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发表于 13-4-2013 12:50 AM
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买进40粒母股，100粒warrant了。
坚持到年尾，希望有所作为。。不贪心，到时母股RM1.30, warrant RM0.80 就够了。
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发表于 13-4-2013 11:51 AM
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放了warrant， 转去买母股了。。。。  |
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发表于 14-4-2013 01:01 AM
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christephersim 发表于 13-4-2013 11:51 AM 
放了warrant， 转去买母股了。。。。
其实现在买母股可能是对的时候了，warrant跑得这么快 ( 0.27 + exercise price 0.50 = 0.77 )
母股才0.605. 这显示投资者对这股的前景超级乐观，所以才买warrant .
如果母股能追上 0.77, 我们还有 27% 上升空间。
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发表于 14-4-2013 09:04 PM
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发表于 14-4-2013 11:35 PM
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KuKuBirds 发表于 14-4-2013 09:04 PM
没有买到IPO.. @@
现在还可以进场？
可以的，母股还是低价， 消息一到股价就会飙
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发表于 15-4-2013 12:14 PM
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KuKuBirds 发表于 14-4-2013 09:04 PM
没有买到IPO.. @@
现在还可以进场？
前景不确定。没有人能够预测将来，开市第一天股价是0.580，闭市0.57. 现在是0.605。今天母股和wa都没动静。貌似是开市三天后，炒风已经告一段落了。可是从开市到现在，母股似乎没怎么炒到。我是第一天从0.58买入母股，没买子股因为对投票大选将近，不敢买这么多。
没有人敢确定CLIQ是否会在将来2个月后会像大红花炒到1块钱以上，甚至是2块多。万一大选后，股票大跌。CLIQ如果有机会在跌入新低，我可能会补仓再把我的股价拉低。因为我现在买的数量不多。
本帖最后由 junclj 于 15-4-2013 12:18 PM 编辑
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发表于 15-4-2013 04:26 PM
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今天warrant终于承受不住大跌了，开市3天，炒足3天。连起也起得比母股异常的快。而母股今天都是保持在0.60，偶尔0.605，最低还0.595。这股价走势跟大红花也很相似。希望如无意外的话2个月后，希望能像大红花那样有大鱼游进来大炒。 本帖最后由 junclj 于 15-4-2013 04:30 PM 编辑
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发表于 15-4-2013 05:17 PM
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junclj 发表于 15-4-2013 04:26 PM
今天warrant终于承受不住大跌了，开市3天，炒足3天。连起也起得比母股异常的快。而母股今天都是保持在0.60， ...
Goreng 母股 or warrant? |
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发表于 15-4-2013 07:37 PM
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发表于 15-4-2013 10:26 PM
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母股持有者，如果在公司找到收购目标 (Qualified Acquisition) 后投资者可以投不赞成票，会退股 RM0.675 给投资者。
目前股价是被低估的。
请参阅 Hong Leong Investment 的 research. |
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发表于 16-4-2013 09:15 AM
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发表于 16-4-2013 06:24 PM
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独孤球拍 发表于 15-4-2013 10:26 PM
母股持有者，如果在公司找到收购目标 (Qualified Acquisition) 后投资者可以投不赞成票，会退股 RM0.675 给 ...
rm0.675??
独孤球拍,哪里有这资料？
小弟很有兴趣..
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发表于 16-4-2013 07:01 PM
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sixsense 发表于 16-4-2013 06:24 PM
rm0.675??
独孤球拍,哪里有这资料？
小弟很有兴趣..
我已经敢敢加码到60粒母股，100粒warrant了。。
上个星期5，day trade 100粒小赚RM1000...
今天也 day trade 100粒小赚 RM2000...
很久没有这样开心了。
Highlights
CLIQ Energy the 2nd SPAC (Special Purpose Acquisition Company) was listed on 10 April 2013 and has 3 years to identify a qualifying asset (QA) in the Exploration and Production (E & P) segment of the O&G value chain.
The IPO price of the stock was 75 sen with a free warrant (exercise price: 50 sen) which last closed at 60 and 23 sen respectively, or a total of 83 sen.
