tag:blogger.com,1999:blog-7944902213075756335.post2463273262928684012..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): Saizen REIT: To buy or not to buy?AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger22125tag:blogger.com,1999:blog-7944902213075756335.post-40365452188865285542012-05-25T21:51:12.219+08:002012-05-25T21:51:12.219+08:00Hi Marco,
At that price, many would be buying, I ...Hi Marco,<br /><br />At that price, many would be buying, I am almost 100% sure. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-35835678750225728692012-05-25T21:35:20.539+08:002012-05-25T21:35:20.539+08:00I will buy more at 12.5 cents...I will buy more at 12.5 cents...Marcohttps://www.blogger.com/profile/16887797151013544047noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-44829600688405433032012-05-25T12:14:11.472+08:002012-05-25T12:14:11.472+08:00Hi SnOOpy168,
Two things I like: HUAT and good we...Hi SnOOpy168,<br /><br />Two things I like: HUAT and good weekends! ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-83644078357554279612012-05-25T12:07:26.728+08:002012-05-25T12:07:26.728+08:00thanks for the reminder AK.
I got some to avg my...thanks for the reminder AK. <br /><br />I got some to avg my holdings. <br /><br />Huat ah & good weekend.SnOOpy168https://www.blogger.com/profile/16073641443037165395noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-70696399897173020672012-05-25T11:42:05.923+08:002012-05-25T11:42:05.923+08:00Hi JW,
I share your views. Sell the mother shares...Hi JW,<br /><br />I share your views. Sell the mother shares and pay 9c to convert the free warrants. An arbitrage opportunity. <br /><br />Apart from the dilution of DPU by some 12%, I do not see any deterioration in the REIT's fundamentals in the current time frame. In fact, I see a stronger balance sheet ready to capitalise on yield accretive initiatives. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-11781573749780634182012-05-25T11:38:13.189+08:002012-05-25T11:38:13.189+08:00Hi Ray,
Yes, the link doesn't seem to be work...Hi Ray,<br /><br />Yes, the link doesn't seem to be working now. Strange. <br /><br />Anyway, if we are investing for income and not trading the counter, it is probably OK to buy in at prices which we feel we could get a satisfactory distribution yield.<br /><br />As I divested most of my position last year as its unit price rebounded to test resistance at 15c, I bought some back today. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-27019261763714320492012-05-25T11:33:20.462+08:002012-05-25T11:33:20.462+08:00Hi Howyuan,
Yup, the eurozone is going to have a ...Hi Howyuan,<br /><br />Yup, the eurozone is going to have a hard time trying to keep it all together.<br /><br />I am relying on the wisdom of our elder statesman on this:<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.com/2012/01/mr-lee-kuan-yew-on-eurozone-crisis.html" rel="nofollow">Mr. Lee Kuan Yew on the eurozone crisis.</a>AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-44803204198369252682012-05-25T11:27:23.996+08:002012-05-25T11:27:23.996+08:00Hi Marco,
I believe that the warrants which were ...Hi Marco,<br /><br />I believe that the warrants which were free are to be exercised at 9c a piece.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-89591236905657968722012-05-25T11:15:51.242+08:002012-05-25T11:15:51.242+08:00I think Saizen is a falling knife now. Better not ...I think Saizen is a falling knife now. Better not catch it. Wait till dust settle first. Today it has reach 0.127 range.Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-66883731742042405292012-05-25T10:32:09.651+08:002012-05-25T10:32:09.651+08:00Oops forgot to add. I'm expect a share consoli...Oops forgot to add. I'm expect a share consolidation within the very near future after the warrants expire.JWhttps://www.blogger.com/profile/04633191740991225888noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-79454049449666731312012-05-25T10:31:29.851+08:002012-05-25T10:31:29.851+08:00I'm still holding on to my Saizen.
