Frasers L&C Tr    Last:0.985    -0.005

Frasers Logistic & Industrial Trust IPO

Is the rise of Thaibev today related to the halt of FLT and FCOT ? All three company are under the same BIG BOSS.   

 

If you hold both - no effect except for fees to CF Advisors and Manager. But to get the vote through they need sweeteners.

chengwh1      ( Date: 29-Nov-2019 11:49) Posted: Hmm,... I beg to differ, bro,.... depending on the ratio that both REIT mgrs will be adopting, I have a feeling that the REIT being acquired will be ' losing-out' by earning less dividend after the merger. Anyone here would be able to put forward an estimated scenario of merging based on years of investing experiences ?

 

On the sudden price elevation, I commented over at the Accordia thread, bro,.... careful here,...

john_ric      ( Date: 29-Nov-2019 11:24) Posted: Accordia golf trust shoot up > 10%. will this be at the expense of Frasers com and L& T ?? OR - synergy effect, they also shoot up when H is  lifted??

 

Hmm,... I beg to differ, bro,.... depending on the ratio that both REIT mgrs will be adopting, I have a feeling that the REIT being acquired will be ' losing-out' by earning less dividend after the merger.

Anyone here would be able to put forward an estimated scenario of merging based on years of investing experiences ?
 

 

Personally, I think there should be benefits to both. There may also be a cash component, if it follows the pathway of Ascott and Ascendas Hospitality Reit mergers. These are like sweeteners I think, probably for the higher yielding Reit.

john_ric      ( Date: 29-Nov-2019 11:24) Posted: Accordia golf trust shoot up > 10%. will this be at the expense of Frasers com and L& T ?? OR - synergy effect, they also shoot up when H is  lifted??

 

Accordia golf trust shoot up > 10%.
will this be at the expense of Frasers com and L& T ??
OR - synergy effect, they also shoot up when H is  lifted??

 

For Accordia, if the purchaser takes the trust private, we will lose the good dividend payout. Something like Croesus Retail Trust earlier. If not taken private but remains a trust, then chances for the same amt of dividend payout is still there, though we may need to buyback the units subsequently depending on the acquisition arrangement.

If our holding price is low, we may not be able to get back this price.

Goldfinger      ( Date: 28-Nov-2019 18:24) Posted: Alamak - 3 of my Big Holdings today kenna M& A - Accordia (sale of all assets), FCOT and FLIT.  STRIKE TOTO or STRIKE OUT????

 

goldfinger ma

tonight u strike toto

Goldfinger      ( Date: 28-Nov-2019 18:24) Posted: Alamak - 3 of my Big Holdings today kenna M& A - Accordia (sale of all assets), FCOT and FLIT.  STRIKE TOTO or STRIKE OUT????

 

Alamak - 3 of my Big Holdings today kenna M& A - Accordia (sale of all assets), FCOT and FLIT.  STRIKE TOTO or STRIKE OUT????

 

Tq bro,... looking at the current yields for both FLT and FCT. Which one has a higher yield as per now ?

I hold only FLT at the moment with a holding price of 99c per unit. How would this affect me ?? How to evaluate, bro ?

laksaman57      ( Date: 28-Nov-2019 13:46) Posted: Held both ESR & Viva prior to merger. Initially there were resistance at both reit egm. ESR retail investor  complained they overpaid while Viva retail investor resisted selling bcos dpu was too good to  share with ESR. But in the end, merger proved to be good for both unitholders. Fraser L& I Trust-Commercial Trust  merger will similarly be GOOD.  Congrate to all

 

I hope is a year end bonus

 

Held both ESR & Viva prior to merger. Initially there were resistance at both reit egm.
ESR retail investor  complained they overpaid while Viva retail investor resisted selling
bcos dpu was too good to  share with ESR.
But in the end, merger proved to be good for both unitholders.
Fraser L& I Trust-Commercial Trust  merger will similarly be GOOD. 
Congrate to all 

 

I hold both and I prefer they remain separate really.  Can it really be a good thing?

 

Congrat 👍
https://www.theedgesingapore.com/news/ma/frasers-logistics-frasers-commercial-trust-said-be-planning-merge

fwei78      ( Date: 28-Nov-2019 11:20) Posted: Halt, good or bad news?

 

Halt, good or bad news?

 

Frankly, if this ctr does go back down all the way to $1.00, I would sieve through all news and data again to see what went wrong fundamentally,... A mkt price mismatch wouldn' t hit so badly, unless, of course,... ALL REITs and indices in the world also went down together,...

spore1      ( Date: 18-Aug-2019 16:33) Posted: $1.00 would be a GD price ..Mouth watering level.. Goldfinger      ( Date: 14-Aug-2019 20:01) Posted: Really wish someone would whack this down to $1.10. Or $1 even better.  Where are the darn shortists when you really need them? ​ Aussie interest rates falling, Aussie Dollar falling vs SGD.  Run Run Run for your lives, hahaha (LOL - Joking only, and I really want to buy at cheaper prices).

 

$1.00 would be a GD price ..Mouth watering level..

Goldfinger      ( Date: 14-Aug-2019 20:01) Posted: Really wish someone would whack this down to $1.10. Or $1 even better.  Where are the darn shortists when you really need them? ​ Aussie interest rates falling, Aussie Dollar falling vs SGD.  Run Run Run for your lives, hahaha (LOL - Joking only, and I really want to buy at cheaper prices).

 

Thanks for sharing - clever.

chengwh1      ( Date: 18-Aug-2019 03:43) Posted: I think the dropping SGD dividend may not be a big problem for now,... unitholders can always choose to take the dpu in AUD under the Currency Election procedure. The dividend given out in the AUD is always higher than what was declared earlier as the AUD keeps the weakening stance vs the SGD. Hence, the unit price will not be dropping much,... RBA interest rates falling bodes well for the Aussie loans, since the debt servicing expenses will be lower... Goldfinger      ( Date: 14-Aug-2019 20:01) Posted: Really wish someone would whack this down to $1.10. Or $1 even better.  Where are the darn shortists when you really need them? ​ Aussie interest rates falling, Aussie Dollar falling vs SGD.  Run Run Run for your lives, hahaha (LOL - Joking only, and I really want to buy at cheaper prices).

 

I think the dropping SGD dividend may not be a big problem for now,... unitholders can always choose to take the dpu in AUD under the Currency Election procedure. The dividend given out in the AUD is always higher than what was declared earlier as the AUD keeps the weakening stance vs the SGD.

Hence, the unit price will not be dropping much,...

RBA interest rates falling bodes well for the Aussie loans, since the debt servicing expenses will be lower...

Goldfinger      ( Date: 14-Aug-2019 20:01) Posted: Really wish someone would whack this down to $1.10. Or $1 even better.  Where are the darn shortists when you really need them? ​ Aussie interest rates falling, Aussie Dollar falling vs SGD.  Run Run Run for your lives, hahaha (LOL - Joking only, and I really want to buy at cheaper prices).

 

Really wish someone would whack this down to $1.10. Or $1 even better.  Where are the darn shortists when you really need them?
​ Aussie interest rates falling, Aussie Dollar falling vs SGD.  Run Run Run for your lives, hahaha (LOL - Joking only, and I really want to buy at cheaper prices).