How it works: Once a qualifying asset (QA) is found an EGM to vote on the worthiness of the QA will be held. Shareholders of CLIQ who vote against the acquisition, will receive 90% their funds back, 7 market days after the completion of a qualifying acquisition. Hence a base case return for CLIQ is 67.5 sen (90% of 75 sen IPO price) if investors votes against, assuming interest return offsets taxes and distribution expenses. The IPO funds are in an interest bearing account with Deutsche Trustees Malaysia Berhad. The warrants CAN NOT be exercised before the qualifying acquisition is made, hence there will be no dilution to the base case return for dissenting shareholders.
Comment
ibiscus identified a QA 4m after listing. As a base case and assuming it takes 1 year for a dissenting shareholder to fully recoup their investment, yesterday’s closing price (67.5/60 sen) implies a base case return of 12.5% before transaction costs. The return maybe higher if a value enhancing QA is injected before this time or lower if the money is returned after 3 years. There is currently no information on potential QAs but based on the precedent, Hibiscus and logic, the asset is likely to be accretive.
Based on the implied cash value, we believe the market has mispriced the security due to a misunderstanding of the SPAC structure. Hibiscus traded at a low of 52 sen and is currently trading at RM1.46 after a successful completion of the qualifying asset.
While most O&G stocks listed locally are oil field services companies, CLIQ is interesting because it may give investors (assuming successful investment into a QA) direct exposure oil producing assets and thus oil price.
We are OVERWEIGHT the O&G sector and believe the sector is in a cyclical upswing. Assuming the current price of Oil stays above US$80/barrel we expect the number of economically viable O&G fields to remain robust and thus deal flow to finance production to remain buoyant.
Risks- Identification of qualifying asset takes 3 years
- Further market mispricing.
Valuation
Share price should be underpinned by the cash backing per share which is 67.5 sen. The stock should trade over and above this value to factor in the likely probably of finding a value accretive qualifying asset.
Source: Hong Leong Investment Bank Research - 12 Apr 2013
本帖最后由 icy97 于 16-4-2013 07:10 PM 编辑
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发表于 16-4-2013 07:45 PM
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wachin 发表于 26-3-2013 12:26 AM
公众配股只有500万，难抽到
我抽到了
5lot
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发表于 16-4-2013 09:56 PM
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独孤球拍 发表于 16-4-2013 07:01 PM
我已经敢敢加码到60粒母股，100粒warrant了。。
上个星期5，day trade 100粒小赚RM1000...
今天也 day ...
0.675 应该是包挎 warrant。 那如果只买母股没买warrant， 退多少？
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发表于 16-4-2013 11:12 PM
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christephersim 发表于 16-4-2013 09:56 PM
0.675 应该是包挎 warrant。 那如果只买母股没买warrant， 退多少？
reseacher都已经说明了是RM0.75 x 90%.
我在银行工作，投资银行的staff本身都丢几百千去买，（我没有几百千）我能跟多少就多少。
借分享啦，我不想自己在年尾才后悔自己没有好好把握机会。
我持有的数量，如果上到跟Hibiscus的价钱，母股RM1.30， warrant RM0.80, 我会净赚RM110,000 左右。
这样我就今生无悔。
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发表于 17-4-2013 08:57 AM
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独孤球拍 发表于 16-4-2013 11:12 PM
reseacher都已经说明了是RM0.75 x 90%.
我在银行工作，投资银行的staff本身都丢几百千去买，（我没有几 ...
孤独球拍兄，
我问了我的经纪人，他说是以所筹的资金除以股票的总数..如果是这样，那就没有rm0.6...这么多了...
你可以再去肯定一下，因为之间不同的说法，价钱的算法也会有很大的差异...
我也会再去了解一下...
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发表于 17-4-2013 04:13 PM
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今天跌得很凶。。。  |
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发表于 17-4-2013 04:23 PM
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christephersim 发表于 17-4-2013 04:13 PM
今天跌得很凶。。。
今天还好啦。。。昨天０。２２.gif) |
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楼主 |
发表于 17-4-2013 05:02 PM
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sixsense 发表于 17-4-2013 08:57 AM
孤独球拍兄，
我问了我的经纪人，他说是以所筹的资金除以股票的总数..如果是这样，那就没有rm0.6...这么 ...
哦哦哦不是的。。 总股票-大股东的股票-凭单的储备=股票。。 然后再除与公司储备。。。。
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