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pasttime Supreme	21-Jul-2025 23:36        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	mas start their actions with 3 investment managers, avanda investment management, fullerton find maangement and jp morgan asset manager. allocate $1.1b out of the $5b programme.  these managers are forming their singapore investment funds. that means the amount will be > $1.1b. looks like the share price increased and activities start soon. no know which counters will be affected. but believe  the raised of any selected companies will cause money to spread out to other companies as those who sold will buy other stocks not yet run. overall everything will be 1 level higher.
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pasttime Supreme	18-Jul-2025 12:43        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	Asset revaluation up later, interest rate down cycle. New hotel, pbsa, build for rental will all add to dps.Current dividend rate near 7%. Good for cpf investment. Later gain dividend gain unit price. Dyodd
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seanpent Supreme	18-Jul-2025 10:10        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Upward reversal :)
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seanpent Supreme	18-Jul-2025 09:55        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good point.  Best opportunity to get hold of the shorts. :) pasttime      ( Date: 17-Jul-2025 19:26) Posted: just completed a study of the mas publish number of shorts. comparing between 11 jun and 11 jul.  found that shorts are covering in many counters. for this cdl htrust from 23.9+m shorts to 16m shorts. more glaring was uol they covered 2/3 of shorts positions .  the results is share price go up. quick don' t let the shorts run away.  buy within your means to bite a piece of meat off the shorts. dyodd
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luckyguy3 Master	18-Jul-2025 09:45        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dun say I never warn u all.. Rights issue/private placements coming soon for the payment of the MOXY hotel. Issue rights at discount of 8 to10% of current share price. Buy already everyday living in fear, fearing the dreaded fund raising annoucement is no joke.  luckyguy3      ( Date: 16-Jul-2025 00:15) Posted: For CDL Htrust, Right issue/private placement/Preferential shares coming up as they need to raise fund which means they will not privatise and this coming fund raising will be a drag on the share price. If u look at Ascott  fund raising from 2021-2023 u will know that share price will tank whenever there is fund raising. eg: Share price of Ascott was > $1 then they annouced fund raising around July 2023 and the share price tanked from > $1 to 88 cents .. So share price of CDL Htrust will be under pressure due to the fund raising coming soon BUT if u think CDL HTrust is better than Ascott and share price will go up instead then by all means, start loading CDL Htrust before they announce the fund raising. luckyguy3      ( Date: 16-Jul-2025 00:05) Posted:
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Delvyss Elite	18-Jul-2025 09:19        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	CDL and CDLHT reignite value extraction strategy: DBS https://www.theedgesingapore.com/capital/brokers-calls/cdl-and-cdlht-reignite-value-extraction-strategy-dbs
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pasttime Supreme	17-Jul-2025 19:26        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	just completed a study of the mas publish number of shorts. comparing between 11 jun and 11 jul.  found that shorts are covering in many counters. for this cdl htrust from 23.9+m shorts to 16m shorts. more glaring was uol they covered 2/3 of shorts positions .  the results is share price go up. quick don' t let the shorts run away.  buy within your means to bite a piece of meat off the shorts. dyodd
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pasttime Supreme	17-Jul-2025 12:21        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	No need to fear unit placement. It may kog happen. If happen the dps will also be higher as Moxy is quality location and new hotel. Lower interest rate and sep f1 coming again. pasttime      ( Date: 29-Jun-2025 07:31) Posted: raising hotel transacted price will have an impact on hotel valuations. cdl htrust local hotel is about $2b currently. each increased in valuation by 10% will be $200m if 20% is $400m .  that is about moxy forward transacted price.  maybe no need to sell anything also can happen. really noone can keep eating without shitting. need to sell something. since in agm q& a they said will improve qualities of asset maybe is time to sell older hotel like king hotel .  shift more to stable income lower operating cost pbsa in uk. pasttime      ( Date: 27-Jun-2025 21:12) Posted: 16 may 25, business time reported that duxton hotel sold for $80m. so is 1.63m per key. moxy forward purchase price was 1m per key.  wonder if management will consider selling moxy. this will removed the worry of some investors on need to raise new units. and also profit gain means immediate increased in dps or pay down debt level. 3 of this events are all poistive for unit price. look forward to it happening.
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MrBear12 Supreme	17-Jul-2025 12:07        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	A steal at this price.
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Delvyss Elite	17-Jul-2025 10:58        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sentiment is quite hard to explain sometimes.  The sentiments surrounding City Dev turning for the better now.  Let' s see how this flow down. seanpent      ( Date: 15-Jul-2025 14:01) Posted: Is this ever under the privatisation radar ?
