of major shareholders disposal @5.56. It's a off market disposal. Whether F&N will go south or north, nobody knows. For those who bought @ a high after xe, upon reading his words, what will they think? It's beyond my guess. It's good that this thread is becoming very entertaining.

teeth53      ( Date: 31-Dec-2013 16:34) Posted: To me. Starlene is open and frank (read that he sold F& N shr@$4/- n give his frank opinion) stockpro      ( Date: 31-Dec-2013 16:06) Posted: Starlene will be spared? Who needs you to spare. You really think you are some big shot? Bring it on. Im right here waiting. AND HE IS BACK! People in the forum got to thank me for that. :)

 

yeah thats a good reason to come back with your prediction

MetalTrader      ( Date: 31-Dec-2013 16:43) Posted: Updated of a clearer & shorter version F& N prediction of Event Unfolding before it happens: 11 Nov- F& N closed at            $5.77. I forecasted that  market default doesn't affect anything. As more bondholders resist, the more attractive F& N stock  appears to shareholders.  Because of the switch acquisition by Charoen, he unlocked the profitability in the F & N and distributed to all shareholders. [At this point, a lot people feared if F& N will default?] 14 Nov-  I reemphasized that  I can't find a better person than Charoen. Profits are shared. Look at VardHolding, & its a different case. After acquisition, no dividend. 16 Nov-  I debated with Teeth53 & provided valuable information. One of the biggest shareholder, Charoen, is just restructuring its debts due to paid at $9.50 at the price when buying F & N shares. The issuance of 2 FCL shares per F& N share, is to increase Charoen value & thereby also increasing shareholders value.Bondholders resistance will be little of significant as 100% of all shareholders passed meeting of issuing 2 FCL per F& N share.        (2 Days Later from my 11 Nov Prediction) Do you think 2 FCL + 1 F& N share will be less or more than current price?        (I give hints but nobody took it seriously) Despite several persistence by Teeth53, I reanswered:            The market only holds % lower than biggest shareholders. Majority% still lies in biggest shareholders. If vested players, consist of minor shareholding % battling out, while        future value being unlocked is imminent. Who will benefit most?                  Teeth53 argued on the debt restricting, I answered: Debt restructure is the debt F& N boss loaned to buy. The basic structure of beverage, property, printing remains intact and is profitable. The bone you talking about is the spliting of FCL, while the meat remains intact (FCL & Beverage + Printing) at shareholders hands. As        FCL + F& N still belongs to shareholders. It only undermine bondholders. Overall, value unlocked means        profitability  to F& N boss and Shareholders. Teeth53 questioned another volatile in play?, I answered: The        market will not be a deciding factor. The        F& N boss's decision will. The value of F& N is going to be unlocked, and the future prospect will depend on how majority of F& N biggest boss and majority of FCL biggest boss manage their business. F& N will probably        try restructure bondholders by paying them $$$ and discontinue loan        (Prediction before happen), thus reducing company loans. In share, majority of shareholders have biggest say but not bondholders.                  Teeth53 reargued that            "                 ThaiBev (Y92.SG) and TCC Assets, with a combined    90.3%    (F& N stake), have until July 19 to restore the free float."       I answered: Because the Combined % from largest amounted to 90.3%, the biggest beneficial will be ThaiBev and TCC Assets. The next will be remaining 9.7% of market will still benefit.        Strategic review is meant for future operating, and Unlocking value likely to happen in near-term.(Accurately predict Unlocking Value before it happen) Teeth53 reargued that Myanmar military issue & Disposal of APB issue, I reanswered: If NAV is $8.80, why do largest shareholder buy at $9.50? If largest shareholder do not have confident business in F& N's benefits will cover $9.50, he wouldn't be buying. So at even the current price of $5.80, you are still buying lesser than the largest shareholder.        (Accurately predict F& N rising Value before it happen)  If largest shareholder have nothing to fear, why should minor shareholder fear? The theory is simple, the largest shareholder combined percentage hit 90%. Do you think the remaining 10% will affect the outcome?  The profitability depends on largest shareholder's decision, and it will        be imminent unlocking of value 2 FCL begins before public buying take place.          (Accurately predict when F& N buying take place before it happen) 17 Nov-  I reemphasized that: This battle is not player vs player, as merely 10%.           