Forterra Trust (formerly: Treasury China Trust)

[KopiKat]

Kopikat san

IMHO, quite unlikely for Vivien Chen to change her father's modus operandi, i.e. keeping things very private, which had allowed NF to move very swiftly and stealthily. Act II will probably involve NF talking to major MIs to buy over their stakes.

HitandRun 様,

お久しぶりですね... 日本語 は お上手 ですか?

The power of Google Translate...

I'm wondering about the need for the Put/Call Option of 3.08% which is exercisable only within Jan-14. Is that a "smoke-screen"? Or perhaps Nan Fung wanted John Ronan to continue to stay interested (by being vested) during this transition period? So, if what you expect turns out to be true, Act II will come after that? Unless, it's a smokescreen??

The other possible interesting development would be what Nan Fung will do with their PCRT interest, as mentioned by 'Boon' previously.

The real show may only be just starting.. but perhaps in slow motion...