Fraser & Neave (F & N)

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(01-10-2014, 10:34 AM)kbl Wrote: *Godfather so naive meh*-

naive or not is non of my business. I will not put my hard earned $ into a *high debt high gearing* company. A famous phrase by singapore ah long inc - O$P$.

How Big were Merrill Lynch and Lehman Brothers? What happened to them?

<not vested>
Nobody is so naive (especially multi-millionaire) like the snake trying to swallow the elephant, says the CHINESE.
Sometimes we may be like the snake too, knowingly or unintentionally.
i know i had done it.
What say you?
Hah! Is the snake naive or greedy?
i had been both lol.
Have you?
WB:-

1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.

Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.

NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
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I dunno but I just know no matter which field / side we are in, we must keep our heads low and work hard:

周润发:

我就是神,神也是人,能掌握自己命运的人就是神!

神也是人变来的,能掌握自己命运的就是神

凡事都有一个过程。做人最重要的,第一是对自己有信心,第二是要努力。只要你努力了,总有一天,你也会有劳力士表,你也会有一切。

努力,什么都可以得到

人真的不可以做错事,一旦做错了可能一辈子都翻不了身。

忍一时风平浪静,退一步海阔天空。

GG

(02-10-2014, 01:02 PM)Temperament Wrote:
(01-10-2014, 10:34 AM)kbl Wrote: *Godfather so naive meh*-

naive or not is non of my business. I will not put my hard earned $ into a *high debt high gearing* company. A famous phrase by singapore ah long inc - O$P$.

How Big were Merrill Lynch and Lehman Brothers? What happened to them?

<not vested>
Nobody is so naive (especially multi-millionaire) like the snake trying to swallow the elephant, says the CHINESE.
Sometimes we may be like the snake too, knowingly or unintentionally.
i know i had done it.
What say you?
Hah! Is the snake naive or greedy?
i had been both lol.
Have you?
Reply
Fnn n thaibev trading halt together... The long awaited corporate action is here... Wonder what will thaibev offer

(28-06-2013, 10:23 PM)greengiraffe Wrote: Sure have to explore all avenues to unlock shareholders' wealth since Towkay paid a high price in the takeover.

Moreover, he need to convince many institutions to put in fresh $ in order for him to dilute his F&N stake below 90% for continued listing

Vested
Odd Lots

(28-06-2013, 09:58 PM)CityFarmer Wrote: An opportunity to unlock value...Big Grin

F&N may separate property from other operations

SINGAPORE – Singapore’s Fraser and Neave said on Friday it is considering separating its property-related businesses from its soft drinks, food and other operations.

“(F&N) wishes to announce that the company will appoint advisers to study and review alternative strategic options available to the company to unlock shareholder value,” it said in a stock market filing.

http://www.todayonline.com/business/fn-m...operations

(02-10-2014, 03:36 PM)greengiraffe Wrote: I dunno but I just know no matter which field / side we are in, we must keep our heads low and work hard:

周润发:

我就是神,神也是人,能掌握自己命运的人就是神!

神也是人变来的,能掌握自己命运的就是神

凡事都有一个过程。做人最重要的,第一是对自己有信心,第二是要努力。只要你努力了,总有一天,你也会有劳力士表,你也会有一切。

努力,什么都可以得到

人真的不可以做错事,一旦做错了可能一辈子都翻不了身。

忍一时风平浪静,退一步海阔天空。

GG

(02-10-2014, 01:02 PM)Temperament Wrote:
(01-10-2014, 10:34 AM)kbl Wrote: *Godfather so naive meh*-

naive or not is non of my business. I will not put my hard earned $ into a *high debt high gearing* company. A famous phrase by singapore ah long inc - O$P$.

How Big were Merrill Lynch and Lehman Brothers? What happened to them?

<not vested>
Nobody is so naive (especially multi-millionaire) like the snake trying to swallow the elephant, says the CHINESE.
Sometimes we may be like the snake too, knowingly or unintentionally.
i know i had done it.
What say you?
Hah! Is the snake naive or greedy?
i had been both lol.
Have you?
Reply
What if Charoen inject his pte holdings of F&N into Thai Bev

Get new Thai Bev shares in exchange

Offer them to minorities of Thai Bev

Thai Bev delist F&N

Thai Bev will become a major F&B conglomerate, major index stock

FCL will remain for the time being till the next round of restructuring takes place...

Vested In All
FCL Core
Reply
(31-10-2014, 09:45 AM)greengiraffe Wrote: What if Charoen inject his pte holdings of F&N into Thai Bev

Get new Thai Bev shares in exchange

Offer them to minorities of Thai Bev

Thai Bev delist F&N

Thai Bev will become a major F&B conglomerate, major index stock

FCL will remain for the time being till the next round of restructuring takes place...

Vested In All
FCL Core

I went to see ThaiBev's trading halt reason...

"We have been informed from our listed affiliate that it is going to make an announcement. In this connection, we consider that it might have an impact on our share price."

So i think it might not be what i initially thought..which was the share swap..now i am guessing that its the myanmar brewery arbitration results...
Reply
(31-10-2014, 09:50 AM)toiletsiao Wrote:
(31-10-2014, 09:45 AM)greengiraffe Wrote: What if Charoen inject his pte holdings of F&N into Thai Bev

Get new Thai Bev shares in exchange

Offer them to minorities of Thai Bev

Thai Bev delist F&N

Thai Bev will become a major F&B conglomerate, major index stock

FCL will remain for the time being till the next round of restructuring takes place...

Vested In All
FCL Core

I went to see ThaiBev's trading halt reason...

"We have been informed from our listed affiliate that it is going to make an announcement. In this connection, we consider that it might have an impact on our share price."

So i think it might not be what i initially thought..which was the share swap..now i am guessing that its the myanmar brewery arbitration results...

May be, never say never.

Godfather Charoen never fail to pull out rabbits...
Reply
Hope the swap will happen and we can call it a day by this year end Smile

(24-12-2013, 11:03 AM)specuvestor Wrote: So far looks like events are developing as what we discussed.

The likely share swap or restructuring will be the last leg and signal to call it a day on FNN.

(28-08-2013, 12:06 PM)specuvestor Wrote: IMHO looks like gonna be TCC main focus will be on injecting asset into FCL REIT to monetise, and hang FNN & ThaiBev to dry on leverage as F&B are cashflow biz. I think FNN will be levered further, probably after a shareswap of FNN & FCL between TCC and ThaiBev.
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

Think Asset-Business-Structure (ABS)
Reply
Keep a lookout on UE too guys. Dont forget due diligence are due to conclude within days.
Reply
(31-10-2014, 01:10 PM)DP28 Wrote: Keep a lookout on UE too guys. Dont forget due diligence are due to conclude within days.

when did the ue due diligence process start? cant find any info it lei..
Reply
(31-10-2014, 02:46 PM)toiletsiao Wrote:
(31-10-2014, 01:10 PM)DP28 Wrote: Keep a lookout on UE too guys. Dont forget due diligence are due to conclude within days.

when did the ue due diligence process start? cant find any info it lei..


Attached Files
.pdf   UE-due d.pdf (Size: 122.77 KB / Downloads: 9)
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