@observatory, Litrak proposed to sell their Assets at say 7% WACC. Thats the v...

@observatory hope i have clarified ur concerns.

technically we shareholder, if we held on to the shares till expiry would have...

WACC is the dicount rate used on the FCF of Litrak to arrive at the valuation ...

cost of debt is for Litrak specifically and not for ALR. ALR is buying at WACC...

10Y MGS was 4.5% in April and now its 4.06%. hope this calrifies ALRs position.

csan, the bonds rates have peaked in April 2022 and has been on downtrend sinc...

Ya agreed any dividend paid will reduced final payout. But as shareholders if ...

wait for Litrak Q4 (march 2022) results. if they pay higher dividend than 15 s...

the new facility in TTDI will enhance valuation by 15 to 20%... if all other t...

looks like Q4 results will be good and potential privitization will be presemt...

for those holding.. time to add more at 1.00.. u cant fight the downtrend but ...

SM only enriches himself. its a fact and its all written in the wall ie relist...

MMC was a great play for all those who bought in last 3 to 4 years... sorry fo...

cashflows were also good inspite of bad times. great opportunity to buy and le...

strong support is at 1.00... which is 3 mth low. results was great esp during ...

well said @thinkcarefully. the esos sell down may bring price down and also du...

3.80 will be coming soon... technically but we also have results soon.. at 3.8...

those who bought the call warrant would have made more esp the C29. kudos and ...

wow fantastic. earlier than my expectation. well done but u guys will be even ...

heavy volume today coz probably EPf sold. price of Gamuda also up. similar tr...

well said @ observatory. thank you and i have learnt alot from u.

however note 21.02 also says can buy provided its not a pre arranged transacti...

they are quite responsive.

@observatort.. Para 21.02 of the takeover code prohibits buying shares above t...

very intersting ... now I am concerned if I missed out anything understanding ...

kesas has abt 2 years or less to go and smart not much in value in the whole s...

am sure Scientex will have their plan on whats next and hence the decision not...

my explanation earlier is on the basis of buying above the offer price... at o...

12 Jan to 15 Mac is the 60 days. yes they can buy below or at offer price.. no...

a revision in offer can be made anytime before the 46th day. once offer is clo...

"someone" has taken over this company. but to avoid a GO has broken the block...

in next 9 days should announce book closure dates and suspension. expected pay...

the tax is not at group level but at various subsidiary level. not sure how ma...

in short when u have good, steady and somewhat predictable cashflow, borrowing...

i just gave a simple theory. the ppl at gamuda and the advisors will know how ...

an offer can only be revised if its kept open on the 46th day. total period fo...

offer or value of litrak based on the same parameters if there is a highway tr...

on the same parameters of the earlier valuation the new offer should be almost...

value after 2 years of the proposal assuming no loss due to covid effect. henc...

the value of 2.75B is a discounted value based on CF. assuming its discounted ...

to increase its reserves they may consider revaluation of its concession to fa...

possible for litrak to do a 10 yrs bond with 300M going to bond repayment and ...

u r right... gamuda may push for the trust with extension as they can continue...

normally if steady cashflow of 350M can easily do a bond of 6 to 7X or 2B to 2...

early redemption of bonds attracts penalty... ie pay interest in full till exp...

yes treat it as a 10 yr bond with little excitemnt of early payout. surely u c...

highway trust, shareholders will get paid in their discounted CF today vs bond...

whether its a highway trust or just a simple fund raising via a new bond issue...

chances are litrak will announce a debt equity/ a capital mgmt structure 9 to ...