【BSTEAD 2771 交流专区】莫实得

alpinev18

原帖由 大众神林 于 10-1-2008 12:07 PM 发表
好羡慕你哦！
我的投资组合一年也只贡献20%罢了。。。

好采而已.

drexler82

原帖由 弹煮 于 9-1-2008 06:08 PM 发表
1.80你都有？ 请问您今年贵庚啊？

弹煮姐。。。小弟26。。。

原帖由 publicpang 于 9-1-2008 07:00 PM 发表
朋友...........难过多几次...你就会学精鸟......

大众兄。。。小弟学到最宝贵的经验就是不要乱换有高股息的股（前两年少过2块钱时，每年都有8%-10%
左右的利息吧）去消息股。。。结果消息错误就
股市不能不贪。。。但要贪的有道理。。。

原帖由 弹煮 于 9-1-2008 07:02 PM 发表
酱我要向drexler82引以为鉴了。
不然我的cepat变成另一个KLK的话丢鸟就暗锤。

cepat 我也有少许。。。就是看了弹煮姐等大大的资料。。。


其实我也在很后来才知道有基金公司在买入。。。
感慨中。。。

弹煮

原帖由 drexler82 于 11-1-2008 01:50 PM 发表


弹煮姐。。。小弟26。。。



大众兄。。。小弟学到最宝贵的经验就是不要乱换有高股息的股（前两年少过2块钱时，每年都有8%-10%
左右的利息吧）去消息股。。。结果消息错误就  ...

26。。。壮年期间，好man啊
您看我的帖子就买鸟cepat，我祝您好运

publicpang

会不会是只黑马..?

drexler82

看你的贴还能学图表分析。。。
虽然到现在还是看不太懂。。。

弹煮

我的是上乘功力，普通人无法学到的。
所谓，盖世神功，必先自宫

drexler82

那我还是学蚂蚁大大的神功的好了。。。
忙忙碌碌就更过冬。。。不用自宫。。。

弹煮

其实你比我更会看图啊，不用谦虚啦。
蚂蚁大大对技术分析甚有研究，有时候深到我不懂他讲什么

drexler82

我都是看你们俩的图学的。。。
所以你们要多多放图说故事。。。
很多人都在看的哦。。。

弹煮

原来你有留意我
希望我的图没有带你去荷兰

yonst

莫实得控股就是喜欢大起，然后跌到你怕。。。解释这种情况就是，投资人没有深入对这支股的了解，趁高套利。。除非2771一口气狂飙直上，让大家都追不到

yonst

现在棕油期货已经到了RM3270了，破记录的价格，如果棕油到了每公吨RM3700，Bstead会到9令吉吗。。希望到时2771的股票脱离基本面，不要象现在那么保守了，赚多少，就起多少。。。应该要学一学ioicorp，乱起一场，起到股票贵贵了，还是很多人捧。。

yonst

莫实得的拥护们，你们还不快点扶盘啊

alpinev18

跌到RM 5.5 以下就可以考虑.

ericlian

我在今天进了5.90, 希望能小赚一些好过年.

yonst

祝你好运，因为美国期货已经跌了300多点了

yonst

美国今天好象没有开市喔。。你买，你有眼光，哈哈。。

[ 本帖最后由 yonst 于 21-1-2008 10:44 PM 编辑 ]

东邪

2771

Dealings by Principal Officer(s) outside closed period

Dealings by Principal Officer(s) of Boustead Holdings Berhad ("Company") outside closed period pursuant to Paragraph 14.09(a) of the Listing Requirements of Bursa Malaysia Securities Berhad Pursuant to Paragraph 14.09(a) of the Listing Requirements of Bursa Malaysia Securities Berhad, the following Principal Officer has transacted dealings in the securities of the Company as set out in Table 1 hereunder.                                 Table 1 Name of Principal Officer         Date         of Disposal        Sale Price per                 share (RM)        Number of Shares        % of Issued Shares Ker Chooi Ngoh        14 January 2008        7.05        6,000        0.0009

