https://klse.i3investor.com/web/blog/detail/karadis/2022-09-16-story-h1649131606-PRLEXUS_8966_Bad_economy_high_inflation_high_inventory_winter_in_garmen



Although Prolexus has been eliminated by NIKE, we can analyze the entire market trend based on the world economic and the operation of these brands such as NIKE and UA.

In the near term, active wear retails dealing with unprecedented macro headwinds: inventory levels, FX movements, European consumer that's now under incredible pressure.

In late June, Nike stock slumped further after issuing single-digit revenue growth expectations for the full-year 2023. Expected Nike to lower growth estimates, citing the company still battling a strengthening US dollar and inventories remaining high across North America.

Nike's overall inventory dollars in North America were up 44% in its most recent quarter. I think inventory levels will remain high, seen that in the channel play itself out in very heavy apparel promotions throughout the sector. And whether it's Nike, Adidas, Under Armour — everyone's been a bit more promotional recently. With inflation remaining near 40-year highs, the lower- and middle-income consumer is under a lot of inflationary pressure.

All of this means that sales are sluggish, and brand owners are digesting inventory, and will naturally stop placing orders, which in turn may cause garment factories to shrink orders by as much as 50% to 70%.

The recovery of the entire market is not optimistic and may not show light until the second half of 2023.

It is expected that the performance of the next two quarters will not be satisfactory, and it is believed that the stock price will fall further.

The shareholder equity plan, the "poison pill", is one of the defenses measure of Mr. Lau, former major shareholder of Prolexus to protect the company.

This is also Twitter's current defenses measure to against Musk's acquisition.

Unfortunately, he chose to give up for whatever reason.

Leveraged buyout where small fish eat big fish. Acquirers often use only a small amount of their own funds, and raising funds mainly by issuing junk bonds to acquire target companies. Once the acquisition is successful, the acquirer can repay the creditors by acquiring the assets of the target company. Considering the historical performance and behaviour of the new major shareholder, I am not optimistic about the continued growth of Prolexus in the future.

Don't pick up YB's share. If you miss it, just watch the show! Don't take risk.

nicholas99, good idea. Make sure you are profitable first, protect ur money, then let the remaining profits continue to gallop.

Gaming is about thinking about your opponent's thinking patterns and moves in sync. Let's fight!

They realize they can't procrastinate any longer, or the variables will get bigger!

As I once said, "if there is a pending order to sell, you might as well put it later. Too close is a waste. But it mainly depends on personal goals and risk control."

Warrants are indeed another battlefield, and one that retail investors ignore. But they did not forget. This is one of Prolexus' strengths, but it's not the most powerful weapon which they have. Trust them not to forget what they have, right? a little worried.

Once successfully acquired, it is not necessarily the end for Uncle Lau, the game can also be another new beginning. It's purely up to him and his team. Really can't say too much, some strategies are not strategies if they are said in advance. So some friends who PM me, based on protecting the rights of Prolexus and I can't answer your questions, so sorry.

But it seems that the financial team of Prolexus is too weak, and it is not aware of other people's sniping, and it seems that there is no idea how to defend and reverse the situation these days. This CFO should be replaced.

Dear all, it's depends on how valuable retail investors think their stocks are! Our stock is very valuable unless you sell it cheap. Otherwise, the competition between the two can indeed create limit up.

Could it be that Mr. Lau's business is going to be handed over to others?

The proportion of YB has exceeded 30%, and believe that the proportion between two parties is very close. It is expected that the final 5% to 8% of the battle is left.

In ancient wars, opponents attacked your territory for its resources. Once successful, it's all his. That being the case, why not use the resources at hand? Use it now, it's yours. After being occupied, it belongs to someone else.

Just worry that your team doesn't know how to properly apply the tools at hand and waste the time and opportunity.

"In conjunction with a major announcement, Prolexus will suspend trading in its shares on Friday (April 8."

Will we see this announcement?

Looking forward this will be a great M&A battle!

Prolexus Team, your core weapon comes from "rules", not money. The Rules can help you directly create/increase your % advantage. Remember!

Don't enter while fighting. They need bullets, and like to create bullets from market.

Then set your own exit plan, unless it's spare cash.

imvu, maybe you can look for WB.

Siren sounded........

Prolexus Team, if you are still slow and unresponsive, you may miss the last bus! Hurry up, use your weapon.

The longer it drags on, the more unfavorable it is for the acquirer. Prolexus' corresponding measures have not yet been introduced, and the action is a bit slow!

