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tcctcc Senior	29-Nov-2019 12:48        tcctcc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is the rise of Thaibev today related to the halt of FLT and FCOT ? All three company are under the same BIG BOSS.
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Goldfinger Supreme	29-Nov-2019 12:45        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	If you hold both - no effect except for fees to CF Advisors and Manager. But to get the vote through they need sweeteners. chengwh1      ( Date: 29-Nov-2019 11:49) Posted: Hmm,... I beg to differ, bro,.... depending on the ratio that both REIT mgrs will be adopting, I have a feeling that the REIT being acquired will be ' losing-out' by earning less dividend after the merger. Anyone here would be able to put forward an estimated scenario of merging based on years of investing experiences ?
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chengwh1 Elite	29-Nov-2019 11:54        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	On the sudden price elevation, I commented over at the Accordia thread, bro,.... careful here,... john_ric      ( Date: 29-Nov-2019 11:24) Posted: Accordia golf trust shoot up > 10%. will this be at the expense of Frasers com and L& T ?? OR - synergy effect, they also shoot up when H is  lifted??
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chengwh1 Elite	29-Nov-2019 11:49        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hmm,... I beg to differ, bro,.... depending on the ratio that both REIT mgrs will be adopting, I have a feeling that the REIT being acquired will be ' losing-out' by earning less dividend after the merger. Anyone here would be able to put forward an estimated scenario of merging based on years of investing experiences ?
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Goldfinger Supreme	29-Nov-2019 11:36        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Personally, I think there should be benefits to both. There may also be a cash component, if it follows the pathway of Ascott and Ascendas Hospitality Reit mergers. These are like sweeteners I think, probably for the higher yielding Reit. john_ric      ( Date: 29-Nov-2019 11:24) Posted: Accordia golf trust shoot up > 10%. will this be at the expense of Frasers com and L& T ?? OR - synergy effect, they also shoot up when H is  lifted??
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john_ric Supreme	29-Nov-2019 11:24        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	Accordia golf trust shoot up > 10%. will this be at the expense of Frasers com and L& T ?? OR - synergy effect, they also shoot up when H is  lifted??
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chengwh1 Elite	28-Nov-2019 19:36        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	For Accordia, if the purchaser takes the trust private, we will lose the good dividend payout. Something like Croesus Retail Trust earlier. If not taken private but remains a trust, then chances for the same amt of dividend payout is still there, though we may need to buyback the units subsequently depending on the acquisition arrangement. If our holding price is low, we may not be able to get back this price. Goldfinger      ( Date: 28-Nov-2019 18:24) Posted: Alamak - 3 of my Big Holdings today kenna M& A - Accordia (sale of all assets), FCOT and FLIT.  STRIKE TOTO or STRIKE OUT????
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fwei78 Senior	28-Nov-2019 18:25        fwei78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	goldfinger ma tonight u strike toto Goldfinger      ( Date: 28-Nov-2019 18:24) Posted: Alamak - 3 of my Big Holdings today kenna M& A - Accordia (sale of all assets), FCOT and FLIT.  STRIKE TOTO or STRIKE OUT????
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Goldfinger Supreme	28-Nov-2019 18:24        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Alamak - 3 of my Big Holdings today kenna M& A - Accordia (sale of all assets), FCOT and FLIT.  STRIKE TOTO or STRIKE OUT????
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chengwh1 Elite	28-Nov-2019 17:28        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tq bro,... looking at the current yields for both FLT and FCT. Which one has a higher yield as per now ? I hold only FLT at the moment with a holding price of 99c per unit. How would this affect me ?? How to evaluate, bro ? laksaman57      ( Date: 28-Nov-2019 13:46) Posted: Held both ESR & Viva prior to merger. Initially there were resistance at both reit egm. ESR retail investor  complained they overpaid while Viva retail investor resisted selling bcos dpu was too good to  share with ESR. But in the end, merger proved to be good for both unitholders. Fraser L& I Trust-Commercial Trust  merger will similarly be GOOD.  Congrate to all
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fwei78 Senior	28-Nov-2019 14:09        fwei78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I hope is a year end bonus
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laksaman57 Supreme	28-Nov-2019 13:46        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Held both ESR & Viva prior to merger. Initially there were resistance at both reit egm. ESR retail investor  complained they overpaid while Viva retail investor resisted selling bcos dpu was too good to  share with ESR. But in the end, merger proved to be good for both unitholders. Fraser L& I Trust-Commercial Trust  merger will similarly be GOOD.  Congrate to all
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Goldfinger Supreme	28-Nov-2019 12:49        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	I hold both and I prefer they remain separate really.  Can it really be a good thing?
