【SONA 5241 交流专区】Sona石油

独孤球拍

kinsoon21 发表于 22-11-2014 07:39 AM
独孤兄，你在哪里看到Ophir 公开要收购Salamander 。分享给我看可以吗！
如果Ophir要收购salamander，sona ...

Ophir Energy offers to buy Salamander in SE Asia push
By Reuters / Reuters   | November 21, 2014 : 9:55 PM MYT   
http://www.theedgemarkets.com/en/node/171007

LONDON (Nov 21): British oil and gas explorer Ophir Energy Plc offered to buy Salamander Energy Plc for 267 million pounds ($419 million) to expand in southeast Asia.

Ophir could be getting a bargain, analysts said, after a possible rival in the bidding process walked away. But shareholders might be less happy about taking on Salamander's $250 million debt, as well as the all-stock nature of the deal.

"We expect arbitrage between the two to weigh heavily on Ophir's share price," Societe Generale analysts said in a note.

Salamander's shares rose as much as 5.8 percent to 96.0 pence. Ophir's stock fell as much as 7.1 percent to 167.4 pence, also hit by disappointing drill results in Tanzania.

The recent drop in oil prices has renewed appetite for deals, posing a dilemma for oil companies keen to pick up bargains but under pressure to cut costs.

A consortium led by Spain's Compania Espanola de Petroleos (CEPSA) had been considering making an offer of 121 pence in cash and one contingent value right of up to 24 pence per share for Salamander.

CEPSA said on Monday the consortium had decided not to proceed - leaving the way clear for Ophir.

BMO Capital Markets analyst David Round said the offer was "slightly disappointing". While making strategic sense for both companies, he said it fell "a long way short of previous expressions of interest".

Ophir's offer of 0.5719 shares for every Salamander share values Salamander at 266.9 million pounds, based on Ophir's closing price of 180.1 pence on Thursday.

Salamander has 259.13 million shares outstanding, according to Thomson Reuters data.

The acquisition would give Ophir an oilfield already in production off Thailand's coast and a gas development in Indonesia.

The offer is conditional on Salamander cancelling its deal with Malaysia's Sona Petroleum Bhd to sell 40 percent of two oil and gas blocks in the Gulf of Thailand.

Though almost all of Ophir's assets are scattered throughout African waters, the company has recently acquired acreage in Myanmar and Indonesia.

"They have to inject some sort of fresh momentum into what is a lacklustre story," FirstEnergy Capital analyst Gerry Donnelly said. "Africa itself, for Ophir, is getting just too expensive."

(1 US dollar = 0.6377 British pound)


Ophir建议用股献购Salamander Sona购泰油田再生变数
财经新闻 财经  2014-11-22 08:55
http://www.nanyang.com/node/663876?tid=462

（吉隆坡21日讯）Ophir能源宣布，建议用股票献购Salamander能源所有股权，不过前提是后者得取消与Sona石油（SONA，5241，主板特殊收购股）之间的油田交易协议，意味着Sona石油收购一事再生变数。

英国油气开采公司Ophir能源今天和Salamander能源联合宣布，前者将以发出股票的方式，全面献购Salamander能源。

根据献购建议，每持Salamander能源1股的股东，将可获得0.5719股Ophir能源的股票。

每股出价逾RM6.08

上述比例是根据Ophir能源在10月24日，即宣布献购Salamander能源前的最后一个交易日，每股202.7便士（Pence，约10.63令吉）的闭市价计算所得。

这也相等于Ophir能源开出每股115.9便士（约6.08令吉），购入Salamander能源所有股权，相等于44.5%溢价。

Ophir能源和Salamander能源的董事部认为，此举可结合两者业务，双方股东可从中受惠。

不过，这一切的前提是，Salamander能源必须先取消与Sona石油之间的油田交易协议，意味着Sona石油购买油田一事又再出现变数。

虽然如此，Sona石油今天的股价未受丝毫影响，全天扬0.5仙，或1.18%，收在43仙。


新闻背景：CEPSA退出竞购

Sona石油是一家特殊收购公司（SPAC），去年7月30日正式挂牌。

一般上，SPAC挂牌时是一家没有资产的空壳公司，成立目的是为了收购其他业务或公司。

根据证监会的上市指南，SPAC必须在上市的3年内，注入至少一项合格资产，以保障投资者可取回至少90%投资额，否则公司将可被清盘。

Sona石油是在6月5日宣布，以2亿8000万美元（约9亿364万令吉）收购Salamander能源在泰国两块油田开采权的40%股权。

当时，该公司已与Salamander能源签署暂定协议书。

随后，Salamander能源在10月28日宣布，接获两家公司的献购建议，分别是槟城富豪刘特佐与西班牙综合石油与石化公司（CEPSA）组成的财团，和Ophir能源。

11月17日，CEPSA领军的财团宣布退出竞购Salamander能源，献购方独剩Ophir能源。

独孤球拍

哭哭鸟 发表于 22-11-2014 06:09 AM
你觉得下个月还会跌??