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luckyguy3 Master	16-Jul-2025 00:15        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	For CDL Htrust, Right issue/private placement/Preferential shares coming up as they need to raise fund which means they will not privatise and this coming fund raising will be a drag on the share price. If u look at Ascott  fund raising from 2021-2023 u will know that share price will tank whenever there is fund raising. eg: Share price of Ascott was > $1 then they annouced fund raising around July 2023 and the share price tanked from > $1 to 88 cents .. So share price of CDL Htrust will be under pressure due to the fund raising coming soon BUT if u think CDL HTrust is better than Ascott and share price will go up instead then by all means, start loading CDL Htrust before they announce the fund raising. luckyguy3      ( Date: 16-Jul-2025 00:05) Posted: seanpent      ( Date: 15-Jul-2025 14:01) Posted: Is this ever under the privatisation radar ?
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luckyguy3 Master	16-Jul-2025 00:05        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	seanpent      ( Date: 15-Jul-2025 14:01) Posted: Is this ever under the privatisation radar ?
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pasttime Supreme	15-Jul-2025 22:01        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	also mas $5b investment. please give to fund manager who will be willing to attack those good counter nothing wrong but fiercely attack by shortist.  sgx rule need to change to tell big shareholder who lend out to report lending immeditely or lower the qty need to report to like 100k shares loan out. bit by big percenttage. those give the big shareholders too much cover.
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pasttime Supreme	15-Jul-2025 21:58        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	no need privatisation, this reits should recover soon. reason. even though us fed rate remains at around 4.5% singapore sora has drop from 4+% to around 2%. euro zone interest rate has also drop from 4+% to around 2%. so is china, hk, japan all at very low rate. so interest saving for their current year loan renewal should be good. their pbsa, built to rent etc will produce more income. so no privatisation if dps go back up is enough to force short covering to start. the low price is not because of units holders selling, is the shortist actions to take advantage of few big buyers.  they keep using the moxy completion to fear people that there will be more units being issue. so what if there is a rights issue. no want to come out with money just no subscribe. i want more . many others will want more. there is no dilution as moxy will be a quality money producing asset.  they can also do a sell old hotel to rebuild into condo. these hotels are in very good locations should command good price from developers. the overall market looks like in a start of bull run.  us interest rate sure to come down. many other zone already come down. every day wait the price will recover more. cpf ordinary is best to invest as it is only paying 2.5% dyodd
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HuatAh7898 Elite	15-Jul-2025 20:20        HuatAh7898 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Quite unlikely
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seanpent Supreme	15-Jul-2025 14:01        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is this ever under the privatisation radar ?
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pasttime Supreme	01-Jul-2025 06:52        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	fed is expected to cut rates by 2 times this year and 6 times next year. sora has already come down quite a bit.    all interest rate sensitive stock/reits will benefits.
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luckyguy3 Master	29-Jun-2025 14:14        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If the hotels are under Capitaland , for example Ascotts.. yes I believe they will perform recycling of assets , thats why Capitaland Ascotts is performing so much better than CDL Htrust. CDL Htrust is a value trap I feel   pasttime      ( Date: 29-Jun-2025 07:31) Posted: raising hotel transacted price will have an impact on hotel valuations. cdl htrust local hotel is about $2b currently. each increased in valuation by 10% will be $200m if 20% is $400m .  that is about moxy forward transacted price.  maybe no need to sell anything also can happen. really noone can keep eating without shitting. need to sell something. since in agm q& a they said will improve qualities of asset maybe is time to sell older hotel like king hotel .  shift more to stable income lower operating cost pbsa in uk. pasttime      ( Date: 27-Jun-2025 21:12) Posted: 16 may 25, business time reported that duxton hotel sold for $80m. so is 1.63m per key. moxy forward purchase price was 1m per key.  wonder if management will consider selling moxy. this will removed the worry of some investors on need to raise new units. and also profit gain means immediate increased in dps or pay down debt level. 3 of this events are all poistive for unit price. look forward to it happening.
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pasttime Supreme	29-Jun-2025 07:31        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	raising hotel transacted price will have an impact on hotel valuations. cdl htrust local hotel is about $2b currently. each increased in valuation by 10% will be $200m if 20% is $400m .  that is about moxy forward transacted price.  maybe no need to sell anything also can happen. really noone can keep eating without shitting. need to sell something. since in agm q& a they said will improve qualities of asset maybe is time to sell older hotel like king hotel .  shift more to stable income lower operating cost pbsa in uk. pasttime      ( Date: 27-Jun-2025 21:12) Posted: 16 may 25, business time reported that duxton hotel sold for $80m. so is 1.63m per key. moxy forward purchase price was 1m per key.  wonder if management will consider selling moxy. this will removed the worry of some investors on need to raise new units. and also profit gain means immediate increased in dps or pay down debt level. 3 of this events are all poistive for unit price. look forward to it happening.
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luckyguy3 Master	28-Jun-2025 04:27        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The parent CDL itself having problem disposing assets, I doubt they have time for CDL HTrust. And their track record for  recycling assets not good.  So selling Moxy is very unlikely. They have to resort to fund raising soon as Moxy will be completed soon. RHB report pasttime      ( Date: 27-Jun-2025 21:19) Posted: according to mas report there are 20m+ units shorted. any potential of selling moxy will chase away these non units holders who come to take a free ride on us base on need to raise fund for moxy purchase.
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