Its a battle Combined 2 Shareholders (90%) taking steps to improve their value, & unlocking further potential to benefit them (they are biggest beneficial),        thereby also benefiting the small shareholders (10%) BondHolders are merely lending money, Shareholders got enough fund from retained earning to give them back. If you are not aware, Cash Earning is almost 1 billion a year. For 2014 dividend of 0.12, approximately 2 billion had been for forkout from retained earning to distribute to shareholder.                  Teeth, as you refused the truth that        giving of 2FCL, but it will be imminent.        (Accurately predict 2FCL issuing will be imminent   before it happens) Mr. Charoen        intends to reduce his stake to a range to 88%,  from 90.3% currently.        (Accurately predict reduction Charoen will reduce stake to 88%) To comply with SGX rule for listing FCL in which 12% must be obtained in the hands of public. So situation now is   Public: 9.7%   Buyer-Charoen sold to: 2.3%   Mr Charoen: 88% http://online.wsj.com/news/articles/SB10001424052702304799404579152810197413736 Fraser and Neave is looking to buy back or redeem S$808.25 million worth of bonds.        (Event of BondBuying intention was announced which was predicted previously) http://www.channelnewsasia.com/news/business/singapore/f-n-bondholders-face/884288.html The consent exercise for F& N bondholders ends on Tuesday, and there        are six bonds the company wants to redeem. If bondholders fail to approve the spin-off and the company proceeds with it, this would trigger a technical default and allow creditors to demand immediate repayment of the bonds at par value. The situation is also complicated as there are six different tranches of bonds at stake My Opinion: BondHolder issue can be resolved by $$$.        (I firmly hold my prediction)                       Whether or not BondHolder approve, F& N can proceed by redeeming back the bonds by payment back immediately. BondHolder          can delay  the listing of 2 FCL, but          cannot impact the outcome.        (I predicted the future) Ultimately, if bondholders disagree. BondHolder can sue, but  F& N can buy back bonds at par value. In the end, it won't do BondHolder good, as interest is missed out. Currently, the stock of F& N is precious as only  9.7% is owned by public. This determines only        small % of people will benefit from this spinoff, however it is not impossible  for those who have position in F& N.        (I predicted who will benefits from F& N spinoff) My prediction is that those who buy F& N,          will gain sustain benefits once the spinoff of 2FCL begins. 1 F& N + 2 FCL 's value is certainly to be        more than $6.                (I predicted the future value) FYI:        $6 is only a minimum line.         I already have the value of 1 F& N + 2 FCL in mind. I will not speak off, as it up to different people holding 1 F& N & 2 FCL to decide, at what time is best and most appropriate to sell. It can        stretch way further than $6, depends on how you strategize these 3 stocks @ what time. Kindly note all my information is used as reference, & not to be used in anybody buy or sell.                  He is forced to reduce, not he intend to reduce. Because listing of FCL will require 12% to be maintained in hands of Public. Thus 90.3% to        88% is confirm.        (I give assurance before announcement was made on 12 Dec)              18 Nov- There is one other point worth noting: The revelation by        F& N chairman Lee Hsien Yang, together with board members Timothy Chia, Tan Chong Meng and Nicky Tan, that they plan to hold onto their shares  unless Charoen?s offer turns unconditional.  All these suggest that even at S$8.88 a share, there may still be value to be unlocked in F& N shares.                  http://www.nationmultimedia.com/business/More-value-to-be-unlocked-in-F& N-shares-30192217.html              1 Dec- FYI: 100%-12%= 88% (Maximum he can hold)         His total state 90.3% to 88% (Difference 2.3%) He is forced to reduce, not he intend to reduce. Because listing of FCL will require 12% to be maintained in hands of Public. Thus 90.3% to        88% is confirm.              (I re-give assurance before announcement was made on 12 Dec)                        Out of 5 bondholders, only 2 bondholders opposed. On 29 Nov, a re-meeting is scheduled & F& N            fully paid the 2 bondholders with interests. So now,              bond issue are resolved on 29 Nov.(Prediction of Future Event Actualized) 4 Dec-  i foresee          huge room  for F& N share price to grow..(Prediction of Future Share Price Growth) - The 2 FCL waiting to be released - The 2014 dividend waiting to be released - Hospital Trusts waiting to be released The decision of biggest shareholders will be a key to F& N share price. 