so, ask yourself what you want, Hamdan to remain as the boss and remain status quo or YTL Francis to make changes and move forward and soar greater than before. Up to you to decide
Yes, how much could you earn from water service provider for the state of Johor only? Furthermore, this water treatment service license subjected to change based on state government jurisdiction! Of course, YTL hv sent many appraisals to do valuations on Ranhill, maximum price from the expert valuation is 0.995!
As a buyer, rational based is price tag as low as possible. It is the Seller who want high price. Ranhill got the risk of losing the water treatment license. But, with Johor Corp there, likelyhood of this happen very slim. Regarding the profitability of water treatment, not sure how much the data center will need the water and bring additional profit to the company.
YTL hv sent many appraisals to do valuations on Ranhill, maximum price from the expert valuation is 0.995 and this 0.995 price is agreed upon by Ranhill!
Are you saying that you r better than all of the valuation experts?
Go back study la Dont listen to those naysayer misleading and misunderstanding the announcement, price above 2 baru considering la, Nothing can replace Water
just because Francis bought at discount and you also want the same price, come on la, you think you are what, he buy in bulk with discount as compared with us retailers. you think you and Franics the same level can get the same discount
Sure below 1...run while you can...YTLP will sell Ranhill shares before MTO offer to make profit from their 0.99 purchase price and also push down the share price so retail investors will accept
There must be rational why YTLP buy into Ranhill. I recon it is due to the shareholders, Johor Corp in Ranhill. Suspected some reorganization on lines of biz will happen btw this two. Water biz all in Ranhill, Power all in YTLP. This will result in YTLP hold more share in Ranhill, with payment via share.
Let me re-cap what Ranhill has that interest YTLP:- 1. Sole water supplier in Johor 2. IPP with 30% market share in Sabah 3. 50MW solar project in Perak 4. Others - water treatment in Thailand and China See the synergies with Seraya Power in Singapore and Wessek in UK belonging to YTLP
Ytl intention to have controlling stake is done. No need to buy further. Kind of strategic enough with spare changes ( by not buying mkt price) should risks of data centres less fulfilling for whatever reason ( trade wars, and what's not). Francis is one careful billionaires. Salutes!!!
Does the Mandatory Take Over (MTO) Offer Price Matters? In this case, it doesn't matter. Since the MTO offer price is well below the current market price, no rational shareholder of Ranhill Utilities would agree to surrender their shares at such a discount. This chess piece move is also indifferent from Chin Hin Group's take over offers.
So why YTL Power Offer So Low? Simply, that's because YTL Power only value the vendor's stake at the RM0.995/share level since there are more money that is required to be deployed for the expansion of Johor state's water network into new growth areas. According to the mandatory takeover documents, YTL Power and SIPP intend to maintain the listing status of Ranhill Utilities. This suggests their intention to tap into the capital market for future CAPEX funding, potentially leading to an upside beyond the current offer price of RM0.995 per share. Moreover, keeping Ranhill Utilities listed ensures good governance, transparency, and public oversight.
READ CARUFULLY ALL PANIC BODOH NEWBIES WHO SOLD CHEAP TICKET YESTERDAY ! U WILL WATCH OTHER PEOPLE EARN MONEY LATER !
This stock is YTLP associated grp. it will follow price momentum. Nivada will acquire a stake in YTLP in exchange of contract. Do you think YTLP wont fly ?
The average water tariff in Johor for the first 35 m3 per month will increase by 22.9%, equivalent to RM0.29 per m3 .... this started on either Jan or Feb 2024, its only initial stage.... over the months this increase will be seen in the improved profits... not to mention the increased consumption coming from DCs and general population increase. Maybe at some time can sell water to Sing... alongside power sale by YTLP to Sing..... all in due time; meanwhile - we invest in it.... Ranhill in not valued at 0.995 or 1.30 or 1.70.... but what it can make in the future piggy-backing YTLP :-) peace
Dont sell any single ticket , ranhill tp rm 5 in future , acquirer cant do anything to eat your ticket at 99.5 as long as we all reject this MTO , only panic bodoh newbies get cheated by cunning treacherous pasar mlm petaling street shopping strategy !
Many people misunderstang the mandatory meaning , this mandatory only apply on restricted portion of share not all minority shareholder who reject MTO ! We all united to reject pasar malam offer price !
i dont thinks new shares will issue at 0.995, the majority YTLP surely want to make profit from there. Also, i dont think new shares issue, this will dilute YTLP holdings.
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....
SS13
166 posts
Posted by SS13 > 2024-05-29 10:56 | Report Abuse
Ranhill also has the largest IPP in Sabah with 30% market share. Room to grow.