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The Proposed Acquisition Of Seven Properties In Australia
Jun 06, 2017
http://investor.fraserslogisticstrust.co...T23N.1.pdf
http://investor.fraserslogisticstrust.co...T23N.2.pdf
20170606_072432_NULL_KFHWY750QE53T23N.3.pdf
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New SSH emerged
http://investor.fraserslogisticstrust.co...I0JZ.1.pdf
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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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This is the stock just after IPO, Brexit happened.
And Alamak!
i guessed the wrong way.
i kind of bought a lot and sold a lot within one or two days of the BREXIT.
(It seems i can't make it as a trader lor.)
Fortunately still hold back some lots until now.
All IPOed lots.
WB:-
1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.
Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.
NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
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Glad to be holding this counter as my top position. Ready with my warchest to subscribe for the potential rights issue.
My Dividend Investing Blog
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(08-06-2017, 12:56 PM)Dividend Warrior Wrote: Glad to be holding this counter as my top position. Ready with my warchest to subscribe for the potential rights issue.
I got this too and quite reasonable amount. 
http://corylogics.blogspot.tw/2017/05/co...70527.html
But i hope is private placement.
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(08-06-2017, 02:15 PM)corydorus Wrote: (08-06-2017, 12:56 PM)Dividend Warrior Wrote: Glad to be holding this counter as my top position. Ready with my warchest to subscribe for the potential rights issue.
I got this too and quite reasonable amount.
http://corylogics.blogspot.tw/2017/05/co...70527.html
But i hope is private placement.
Is private placement means "Free Ride"?
Why some prefer renounceable rights issue?
If it's yields accreditive, isn't rights issue better then private placement?
If it's not yields accreditive, then i think private placement is better.
But then if not yield accreditive, i think maybe i should look at it closely-whether i should exit the door?
WB:-
1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.
Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.
NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
Posts: 71
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4
(11-06-2017, 03:07 PM)Temperament Wrote: (08-06-2017, 02:15 PM)corydorus Wrote: (08-06-2017, 12:56 PM)Dividend Warrior Wrote: Glad to be holding this counter as my top position. Ready with my warchest to subscribe for the potential rights issue.
I got this too and quite reasonable amount.
http://corylogics.blogspot.tw/2017/05/co...70527.html
But i hope is private placement.
Is private placement means "Free Ride"?
Why some prefer renounceable rights issue?
If it's yields accreditive, isn't rights issue better then private placement?
If it's not yields accreditive, then i think private placement is better.
But then if not yield accreditive, i think maybe i should look at it closely-whether i should exit the door?
In a private placement, your holdings will be diluted, assuming you did not get to participate in the placement. It is not a free ride. Typically, the price in a private placement is lower than market price so non-participants lose out.
Whether or not the end result is yield accretive depends on the size of the private placement vs the income from the acquisitions.
Sent from my iPad using Tapatalk
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12-06-2017, 09:21 AM
(This post was last modified: 12-06-2017, 09:34 AM by corydorus.)
(12-06-2017, 08:16 AM)vingaard Wrote: (11-06-2017, 03:07 PM)Temperament Wrote: (08-06-2017, 02:15 PM)corydorus Wrote: (08-06-2017, 12:56 PM)Dividend Warrior Wrote: Glad to be holding this counter as my top position. Ready with my warchest to subscribe for the potential rights issue.
I got this too and quite reasonable amount.
http://corylogics.blogspot.tw/2017/05/co...70527.html
But i hope is private placement.
Is private placement means "Free Ride"?
Why some prefer renounceable rights issue?
If it's yields accreditive, isn't rights issue better then private placement?
If it's not yields accreditive, then i think private placement is better.
But then if not yield accreditive, i think maybe i should look at it closely-whether i should exit the door?
In a private placement, your holdings will be diluted, assuming you did not get to participate in the placement. It is not a free ride. Typically, the price in a private placement is lower than market price so non-participants lose out.
Whether or not the end result is yield accretive depends on the size of the private placement vs the income from the acquisitions.
Sent from my iPad using Tapatalk
Every Reits are different. Private Placement allows major stakeholder to come in. It can be premium to price too.
Dilution is not a bad word if the impact is very minimal provided the Reit is well run. Is well run so far. So is not correct or wrong but which is better.
Posts: 3,474
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(12-06-2017, 09:21 AM)corydorus Wrote: (12-06-2017, 08:16 AM)vingaard Wrote: (11-06-2017, 03:07 PM)Temperament Wrote: (08-06-2017, 02:15 PM)corydorus Wrote: (08-06-2017, 12:56 PM)Dividend Warrior Wrote: Glad to be holding this counter as my top position. Ready with my warchest to subscribe for the potential rights issue.