6 Dec-            Hospital Trust would be in 2014 onward, as details haven't been covered by largest shareholder yet. This will most likely add value to the earnings of F& N. If to give to shareholder, it is up to largest shareholder's decision. 11 Dec- F& N destiny depends on biggest shareholder decision.        Unlocking of 2 FCL should be expedited  to serve shareholders well.        (Prediction of 2FCL to be expedited before it happen for best value) 12 Dec- The biggest shareholder, CHAROEN, had finally reduced total share to 87.93%, allowing 12% public float for the listing of 2 FCL. It is wise that              2 FCL be as fast as possible        to implement to create the best, & highest profit valuation of F& N + 2 FCL. It is best to be implemented within 1 week from today.(Prediction of best valuation but largest shareholder was a bit later) 14 Dec- It is best the largest shareholder announce the implementation 2 FCL swiftly.        Any delay will affect the overall valuation        &         Any swift implementation will bring the overall valuation to the best valuation.        18 Dec-  F& N overall valuation continues to lie in the hands of largest shareholder. There is hesitation as well as a need to implement release of 2 FCL- Duration of implementation will affect overall valuation. There is a  possible trend of slowly recovering F& N price. I continue to maintain my forecast of          the value of 1 F& N + 2 FCL = $6/ Higher.        Thus,        F& N price remains a fairly attractive price.          Among all the big cap stocks, F& N remains well positioned in market & is fairly solid with future potential value untapped. 24 Dec-  It will be actualized soon. $6 is minimum as predicted, while the maximum is unknown.               As forecasted, & its potential is waiting to be shown. F& N remains the best among all big cap stocks.                 Market closed at            $5.97          My prediction (17 Nov)- Those who buy F& N,          will gain sustain benefits once the spinoff of 2FCL begins.          1 F& N + 2 FCL 's value is certainly to be more than $6.            26 Dec before market open- I forecasted F& N share price is expected to            leap    upward beyond $6 and higher. 26 Dec Closing-            F& N closed at          $6.20 27 Dec before market open- I forecasted F& N share price to rise higher 27 Dec Closing-            F& N closed at          $6.38 28 Dec-      I forecast on 30 Dec- many people will have mixed view & take different position. So, Each to his own. Certainly, my view is  hold.                      There may be fall or rise of F& N price. I revealed the  ultimate prediction:       - 2FCL must keep   The value of $1 each, is not a fixed price, & will rise very hugely in future - At end will have 2 FCL (with rising value) + 1 F& N - After having 2 FCL,      each will have to decide if to keep F& N.     --> As further events of $0.45 (dividends) to be announced + $0.12 (dividends) on Feb.     --> Will biggest shareholders unlock more profits? [Hospital Trust and how it will boost F& N business]               --> For those that trust biggest shareholder business ability- its best to hold         For those that don't trust biggest shareholder business ability- its best to sell For those that follow through this set of F& N ultimate prediction, you are on the safe track.            As the ultimate prediction      are revealed. 29 Dec: BET with Wang Si Tong + Starlene (Valid on Monday only- 30/12/2013) Next, i have a bet with Wang Si Tong on Monday 30th Dec 2013 result I quoted    3 times above his " so called Nav"     [More than 3x of Wang Si Tong NAV $1.695]=      $5.08 - $6.20 range/ higher       I indicated Wang Si Tong calculation NAV result for monday is wrong, & Wang Si Tong made a big mistake by selling F& N for some profits. 2FCL benefits-  he  will miss out 2014 benefits-  depends on individual decision [Dividends +      Possibility of Take Over will benefit shareholder further (if it happens) ] If my bet against Wang Si Tong failed- I  will personally delete " Metal Trader" and not to give any prediction from Monday. [However provocative remark made by Stockpro & Starlene revived the thread] 30 Dec- After XE, Market hit a   $4.08 high &   closed 3.49. (2x above " so called NAV" )                 Wang Si Tong won the bet gracefully. While, for Starlene add in provocative remark but was forgiven since he won 1 bet.                  On 30 Dec closing- i claimed that F& N price will rise 3x above " so called NAV" , above $5.08. 31 Dec- Market 230K lot selling on 30 Dec was wiped out on 31 Dec, with all shares being bought up by individual shareholders.                 Market closed a high of $3.63 & inched higher at $3.50.                  teeth53      ( Date: 31-Dec-2013 16:24) Posted: Who can predict for one day, A very good Eg here - just one day n it turn something else. What about for one week, one month or even one year.