24/01/2008   05:03 PM

东邪

2771

PROPOSED EXERCISE OF CALL OPTION

¨        PROPOSED EXERCISE OF CALL OPTION BY BOUSTEAD RIMBA NILAI SDN BHD AND BOUSTEAD ELDRED SDN BHD, SUBSIDIARIES OF BHB (COLLECTIVELY THE "COMPANIES") TO BUYBACK THE PLANTATION ASSETS (AS DEFINED BELOW) FROM GOLDEN CROP RETURNS BERHAD ("GCRB") PURSUANT TO THE CALL OPTION AGREEMENT ENTERED INTO BETWEEN THE COMPANIES AND GCRB DATED 7 NOVEMBER 2005 ("COA") ("PROPOSED EXERCISE OF FIRST CALL OPTION") 1.        INTRODUCTION         The Board of Directors of BHB (“Board”) is pleased to announce that the Companies had on 29 January 2008 served the notice of exercise pursuant to the COA (“Notice”) to acquire the following estates from GCRB:-         (i)        Malakoff Estate; and         (ii)        Bebar Estate (collectively the “Plantation Assets”). 2.        DETAILS OF PROPOSED EXERCISE OF FIRST CALL OPTION 2.1        BACKGROUND In November 2005, BHB and certain of its subsidiaries (collectively referred to as "Boustead Plantation Companies”) and GCRB had entered into the sale and leaseback arrangement to facilitate the securitisation transaction involving the issuance of RM442,000,000 Sukuk Al-Ijarah by GCRB and a RM300,000,000 Musyarakah facility obtained from Lembaga Tabung Angkatan Tentera  (“Sale and Leaseback”). The Sale and Leaseback involved the sale by the Boustead Plantation Companies of the beneficial rights, title and interest in certain plantation assets owned/leased respectively by the Boustead Plantation Companies for cash and its subsequent leaseback to the Boustead Plantation Companies at agreed lease rentals for lease periods of up to three (3), five (5) and seven (7) years upon the terms and subject to the conditions set out in the master ijarah agreements. Under the Sale and Leaseback, the Boustead Plantation Companies were also granted call options by GCRB to buy back the Plantation Assets at the end of the three (3), five (5) and seven (7) years lease periods (“Call Options”). Pursuant to the COA, the Companies shall have the right to exercise the First Call Option on or before 22 June 2008 and to acquire the Plantation Assets from GCRB on 22 November 2008. The shareholders of BHB had, at the Extraordinary General Meeting held on 22 June 2005, approved the exercise of the Call Options. In this respect, the Companies had on 29 January 2008 served the Notice and will accept the sale of the Plantation Assets from GCRB upon payment of the aggregate exercise price of no less than RM110 million (comprising RM69.5 million for Malakoff Estate and RM40.5 million for Bebar Estate) on or before 22 October 2008 and in satisfaction of GCRB’s obligation to pay the expenses to the Companies as servicing agents under the Servicing Agency Agreement dated 7 November 2005 at the date of the Notice in accordance with the COA. After the completion of the Proposed Exercise of First Call Option, BHB may explore the possibility of disposing the Plantation Assets to Al–Hadharah Boustead REIT. Further information on this matter shall be announced once the terms of the transaction, if any, are finalised. 2.2        Basis of arriving at Exercise Price Pursuant to the terms of the COA dated 7 November 2005, the exercise price for the First Call Option is at least RM110 million for the Plantation Assets (“Exercise Price”) and will be determined after taking into account the fair value at the time of exercise of the Call Options in accordance with the COA. 2.4        Source of funding The cash consideration for the Exercise Price would be funded by the Boustead Plantation Companies from internally generated funds and/or bank borrowings. 2.5        Liabilities to be assumed by the Companies The beneficial rights, title and interest in the Plantation Assets were disposed by the Companies to GCRB free from all claims, charges, liens or other encumbrances and with all rights and benefits attaching thereto in the Sale and Leaseback. Similarly, the Companies will not assume any new liabilities pursuant to the Proposed Exercise of First Call Option. 2.6        Information on the Plantation Assets (i)        Malakoff Estate Size (hectares)        :        1,431 Location        :        Tasek Glugor, Penang Tenure        :        Freehold Present usage        :        Plantation Future usage        :        Plantation Type of estate or plantation        :        Oil palm estate (ii) Bebar Estate Size (hectares)        :        2,340 Location        :        Pekan, Pahang Tenure        :        Leasehold (1984-2083) Present usage        :        Plantation Future usage        :        Plantation Type of estate or plantation        :        Oil palm estate 2.7 Original cost and date of investment to GCRB The original cost of investment of the Plantation Assets to GCRB pursuant to the Sale and Leaseback was RM110 million made on 7 November 2005. 2.8 Details of the GCRB GCRB is a company incorporated on 14 May 2005 in Malaysia under the Companies Act, 1965 as a private limited company and converted into a public limited company on 31 May 2005. It is a wholly owned subsidiary of Yayasan Warisan Perajurit and was incorporated specifically to facilitate the Sale and Leaseback.