不是下个月。。星期一都不知到活得到没。。。

kinsoon21

独孤球拍 发表于 22-11-2014 10:07 AM
不是下个月。。星期一都不知到活得到没。。。

惨咯~怎么办才好
独孤兄你星期一会怎样做

独孤球拍

kinsoon21 发表于 22-11-2014 10:57 AM
惨咯~怎么办才好
独孤兄你星期一会怎样做

如果9点卖盘很重，会跟住卖掉部分吧。。 。

kinsoon21

独孤球拍 发表于 22-11-2014 11:17 AM
如果9点卖盘很重，会跟住卖掉部分吧。。 。

怎么办我会亏很多多啊，天啊

如果salamander 取消sona合约可不可以向Salamander 赔偿

哭哭鸟

独孤球拍 发表于 22-11-2014 10:07 AM
不是下个月。。星期一都不知到活得到没。。。

那么严重??

kinsoon21

小弟有个疑问，怎么Ophir宣布要收购Salamander的时候星期五sona会起到0.45的？
希望星期一sona会没事。不然

独孤球拍

kinsoon21 发表于 22-11-2014 11:43 AM
怎么办我会亏很多多啊，天啊

如果salamander 取消sona合约可不可以向Salamande ...

没有赔赏的。。。

独孤球拍

kinsoon21 发表于 22-11-2014 05:52 PM
小弟有个疑问，怎么Ophir宣布要收购Salamander的时候星期五sona会起到0.45的？
希望星期一sona会没事。不然 ...

时差关系，如果你注意，Sona卖盘在收市1个小时来了。。。

kinsoon21

独孤球拍 发表于 22-11-2014 08:04 PM
时差关系，如果你注意，Sona卖盘在收市1个小时来了。。。

保佑明天没事。。。

kinsoon21

各位大大今天sona怎么啦。
有什么最新消息吗？

独孤球拍

kinsoon21 发表于 24-11-2014 10:15 AM
各位大大今天sona怎么啦。
有什么最新消息吗？

奉劝各位减持手上的Sona.

kinsoon21

独孤球拍 发表于 24-11-2014 10:43 PM
奉劝各位减持手上的Sona.

怎么讲说呢！你卖了一部分吗？卖了会亏很多的

独孤球拍

kinsoon21 发表于 24-11-2014 11:26 PM
怎么讲说呢！你卖了一部分吗？卖了会亏很多的

都收购不成了。还要等一段很长时间。
Salamander 宣布EGM日期，就是Sona死期。

icy97

Sona石油斥9.4億 購泰油氣田40%股權

企業財經24 Nov 2014 22:33
（吉隆坡24日訊）儘管面對競爭挑戰，Sona石油（SONA，5241，主要板特殊並購）對泰國油田“依依不捨”，宣布以2億8120萬美元（約9億4200萬令吉）收購英國上市公司Salamander能源在泰國海上油氣田40%股權的計劃。

該公司今日向馬證交所報備指出，仍在買賣協議下力求完成是項建議交易，不會因另一油氣探勘公司Ophir能源的有條件收購建議展延收購計劃。

Sona石油在文告中強調，這僅是一項必須在24日以前提呈的建議獻購，而非正式交易。

Salamander能源早前取消與Sona石油的是項交易，后來市場又傳出面對Ophir能源及CEPSA和劉特佐掌控的晉瑋金融（Jynwel Capital）為首財團的挑戰。【中国报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	SONA PETROLEUM BERHAD (“SONA PETROLEUM” OR “COMPANY”) PROPOSED ACQUISITION OF A 40% EFFECTIVE PARTICIPATING INTEREST IN THE B8/38 CONCESSION AND THE G4/50 CONCESSION IN THAILAND VIA THE ACQUISITION OF PARTICIPATING EQUITY INTERESTS IN SALAMANDER ENERGY (BUALUANG) LIMITED FROM SALAMANDER ENERGY (BUALUANG HOLDINGS) LIMITED, FOR A CASH CONSIDERATION OF UNITED STATES DOLLARS 281.2 MILLION (“PROPOSED TRANSACTION”
(Unless otherwise stated, all abbreviations used herein shall have the same meanings as those mentioned in the announcement dated 21 July 2014.) We refer to the announcements dated 5 June 2014, 25 June 2014, 21 July 2014, 29 August 2014, 28 October 2014 and 17 November 2014 in relation to the Proposed Transaction. On behalf of Sona Petroleum, CIMB Investment Bank Berhad and RHB Investment Bank Berhad wish to announce that Sona Petroleum had, on 21 November 2014, received a notice from SEBHL and Salamander pursuant to the SPA stating that the board of Salamander has received a proposed offer from Ophir Energy Plc for the entire issued and to be issued share capital of Salamander. A copy of Salamander’s announcement dated 21 November 2014 is attached herein. Sona Petroleum wishes to point out that this is a “proposed offer” and not a “firm offer” which has to be submitted by 24 November 2014, unless this date is extended by Salamander. Notwithstanding the above, Sona Petroleum remains committed to complete the Proposed Transaction under the terms of the sale and purchase agreement dated 18 July 2014. This announcement is dated 24 November 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1802181

Attachments Announcement.pdf

jetchew

icy97 发表于 25-11-2014 01:41 AM
Sona石油斥9.4億 購泰油氣田40%股權

企業財經24 Nov 2014 22:33

到底sona 还有没有机会？？？

kinsoon21

jetchew 发表于 25-11-2014 11:09 AM
到底sona 还有没有机会？？？

有谁可以告诉我现在要怎样做。。。等吗？

nauy

够力

kinsoon21

发生什么事？？？？？？？

nauy

应该有什么消息吧