I got this too and quite reasonable amount.
http://corylogics.blogspot.tw/2017/05/co...70527.html
But i hope is private placement.
Is private placement means "Free Ride"?
Why some prefer renounceable rights issue?
If it's yields accreditive, isn't rights issue better then private placement?
If it's not yields accreditive, then i think private placement is better.
But then if not yield accreditive, i think maybe i should look at it closely-whether i should exit the door?
In a private placement, your holdings will be diluted, assuming you did not get to participate in the placement. It is not a free ride. Typically, the price in a private placement is lower than market price so non-participants lose out.
Whether or not the end result is yield accretive depends on the size of the private placement vs the income from the acquisitions.
Sent from my iPad using Tapatalk
Every Reits are different. Private Placement allows major stakeholder to come in. It can be premium to price too.
Dilution is not a bad word if the impact is very minimal provided the Reit is well run. Is well run so far. So is not correct or wrong but which is better.
If it's yield accretive and only private placement, then our holding is diluted.
Imagine this action is repeated 3 to 5 times, what will we say?
WB:-
1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.
Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.
NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
Posts: 1,767
Threads: 14
Joined: Jan 2011
Reputation:
15
(12-06-2017, 10:58 PM)Temperament Wrote: (12-06-2017, 09:21 AM)corydorus Wrote: (12-06-2017, 08:16 AM)vingaard Wrote: (11-06-2017, 03:07 PM)Temperament Wrote: (08-06-2017, 02:15 PM)corydorus Wrote: I got this too and quite reasonable amount.
http://corylogics.blogspot.tw/2017/05/co...70527.html
But i hope is private placement.
Is private placement means "Free Ride"?
Why some prefer renounceable rights issue?
If it's yields accreditive, isn't rights issue better then private placement?
If it's not yields accreditive, then i think private placement is better.
But then if not yield accreditive, i think maybe i should look at it closely-whether i should exit the door?
In a private placement, your holdings will be diluted, assuming you did not get to participate in the placement. It is not a free ride. Typically, the price in a private placement is lower than market price so non-participants lose out.
Whether or not the end result is yield accretive depends on the size of the private placement vs the income from the acquisitions.
Sent from my iPad using Tapatalk
Every Reits are different. Private Placement allows major stakeholder to come in. It can be premium to price too.
Dilution is not a bad word if the impact is very minimal provided the Reit is well run. Is well run so far. So is not correct or wrong but which is better.
If it's yield accretive and only private placement, then our holding is diluted.
Imagine this action is repeated 3 to 5 times, what will we say?
We will need to watch the DPU continues to increase per share even with holding diluted. So boils down on how they manage forex and managing the asset DPU.
Cory
Posts: 3,474
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(13-06-2017, 01:17 PM)corydorus Wrote: (12-06-2017, 10:58 PM)Temperament Wrote: (12-06-2017, 09:21 AM)corydorus Wrote: (12-06-2017, 08:16 AM)vingaard Wrote: (11-06-2017, 03:07 PM)Temperament Wrote: Is private placement means "Free Ride"?
Why some prefer renounceable rights issue?
If it's yields accreditive, isn't rights issue better then private placement?
If it's not yields accreditive, then i think private placement is better.
But then if not yield accreditive, i think maybe i should look at it closely-whether i should exit the door?
In a private placement, your holdings will be diluted, assuming you did not get to participate in the placement. It is not a free ride. Typically, the price in a private placement is lower than market price so non-participants lose out.
Whether or not the end result is yield accretive depends on the size of the private placement vs the income from the acquisitions.
Sent from my iPad using Tapatalk
Every Reits are different. Private Placement allows major stakeholder to come in. It can be premium to price too.
Dilution is not a bad word if the impact is very minimal provided the Reit is well run. Is well run so far. So is not correct or wrong but which is better.
If it's yield accretive and only private placement, then our holding is diluted.
Imagine this action is repeated 3 to 5 times, what will we say?
We will need to watch the DPU continues to increase per share even with holding diluted. So boils down on how they manage forex and managing the asset DPU.
Cory
O. K.
Let's take a hypothetical example.
Let,s say there is 5 times private placement of a Reit.
Each time opmi's (aka pop & mom investors) holdings are diluted by 10%
By the 5th time, your 1000 shares left only 590.49 shares.
Is the DPU able to keep up or with the dilution of shares?
What is the actual price per share now?
Is the PE still the same before dilution?
What actually is the practice of private placement?
To keep mom & pop investors out of the picture?
WB:-
1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.
Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.
NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
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