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laksaman57 Supreme	28-Nov-2019 12:37        laksaman57 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Congrat 👍 https://www.theedgesingapore.com/news/ma/frasers-logistics-frasers-commercial-trust-said-be-planning-merge fwei78      ( Date: 28-Nov-2019 11:20) Posted: Halt, good or bad news?
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fwei78 Senior	28-Nov-2019 11:20        fwei78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Halt, good or bad news?
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chengwh1 Elite	19-Aug-2019 17:12        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Frankly, if this ctr does go back down all the way to $1.00, I would sieve through all news and data again to see what went wrong fundamentally,... A mkt price mismatch wouldn' t hit so badly, unless, of course,... ALL REITs and indices in the world also went down together,... spore1      ( Date: 18-Aug-2019 16:33) Posted: $1.00 would be a GD price ..Mouth watering level.. Goldfinger      ( Date: 14-Aug-2019 20:01) Posted: Really wish someone would whack this down to $1.10. Or $1 even better.  Where are the darn shortists when you really need them? ​ Aussie interest rates falling, Aussie Dollar falling vs SGD.  Run Run Run for your lives, hahaha (LOL - Joking only, and I really want to buy at cheaper prices).
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spore1 Supreme	18-Aug-2019 16:33        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	$1.00 would be a GD price ..Mouth watering level.. Goldfinger      ( Date: 14-Aug-2019 20:01) Posted: Really wish someone would whack this down to $1.10. Or $1 even better.  Where are the darn shortists when you really need them? ​ Aussie interest rates falling, Aussie Dollar falling vs SGD.  Run Run Run for your lives, hahaha (LOL - Joking only, and I really want to buy at cheaper prices).
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Goldfinger Supreme	18-Aug-2019 08:53        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for sharing - clever. chengwh1      ( Date: 18-Aug-2019 03:43) Posted: I think the dropping SGD dividend may not be a big problem for now,... unitholders can always choose to take the dpu in AUD under the Currency Election procedure. The dividend given out in the AUD is always higher than what was declared earlier as the AUD keeps the weakening stance vs the SGD. Hence, the unit price will not be dropping much,... RBA interest rates falling bodes well for the Aussie loans, since the debt servicing expenses will be lower... Goldfinger      ( Date: 14-Aug-2019 20:01) Posted: Really wish someone would whack this down to $1.10. Or $1 even better.  Where are the darn shortists when you really need them? ​ Aussie interest rates falling, Aussie Dollar falling vs SGD.  Run Run Run for your lives, hahaha (LOL - Joking only, and I really want to buy at cheaper prices).
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chengwh1 Elite	18-Aug-2019 03:43        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think the dropping SGD dividend may not be a big problem for now,... unitholders can always choose to take the dpu in AUD under the Currency Election procedure. The dividend given out in the AUD is always higher than what was declared earlier as the AUD keeps the weakening stance vs the SGD. Hence, the unit price will not be dropping much,... RBA interest rates falling bodes well for the Aussie loans, since the debt servicing expenses will be lower... Goldfinger      ( Date: 14-Aug-2019 20:01) Posted: Really wish someone would whack this down to $1.10. Or $1 even better.  Where are the darn shortists when you really need them? ​ Aussie interest rates falling, Aussie Dollar falling vs SGD.  Run Run Run for your lives, hahaha (LOL - Joking only, and I really want to buy at cheaper prices).
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Goldfinger Supreme	14-Aug-2019 20:01        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Really wish someone would whack this down to $1.10. Or $1 even better.  Where are the darn shortists when you really need them? ​ Aussie interest rates falling, Aussie Dollar falling vs SGD.  Run Run Run for your lives, hahaha (LOL - Joking only, and I really want to buy at cheaper prices).
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