 

Please - lets all behave maturely. This forum should not degenerate from a platform of learning and sharing ideas into one of name-calling and stoking or deflating egos. Those who have egos that need pumping, take your fight elsewhere.

We all want to make money out of the market. Comments and analysis, no matter how amateurish but made sincerely and in good faith are always welcome. 

 

 

Updated of a clearer & shorter version

F& N prediction of Event Unfolding before it happens:
11 Nov- F& N closed at            $5.77.
I forecasted that  market default doesn't affect anything. As more bondholders resist, the more attractive F& N stock  appears to shareholders.  Because of the switch acquisition by Charoen, he unlocked the profitability in the F & N and distributed to all shareholders. [At this point, a lot people feared if F& N will default?]

14 Nov-  I reemphasized that  I can't find a better person than Charoen. Profits are shared.
Look at VardHolding, & its a different case. After acquisition, no dividend.

16 Nov-  I debated with Teeth53 & provided valuable information.
One of the biggest shareholder, Charoen, is just restructuring its debts due to paid at $9.50 at the price when buying F & N shares. The issuance of 2 FCL shares per F& N share, is to increase Charoen value & thereby also increasing shareholders value.Bondholders resistance will be little of significant as 100% of all shareholders passed meeting of issuing 2 FCL per F& N share.        (2 Days Later from my 11 Nov Prediction)

Do you think 2 FCL + 1 F& N share will be less or more than current price?        (I give hints but nobody took it seriously)

Despite several persistence by Teeth53, I reanswered:           
The market only holds % lower than biggest shareholders. Majority% still lies in biggest shareholders. If vested players, consist of minor shareholding % battling out, while        future value being unlocked is imminent.
Who will benefit most?                 

Teeth53 argued on the debt restricting, I answered:
Debt restructure is the debt F& N boss loaned to buy. The basic structure of beverage, property, printing remains intact and is profitable. The bone you talking about is the spliting of FCL, while the meat remains intact (FCL & Beverage + Printing) at shareholders hands. As        FCL + F& N still belongs to shareholders. It only undermine bondholders. Overall, value unlocked means        profitability  to F& N boss and Shareholders.

Teeth53 questioned another volatile in play?, I answered:
The        market will not be a deciding factor. The        F& N boss's decision will.
The value of F& N is going to be unlocked, and the future prospect will depend on how majority of F& N biggest boss and majority of FCL biggest boss manage their business. F& N will probably        try restructure bondholders by paying them $$$ and discontinue loan        (Prediction before happen), thus reducing company loans. In share, majority of shareholders have biggest say but not bondholders.                 

