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POORS:
利空出尽(2010-12-22 20:47:11)
标签：出尽 利空 底牌 东财 最恨 总包 方案
分类：中成杂谈151还有比这更大的利空吗？
应该没有了
这个消息什么时候出来的？
一早就在MAA论坛上看到了
这里东财吧里也有了转帖
对MAA公告的利空效应在今天盘面已经有一定反应
但由于交易盘中，没有中成的应对之声
所以明天是对中成应对方案的一种市场反应
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回头看MAA的公告，那个TSC的方案能跟151的相提并论吗？
显然不能，那个方案从头到尾就是TSC的权利，但是没有TSC对刚钾的义务
根本没有提到MPC项目的融资解决方案，及开采建设方案
就是说MAA管理层把控股权交出去后，只得到70:30进一步债务融资的可能性
2.8亿加元是建设不了MPC的，TSC显然也不是钾肥开采及运营专家
说到底，TSC是MAA用来打酱油的，只是成本有点大：260万美元（毁约成本）
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SDIC的效率大家都看到了，慢慢腾腾
但是这次的反应非常地快：看来是早有预案的
12.14的公告看来不是空穴来风
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很大人说明天跌停：唉，如果真这样，你让中成，国投，王总的脸往哪儿搁？
明天151一定要涨，并且是大涨，才能显得我们“又”做了一个伟大的决策
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如果说，这还是博弈的一部分的话
中成越是涨对后期的谈判越有利，对中方越有利
毕竟融资方案，建设总包方案都还没定呢
还有很多可以谈的，中成的姿态是不跟没有决定权的人谈
跟今后的控股人（这个控股人既没有融资方案，又没有建设方案）谈
这种态势绝对正确
这则公告出来后，151的股价上一台阶，是对中成国投最有利的支持
不过如果此贴到明天开盘前点击过1500的话，万事皆有可能
领导最恨的是想法被别人看穿。。。唉，我又多嘴了
P.S.这是底牌吗？是的，这是底牌，不过是MAA的底牌，还不是151的底牌
淡定
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刚果蒙哥钾肥项目开发进展公告
12 月22 日我公司获悉，加拿大麦格公司于当地时间12 月21 日
在加拿大发出公告，麦格公司与TSC 公司已经签署了关于TSC 公司收
购麦格公司股权的合作意向书，加拿大麦格公司在意向书中授予了
TSC 公司排他性权利，包括要求麦格公司中止与任何第三方进行任何
与该意向书内容相关的交易谈判等。
鉴于加拿大麦格公司已与其他战略投资者签署相关合作意向书，
可能涉及麦格公司控股权的转移，并给予新投资者排他性权利，包括
麦格公司中止与任何第三方进行任何与该意向书内容相关的交易讨
论等。故此，我公司与加拿大麦格公司之前在项目开发框架协议中探
讨的合作方案已无法继续履行，我公司将终止与加拿大麦格公司就刚
果钾肥项目合作的讨论。
我公司与加拿大麦格公司终止刚果钾肥项目的合作对公司经营
无不利影响。
中成进出口股份有限公司董事会
二〇一〇年十二月二十三日
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从技术面上来看，不顾一切的一而再的断崖式下跌，刚钾早就注定失败了。
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应该不是突发事件。。。也许早就是这个结果了。。哎
这里面发生了什么重大的事情，就是环保吗？可笑。只是我们也许再也不会知道了
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明天跌停是肯定的
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黄得好啊
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终于黄汤了，解脱了，希望获得新生
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国资委调整国投领导班子成员
2010年12月17日，国投党组书记、董事长王会生同志主持召开会议，宣布国务院国资委关于国投领导班子成员调整的有关决定。
会上，王会生同志宣布了国资委关于陈德春同志任国投党组成员、副总经理的决定，宣布了钱蒙同志任国投副总经理的决定，宣布了秦明同志不再担任国投党组成员、副总经理职务并退休的决定，并对秦明同志履职8年来对国投发展所做出的突出贡献给予了充分肯定和感谢，对两位领导班子新成员提出了殷切希望；同时对国投下一步工作作了重要指示。
国资委对国投领导班子成员调整的决定，是对国投领导班子建设和全面工作的充分肯定，也体现了上级领导对国投的信任与关怀，对国投实现领导班子成员新老交接和工作平稳过渡将发挥至关重要的作用。下一步，国投将以此为契机，进一步加强领导班子建设，全面贯彻中央经济工作会议精神，深入推进 “两调、两强”工作的落实，打好“二次创业”的攻坚战，使国投整体工作再上新水平。
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Rich Morrow, CEO of the Company, said, “While we have not been able to accelerate our process with Chinese investors or to determine a definitive timetable for a transaction with them, we are pleased that our continued search for strategic alternatives has led the Company to join forces with TSC. The Warrant aligns TSC interests with the interests of our shareholders and motivates action on a defined timeframe with a partner which has a proven track record of accomplishments in Africa and the capability of adding value for our shareholders.”