I believe ...I'm still holding on to my Saizen.<br /><br />I believe some are selling the mother shares to convert the warrants (which they probably received for free) at 9cents.JWhttps://www.blogger.com/profile/04633191740991225888noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-20387702985678453992012-05-25T09:26:26.908+08:002012-05-25T09:26:26.908+08:00Hi AK,
The Saizen presentation slides seem inacce...Hi AK,<br /><br />The Saizen presentation slides seem inaccessible now.<br />Anyway the price of Saizen is free-falling at the moment, any concerns with the business ?Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-45845059750959312682012-05-24T20:13:30.686+08:002012-05-24T20:13:30.686+08:00I refer to comment 3 by Victor, regarding his view...I refer to comment 3 by Victor, regarding his view on defaulted countries.<br /><br />His examples cited are valid. But his point made on Greece is not clear, so i assume that he meant if Greece continues to remain as a user of the Euro even if she defaulted.<br /><br />If that was indeed what he meant, then yes, Greece will not be able to return to great growth post defaulting.<br /><br />Howardhttps://www.blogger.com/profile/09662323373950873973noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-5501130012270717202012-05-24T19:36:40.702+08:002012-05-24T19:36:40.702+08:00Bought Saizen at 13.7, 13.6 & 13.5cents...
Do...Bought Saizen at 13.7, 13.6 & 13.5cents...<br /><br />Do you have any idea on the issuance price of the Saizen warrants?Marcohttps://www.blogger.com/profile/16887797151013544047noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-31757907668400464672012-05-24T09:36:13.840+08:002012-05-24T09:36:13.840+08:00Hi Ray,
Well, even WB makes mistakes.
I don'...Hi Ray,<br /><br />Well, even WB makes mistakes. <br /><br />I don't invest in other markets. The Singapore stock market keeps me busy enough. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-69696495478502476202012-05-24T09:30:01.912+08:002012-05-24T09:30:01.912+08:00Ya terrible. I thought there are regulations from ...Ya terrible. I thought there are regulations from SEC that stop him from doing so but apparently not. <br /><br />http://www.latimes.com/business/technology/la-fi-tn-facebook-zuckerberg-shares-20120522,0,7382543.story<br /><br />Anyway hope none of your readers here bought FB. I don't really believe their business is sustainable. but i'm not Warren Buffett so who cares what I think. LOLRayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-72885369111913078032012-05-24T09:16:53.740+08:002012-05-24T09:16:53.740+08:00Hi Ray,
Is he even allowed to do that? Isn't ...Hi Ray,<br /><br />Is he even allowed to do that? Isn't there a moratorium period? Terrible.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-88861175364748860462012-05-24T09:13:03.183+08:002012-05-24T09:13:03.183+08:00As if the Europe mess isn't enough, there are ...As if the Europe mess isn't enough, there are many (and it's gaining credibility) that believe Facebook is going to bring about DotCom Bubble v2.0<br /><br />Zuckerburg selling 30million IIRC of his shares within days of IPO certainly is not going down well with investors at the moment.Rayhttps://www.blogger.com/profile/16883833861386039879noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-13981566166214256092012-05-24T07:59:46.710+08:002012-05-24T07:59:46.710+08:00Hi Victor,
Thanks for sharing your evolving views...Hi Victor,<br /><br />Thanks for sharing your evolving views with us. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-31659789534663028382012-05-24T02:51:35.586+08:002012-05-24T02:51:35.586+08:00There was a site who claim countries which default...There was a site who claim countries which defaulted always return to great growth after default, and it give sample country like Argentina, Russia, and several other. This is wrong. Greece is different, because it is part of a bigger Europe. And we have it link to Spain and Italy which will follow if greece defaulted and whole Europe will be in deep recession. Contagion!!!domino , one after the Unknownhttps://www.blogger.com/profile/03697748904859515763noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-82758696229638042022012-05-24T02:31:21.181+08:002012-05-24T02:31:21.181+08:00Hi AK
It would be irresponsible of me, to call buy...Hi AK<br />It would be irresponsible of me, to call buy slowly.So my earlier post is void. Why?<br />If really Greece defaulted, it is no small event,this one will definitely cause the whole world into something more serious than Lehman.This means we see low low px for stock for a long time. Not those for one to 2 years, but that of the great depression scenario.<br />Just wait till mkt hit Unknownhttps://www.blogger.com/profile/03697748904859515763noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-35602796425369840562012-05-24T01:47:16.791+08:002012-05-24T01:47:16.791+08:00Buy slowly, Euro have lot to lose if they allow Gr...Buy slowly, Euro have lot to lose if they allow Greece to go. This is just hedge fund spreading rumour in the market to scare invester.<br />Good, since this sell down will provide us an opportunity to buy cheap.<br />I hope they really whack it down to sti 2000 will be even better.<br />but i dont think i see that, I see dow 14000 by Q4 , my guess. The real thing will come next year, when all inUnknownhttps://www.blogger.com/profile/03697748904859515763noreply@blogger.com