Teeth53 reargued that            "                 ThaiBev (Y92.SG) and TCC Assets, with a combined    90.3%    (F& N stake), have until July 19 to restore the free float."       I answered:
Because the Combined % from largest amounted to 90.3%, the biggest beneficial will be ThaiBev and TCC Assets.
The next will be remaining 9.7% of market will still benefit.        Strategic review is meant for future operating, and Unlocking value likely to happen in near-term.(Accurately predict Unlocking Value before it happen)

Teeth53 reargued that Myanmar military issue & Disposal of APB issue, I reanswered:
If NAV is $8.80, why do largest shareholder buy at $9.50?
If largest shareholder do not have confident business in F& N's benefits will cover $9.50, he wouldn't be buying.
So at even the current price of $5.80, you are still buying lesser than the largest shareholder.        (Accurately predict F& N rising Value before it happen)  If largest shareholder have nothing to fear, why should minor shareholder fear?

The theory is simple, the largest shareholder combined percentage hit 90%. Do you think the remaining 10% will affect the outcome?  The profitability depends on largest shareholder's decision, and it will        be imminent unlocking of value 2 FCL begins before public buying take place.          (Accurately predict when F& N buying take place before it happen)

17 Nov-  I reemphasized that:
This battle is not player vs player, as merely 10%.           Its a battle Combined 2 Shareholders (90%) taking steps to improve their value, & unlocking further potential to benefit them (they are biggest beneficial),        thereby also benefiting the small shareholders (10%)

BondHolders are merely lending money, Shareholders got enough fund from retained earning to give them back. If you are not aware, Cash Earning is almost 1 billion a year. For 2014 dividend of 0.12, approximately 2 billion had been for forkout from retained earning to distribute to shareholder.                 

Teeth, as you refused the truth that        giving of 2FCL, but it will be imminent.        (Accurately predict 2FCL issuing will be imminent   before it happens)

Mr. Charoen        intends to reduce his stake to a range to 88%,  from 90.3% currently.        (Accurately predict reduction Charoen will reduce stake to 88%)
To comply with SGX rule for listing FCL in which 12% must be obtained in the hands of public.
So situation now is
  Public: 9.7%
  Buyer-Charoen sold to: 2.3%
  Mr Charoen: 88%
http://online.wsj.com/news/articles/SB10001424052702304799404579152810197413736

Fraser and Neave is looking to buy back or redeem S$808.25 million worth of bonds.        (Event of BondBuying intention was announced which was predicted previously)
http://www.channelnewsasia.com/news/business/singapore/f-n-bondholders-face/884288.html

The consent exercise for F& N bondholders ends on Tuesday, and there        are six bonds the company wants to redeem. If bondholders fail to approve the spin-off and the company proceeds with it, this would trigger a technical default and allow creditors to demand immediate repayment of the bonds at par value. The situation is also complicated as there are six different tranches of bonds at stake

My Opinion: BondHolder issue can be resolved by $$$.        (I firmly hold my prediction)
                      Whether or not BondHolder approve, F& N can proceed by redeeming back the bonds by payment back immediately.

BondHolder          can delay  the listing of 2 FCL, but          cannot impact the outcome.        (I predicted the future)
Ultimately, if bondholders disagree. BondHolder can sue, but  F& N can buy back bonds at par value.
In the end, it won't do BondHolder good, as interest is missed out.

Currently, the stock of F& N is precious as only  9.7% is owned by public.
This determines only        small % of people will benefit from this spinoff, however it is not impossible  for those who have position in F& N.        (I predicted who will benefits from F& N spinoff)

My prediction is that those who buy F& N,          will gain sustain benefits once the spinoff of 2FCL begins.
1 F& N + 2 FCL 's value is certainly to be        more than $6.                (I predicted the future value)

FYI:        $6 is only a minimum line.
        I already have the value of 1 F& N + 2 FCL in mind. I will not speak off, as it up to different people holding 1 F& N & 2 FCL to decide, at what time is best and most appropriate to sell. It can        stretch way further than $6, depends on how you strategize these 3 stocks @ what time.

Kindly note all my information is used as reference, & not to be used in anybody buy or sell.                 

