Posted by MuttsInvestor > 2021-01-31 11:41 | Report Abuse

SUNDAY MUSE .................My Dream last night !!! (Weird!! ) But ( for FUN ) ..... SCR would be the best way to Privatize Boustead. Those shareholders besides Ltat and affialtes would be excluded. Those eligible would be given a bonus share ( 1 : X) to sweeten deal. Then Price to be announced at Rm 0.90. Then revised after Nego with big holders(2 - 5months). Probably Rm 1.20 to 1.xx . Ltat and parties involved have a DEADLINE. This is to raise $$$$ for next election 2022. 1 year to SELL of various 'Parts" of Boustead for hard $$$$. Got GUT feeling Boustead has already got suitors for the ASSETS under them . Bplant, Affin, Pharmanagia, Etc as these are profitable companies. Think S.Moktar, etc ( to spread $$$ and gain political favours )...... Ha...Ha..... ((Remember ........ Just A Dream !!! ))

Posted by JediMaster > 2021-01-31 12:01 | Report Abuse

I hope it’s RM1.40 take over offer to shareholders

Posted by thesteward > 2021-01-31 12:20 | Report Abuse

Oh Tq Johnzhang ya it is true there is no offer yet. Thanks for reminding .
Let’s hope it is good news .
If kwantas can offer at 1.60++ , I hopr bsread will be fair if they are offering anything .

Posted by thesteward > 2021-01-31 12:21 | Report Abuse

Bstead typo

Posted by thesteward > 2021-01-31 12:33 | Report Abuse

Affin banking license valuable . I really hope if there is any offer they will be fair ....
Hopefully Min 1.20 .....

Posted by thesteward > 2021-01-31 12:40 | Report Abuse

Wah just realized Fgv nta rm1.13 offer 1.30. Bstead nta is much higher ....

Posted by InvestigatorX > 2021-01-31 12:42 | Report Abuse

Pray hard.

Posted by AllanTingAS > 2021-01-31 12:45 | Report Abuse

I think their Tuesday material announcement will be go or no go on their privatization as per previous press report. Let wait!

Posted by thesteward > 2021-01-31 15:03 | Report Abuse

Pray hard 1.30 at least same w Fgv . Nta higher than Fgv leh

Posted by TheContrarian > 2021-01-31 15:07 | Report Abuse

Draft copy of the proposed privatisation letter addressed to Boustead already prepared with the offer price left blank to be filled up on Tuesday morning. LTAT is monitoring the comments on this forum before putting in the offer price.

Posted by Johnzhang > 2021-01-31 15:17 | Report Abuse

TheContrarian, are you joking ? Hahaha.....
Anyway , anything less than $1.20 is no go for me. Perhaps many corporate investors demand higher . GameStop Spirit will manifest if the offer is unfair.

Posted by thesteward > 2021-01-31 15:28 | Report Abuse

:-)

Posted by TheContrarian > 2021-01-31 16:16 | Report Abuse

Johnzhang, LTAT has taken note of your RM1.20 figure, haha.

Posted by InvestigatorX > 2021-01-31 17:06 | Report Abuse

Tengku Zafrul surely give this deal to CIMB

Posted by thesteward > 2021-01-31 17:17 | Report Abuse

Kekeke pls make it rm1.30 same w Fgv. Fgv nta lower than Bstead . Hahaha

Posted by n3lly > 2021-01-31 17:19 | Report Abuse

curious. what are the chances that this will be politicized?

Posted by TheContrarian > 2021-01-31 17:28 | Report Abuse

Maybank will be appointed to advise and represent LTAT while Affin will be appointed to advise and represent Boustead.

Posted by InvestigatorX > 2021-01-31 19:22 | Report Abuse

If Tuesday announcement is to abort the transaction, LTAT depositors and us will be crying on Tuesday. BousteadInvestor sold 400,000 shares or more at 72 sen. I think he may be laughing.

Posted by thesteward > 2021-01-31 19:23 | Report Abuse

Mind boggling why Friday the price drop to 71?

Posted by JediMaster > 2021-01-31 19:56 | Report Abuse

Maybe someone deliberately pushed down the share price so that the offer price looks fair & reasonable...

Posted by brianklc > 2021-01-31 20:06 | Report Abuse

Friday drop coz investors got freaked out coz of the announcement before Thaipusm

Posted by InvestigatorX > 2021-01-31 20:26 | Report Abuse

If no privatisation, what alternatives they have ?

Posted by Johnzhang > 2021-01-31 20:38 | Report Abuse

I think privatising Bstead follow by more aggressive assets monetisation may be the only quickest and most effective way to resolve a number off pressing problem face by LTAT.

