【Blumont A33 交流专区】BLUMONT GROUP LTD. 博诺

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公司官网：http://www.blumontgroup.com/corporate_information.html

莫利纽克斯收购博诺的股权并将出任主席
文： 汤森路透 （译：杨佳文）

http://www.sharesinv.com/zh/articles/41894/

汤森路透 2013年10月08日

博诺(Blumont Group)于2013年10月7日表示，商人莫利纽克斯(Alexander Molyneux)将收购公司7.8%的股份并出任主席一职。莫利纽克斯是香港两家矿业企业的主席。

公司在发布于交易所的文告中表示，莫利纽克斯将向公司的执行主席Neo Kim Hock收购9,500万股，并向一个不具名的投资者收购4,000万股。

他所收购的股份将为公司截至星期一的已发行股份的7.8%，而在公司发行了附加股之后，他所占有的股权将约为经扩大股本的5.2%。

博诺、亚昇投资集团(Asiasons Capital)和瑞狮集团(LionGold Corporation)这三家企业在星期一恢复交易后，股价再度大跌。这三家企业都有从事采矿业务，而且互有关联。

新加坡交易所于2013年10月4日下令上述三家企业暂停交易，它所提出的理由是这三家企业可能没有向投资者清楚汇报公司事务。

但是，莫利纽克斯表示，博诺是亚洲一家正在成长中的多元化矿务企业，趁现在入主公司正是时候。

汤森路透的资料显示，截至2013年8月30日，亚昇投资集团是瑞狮集团的最大股东，持有其8.7%的股份。博诺和瑞狮的一名非执行独立董事为同一人。

在星期一大跌后，上述三家企业的市值在两个交易日内减少了87亿元(70亿美元)。这三家企业的股价在今年大幅上涨，而分析师曾指出，它们的股价上涨似乎不是因为基本面良好。

莫利纽克斯是博诺在香港投资的两家企业的主席，它们分别为铀矿企业Azarga Resources，以及在吉尔吉斯斯坦拥有资产的焦煤开发企业Celcius Coal。

上述交易的指示收购价为每股0.40元(可能调整)，交易预计将在2013年11月6日之前完成。截稿时，博诺的闭市价为0.13元。

在交易完成后，莫利纽克斯将担任博诺的主席。现任主席Neo Kim Hock则将担任副主席及非执行董事。

博诺在7月份计划以2配1的比例发行8亿6,100万附加股，每股发行价为0.05元。

公司在当时表示，它计划把80%的净收益用来扩充业务，如进行收购和投资，其余的款项将充作营运资本。

博诺于星期一表示，它已同意为澳洲上市煤炭企业Cokal提供一笔800万美元的贷款。

icy97

東協細讀．3公司股價狂跌90% 市場吁新交所設停盤機制

財經 環球 9 Oct 2013 21:38
（新加坡9日訊）新加坡證券交易所（SGX）日前出現股票異常交易，3家公司股價在3個交易日內狂跌90%，市值蒸發超過69億美元（約221億令吉），投資者紛呼籲證交所實施“自動停盤機制”(circuit breaker)，免股價在短時間內劇烈震盪。

“彭博社”報導，博諾（Blumont）、亞昇投資（Asiasons）和瑞獅集團（Liongold）股價暴跌，新交所上週五一度宣布暫停交易。

慘烈跌幅讓市場難以承受，當地證券投資者協會（SIAS）出面呼籲交易所即刻施行自動暫緩交易機制，讓投資者有時間消化市場資訊，能深思熟慮再作決定。

目前新加坡沒有類似機制，若股價異常波動，皆需要交易所出面介入。

礦業能源投資公司博諾股價在4日和7日大跌94%，市值驟減49億新元（約125億令吉），賣壓出籠前，博諾原是新加坡全股指數頭號模範生，該股今年1月至9月以來大漲12倍。

