tag:blogger.com,1999:blog-7944902213075756335.post9016475326659708722..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): PCRT: St. James' RTO.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7944902213075756335.post-58527557663156869952014-04-02T07:59:01.518+08:002014-04-02T07:59:01.518+08:00Hi Solace,
We take calculated risks in investment...Hi Solace,<br /><br />We take calculated risks in investments. In this deal, I find the risk hard to calculate. -.-"<br /><br />Of course, for me, the matter is more an academic exercise since I sold before the RTO was made known.<br /><br />For unit holders who stayed invested, the RTO was a blessing as it sent PCRT's unit price to a high of 60c (before declining again) which allowed AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-33935994016986481702014-04-01T23:10:10.981+08:002014-04-01T23:10:10.981+08:00My Advice to a friend is along the same line:
I d...My Advice to a friend is along the same line:<br /><br />I don't think this deal is good for minority shareholder. From fundamental view, too much uncertainty and unknown risks which is hard to predict.<br /><br />If you still in the black after getting dividends, should just sell and take the money. I don't like uncertainty Solacehttps://www.blogger.com/profile/08801978818033316328noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-44843091946561350282014-04-01T13:29:01.433+08:002014-04-01T13:29:01.433+08:00My comments to a friend in FB:
there is a good r...My comments to a friend in FB:<br /><br /> there is a good reason why PCRT trades at such a big discount to valuation<br /><br />buying into PCRT now is to buy into a hope that the new entity's share price will hold... because PCRT's unitholders will get shares in the new entitiy which value PCRT's units at 70c each.<br /><br />this is not a simple deal in arbitrage which is the case AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.com