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Seems like it
Good
Try at 47. R said so
Good
Try at 47. R said so
piscesmonkey ( Date: 01-Apr-2026 08:46) Posted:
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Grab down ah?
instead of grab. why not be a white knight?
Chansenghoe1971 ( Date: 01-Apr-2026 08:26) Posted:
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I think it will eventually be 8/9 range again
As said they are lucky to be in this hot strategic business now.
Bondholders for sure support
If it were Covid time, it s gg.
Not difficult to raise fund now
Can get white knight of some stature.
Will fly back 143 eventually.
May tikam tikam punt punt
Else apply for grab driver
As said they are lucky to be in this hot strategic business now.
Bondholders for sure support
If it were Covid time, it s gg.
Not difficult to raise fund now
Can get white knight of some stature.
Will fly back 143 eventually.
May tikam tikam punt punt
Else apply for grab driver
Crude Oil 102.381 +1.001 +0.99%
Brent 104.577 +0.607 +0.58%
all the very best...
so will most counters...
because the war is gonna end!!
Sell Rex , buy the rest of the market.
Heybie ( Date: 01-Apr-2026 06:05) Posted:
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Given the backing from Bondholders....I think will rebound strongly.....today
His expression is showing his heart cannot take it if the war does not end.
piscesmonkey ( Date: 01-Apr-2026 02:18) Posted:
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STI rallies 100 points tomorrow....
The script is the same: SELL
Barcalo ( Date: 31-Mar-2026 23:19) Posted:
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Shorties sharks ll run for cover.... stampede each others...New breeze for Rex...more so if high crude price runs for months
Negative sentiments now. Especially with the US Isreal Iran war going on. My take is 5 series tomorrow during closing.
Chansenghoe1971 ( Date: 31-Mar-2026 23:13) Posted:
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I don think so. The script seems different this time
Typical Rex
Typical Rex
Barcalo ( Date: 31-Mar-2026 23:03) Posted:
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Will be same. Morning gap up abit, slowly fall back to 5 series towards closing. Opportunity for shortists to short again.
Chansenghoe1971 ( Date: 31-Mar-2026 22:45) Posted:
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This announcement signals that Lime Petroleum Holding (LPH), Rex&rsquo s subsidiary, has secured bondholder approval for interim liquidity funding and a broader recapitalisation plan. Let&rsquo s break down what it means and the implications for Rex:
🔍 What It Means
- Bondholder Approval: LPH&rsquo s bondholders agreed to allow short-term liquidity support and restructuring measures. This is critical because without bondholder consent, recapitalisation efforts could stall.
- Restructuring Advisors: Alvarez & Marsal (A& M), a well-known restructuring firm, has been engaged, along with a Chief Restructuring Officer. This indicates a serious, structured turnaround effort.
- Comprehensive Recapitalisation: Beyond interim funding, the plan envisions a full recapitalisation of LPH, potentially involving new financing, debt restructuring, or equity injections.
📈 Implications for Rex International
- Stability for Subsidiary: LPH is a key asset for Rex. Securing liquidity and restructuring support reduces the risk of default and preserves value.
- Reduced Immediate Risk: Interim funding buys time, ensuring operations continue while long-term solutions are worked out.
- Potential Dilution or Debt Impact: Depending on how recapitalisation is structured, Rex may face dilution of its stake in LPH or changes in debt obligations.
- Market Perception: Investors may view this positively as proactive crisis management, but some may remain cautious until details of recapitalisation (new financing terms, equity injections, etc.) are clear.
- Operational Continuity: With bondholder cooperation, LPH can continue its petroleum operations without disruption, which supports Rex&rsquo s overall portfolio.
⚠ ️ Key Watchpoints
- Terms of Recapitalisation: Will Rex need to inject fresh capital, or will external investors step in?
- Bondholder Conditions: While terms remain unchanged now, future negotiations could alter Rex&rsquo s financial exposure.
- Execution Risk: Success depends on A& M&rsquo s restructuring plan and whether new funding materialises quickly.
In short, this is a lifeline for LPH and a relief for Rex, but it&rsquo s only the first step. The real impact will depend on how the recapitalisation is structured and whether Rex must commit significant resources.
Here&rsquo s a scenario map for Rex International based on the Lime Petroleum Holding recapitalisation announcement:
🌟 Best Case Scenario
- Successful Recapitalisation: LPH secures new funding, restructures debt smoothly, and stabilises operations.
- Minimal Dilution: Rex retains its current stake without needing to inject significant fresh capital.
- Investor Confidence: Market views the proactive restructuring positively, lifting Rex&rsquo s valuation.
- Operational Continuity: LPH continues petroleum projects without disruption, contributing to Rex&rsquo s revenue stream.
➡ ️ Implication: Rex emerges stronger, with reduced risk and potential upside from a revitalised subsidiary.
⚖ ️ Base Case Scenario
- Partial Success: Interim liquidity keeps LPH afloat, but recapitalisation requires Rex to contribute some capital or accept modest dilution.
- Bondholder Cooperation: Terms remain manageable, but Rex&rsquo s financial exposure increases slightly.
- Neutral Market Reaction: Investors adopt a wait-and-see stance until restructuring results are clearer.
➡ ️ Implication: Rex absorbs some cost but preserves long-term value share price may stay range-bound until clarity improves.
⚠ ️ Worst Case Scenario
- Recapitalisation Struggles: Funding or restructuring fails to materialise, leaving LPH vulnerable.
- Heavy Dilution or Write-down: Rex may need to inject significant capital, accept major dilution, or even write down its investment.
- Market Concern: Investors view this as a drag on Rex&rsquo s balance sheet, leading to pressure on share price.
➡ ️ Implication: Rex faces financial strain, reduced investor confidence, and potential long-term damage to its portfolio.
🔑 Key Takeaway
This announcement is a positive first step&mdash bondholder approval and A& M&rsquo s involvement signal serious intent to stabilise LPH. But for Rex shareholders, the real impact hinges on recapitalisation details: how much Rex must contribute, whether external investors join, and how quickly restructuring is executed.
piscesmonkey ( Date: 31-Mar-2026 22:37) Posted:
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Good news for now
Recapitalize means conversion of debt to equity for Lph.
Which potentially means Rex holding stake will be diluted but at least company going concern is spared and equity at listed co level will be unscathed.
Regret not buying.
Massive rally tmr
Recapitalize means conversion of debt to equity for Lph.
Which potentially means Rex holding stake will be diluted but at least company going concern is spared and equity at listed co level will be unscathed.
Regret not buying.
Massive rally tmr
piscesmonkey ( Date: 31-Mar-2026 22:37) Posted:
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Hmm good new ah
Trust your judgement..and trade with money that you can afford to lose.
Barcalo ( Date: 31-Mar-2026 18:19) Posted:
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