另外，亞昇投資和瑞獅集團股價則在3個交易日分別跌掉96%及87%，市值分別減25億新元（約64億令吉）及12億新元（約31億令吉）。

不過原產品投資大師吉姆羅傑斯卻對此持反對意見，儘管3家個股股價慘跌令人憂心，但他不贊成實施自動暫緩交易機制，認為應讓市場自行運作，非加以干擾。[中国报财经]


企业市值3天蒸发221亿

财经 天下 2013-10-11 09:36
（新加坡10日讯）继3家挂牌公司3天内市值蒸发69亿美元（约221亿令吉），新加坡交易所面对投资者压力，要求尽快推行断路器机制。

新交所上周五采取前所未有的举动，同时把三家挂牌公司的股票暂时停牌，它们是博诺集团、亚昇投资和瑞狮集团。

这3家公司的股票上周五开始暴跌。

新交所周一让这3只股票复牌，但把它们列为“指定证券”（designated securities），不允许卖空和对敲，买家在购买这些指定证券、进行交易时，只允许以现金购买进行交易。

纽约互惠基金交易平台经营者Liquidnet公司创办人兼首席执行长默利安（Seth Merrin）表示，他100%支持断路器机制，并说：“现在已有那么多电子下单交易活动，因此现在这类措施这更加重要。”

新加坡证券投资者协会会长大卫杰乐则称，虽然新加坡现有的条例足够确保企业信息披露水平，管制当局需要推行断路器机制，以便投资者能够获得预警。

他周二在文告中表示，协会呼吁新交所即刻推行断路器机制，以便允许投资者有时间消化市场信息然后作出知情的决定。

担心卖空者趁虚而入

博诺的股价在两天内（上周五和本周一）共暴跌94%，周二股价几乎持平，但市值已经少了49亿新元（约125亿令吉），促使该公司取消以1亿4600万新元（约3亿7288万令吉）收购澳洲挂牌公司Cokal的计划；亚昇和瑞狮的市值分别蒸发25亿新元和12亿新元。

博诺周二宣布引进新股东，南戈壁资源（SouthGobi Resources）前总裁马蔼隆（Alexander Molyneux）将以每股20分到60分的价格，买下1亿3500万股或5.22%的博诺股票，并出任该公司主席；博诺当天一度大回弹131%至30分，但后劲不足最终持平。

有市场人士担心卖空者趁虚而入，在市场情绪转差时出手。

著名投资者罗杰斯（Jim Rogers）表示，这些公司的股价波动是“让人担心的迹象”，但他和不赞成推行断路器机制的人一样，认为应该让市场自由发挥作用；他觉得断路器机制“只是另一个对市场的干扰”。[南洋网财经]

icy97

博诺获美国对冲基金提供2亿美元资金
http://www.sharesinv.com/zh/articles/42107/

2013年10月18日
博诺(Blumont Group)获得纽约的投资基金Platinum Partners Value Arbitrage Fund LP提供一笔2亿美元的资金。博诺将为此发行四批可赎回可转换债券(每批5,000万美元)，每年的票息为8%，每半年支付一次。Platinum Partners将依照各项条件认购首两批债券，而第三和第四批债券，则会在双方同意下才发行。Platinum Partners可能会选择接受公司发行的新普通股(每股40分)来作为利息。

启示：博诺在取得资金后将能继续执行其策略，其中最重要的是完成收购Discovery Metals股份的交易。Discovery Metals拥有铜矿。


Blumont says secured $248 mil in new funds from US investment firm
http://www.theedgesingapore.com/the-daily-edge/business/45895-blumont-says-secured-248-mil-in-new-funds-from-us-investment-firm.html

Publish date: Fri, 18 Oct 11:35
Singapore-listed Blumont Group, which has lost more than US$5 billion ($6.2 billion) in market value this month, said it has secured US$200 million ($248 million) in new funding from New York-based investment firm Platinum Partners.

Blumont, one of three Singapore-listed stocks subject to trading restrictions after a sudden plunge in their share prices recently, said late on Thursday that Platinum will subscribe to convertible bonds issued by the group.

