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F&N

teeth53
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16-Nov-2013 15:05

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Agreed. Debt restructing by F& N boss. NO DOUBT - surest way.

Mkt is so much bigger then what Boss will wish for...all the best.

teeth53 ( Date: 16-Nov-2013 15:00) Posted:

Deutsche Bank: It notes - " ThaiBev (Y92.SG) and TCC Assets, with a combined 90.3% (F& N stake), have until July 19 to restore the free float."

Longer term - " it expects synergies between F& N's consumer and property business and ThaiBev's and TCC's existing operations as well as a possible capital return after the APB divestment yielded S$5.6 billion, or around S$3.89/share, in proceeds, putting F& N in a net cash position."

" But views measures to unlock value, return capital and drive synergies as unlikely near-term as mgt only recently initiated a strategic review."

teeth53 thot - Will Deutsche Bank conduct further review?, in view of certain changes.

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teeth53
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16-Nov-2013 15:00

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MetalTrader
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16-Nov-2013 14:57

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The market will not be a deciding factor. The F& N boss's decision will.
The value of F& N is going to be unlocked, and the future prospect will depend on how majority of F& N biggest boss and majority of FCL biggest boss manage their business. F& N will probably try restructure bondholders by paying them $$$ and discontinue loan, thus reducing company loans. In share, majority of shareholders have biggest say but not bondholders.

teeth53 ( Date: 16-Nov-2013 14:49) Posted:

Debt restructing by F& N boss.

Is this another round of volatile in play in the making...?.

Will let mkt best decide how it want it to be...Wish concern players huat huat arhh.

teeth53 ( Date: 23-Apr-2013 17:23) Posted:

Look like battle line is drawn...players verses players.

This trading period maybe volatile in play, a chance to let go, a chance to shot at, a chance to maintain vested interest by BBs (esp the owner) and a chance for contra player's changing hands.

Just sharing my thot n stk/shr trading interest in SJt restructing by F& N boss.

Is this another round of volatile in play in the making...?.

Will let mkt best decide how it want it to be...Wish concern players huat huat arhh.

teeth53 ( Date: 23-Apr-2013 17:23) Posted:

F& N

Op-8.700

Cls-8.200

-0.800c

-8.9%

Vol-15,360,000

722,000

8.200

8.220

16,000

Hi-8.720

Lo-7.950

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teeth53
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16-Nov-2013 14:49

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Debt restructing by F& N boss.

Is this another round of volatile in play in the making...?.

Will let mkt best decide how it want it to be...Wish concern players huat huat arhh.

teeth53 ( Date: 23-Apr-2013 17:23) Posted:

F& N

Op-8.700

Cls-8.200

-0.800c

-8.9%

Vol-15,360,000

722,000

8.200

8.220

16,000

Hi-8.720

Lo-7.950

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MetalTrader
Senior

16-Nov-2013 14:48

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Debt restructure is the debt F& N boss loaned to buy.
The basic structure of beverage, property, printing remains intact and is profitable.
The bone you talking about is the spliting of FCL, while the meat remains intact (FCL & Beverage + Printing) at shareholders hands.
As FCL + F& N still belongs to shareholders. It only undermine bondholders.

Overall, value unlocked means profitability to F& N boss and Shareholders.

teeth53 ( Date: 16-Nov-2013 14:41) Posted:

Debt restructing by F& N boss.

To go for the bone or to go for the meat, each has it own value?.

Meat or bone?, is all up to mkt and how players want it to be.

teeth53 - Just promoting forum stk /shr trading interest in SJ.

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teeth53
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16-Nov-2013 14:41

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MetalTrader
Senior

16-Nov-2013 14:37

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FYI: the market only holds % lower than biggest shareholders.
Majority% still lies in biggest shareholders.
If vested players, consist of minor shareholding % battling out, while future value being unlocked is imminent.
Who will benefit most?

Do you really think the biggest vested players will battle out, while the potential value and capable people are managing F& N?

teeth53 ( Date: 16-Nov-2013 14:29) Posted:

F& N. Between the bone n the meat.

Heavily involved vested players is battling out...

Mkt n players will decide best for each-self.

F& N Last Closed@5.79c

-0.01 with volume of 187,000 share changed hands.

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teeth53
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16-Nov-2013 14:29

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F& N. Between the bone n the meat.

Heavily involved vested players is battling out...

Mkt n players will decide best for each-self.

F& N Last Closed@5.79c

-0.01 with volume of 187,000 share changed hands.

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MetalTrader
Senior

16-Nov-2013 13:58

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Do you think past and present data & value can be comparable?
Do you think 2 FCL + 1 F& N share will be less or more than current price?

teeth53 ( Date: 16-Nov-2013 13:33) Posted:

Will Analyst's stories again call for " compelling" a fair value and intrinsic value to hold on to F& N?.

Please do own homework as mkt n players will decide best for each-self.

krisluke ( Date: 25-Apr-2013 07:27) Posted:

STOCK CALL: Fraser & Neave's (F99.SG) share-price decline is likely on a combination of factors, including its removal from key indexes, such as the STI and the MSCI DM, and concerns over plans to restore its free float to above 10%, says Deutsche Bank.

It notes ThaiBev (Y92.SG) and TCC Assets, with a combined 90.3% F& N stake, have until July 19 to restore the free float. Longer term, it expects synergies between F& N's consumer and property business and ThaiBev's and TCC's existing operations as well as a possible capital return after the APB divestment yielded S$5.6 billion, or around S$3.89/share, in proceeds, putting F& N in a net cash position. But it views measures to unlock value, return capital and drive synergies as unlikely near-term as management only recently initiated a strategic review.