If there is a pending order to sell, you might as well put it later. Too close is a waste. But it mainly depends on personal goals and risk control.

They are accumulate funds quickly through capital operations. So, what is Prolexus' corresponding strategy?

YBs existing team is good and like at borrowing bullets from the market to grow itself - debt investment model. ICPS, RCPS, ICULS, RCULS are commonly used methods abroad.

The current YB team is sniping and acquiring other listed companies through short-term debt and long-term investment. Under the motive of profit-seeking, it may cause damage to the operation, management, and philosophy of the acquired listed company itself.

Too much talk today, I'm going to the practice field now.

As a reminder to Uncle Lau, you already have a powerful tool at your disposal to ensure you are invincible and take down your opponents actually. If your core crew hasn't provided you with this solution, they're really incompetent.

So, YB Team, SPEED! SPEED! Fast speed is so important to you! Once they react that it turned out to be the tool, you may be too late.

Brainstorm - Retail Investors - Us

For example: During the operation of both parties: How we do to make sure not to be thrown out easily! And do not buy at the high point! Quit in the right time！

Brainstorm - YB Team

For example: if you want to get enough right to speak, you must absorb at least 38%～40%. Maybe you already have at least 23.59% + X% = almost 30%. Do you want to mobilize your resources in one go? Or a slow-paced approach? The longer the time, the worse it is for you.

Looking forward to your operation, let's observe and learn.

Brainstorm - Prolexus Team

For example: when your opponent finds that there is no chance of winning and intends to leave the market, he must first create an illusion, quickly pull up, and after the influx of buying power, sell quickly and leave the market. How can your team operate under this circumstance, so that the opponent cannot easily leave the market, absorb your own stocks at a low price, but keep the stocks stably at a reasonable price, and at the same time to enrich your own funds?

This is one of the interesting simulations, looking forward to your operation, let us observe and learn.

How will YB Team operate this week?

IF YB want to have more ammo, especially smartly use market ammo. Under normal circumstances, the acquirer will operate through the account of the shadow force, such as sell / buy activities, create the strong buy / sell illusion, etc.

So, I remind everyone 3 days ago "Hold the ticket in your hand tightly, and collect it quickly when in low position, there will be surprises."

Remember: collect it quickly when in low position. Then, you don’t put yourself in a vortex of risk. Good luck everyone.

Therefore, it is necessary to reorganize the internal reaction mechanism. And formulate a rapid response mechanism when several possible situations occur.

Hi Uncle Lau，kindly remind that please watch out the shadow troops in the market for these days.

At the same time, it is necessary to review why the company is so oblivious to acquisitions initiated by others. The reaction is too slow. If this reaction speed continues in the war, it is very dangerous.

Because it is believed that the opponent has already started to attack through the shadow troops that have not yet emerged from the water.

A wise person can know who is a liar by looking back at the comments or blogs that I posted at each stage with comparing the changes in the stock price.

For this acquisition battle, I'm more inclined to support Prolexus, so I'll give some hints within my power. But as a rule I shouldn't share too much, it's not fair for the war.

It seems that Alvin is telling everyone to sell their stocks quickly, right? Hahaha

I warmly remind everyone to hold the stocks tightly in their hands half a year ago. Are you sleepwalking? Remember to see a doctor if you are sick! poor child.

I told everyone that should pay attention regard Prolexus (8966) Is there a risk of being sniped and acquired half year ago. Ignorance child, alvin，hurry up and drink milk in your mother's arms! poor child.

Once a takeover war is launched, it is not so easy to leave the field. Like I said, hold your tickets and enjoy the show, then get off the car at the risk that you can afford.

ARBB（2018）， YB Ventures（2020），Prolexus（2022）
Not only that, but here's the minimum you must know.

Fully understand your opponent, understand his patterns and habits, and deduce strategic deployment. When you fully grasp all relevant information, the war is really begins. But really don't move too slowly, otherwise Prolexus will really too late for .....

Do remember that you must clearly understand YB essential intentions and what actually he can give up and what he can't give up. If not, the failure of strategic deployment leads to falling into a deeper abyss. Prolexus, here is the advice that I can sharing.

YB, you must stir up the price! We look forward to your performance.

YB Venture was a little rash in this acquisition activity, which may have something to do with their previous acquisitions being too smooth, causing them to inflate their mentality.


On the one hand, we should contempt the enemy in strategy; on the other hand, we should think the enemy seriously in tactics. This is important.