Blumont will in turn use part of the proceeds to buy US$100 million of convertible bonds in Australian copper miner Discovery Metals. The rest of the funds will be used to finance future investments in the mineral and energy resources sector and for working capital, the Singapore-listed group said.

The funding from Platinum will ease concerns about Blumont’s planned commitment in the Brisbane-based copper miner. Shares in Discovery Metals rose 13.3% to A$0.085 in Sydney trading on Friday.

Blumont, LionGold Corp and Asiasons Capital saw their shares plummet in early morning trade on Oct. 4 before trading in the stocks was suspended by the Singapore Exchange (SGX) .

The SGX has since declared all three stocks “designated securities,” meaning people cannot short-sell their shares and must pay for any purchases with cash up front.

Platinum Partners’ PPLO fund had been due to subscribe to part of a $202 million share placement in LionGold, but that deal was called off late last week.

Platinum Partners’ Value Arbitrage fund was also due to receive stock in Asiasons as part of a share placement used to fund Asiason’s purchase of a stake in oil explorer Black Elk Energy Offshore Operations LLC. That deal is currently in limbo after SGX queried whether Asiasons had a strong enough mandate to make that share issue.

Blumont has lost around $6.26 billion in market value since Oct. 1. Its shares are currently trading at $0.114, down from a high of $2.54 at the start of this month.

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Blumont Group sued by Australian miner Prospect Resources
Source: The Edge   |   Publish date: Mon, 2 Dec 23:29
http://www.theedgesingapore.com/the-daily-edge/business/46555-blumont-group-sued-by-australian-miner-prospect-resources.html

Blumont Group said it is being sued by Australian miner Prospect Resources regarding its decision to terminate a deal to acquire 325 million new shares in the company for A$3.9 million ($4.5 million).

In its explanation released on Oct 31, Blumont cited the failure of Prospect Resources to satisfy the group that the transaction documents to acquire the Bushtick and Penhalonga projects had been validly executed and that the conditions precedent in those transaction documents have all been satisfied or waived.

Blumont, along with related companies Asiasons Capital and LionGold Corp, saw a sharp rise in their share prices for the first nine months of the year before all three stocks crashed dramatically in October.

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Blumont cancels $48 mil proposed acquisition of Hudson Minerals
Source: Reuters   |   Publish date: Wed, 8 Jan 20:08   |   
http://www.theedgesingapore.com/the-daily-edge/business/46840-blumont-cancels-48-mil-proposed-acquisition-of-hudson-minerals.html

Singapore’s Blumont Group, which suffered a sudden implosion in its share price in October, has canceled its proposed acquisition of Hudson Minerals Holdings, which has interests in an Indonesian iron ore exploration company.

In a statement to the Singapore bourse on Wednesday, Blumont said it had terminated its agreement dated Dec. 21, 2012, in relation to the proposed acquisition with immediate effect. The deal could have been worth up to $48 million.

Blumont, which was previously involved in the packaging, property and investment sectors, started investing in a number of companies in sectors such as iron ore, coal, gold, uranium and copper in 2012.

Shares of penny stocks, Blumont, LionGold Corp and Asiasons Capital crashed in October after huge run-ups in their share prices earlier last year, prompting the Monetary Authority of Singapore to start an extensive review of the share price volatility in the three inter-linked companies.

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博诺将收购澳洲上市的资源公司
2014年01月24日
http://www.sharesinv.com/zh/articles/44289/

博诺(Blumont)建议以每股0.169澳元在场外全面收购澳洲上市的矿场勘探与开发公司Genesis Resources(GR)的所有普通股。

GR的核心资产是一个位于马其顿Plavica的金、银和铜项目的大量股权。该地区位于东欧，黄金、铜和银的潜在蕴藏点甚多。

献购价比GR于2014年1月23日的闭市价高出约87.8%。博诺将按每5.3股博诺股可换得两股GR股的比例发行5亿零950万股新股来偿付收购额。在完成交易后，博诺所发行的新股相等于现有股本的19.7%。

启示：除了位于马其顿的产权，GR也拥有澳洲北部及中部超过1,136平方公里面积的勘探执照，所涉及的矿物包括黄金、铁、锰、铀及非贵金属。

icy97

Molyneux drops Blumont investment plan on Singapore lawsuits
Source: Bloomberg   |   Publish date: Thu, 10 Apr 08:43
http://www.theedgesingapore.com/the-daily-edge/business/47924-molyneux-drops-blumont-investment-plan-on-singapore-lawsuits.html

Alexander Molyneux, chairman-designate of Blumont Group, one of three Singapore stocks whose trading is being probed by police and the regulator, dropped a plan to buy shares in the company because of lawsuits.