Posted by thesteward > 2021-01-31 22:04 | Report Abuse

Sounds logical

Posted by thesteward > 2021-01-31 22:07 | Report Abuse

Been so long they ding Dong . Hope once n for all make a fair offer n get it done , This stock drop so much from rm2 + years back

Posted by Enilec Mak > 2021-01-31 22:39 | Report Abuse

I feel like the Contrarian knows more than meet the eye. He even knows who the advisers are at this juncture.....

Posted by Enilec Mak > 2021-01-31 22:40 | Report Abuse

Tell me Mr. Contrarian what is the range of the SCR price that they are contemplating ?

Posted by MuttsInvestor > 2021-01-31 22:48 | Report Abuse

Johnzhang ...''I think privatising Bstead follow by more aggressive assets monetisation may be the only quickest and most effective way to resolve a number off pressing problem face by LTAT.""
Totally AGREED.

Posted by TheContrarian > 2021-01-31 23:02 | Report Abuse

Enilec Mak, I think it's between 95 sen to RM1.

Posted by BigDaddy88 > 2021-02-01 08:04 | Report Abuse

Boustead trading suspended, good news coming

Posted by winmal > 2021-02-01 09:15 | Report Abuse

seeing many ppl are above Rm 1, the privatisation price below RM 1 only small group of investor to benefit from this exercise.

Posted by thesteward > 2021-02-01 10:21 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/01/16/boustead-privatisation-still-a-possibility

Posted by thesteward > 2021-02-01 10:22 | Report Abuse

Article on the 16th just to refresh memory

Posted by thesteward > 2021-02-01 10:28 | Report Abuse

https://www.theedgemarkets.com/article/newsbreak-sources-ltat-take-boustead-private-scr-and-takeover-price

Posted by thesteward > 2021-02-01 10:29 | Report Abuse

The edge article on the 25/1 /21 just to refresh memory

Posted by thesteward > 2021-02-01 10:30 | Report Abuse

Anyway just wait till Tuesday evening . Let’s hope good news. Been sooooo long .

Posted by BousteadInvestor > 2021-02-01 11:01 | Report Abuse

hi i am back. have you considered that is a trap?

Posted by stockraider > 2021-02-01 11:03 | Report Abuse

When GO coming what trap leh ?

Posted by BousteadInvestor > Feb 1, 2021 11:01 AM | Report Abuse

hi i am back. have you considered that is a trap?

Posted by BousteadInvestor > 2021-02-01 11:07 | Report Abuse

what if, only what if, the announcement is NO GO?

i wish you guys get the GO too, then you can celebrate. i am totally out.

Posted by Enilec Mak > 2021-02-01 11:45 | Report Abuse

Thank you for your reply, Mr. Contrarian....I certainly hope it to be on the higher end of the range at RM1 / share. Anything below 90 sen would be dissapointing but not unlikely.

Posted by Enilec Mak > 2021-02-01 12:00 | Report Abuse

Mr. Contrarian.....You mentioned KPS........

Posted by TheContrarian > 2021-02-01 12:30 | Report Abuse

KPS is the latest addition to my portfolio.

Posted by Johnzhang > 2021-02-01 13:12 | Report Abuse

TheContrarian, could you share your views in the respective forum on MNRB and MPHBcap which seem to be extremely undervalued from fundamental perspectives. From technical analysis, seem nobody like to touch these death wood. Thanks

Posted by TheContrarian > 2021-02-01 13:58 | Report Abuse

Johnzhang, I think I have commented in MNRB forum from time to time. I have made a few thousand from MNRB several months ago when I sold off all and recently I have bought back mostly below 90 sen. I don't follow technical analysis at all. As for MPHCap I haven't done any research on it.

Posted by Enilec Mak > 2021-02-01 14:38 | Report Abuse

thanks bro...will add kps to my portfolio too...

Posted by MuttsInvestor > 2021-02-01 15:03 | Report Abuse

MNRB ---- Good fundamentals. Strong financially. Low debts. Good Cash Flow. ....... Cons:- Political Links . SLEEPING counter ( Not active) ....... Support ??? Potential for Privatization.

Posted by yip_net > 2021-02-01 15:34 | Report Abuse

If there is no privatization, what price do you estimate the stock price will fall to?

Posted by JediMaster > 2021-02-01 16:01 | Report Abuse

60-62 cents

Posted by yip_net > 2021-02-01 16:05 | Report Abuse

Actually I guess it will fall to 50 cents.

Posted by Snowpiercer > 2021-02-01 16:09 | Report Abuse

I think NTA is the potential..... not best managed businesses but it is still a bank and a pharma riding the vaccine story