1. Do you really know how much Prolexus directly and indirectly controls?

2. How much ammo does Prolexus have in total or how much ammo can be mobilized to do this defensive battle, or even counter snipe you. Do you really know？

3. The stable operation mode is to collect silently through several accounts, but do not exceed the specified %, so as to avoid being noticed, and then attack and occupy the city in one fell swoop. Let them completely unresponsive time.

Actually, they really don't have any vigilance, and this is where they fail the most, especially since I have already warned.

You've already won three directors seat, but if you don't win a majority of the votes, it's for nothing.

And don't think that you can get quit so easily, you will be severely attacked, much more than just losing the shares you bought in Prolexus once you lose.

But the premise is whether Prolexus knows how to operate. Depends on whether your opponent is it smart enough？Then, he gains more than just repelling the acquirer.

YB Venture was a little rash in this acquisition activity, which may have something to do with their previous acquisitions being too smooth, causing them to inflate their mentality.


On the one hand, we should contempt the enemy in strategy; on the other hand, we should think the enemy seriously in tactics. This is important.

1. Do you really know how much Prolexus directly and indirectly controls?

2. How much ammo does Prolexus have in total or how much ammo can be mobilized to do this defensive battle, or even counter snipe you. Do you really know？

3. The stable operation mode is to collect silently through several accounts, but do not exceed the specified %, so as to avoid being noticed, and then attack and occupy the city in one fell swoop. Let them completely unresponsive time.

Actually, they really don't have any vigilance, and this is where they fail the most, especially since I have already warned.

You've already won three directors seat, but if you don't win a majority of the votes, it's for nothing.

And don't think that you can get quit so easily, you will be severely attacked, much more than just losing the shares you bought in Prolexus once you lose.

But the premise is whether Prolexus knows how to operate. Depends on whether your opponent is it smart enough？Then, he gains more than just repelling the acquirer.

Will the acquisition go smoothly? Who will rules the Prolexus？YB Ventures (5048) or Prolexus (8966)

https://klse.i3investor.com/web/blog/detail/karadis/2022-04-04-story-h1620624310-Will_the_acquisition_go_smoothly_Who_will_rules_the_Prolexus_YB_Venture

Will the acquisition go smoothly? Who will rules the Prolexus？YB Ventures (5048) or Prolexus (8966)

https://klse.i3investor.com/web/blog/detail/karadis/2022-04-04-story-h1620624310-Will_the_acquisition_go_smoothly_Who_will_rules_the_Prolexus_YB_Venture

Prolexus chips are more than that! If YB Venture Capital cannot get up to 40% of the shares, please be careful to be reversed by Prolexus. This is a very interesting game.

The M&A battle isn't over yet, and it's time to see which side is smarter. Hold the ticket in your hand tightly, and collect it quickly when in low position, there will be surprises.

Welcome to read my previous sharing start from 2021-10-08 and the blog as below：

Prolexus (8966) Is there a risk of being sniped and acquired?

https://klse.i3investor.com/web/blog/detail/karadis/2021-10-11-story-h1591997213-Prolexus_8966_Is_there_a_risk_of_being_sniped_and_acquired

Although it has risen by nearly 10% since the 8th, it is still optimistic before the release of the next quarter's financial report. I believe there should be growth in the next two quarters. It’s not easy to be worse than last quarter.

If no company is optimistic about Prolexus, and no one wants to acquire it. And Prolexus also not protect and maintain the price by themself. What will be happen next? As the price gets lower and lower, it will become more and more attractive. Then?

So, should we pray that someone will buy it or no one wants to buy it?

Is there a risk of being sniped and acquired?

It means that several possibilities will happen:

1. The sniper managed to sell down and lower the stock price before making an acquisition.

2. The sniper has accumulated a certain amount of shares in the market, and took advantage of the negative cash flow of Prolexus to increase the sniper force, which caused them to be unable to defend and then complete the acquisition.

3. No company is optimistic about Prolexus, and no one wants to acquire it.

The possibility (1) & (2) will happen, and it is good news for investors in the medium and long term, because once the acquisition occurs, the stock price will basically rise substantially.

In order to avoid possible risks, Prolexus must support and repurchase its own stock, otherwise once this problem occurs, the company will have to change owners. After all, Prolexus's assets are still somewhat attractive to peers. Then the stock price should be increase also. That why I comment that maybe it's a time to hold the ticket now.

Prolexus (8966) Is there a risk of being sniped and acquired?

https://klse.i3investor.com/blogs/karadis/607868.jsp

The article is only to provide a possibility that maybe happen for discussion, not a summary or conclusion. Let us sit and see anything will be happen if Prolexus's cake is enough attraction?