He is forced to reduce, not he intend to reduce. Because listing of FCL will require 12% to be maintained in hands of Public. Thus 90.3% to        88% is confirm.        (I give assurance before announcement was made on 12 Dec)             

18 Nov-
There is one other point worth noting: The revelation by        F& N chairman Lee Hsien Yang, together with board members Timothy Chia, Tan Chong Meng and Nicky Tan, that they plan to hold onto their shares  unless Charoen?s offer turns unconditional.  All these suggest that even at S$8.88 a share, there may still be value to be unlocked in F& N shares.                 
http://www.nationmultimedia.com/business/More-value-to-be-unlocked-in-F& N-shares-30192217.html             

1 Dec-

FYI: 100%-12%= 88% (Maximum he can hold)
        His total state 90.3% to 88% (Difference 2.3%)

He is forced to reduce, not he intend to reduce. Because listing of FCL will require 12% to be maintained in hands of Public. Thus 90.3% to        88% is confirm.              (I re-give assurance before announcement was made on 12 Dec)                       

Out of 5 bondholders, only 2 bondholders opposed.
On 29 Nov, a re-meeting is scheduled & F& N            fully paid the 2 bondholders with interests.
So now,              bond issue are resolved on 29 Nov.(Prediction of Future Event Actualized)

4 Dec-  i foresee          huge room  for F& N share price to grow..(Prediction of Future Share Price Growth)
- The 2 FCL waiting to be released
- The 2014 dividend waiting to be released
- Hospital Trusts waiting to be released

The decision of biggest shareholders will be a key to F& N share price.

6 Dec-            Hospital Trust would be in 2014 onward, as details haven't been covered by largest shareholder yet.
This will most likely add value to the earnings of F& N. If to give to shareholder, it is up to largest shareholder's decision.

11 Dec- F& N destiny depends on biggest shareholder decision.        Unlocking of 2 FCL should be expedited  to serve shareholders well.        (Prediction of 2FCL to be expedited before it happen for best value)

12 Dec- The biggest shareholder, CHAROEN, had finally reduced total share to 87.93%, allowing 12% public float for the listing of 2 FCL. It is wise that              2 FCL be as fast as possible        to implement to create the best, & highest profit valuation of F& N + 2 FCL. It is best to be implemented within 1 week from today.(Prediction of best valuation but largest shareholder was a bit later)

14 Dec- It is best the largest shareholder announce the implementation 2 FCL swiftly.        Any delay will affect the overall valuation        &         Any swift implementation will bring the overall valuation to the best valuation.       

18 Dec-  F& N overall valuation continues to lie in the hands of largest shareholder.
There is hesitation as well as a need to implement release of 2 FCL- Duration of implementation will affect overall valuation. There is a  possible trend of slowly recovering F& N price.

I continue to maintain my forecast of          the value of 1 F& N + 2 FCL = $6/ Higher.        Thus,        F& N price remains a fairly attractive price.          Among all the big cap stocks, F& N remains well positioned in market & is fairly solid with future potential value untapped.

24 Dec-  It will be actualized soon. $6 is minimum as predicted, while the maximum is unknown.
              As forecasted, & its potential is waiting to be shown. F& N remains the best among all big cap stocks.
                Market closed at            $5.97         
My prediction (17 Nov)- Those who buy F& N,          will gain sustain benefits once the spinoff of 2FCL begins.          1 F& N + 2 FCL 's value is certainly to be more than $6.           
26 Dec before market open- I forecasted F& N share price is expected to            leap    upward beyond $6 and higher.
26 Dec Closing-            F& N closed at          $6.20
27 Dec before market open- I forecasted F& N share price to rise higher
27 Dec Closing-            F& N closed at          $6.38
28 Dec-      I forecast on 30 Dec- many people will have mixed view & take different position. So, Each to his own. Certainly, my view is  hold.     
                There may be fall or rise of F& N price. I revealed the  ultimate prediction:
     
- 2FCL must keep
  The value of $1 each, is not a fixed price, & will rise very hugely in future

- At end will have 2 FCL (with rising value) + 1 F& N

- After having 2 FCL,      each will have to decide if to keep F& N.
    --> As further events of $0.45 (dividends) to be announced + $0.12 (dividends) on Feb.
    --> Will biggest shareholders unlock more profits? [Hospital Trust and how it will boost F& N business]
           
  --> For those that trust biggest shareholder business ability- its best to hold
        For those that don't trust biggest shareholder business ability- its best to sell

For those that follow through this set of F& N ultimate prediction, you are on the safe track.           
As the ultimate prediction      are revealed.