Deutsche Bank notes F& N's correction has taken it to a more than 20% discount to the house's S$11.43 fair value estimate vs its historical average 17% discount.

It keeps its Hold call with S$9.72 target while awaiting greater clarity. The stock ends down 4.8% at S$7.81, for a 17.3% week-to-date decline.

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teeth53
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16-Nov-2013 13:33

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Will Analyst's stories again call for " compelling" a fair value and intrinsic value to hold on to F& N?.

Please do own homework as mkt n players will decide best for each-self.

krisluke ( Date: 25-Apr-2013 07:27) Posted:

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teeth53
Supreme

16-Nov-2013 13:09

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The biggest beneficial owner got 1st round of collection of $$$, is 2nd round coming?. leaving only bone.

teeth53 thot - (F& N been strip of all their potential?).

That maybe why, " no big reaction or strong interest in F& N....."

Tys5115 ( Date: 13-May-2013 21:44) Posted:

no big reaction or strong interest in F& N despite the $3.28 payout today ????

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teeth53
Supreme

16-Nov-2013 12:56

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F& N. Between the bone n the meat.

Heavily involved vested players is battling out...

zeusleo ( Date: 24-Apr-2013 17:56) Posted:

removal of FNN by MSCI therefore fund houses require to sell by today closing. That is the reason you saw the price was whacked badly during matching. Not due to other factors.

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teeth53
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16-Nov-2013 12:43

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Between the bone n meat. Once the meat is delink, left oni the bone? (no meat left).

Octavia ( Date: 13-Nov-2013 08:36) Posted:

Would, could, should F& N default?

F& N alleged threats of voluntary default will come into focus this week as the company meets shareholders and bondholders to discuss its plans to list its property arm.

Bondholders are up in arms over what they feel is a deeply unfair attack on their rights, while minority shareholders wonder what all of this actually means for the business.

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MetalTrader
Senior

16-Nov-2013 12:20

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One of the biggest shareholder, Charoen, is just restructuring its debts due to paid at $9.50 at the price when buying F & N shares.
The issuance of 2 FCL shares per F& N share, is to increase Charoen value & thereby also increasing shareholders value.
Bondholders resistance will be little of significant as 100% of all shareholders passed meeting of issuing 2 FCL per F& N share.

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MetalTrader
Senior

16-Nov-2013 11:57

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Do you really think BondHolders can determine the future of F& N vs the biggest shareholders?
Think again. F& N shareholders are not easily threatened by bondholders.

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WanSiTong
Master

16-Nov-2013 10:33

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They have fixed a meeting with the bondholders 2 weeks later...

tonylim ( Date: 16-Nov-2013 08:18) Posted:

Bond holders against against the change of its debt arrangement. There will be delay in the listing of its property arms. This will affect F& N share in the short term until it is resolved.

WanSiTong ( Date: 15-Nov-2013 23:09) Posted:

Fraser & Neave ST: as long as 5.7 is support look for 6.06

Trading Central | 2013-11-14 23:42:00

Our preference: as long as 5.7 is support look for 6.06.

5.7 is our pivot point.

Our preference: as long as 5.7 is support look for 6.06.

Alternative scenario: the downside breakout of 5.7 would call for 5.6 and 5.54.

Comment: the RSI is above 50. The MACD is below its signal line and positive. The stock could retrace in the short term. Moreover, the stock is trading above both its 20 and 50 day MA (respectively at 5.76 and 5.63). Fraser & Neave is currently trading near its 52 week high reached at 6.13 on 21/01/13.

Suppor

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tonylim
Master

16-Nov-2013 08:18

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Bond holders against against the change of its debt arrangement. There will be delay in the listing of its property arms. This will affect F& N share in the short term until it is resolved.

WanSiTong ( Date: 15-Nov-2013 23:09) Posted:

Fraser & Neave ST: as long as 5.7 is support look for 6.06

Trading Central | 2013-11-14 23:42:00

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WanSiTong
Master

15-Nov-2013 23:09

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Fraser & Neave ST: as long as 5.7 is support look for 6.06

Trading Central | 2013-11-14 23:42:00

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starlene
Elite

15-Nov-2013 13:41

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Octavia & SiTong...I forget to ask the mgt at the 13 Nov EGM when will F& N pair down so as to keep its pubic > =12%..currently only about 10% is with the public so looks like F& N has to sell more so that it can keep its listing status..do u thinbk they will start selling now as soon will be cum with 2 FCL shares and 12% dividend..thi s is best time for co to sell..u agree?

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Octavia
Elite

15-Nov-2013 09:17

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Some F& N bondholders vote against amending debt terms

Singapore beverage and property conglomerate Fraser and Neave Ltd said investors in some of its notes voted against amending the terms of the debt, which would complicate the company's plan to spin off its core property unit.

Holders of notes 5.5 per cent 2016 and 6.0 per cent 2019 voted against the company's proposal to amend terms, after F& N launched a consent solicitation exercise for S$808.25 million (US$647.48 million) of outstanding Singapore dollar bonds to avoid triggering an event of default from the listing of Frasers Centrepoint, the property unit, and to pay down the debt ahead of maturity.

Bondholders of three other series of debt supported the plan, the company said.

F& N said it would consider its options in light of the voting results and make an announcement at an appropriate time.

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