money Stock Market

[aspogg]

Private placements due to unlock next week. Before AT received $100M financing from Deutse Bank, AT was cash-strapped. The P10B advance from Alakor was converted to shares. so were the other advances and loans from various private placements and lendees, convertible to shares at various strike prices from P10 to P15, but with a lock up period.

 

It's a good buy at P14+.

 

Greedy bastards!!! But I guess if I was in their position I'm doing the same thing as well! But at least nag rebound na now. Going 16.25-16.5 now right?

Edited July 5, 2007 by aspogg

[arkitekto]

Greedy bastards!!! But I guess if I was in their position I'm doing the same thing as well! But at least nag rebound na now. Going 16.25-16.5 now right?

 

Ron Nathan of Inquirer and Abacus forecasts it at P40 next year, but that was before nickel price dropped from P50t to P35...

 

If its 2Q Financial report is good, sisipa malamang. already it reported P260M revenue from 3 nickel ore test shipments of 120,000 tons total for Feb to March, while spending P320M (nickel at that time P41,000 ton) Assume 6 to 7 shipments this 2 Q... P650M assumed revenue? less expenses, part of which actually go to further Berong development and rehabilitating Toledo. And the grades are improving to 1.8%! We'll have to wait for that 2Q FS. Pwedeng himayin ang 1Q FS ngayon, pero hindi malinaw kung magkano talaga ang ginagastos para sa Berong normal operations. Everybody is actually guessing how much expenses it will incur this 2Q. That's the only piece missing... If Alakor shares are fully converted, Its market cap will reach over P20B. Which is too high if net earnings do not prove spectacular at nickel prices this high already.

 

But the added revenue kicker is Toledo. by 2nd Q 08, it could supplement the earnings. The P40 forecast is still good actually, unless copper and nickel and gold prices drop.

 

Actually, time to buy, before that 2nd Q FS. Or peel your eyes for it.

Edited July 5, 2007 by arkitekto

[aspogg]

True. Wanted to buy this week! Still stuck. Currently feel safe anyway. Holding GEO, MIC, SMPH & IS. Pwede na sa akin yan!

[renzo6]

sum1 told me to buy ATN, any news on this? any new tips?? I also got stucked with my PEP, i heard dat it has gud news next wk but why is it going down drastically right now?

[arkitekto]

nickel laterite market research update

 

http://news.goldseek.com/GoldSeek/1183932000.php

[crabman]

Anybody? What's your take on the ALI stock offering? :headsetsmiley:

 

Please be informed that the Board of Directors of Ayala Land, Inc. (the "Corporation") at its meeting held today, 05 July 2007 approved the following: 1. The increase in Authorized Capital Stock of the Corporation from Twenty Billion Pesos (P20,000,000,000.00) consisting of Twenty Billion Common Shares with a par value of P1.00 per share to Twenty One Billion Five Hundred Million Pesos (P21,500,000,000.00) consisting of Twenty Billion Common Shares, with a par value of P1.00 per share and Fifteen Billion Preferred Shares with a par value of P0.10 per share, and the amendment of Article Seventh of the Corporation's Amended Articles of Incorporation to reflect the capital increase. 2. The stock rights offering of 13.034 B Preferred Shares to all common stockholders of record as of 06 August 2007. 3. Calling for Special Stockholders' Meeting on 28 August 2007 to ratify the aforesaid items.

[transcience]

any thoughts on GMA going public?

[arkitekto]

any thoughts on GMA going public?

 

Everybody's saving up for it.

 

Monday final price setting

July 17 Tuesday start of subscription, call your broker now to reserve. They each get a limited amount only.

 

Check update:

http://www.pse.com.ph/html/NewsRoom/pdf/GM...ering_final.pdf

 

Note: 900M shares for about 20% of the company (70% foreign offering; Only 30% domestic) at P7 to 8.50 for 16.6 to 21x PE ratio. Pwede na. The revenues from overseas should add to its growth.

Edited July 10, 2007 by arkitekto

[Guest foxtrotbravo]

any thoughts on GMA going public?

 

i think it will be a good buy!

[transcience]

Everybody's saving up for it.

 

Monday final price setting

July 17 Tuesday start of subscription, call your broker now to reserve. They each get a limited amount only.

 

Check update:

http://www.pse.com.ph/html/NewsRoom/pdf/GM...ering_final.pdf

 

Note: 900M shares for about 20% of the company (70% foreign offering; Only 30% domestic) at P7 to 8.50 for 16.6 to 21x PE ratio. Pwede na. The revenues from overseas should add to its growth.

 

thanks.

 

i read the prospectus and thought that it is a good buy.

[Guest lene]

thanks.

 

i read the prospectus and thought that it is a good buy.

 

try to check who the underwriters are; normally, brokers have very small allocations. its the underwriters ( the banks) who have bigger allocations and they are obliged to sell the LSI ( local small investor) portion. it will be indicated in national newspapers who the underwriters are. good luck.

[tombone]

It seem COL is on the move again.

[aspogg]

It seem COL is on the move again.

 

Heard the TP was 20 for COL.

[loafer]

thanks.

 

i read the prospectus and thought that it is a good buy.

 

May mga holding period ba ang mga IPO stocks that they are offering now? GMA meron ba?

[tommy69]

Not unless institutional investor ka....