29 Dec:

BET with Wang Si Tong + Starlene (Valid on Monday only- 30/12/2013)
Next, i have a bet with Wang Si Tong on Monday 30th Dec 2013 result
I quoted    3 times above his " so called Nav"     [More than 3x of Wang Si Tong NAV $1.695]=      $5.08 - $6.20 range/ higher      
I indicated Wang Si Tong calculation NAV result for monday is wrong, & Wang Si Tong made a big mistake by selling F& N for some profits.
2FCL benefits-  he  will miss out
2014 benefits-  depends on individual decision
[Dividends +      Possibility of Take Over will benefit shareholder further (if it happens) ]

If my bet against Wang Si Tong failed- I  will personally delete " Metal Trader" and not to give any prediction from Monday. [However provocative remark made by Stockpro & Starlene revived the thread]

30 Dec- After XE, Market hit a   $4.08 high &   closed 3.49. (2x above " so called NAV" )
                Wang Si Tong won the bet gracefully. While, for Starlene add in provocative remark but was forgiven since he won 1 bet. 
                On 30 Dec closing- i claimed that F& N price will rise 3x above " so called NAV" , above $5.08.
31 Dec- Market 230K lot selling on 30 Dec was wiped out on 31 Dec, with all shares being bought up by individual shareholders.
                Market closed a high of $3.63 & inched higher at $3.50. 
               

teeth53      ( Date: 31-Dec-2013 16:24) Posted: Who can predict for one day, A very good Eg here - just one day n it turn something else. What about for one week, one month or even one year.

 

MT. u got invest in the trio(ABL)??

 

i apologise if the first action is wrong then. But thereafter no excuse? :)

nea03177      ( Date: 31-Dec-2013 16:22) Posted: I did not want to comment but has to point out it's not Mr MT who initiated the bet. Mr WanST started it first. Just to make records straight. Please read thru and please refrain from name calling. stockpro      ( Date: 31-Dec-2013 15:36) Posted: From placing a bet against WST and then after that adding in starlene(CHIDLISH)--> saying u will cease from exist if u are wrong(ULTIMATE CHIDLISH) --> excuses for losing the bet and changing your bet into will come back if the price rise to 5.08 in the future(ULTIMATE LOSER & CHIDLISH) Right from the start, when u started to bet against WST already shows what a childish person you are. Nobody in the forum wants to bet with you as there are no 100% prediction in the stock market. Everyone here are welcome to share their views,opinions and predictions for others to read. Initially, some may think WST is right and vice versa. But ask yourself, is there really the need to bet right from the start? If u really MUST bet, is it so difficult to be a man and admit you lose the bet? All the actions that u showed for the whole process showed you are indeed a childish person. :)

 

To me. Starlene is open and frank (read that he sold F& N shr@$4/- n give his frank opinion)

stockpro      ( Date: 31-Dec-2013 16:06) Posted: Starlene will be spared? Who needs you to spare. You really think you are some big shot? Bring it on. Im right here waiting. AND HE IS BACK! People in the forum got to thank me for that. :)

 

Nope its specially for me. I will do the same as well

amendeg      ( Date: 31-Dec-2013 16:26) Posted: Specially for me? Thats touching. I shall hope your prediction will be negative then, so i can invest some in it. Looking forward for your prediction soon. MetalTrader      ( Date: 31-Dec-2013 16:19) Posted: In 2014, Prediction for Blumont will be opened specially for you.

 

Never never un-estimate mkt forces n mkt players, a high accurate forcast is good and  or as good it can. Only to be proved others wise.

 

teeth53      ( Date: 31-Dec-2013 16:21) Posted: Alive today. Who can predict tomorro?, half alive, fully, dead or half dead as far as stock speculation and punters are concern. Basically is all about sharing infomation and is up to mkt forces. How mkt players want or wanted to play and how mkt players turn out on the actual  trading day.

