06-11-2014, 06:33 PM
No surprise on Jiurui... that is what CMP is about... buying quality toll roads from stressful holders and restructure it to benefit shareholders...
I m surprise that noone is interested to buy a growing quality cash generating defensive infrastructure asset based in China.
Why does everyone keep worrying about dilution on CBs which is already known? Like I always been asking... its the intentions of the serious buyers that I m more interested.
Vested
Core
Looking to Raise Position
BUY till it HURTS
GG
I m surprise that noone is interested to buy a growing quality cash generating defensive infrastructure asset based in China.
Why does everyone keep worrying about dilution on CBs which is already known? Like I always been asking... its the intentions of the serious buyers that I m more interested.
Vested
Core
Looking to Raise Position
BUY till it HURTS
GG
(06-11-2014, 06:11 PM)Jack31 Wrote: Short quick summary:
Beilun sort of in recovery mode, hitting 30m net profit again
Biggest surprise from jiurui with net profit of 2million,
Here comes the real kicker, profit from jiurui comes only from from about 20days. (Start from 9 sep), your guess on what will comes with a full quarter!
Eps hitting more than 9c+ fully diluted.
Only downside I see is the decrease in nav due to the dilution effects of the cb.
Cheers!