Molyneux won’t proceed with a purchase of 135 million shares in Blumont, the Singapore-based commodity trader said yesterday in a statement. The company said Oct. 7 that Molyneux will buy the stock from shareholders including Executive Chairman Neo Kim Hock. Blumont slid 4.9% to 3.9 cents at the close in Singapore. The stock plunged 98% through yesterday from a record $2.45 on Sept. 30.

Neo was sued by Coutts & Co. in February to recover $19.9 million after a plunge in the value of his shares in Blumont, Asiasons Capital and LionGold Corp. held as collateral, according to a lawsuit filed in the Singapore High Court. A slump in the three companies erased US$6.9 billion of market value in October. The Monetary Authority of Singapore and the police are jointly investigating suspected trading irregularities, the regulator said last week.

“Neo was the main provider of the shares and his shares are in locked up in dispute with the banks,” Molyneux said yesterday in a phone interview. “There’s no point of dragging this on forever.”

Neo didn’t respond to two e-mails seeking comment. Blumont said today in response to Bloomberg queries it’s “unable to comment on ongoing matters relating to Mr. Neo’s private shareholdings that have led to this development.”

The company “will consider the latest developments and seek to meet up with Mr. Molyneux to make a decision regarding his position as chairman-designate, as soon as possible,” Blumont said yesterday in the statement.

Police Probe

The police asked Blumont’s G1 Investments Pte to assist in a probe into potential offences under the Securities & Futures Act, according to an April 2 company filing. Investigators requested access to all corporate electronic data from the start of 2011 to date, information-technology equipment and data- storage devices belonging to Neo and Executive Director James Hong, Blumont said.

The completion of Molyneux’s investment in Blumont has been deferred twice, according to Blumont. The deal was originally scheduled to be completed in November. The commodity trader gave no reason for Molyneux canceling the transaction in yesterday’s statement.

Molyneux remains a consultant and key adviser to the company’s board, according to yesterday’s statement. Molyneux was ousted as CEO of coal miner SouthGobi Resources. in September 2012 after Aluminum Corp. of China. dropped a takeover bid. The offer was withdrawn after Mongolia passed a law restricting foreign state-owned companies from controlling key assets.

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Blumont says police probing acquisitions
Source: Reuters   |   Publish date: Tue, 29 Apr 22:31  
http://www.theedgesingapore.com/the-daily-edge/business/48150-blumont-says-police-probing-acquisitions.html

Blumont Group said the police were probing its acquisitions as part of an investigation into the company following a penny-stock crash last year.

The Commercial Affairs Department (CAD) has asked Blumont to give it access to documents relating to some acquisitions, including completed and proposed deals, the company said in a statement to the Singapore stock exchange on Tuesday.

The requested documents include those related to the proposed acquisition of Hudson Minerals Holdings, the proposed acquisition of Resource Generation and the proposed investment and takeover bid for shares of Cokal, the company added.

"The businesses and operations of the company are not affected by the investigations and will continue as normal," Blumont said in the statement.

Share prices in Blumont, LionGold Corp and Asiasons crashed in October, wiping out around $8 billion of their combined market value in just two days after huge run-ups.

The CAD is already investigating some executives of companies owned by Blumont and LionGold, the companies said this month.

Blumont, which was previously involved in packaging, property and investment, began investing in iron ore, coal, gold, uranium and copper businesses from 2012.

Blumont's investments in commodities companies coincided with a run-up in its share price.

PaPerSoldier

blumont 又在跑了