 

Im interested in this stock:D

 

Specially for me? Thats touching. I shall hope your prediction will be negative then, so i can invest some in it. Looking forward for your prediction soon.

MetalTrader      ( Date: 31-Dec-2013 16:19) Posted: In 2014, Prediction for Blumont will be opened specially for you. stockpro      ( Date: 31-Dec-2013 16:16) Posted: It's good that you found your passion back. I will be right here waiting for you to thank me. :)

 

Who can predict for one day, A very good Eg here - just one day n it turn something else.

What about for one week, one month or even one year.

 

If i can predict future event before it happen for F& N, what makes you think i cannot foresee future F& N direction?

teeth53      ( Date: 31-Dec-2013 16:21) Posted: Alive today. Who can predict tomorro?, half alive, fully, dead or half dead as far as stock speculation and punters are concern. Basically is all about sharing infomation and is up to mkt forces. How mkt players want or wanted to play and how mkt players turn out on the actual  trading day.

 

I did not want to comment but has to point out it's not Mr MT who initiated the bet. Mr WanST started it first. Just to make records straight. Please read thru and please refrain from name calling.

stockpro      ( Date: 31-Dec-2013 15:36) Posted: From placing a bet against WST and then after that adding in starlene(CHIDLISH)--> saying u will cease from exist if u are wrong(ULTIMATE CHIDLISH) --> excuses for losing the bet and changing your bet into will come back if the price rise to 5.08 in the future(ULTIMATE LOSER & CHIDLISH) Right from the start, when u started to bet against WST already shows what a childish person you are. Nobody in the forum wants to bet with you as there are no 100% prediction in the stock market. Everyone here are welcome to share their views,opinions and predictions for others to read. Initially, some may think WST is right and vice versa. But ask yourself, is there really the need to bet right from the start? If u really MUST bet, is it so difficult to be a man and admit you lose the bet? All the actions that u showed for the whole process showed you are indeed a childish person. :)     starlene      ( Date: 31-Dec-2013 15:03) Posted: Actually M.T nobody here is against you..but your behaviour exhibits some sissy and childishness..wrong or right predictions are all done in the spirit of fun...wrong so what..right also so what..can be consistently right or not? I am neutral no taking sides but M.T yr behaviour made me furious the way u want to profess you know a lot but the market doesn't know smack of your arrogrance..sorry no offence but just my frank comments..this is a free forum nobody can restrict anybody from using and express his /her views freely...Happy New Year 2014 and may all be prosperous and health

 

Alive today. Who can predict tomorro?, half alive, fully, dead or half dead as far as stock speculation and punters are concern.

Basically is all about sharing infomation and is up to mkt forces.

How mkt players want or wanted to play and how mkt players turn out on the actual  trading day.

 

In 2014, Prediction for Blumont will be opened specially for you.

stockpro      ( Date: 31-Dec-2013 16:16) Posted: It's good that you found your passion back. I will be right here waiting for you to thank me. :) MetalTrader      ( Date: 31-Dec-2013 16:13) Posted: Thank you for reviving my passion in prediction, while i was taking a break. However, i will thank you with my prediction in future :)

 

It's good that you found your passion back. I will be right here waiting for you to thank me. :)

MetalTrader      ( Date: 31-Dec-2013 16:13) Posted: Thank you for reviving my passion in prediction, while i was taking a break. However, i will thank you with my prediction in future :) stockpro      ( Date: 31-Dec-2013 16:06) Posted: Starlene will be spared? Who needs you to spare. You really think you are some big shot? Bring it on. Im right here waiting. AND HE IS BACK! People in the forum got to thank me for that. :)

 

Thank you for reviving my passion in prediction, while i was taking a break.
However, i will thank you with my prediction in future :)

stockpro      ( Date: 31-Dec-2013 16:06) Posted: Starlene will be spared? Who needs you to spare. You really think you are some big shot? Bring it on. Im right here waiting. AND HE IS BACK! People in the forum got to thank me for that. :)