东邪

3. RATIONALE FOR PROPOSED EXERCISE OF FIRST CALL OPTION In the event that the Proposed Exercise of First Call Option is not undertaken, GCRB shall be entitled to dispose of all or any part of its beneficial rights, title and interest in and to the Plantation Assets in the open market to any party. The Proposed Exercise of First Call Option will enable the Companies to buyback the Plantation Assets which form part of the major assets and key revenue contributors of the Boustead Plantation Companies prior to the Sale and Leaseback and thus retain the benefit and economic interests of the Plantation Assets for the BHB group. 4. PROSPECTS AND RISK FACTORS 4.1 Prospects Growth in the agriculture sector is envisaged at 3.5% (2007:3.1%) on the back of rising output in food commodities and higher production of oil palm and rubber. Output of oil palm is expected to increase by 2.0% following improved yields and expansion in matured areas. In addition, measures taken to achieve vision 35:25, a target of 35 tonnes per hectare of FFB and 25.0% OER through the wide use of high quality seedlings and latest technology as well as knowledge-based production systems will result in higher output of palm oil. Production of rubber is also expected to expand, supported by firm rubber prices, which are likely to encourage smallholders to increase tapping activity. Utilisation of better clones and low intensity tapping systems as well as the use of stimulants is also envisaged to contribute to higher output of rubber. Rapid developments in the agro-food industry and promotion of other sources of growth in agriculture, including aquaculture, horticulture, seaweed, deep-sea fishing as well as kenaf planting will further boost output of the sector. Output of livestock industry is also envisaged to increase contributed by the integrated farming projects involving rearing of cattle and goats in oil palm and rubber plantations. Output of poultry and eggs are also expected to increase with modern rearing systems to meet local and external demand. In addition, agriculture related projects under the NCER are expected to contribute positively to the overall growth of the agriculture sector in 2008. (Source : Bank Negara Malaysia Economic Report 2007/2008) 4.2 Risks No new risk is expected to arise from the Proposed Exercise of First Call Option. The Plantation Assets are currently leased by the Companies pursuant to the Sale and Leaseback. 5. EFFECTS OF THE PROPOSED EXERCISE OF FIRST CALL OPTION 5.1 Share Capital and Substantial Shareholders’ Shareholding The Proposed Exercise of First Call Option would not have any effect on the share capital and the shareholdings of the substantial shareholders of BHB as the Exercise Price shall be settled in cash. 5.2  Net Assets The Proposed Exercise of First Call Option is not expected to have any material effect on the consolidated net assets of BHB for the financial year ending 31 December 2008. 5.3 Earnings The Proposed Exercise of First Call Option is not expected to have a material effect on the consolidated net earnings of BHB for its financial year ending 31 December 2008 as it is expected to be completed in November 2008. Thereafter, the Plantation Assets are expected to contribute positively to the future earnings of BHB. 5.4 Gearing The Proposed Exercise of First Call Option is not expected to have any material effect on the gearing of BHB group for the financial year ending 31 December 2008. 6. APPROVALS REQUIRED The Proposed Exercise of First Call Option is subject to the approvals of the following: (i) the Foreign Investment Committee (“FIC”); and (ii) any other relevant authorities and/or parties, if required. Submission to the FIC and relevant authorities (if required) shall be made within two (2) months from the date of this announcement. 7. MAJOR SHAREHOLDERS’ AND DIRECTORS’ INTERESTS None of the Directors and major shareholders of the Companies or persons connected with the Directors and/or major shareholders of the Companies have any interest, direct and/or indirect, in the Proposed Exercise of First Call Option. 8. DIRECTORS STATEMENT The Board having considered all aspects of the Proposed Exercise of First Call Option and after careful deliberation, is of the opinion that the said exercise is in the best interest of BHB. 9. ESTIMATED TIME FRAME FOR COMPLETION Barring any unforeseen circumstances, and subject to the receipt of all relevant approvals, the Proposed Exercise of First Call Option is expected to be completed by end November 2008. 10. DEPARTURE FROM SECURITIES COMMISSION'S GUIDELINES As the Proposed Exercise of First Call Option does not involve any issue/offer of securities, the Securities Commission's Policies and Guidelines on Issue/Offer of Securities are not applicable. 11. DOCUMENTS FOR INSPECTION The COA dated 7 November 2005 and Exercise Notice dated 29 January 2008 will be made available for inspection at the registered office of BHB at 28th Floor, Menara Boustead, 69 Jalan Raja Chulan, 50200 Kuala Lumpur during normal business hours from Monday to Friday (except public holidays) for a period of two (2) weeks from the date of this announcement.

29/01/2008   06:23 PM