enough for speculation and analysis, think about the business prospect! Like what i've said, long-term holder will be the last winner. Don't ignore the power of the upcoming investors.
Contra players actually help in pushing up the price of a shares. Institutional buyers will come in to buy at higher price and supported if they belief the future prospect of GP. The entry of TM into PI is good for GP. With TM and SK as substantial shareholders of PI, P1 will grow. Don't forget GP still hv 30% stake in P1. This means GP will not be a PN17 company. With convertible bonds up to a size of RM1.65 billion, just imagine how big P1 will grow in future. This means GP price will go up as well.
Hai guys. The present gpacket financial is based on consolidated account which is inclusive of p1 company. After the sale. P1 account will be no longer reported under gpacket as now gpacket own only 30%. Pls calculate what is the new NTA. Wakakakaka
yes.. totally agreed with nagachan... every small short term/contra player might throw their shares tomorrow morning due to the reason "bad deal". However in term of medium of long run, definitely this deal benefited the GP. Looking forward this counter to reach RM2.00. Current fair value RM1.20...
Look at the charts, average price were around RM0.45 for the past few months with high volume playing by the syndicates. Do you think these syndicates stupid by spending so much to get a 20% return?
Gonna lock in as my portfolio for long run. Happy trading.
Essentially, GP gives up 27% in P1 (original 57% less eventual 30%) to have a strong and valuable partner in TM. The alternative was insolvency. Now it has a bright and prosperous future, albeit a much diluted one.
Say, after the new shareholdings are sorted out, P1 is listed. How much do you think will be the capitalisation? 2b? GP's 30% = 600m = 0.85 per GP share. Even at 1.5b, GP's share is 450m = 0.64 ps. Not too bad, really. Future even better.
what is TM advantage competing in wireless segment? TM biz is on landed line, will having P1 benefit to their biz?
at first P1 try to offer subscription to those who need high speed internet with mobility. but need to carry an extra modem along, which can be bulky. facing competition with telco's player now ( Digi, Maxis, and Celcom) who offer improved network coverage at high speed now. consumer rather not pay for extra subscription to P1 for having mobility online. they got it bundled with telcos bill in their smartphone, no need carry extra gadget. i think thats how P1 lose its edge to these Telcos
Maybe having P1 can compliment TM in a way where existing Unifi / streamyx subscriber can access mobile internet via hotspot. but that would only mean another 'value added service to existing TM customer'. those who can afford Unifi likely already have data plan which will find this feature a redundant.(good to have but still ok if without)
my point is, will it benefit TM business to have P1 now that TM is not having a mobile network? can it translate to more subscribers revenue?
with this implication, how TM as a partner of P1 can grow it to multi billion baby, which imply GP will be valuable by owning 30% of it.
anyway, just less than 10 hours before market open. :)
yes.. every small short term/contra player might throw their shares tomorrow morning due to the reason "bad deal". However in term of medium of long run, definitely this deal benefited the GP. Looking forward this counter to reach RM2.00. Current fair value RM1.20...
Look at the charts, average price were around RM0.45 for the past few months with high volume playing by the syndicates. Do you think these syndicates stupid by spending so much to get a 20% return?
Gonna lock in as my portfolio for long run. Everyone will join in the ride tomorrow. Happy trading. Good night
Tomorrow morning I sell off. Not interested in lt cause who knows when the returns will come in. Pump in so much money to p1 already. I buy because paper also say 1b. Never thght the 1b come in tranches.
Why everybody here busy said up and down, any motive behind? If u feel bad sell it, if you fel good collect it when the price is drop, if price after 9:30 not drop go and chase high. Tell me what can you do as a small fish...don't needlisten too much
what is TM advantage competing in wireless segment? TM biz is on landed line, will having P1 benefit to their biz?
at first P1 try to offer subscription to those who need high speed internet with mobility. but need to carry an extra modem along, which can be bulky. facing competition with telco's player now ( Digi, Maxis, and Celcom) who offer improved network coverage at high speed now. consumer rather not pay for extra subscription to P1 for having mobility online. they got it bundled with telcos bill in their smartphone, no need carry extra gadget. i think thats how P1 lose its edge to these Telcos
Maybe having P1 can compliment TM in a way where existing Unifi / streamyx subscriber can access mobile internet via hotspot. but that would only mean another 'value added service to existing TM customer'. those who can afford Unifi likely already have data plan which will find this feature a redundant.(good to have but still ok if without)
my point is, will it benefit TM business to have P1 now that TM is not having a mobile network? can it translate to more subscribers revenue?
with this implication, how TM as a partner of P1 can grow it to multi billion baby, which imply GP will be valuable by owning 30% of it.
anyway, just less than 2 hours before market open. Look at the charts, average price were around RM0.45 for the past few months with high volume playing by the syndicates. Do you think these syndicates stupid by spending so much to get a 20% return?
Gonna lock in as my portfolio for long run as long price were below the fair value Rm.1.20. Everyone will join in the ride later. Happy trading.
Contra players actually help in pushing up the price of a shares. Institutional buyers will come in to buy at higher price and supported if they belief the future prospect of GP. The entry of TM into PI is good for GP. With TM and SK as substantial shareholders of PI, P1 will grow. Don't forget GP still hv 30% stake in P1. This means GP will not be a PN17 company. With convertible bonds up to a size of RM1.65 billion, just imagine how big P1 will grow in future. This means GP price will go up as well.
In stocks investment there are bound to have bull and bear followers. But no need to make provocative statement that those investing in GP are retard. In fact those whom made such statement are the real retard.
How nice to witness all these short term speculators (hoping to buy bungalows / BMW banking on P1 getting acquired for RM2 bil), now changing tune on the spots suddenly becoming long term investors. Basically what you got here is TM raping GPacket by acquiring P1 for zero and at the same time becoming a loanshark by lending GPacket RM200 mil @ 8% loan. This RM200 mil loan will just delay GPacket inevitable demise while insiders continue to unload their shares to naive investors.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
jayhao2000
189 posts
Posted by jayhao2000 > 2014-03-27 19:53 | Report Abuse
enough for speculation and analysis, think about the business prospect!
Like what i've said, long-term holder will be the last winner. Don't ignore the power of the upcoming investors.