finnacer

Dear All readers, Thanks a lot for supporting! Would like to let you know that I will be away from Malaysia starts from 26/07/2013 until 3 of August. It's a bad timing as SONA Petroleum is going to be listed by 30th of July 2013. Hope that you all can make some money from it, but I think the return gonna be more if you were to buy and hold it. As a result of this bad timing holiday (I'm very excited actually, it's been years that I never go holiday), I don't think I will have enough time to look at the market or give any comment when I'm not around. Thanks a lot for following this blogspot and I hope to share more with you after I'm back! I will miss the market badly! Cheers! HUAT AH!

Before telling you my rationale for investing in this stocks, pls let me explain to U whether what is SPAC. SPAC stands for Special Purpose Acquistion Company. What does SPAC mean? According to Wikipedia, A special-purpose acquisition company (SPAC) is a collective investment scheme that allows public stock market investors to invest in private equity type transactions, particularly leveraged buyouts. SPACs are shell or blank-check companies that have no operations but go public with the intention of merging with or acquiring a company with the proceeds of the SPAC's initial public offering (IPO). How does it works? 1st There is a group of specialist who used to be the top management of some industries such as Oil & Gas, mining, property or even food and beverages. These people are experienced and have good connections among the industries and they are capable to run a company and they are tired of working for other people (my assumption, anyway, who don't want to be ...

Puncak 1st of all, I would like to congratulate those who followed my buy call on Puncak and I'm so happy as some of those customer did call me and tell me about it. To me, I think Puncak still have lots of potential and let's get our finger crossed! The Hidden GEM! After the previous post, there are lots of friends and clients had gave me this question. Can we really win the "war" and avoid our shares to be buy over by the offeror?  Even though we have ruled out that the highest possibility for the MGO is to achieve more than 50% shares and make it conditional, but we have to be careful that this might turnout to be compulsory take over or get more than 90% which will trigger the market spread issue. So what should we do? The easiest way to make sure that this company will remain listing with the recent MGO is by ensuring 25% of the shares holding will not fall into the hand of the Offeror. This translates into 242,105,730 shares or a  sum of RM 416,421,855.6 at th...

When I first heard of the announcement from the radio, I was like going to show this face to the offeror.   DAFUQ??? RM1.68 only??? My clients are going to kill me as I had told them that this is a good share! This is a real surprise as it come even earlier than RHB Cap! But after looking at the Offer Doc, I've felt much more relief. This is because its a MGO not a VGO and the offeror is forced to make an offer due to the increment of shareholdings from 32.3% to 36.72% within 6 months and the offeror intended to remain the listing status of the company.      That's mean the offeror is not going to take the company private. Be mindful, even the offeror is not intended to priva tize the company at this stage, but things can change rapidly to the situation. How??? As you can see from the last paragraph, the offeror may do something else if they fail to comply the public spread which is at least 10% share floating in the market. If there are less than 10% share spread in...

I was talking about the Dawn Raid few days ago and in order to make things clear, I had consulted some of my friends whom works in the advisory firm. The question was, can hostile take over happen in the case of Puncak Niaga? NO! This is because to take over a company, it's compulsory to acquire 90% of the remaining shares not own by the party. So if one party holds 43% while another hold 45% which they rejected each others offer hence the take over will not be successful. But , the case will be different! As 1 of the major shareholder, they can throw the management and the board! As a result, they can throw them away and push through the sale of assets! This will need about 50% +1 of the shareholders to agree! (If I'm not mistaken) As a result of that, there are still chances and reason behind for the Selangor Govt to mop the shares from the market! Why do they give free Warrant at such timing??? As I said before, this warrant gonna give the major shareholder a tighther grip t...

 "The Dawn Raid" was a famous history in our investment field where it was helm by the current Selangor MB, Tan Sri Khalid Ibrahim whom was also the ex PNB's CEO (1979-1994, according to wikipedia ). The Dawn Raid is where our PNB gets to take the Guthrie back to Malaysian from the Britains. The Malaysian was holding about 25% of the shares that time and they need another 15% to becom the major shareholder. In order to do so, they plan to buy the stock over from most of the major shareholder at the same time in order to not letting the Britains knew about the plan. On 7th september, thats the day that Tan Sri attack. Even there are some issue like rejection from the OCBC side to sell the share, but Tan Sri was able to mop the shares from the market and able to get 50.41% of the company's shares within 4 hours without the knowledge of Guthrie's management and major shareholders and that make us able to bring Guthrie back and merge it with Sime Darby in the later d...

The water industry had caught most of the limelight recently as Puncak and KPS was flying, this was due to Selangor govt wanted to take back all the water asset. This had been going on for several years and hope that it can finally comes to an end. Something that caught my attention is, Y do those news come out in 1 shot? Green light for Langat 2, Nod from federal govt for water asset. MSWG go n make noice about it. Isn't it weird? What a coincident? Personally Im more to Puncak case as I bought it few weeks back. Something that boggling my mind is Y do Tans Sri Rozali get so much remunerations? To cash out before take over?  Will this turns out to be a hostile take over?  Tan Sri Rozali has about 41.34% stake in Puncak EPF had ceased from substantial stake holder from 7%+ to now only 4.95% based on the latest announcement. Tabung Haji hold  6.4% If thats the case, those who close to Tan Sri is around 52.69%. as there r still around 47% outside the market, could tussle ha...

Invest Fair 2013 is back!!! I've been visiting this fair since 2011 and it's a good event that organisd by Share Investor and this is the 5th year! This year, the event will held on Just like all other event, this event will have lots of  exhibitor which wanted to offer you something, such as teaching u how to "invest" forex and asking u to join their courses, while other would ask u to invest in their product and surprisingly MBB is 1 of the exhibitor this year. LoL.. Luckily that I'm not chosen to work there on that day.. Haha... Other than those " very commercial " exhibitors, the attraction is the thing that I'm interested in which I think u should come and have a look as well..  They did invited those famous fund managers to share us the insight of the market. You can click on this link to see whether did those speaker excite u.  http://my.invest-fair.com/free-seminars On the other hand, the lucky draw is the other thing that excites me too! T...