Posted by Max2838 > 2016-04-02 09:34 | Report Abuse

Tony is borrowing 1B from bank or friends to put in more money for AirAsia (his own company). You only put more money into your own company if you believe that it is a good business. Dividend is also higher this year (4 sen - a 30% increase over last year). Share buybacks by Co or directors do not grow a company organically, it only helps in building confidence for shareholders. Tony's way is to put in more CASH (borrowed or otherwise) to grow the business and to control Asia's sky (like what Ryanair do to Europe and Southwest Airlines do to N.America). In an austere Economy, low cost carriers rule!

Posted by zaqwerty > 2016-04-02 10:13 | Report Abuse

Virgin Airline is selling when oil is down and airline profitable. Tony is buying into his own airline. It would be interesting to see who makes the right decision a few years from now.

Posted by stockraider > 2016-04-02 10:15 | Report Abuse

RAIDER ALSO SAYS U NEED TO BE CAUTIOUS AND SPOT THE DANGER TOO....!!

1. AIRASIA NEED CASH....THAT MEANS ITS CASHFLOW NOT THAT GOOD LOH...!!

2. TONY AND GANG....TAKING THE PLACEMENT.....IS GREEDY TOO AND TAKING UP THE PLACEMENT THRU BANK BORROWING...!!

CONCLUSION

VERY POTENT RISKTAKING
1. POOR CASHFLOW
2. MAJOR SHAREHOLDER BUY MORE THRU BORROWING.

Posted by stockraider > 2016-04-02 10:18 | Report Abuse

u must understand Tony....he is a guy with high ego and a gambler too loh....!!
just look at how much monies he has wasted in F1 racing and English Football clubs ?

This tony...will sometime do silly not financial prudent thing too...!!

Posted by hng33 > 2016-04-02 11:08 | Report Abuse

Placement share at 1.84.... Will adjust back to 1.80 as placement share not entitle divided 4 sen....raise RM 1 billion...but only can interest cost RM 10.7m pa....therefore placement 16% new share will result 1% cost saving, but dilute earning 16%........

Posted by i4investor > 2016-04-02 13:50 | Report Abuse

free fall tmr...now every kena fried...

Posted by i4investor > 2016-04-02 13:51 | Report Abuse

i mean once resume...airasia worth the best is 1.80...cannot go up further

Posted by newbb > 2016-04-02 14:07 | Report Abuse

short term wise, will AA share price won't go higher than 1.84?

Posted by Koon Bee > 2016-04-02 14:24 | Report Abuse

Airasia will consolidate at 1.70 - 1.90 for next 3 months

Posted by Ryan Chong > 2016-04-02 14:39 | Report Abuse

if the tony using this price to dilute to share, so more of the share holder will stay on the airasia ship, to me, tony is now gambling on his company

Posted by hng33 > 2016-04-02 15:28 | Report Abuse

I view TF to do placement 16% stake at RM 1.80 and announce it in these time as naughty strategy....Many have anticipate good AA result due to strengthen RM and prolong oil price, thus AA financial condition should improved greatly forward...therefore AA share should leapfrog up to above RM 2.00 and heading toward RM 3.00 in short time.

But....TF now placement 16% share and fixed at RM 1.80, and still need to seek shareholder approval in EGM and only can expect to complete in Q3....so.....Will shareholder will happily approve TF placement share at 1.80 in EGM if AA share alrdy surge above RM 2.00-RM 3.00 !!?? allowing TF instant windfall profit by expense on minority shareholder?

By logically thinking If AA financial improved greatly next and therefore share price up RM 2-RM 3...then, if TF want to profit it, he should instead buy from open market as much as possible now and profit it after AA good result is announce.

Therefore, i view TF placement share now as naughty strategy....as it essentially limit AA short term share price performance even if next quarter result is good....until its placement new 16% share grant approval by shareholder in EGM...complete in Q3...then only AA share can conveniently surge above RM 2- RM3

Posted by r°Moi > 2016-04-02 16:03 | Report Abuse

r°Moi 702,000,000 open market vs 1,000,000,000 under PP

If it is all about increasing their % to 32%.. Tony could have done it with 702,000,000 by buying in the open market... even if the average price is assumed to be 2.00


(32−19)%×2,700,000,000×2.00
=702,000,000

Remember... Tony could have easily bought a block or two from Wellingtons and EPF even at cheaper prices...


So... the average price would be lower than 2.00... and with no complications like.. EPS dilution.. pissing off minorities.. bla bla... and the risk of margin call as importantly the price would likely stayed at 2.00 or even higher...


The effects of this 32% is better than the 32% achieved via PP
02/04/2016 15:44


X
r°Moi So.. of course.. it is not about increasing the % to 32%.. now do you get it?
02/04/2016 15:48

Posted by r°Moi > 2016-04-02 16:06 | Report Abuse

This 32% thru open market could enjoy all the benefits like the presumed up in price... exactly like the 32% that they have to swing to them.. in the process pissing off the minorities and disrupt the price...

Posted by r°Moi > 2016-04-02 16:08 | Report Abuse

A forced buying....

Posted by johnnys > 2016-04-02 16:16 | Report Abuse

PP settle the short term debt problem, if call for right issue, I think it will happened like MAS.

Posted by johnnys > 2016-04-02 16:19 | Report Abuse

after PP, if TF call for right issue it holding will more than 33.33%
PP give you confident that AA will no call for right issue in next few years. it mean TF have confident that next few year debt can settle by earning $$.

Posted by paperplane2016 > 2016-04-02 16:25 |

Post removed.Why?

Posted by r°Moi > 2016-04-02 17:12 | Report Abuse

HaHa... that..I saw too.. didn't know what was it then... shy shy

Posted by paperplane2016 > 2016-04-02 17:16 | Report Abuse

This icon low life,...

Posted by fayeTan > 2016-04-02 21:28 | Report Abuse

Minority shareholders holdings will be diluted, I.am not positive on this. It is good for Tony but not minor ity shareholders

Posted by paperplane2016 > 2016-04-02 21:33 | Report Abuse

Not true also. His existing also diluted. So?

Posted by supersaiyan3 > 2016-04-02 23:09 | Report Abuse

Icon was joking, its april's fool. Keke!

Posted by moneySIFU > 2016-04-03 02:23 | Report Abuse

I seldom agree what fayeTan said, but this time she is talking what I am thinking.

xxxxxxx
fayeTan Minority shareholders holdings will be diluted, I.am not positive on this. It is good for Tony but not minor ity shareholders
02/04/2016 21:28

Posted by alexisinvestor > 2016-04-05 08:27 | Report Abuse

AirAsia was doing well financially (benefits from lower oil price, stronger RM) until this placement comes in to dilute minorities. The key question is whether the earnings can more than offset the dilution?

Posted by Icon8888 > 2016-04-05 22:28 | Report Abuse

Can

Posted by paperplane2016 > 2016-04-05 22:30 | Report Abuse

Stock: [AIRASIA]: AIRASIA BHD
Apr 1, 2016 09:01 PM | Report Abuse

Posted by Icon8888 > Apr 1, 2016 01:20 PM | Report Abuse

btw, I don't believe that Tony is forking out money to increase his shareholding to 30% (by way of placement)

no tycoon will do that in real life

tycoon like to make big money with small capital (for example : on hind sight, Gamuda issues WE because they anticipate securing huge contract soon).

Tony is not young, he will be stupid to commit so much capital at this stage of his life. If he wants to benefit from the up cycle, he would have tried to do it by warrants (for example : issue new warrants and try to swing a block to himself
This i copy bulat, bulat icon punya comments. See!!hahzhahahahaha