Ya.. share buyback.... maybe on maybe not.... why the urgency?? Can't wait till next AGM?

Tony can't rely on 3Q results to push up AirAsias price??

Or even worst... 3Q results will make AirAsias price to drop a lot....... ? ; )

; )

Retailers are buying AirAsia..... buying AirAsia.. big time

3Q15 results will be out by 26-11 only... 2 weeks is a long time in stock market... I suppose


In the meantime.... 2015 Victoria's Secret.... great.. as always ; )

Good statistics appear to give a little boost in the very very very immediate term...

3Q15 overall load was ok... so 3Q15 top line will be presentable... as AirAsia brand name would see to it..

Anyway... well.. you know.. as usual... AirAsia is complicated.... watch... USD v RM... IAA impact.. in the very vey immediate term

In the very very very immediate term..... and for the very very very immediate term.... statistics

o..... Nice meeting you then...

Nice professional looking photo with coat.. tie.. spec... and all that... are you CFA as that one hapless MMSS aspired to be??

MMSS is that you making a come back...... with a professional looking photo with coat.. tie.. spec... and all that?? LOL

: )

Tony's........... 40+

HaHa that is not r°Moi but Kim Kardasan.................................................... ; )

Will it be 36-24-36 like r°Moi?

Think AirAsia will be rather volatile in the month of NOV....

In the very immediate term... if presentable... statistics may provide a boast

KIV..............................................................

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Fren in need is fren indeed.... ???

.

Yes... by CIMB ; )

1.80

http://www.thestar.com.my/Business/Business-News/2015/11/02/CIMB-Research-ups-AirAsia-target-price-on-upbeat-outlook/?style=biz

.

So... to me the privatisation is something to look forward to.....


Not the alternative though.... BIG NO NO... NOT THE ALTERNATIVE...............................................................................!

.

.

Nevertheless.... the 19% if sold enblock... this is likely how it will fetch a higher price.... will not trigger a MGO... so Tony may get a higher price but not you and me... you know a controlling block premium blah blah... This is not so good



However... if the intention is to privatise..... presumably this is the only way to find buyers...... then there shoud be a VGO..... so you and me will likely get the same price as Tony..... This is good


.

And.... remember... they didn't come out to buy... at all... when they had the chance of their lifetime... when the price was down to 0.765.... Hell even I went in.. man

And... remember CIMB has forced sold before... now if they can pay that would not have happened

If they can pay... don't think they would let their names to be dragged thru the mud for the whole damn world to see... Tony is world influencial man 2015.. remember

.

Nevertheless.... the 19% if sold enblock... this is likely how it will fetch a higher price.... will not trigger a MGO... so Tony may get a higher price but not you and me... you know a controlling block premium blah blah... This is not so good

.

The banks are not going to sell in the open market... as the market has undervalued AirAsia... instead will look for a more holistic solution

A more holistic solution would mean the banks... are helping..... to try to fetch a higher price for the 19%.... enough to pay themselves off and still leave behind some for Tony and Kamarudin...


So the price has to be more than the market price... more than the 1.61 minimum.... This is good

Despite that two forced sales..

Now... it appears.... due to Tonys good long-standing relationship with Credit Suisse and CIMB.... it is very unlikely for the 19% to be forced sold... in a big way.... in the open market

The banks would have done it already if they wanted to.... This is good

Ya... those were the two....

.

Don't be too alarmed now

But..... actually CIMB has forced sold Tony and Kamarudins AirAsia shares in the open market before....

That sale would have taken care of CIMB loan.... which is not big anyway.... for now

Likely only a problem again if RM weaken further by a lot

.

The privatisation will not be by MBO... as Tony is already in deep shit even with his existing loan... where to find fund to MBO? The 2 banks giving even more loan to him?? How likely?

.


Complicated... getting even more complicated?!?



Now...... it is not even clear whether...


Tonys loan is putting AirAsia price in deep shit???

or

AirAsia price is putting Tonys loan in deep shit???


This complicated??? ; )


.

.


Complicated... getting even more complicated?!?



Now...... it is not even clear whether...


Tonys loan is putting AirAsia price in deep shit.....

or

AirAsia price is putting Tonys loan in deep shit.....


This complicated??? ; )


.

Ya.... hopefully.. this more holistic forced selling is the top option

But............. of course..... if the privatisation deal is off... and they cannot pay..... and the two banks started forced selling their shares in the open market... then everybody dies standing......................... ; )

Of course..... no MGO.... but VGO.... if to take private... offer price would likely be the same

Sooooooooooo............................. this privatisation thingy is today more likely to be on than yesterday............... KIV closely

However.... in so far as we can take a ride to push the price up it is good ler

But............. their stake of about 19% is too low to cause a general offer that we can also sell at same price as them

Assuming their debt is at 2.10....

Selling at lower than that would not solve their problem... got to be higher.... Need a HOLISTIC solution... to totally solve their problem

A bankrupt for a debt of 500m and a bankrupt for a debt of 1m is the same... a bankrupt

.


Tony has lost a couple of hundred millions... and has been squeezing his balls...... both with wrenching pain.... for the better part of close to 4 months now...... since GMT

..................................................................................

In so far as they are forced to do it........... it is more likely that AirAsia could well be taken private

O.... don't call me advisor... paiseh paiseh



Offer my 2 sen... can la



Tony and Kamarudin are facing margin call................


Simply put... the current AirAsia price is just too low to solve their debt problem....


Assuming they got their loan while the price was 3.00... say 70% margin = 2.10 of loan


So... to solve their problem completely... price got to be higher... maybe 2.10 to just cover ...this is of course just a guess


But... their stake is too low to cause a GO..


However.... in so far as we can take a ride to push the price up it is good ler


Think they are desperate.... more desperate if their loan is in USD

Operating statistics to be out soon will give a hint on how the core 3Q15 earnings would be like...

Markets are shaken a little by................................... the FED

AirAsia.... the Starbucks... the iPhone..... the Google..... of LCC.... voted by users


http://www.thestar.com.my/Business/Business-News/2015/10/27/AirAsia-named-best-lowcost-carrier/?style=biz

So............. that last purchaser who went in big at 1.54 yesterday is now trapped...... HaHaHa

FED in 2015...... unnecessary anxiety?

Big funds.... sell in morning.... buy in afternoon??

Keyin error or hidden buyers?

Single buyer....??

The last minute up yesterday would be 3x more impressive if it was done by just a single buyer........ a single buyer who can't resist 36 24 36

; )