莫罗，本公司首席执行官说，“虽然我们没有能够加快我们的进程与中国的投资者，或确定为一个明确的时间表与他们交易，我们感到高兴的是我们的战略选择继续寻找，导致本公司加入与台糖力量。认股权证赞同我们股东的利益，台糖的利益和动机上与合作伙伴已经在非洲取得的成就和为我们的股东创造价值能力的良好记录定义的时间内采取行动。“
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MagIndustries Corp.
EXCHANGE: TSX (MAA)
Cusip: 55917T 102
For immediate release
Toronto, Canada: December 21, 2010
MAGINDUSTRIES ANNOUNCES PROPOSED INVESTMENT AND THE ISSUE OF WARRANTS
MagIndustries Corp. (“MagIndustries” or the “Company”) (TSX:MAA) reports that the Company has entered into a letter of intent with TSC Capital Ltd. (“TSC”) in respect of a proposed investment by TSC in MagIndustries.
Pursuant to the letter of intent, the Company has agreed to permit TSC to conduct due diligence in respect of MagIndustries until March 1, 2011. Following completion of this due diligence period and provided that TSC is satisfied, in its sole discretion, with the results of such due diligence, TSC and the Company expect to enter into a subscription agreement pursuant to which TSC (or its nominee) will, subject to receipt of customary regulatory and other approvals as described in more detail below, agree to purchase, on an exempt private placement basis, 222.4 million units (“Units”) issued by the Company at a price of Cdn$0.335 per Unit (the “Offering”). Each Unit will be comprised of one common share in the capital of the Company and one common share purchase warrant (a "Unit Warrant"). Each Unit Warrant will entitle the holder thereof to acquire one common share in the capital of the Company at an exercise price of Cdn$0.335 at any time until the first anniversary of the date of issue of the Unit Warrants (the “Unit Warrant Exercise Period”). MagIndustries has granted to TSC an exclusivity right which requires that MagIndustries suspend all discussions with third parties relating to any transaction similar to the Offering and that MagIndustries obtain TSC’s consent prior to entering into any alternative transaction, including any transaction similar to the Offering.
As consideration for entering into the letter of intent, the Company has agreed to issue to TSC 113,481,000 common share purchase warrants (the “Warrants”). Such issuance will be completed in conjunction with the issuance of one common share in the capital of the Company at a price of Cdn$0.32. Each Warrant entitles TSC to acquire one common share in the capital of the Company at an exercise price of Cdn$0.32 per common share at any time until the first anniversary of the date of granting of the Warrant. If exercised, the common shares issuable to TSC would bring TSC's ownership of MagIndustries to approximately 19.9% of the issued and outstanding shares.
Provided that TSC is satisfied with its due diligence and that it signs definitive documentation to subscribe for the Units, if all of such Units are issued, and all of the Warrants and the Unit Warrants are exercised, the total gross proceeds to MagIndustries would be approximately Cdn$185 million and would leave TSC with an ownership interest of approximately 55% of MagIndustries' issued and outstanding shares. Provided that the Offering is completed and all of the underlying securities are issued, the equity provided by this transaction is expected to be sufficient to meet a targeted debt/equity ratio of 70:30 for the financing of construction of the Company’s Mengo potash project, while retaining the Company’s full 90% interest in the project, with the remaining 10% being held by the Republic of Congo.
From TSC’s Johannesburg office, Partner Rick Menell said, "TSC is looking forward to commencing its due diligence on MagIndustries’ assets and is very excited by the opportunity to engage with MagIndustries, as we believe the Mengo potash project has high potential value. Our extensive experience in Central Africa will be able to support the Company's current efforts. TSC's resources will complement MagIndustries' management as they bring this major project to fruition."
Rich Morrow, CEO of the Company, said, “While we have not been able to accelerate our process with Chinese investors or to determine a definitive timetable for a transaction with them, we are pleased that our continued search for strategic alternatives has led the Company to join forces with TSC. The Warrant aligns TSC interests with the interests of our shareholders and motivates action on a defined timeframe with a partner which has a proven track record of accomplishments in Africa and the capability of adding value for our shareholders.”
The completion of the Offering will be subject to receipt of all necessary regulatory approvals and the approval of the Company's shareholders to be obtained at a special meeting of the shareholders which the Company anticipates calling in the first quarter of 2011. On the earlier of the failure by shareholders of MagIndustries to approve the Offering by the requisite majority and the exercise of at least 50% of the Warrants, MagIndustries will pay to TSC an amount of Cdn.$2,600,000 as a due diligence fee.
In addition to the foregoing, the letter of intent provides that TSC will be provided with anti-dilution rights to ensure that, in the event that the Company issues securities prior to the expiry of the Unit Warrant Exercise Period, that it is able to retain an ownership interest in the Company that is equivalent to that which it currently holds or is entitled to acquire.
It is also anticipated that TSC will be provided with certain rights with respect to board representation, the full details of which will be set forth in the information circular to be provided to shareholders in connection with the above referenced special meeting.
About TSC Capital Ltd.
TSC is a private investment partnership focused on the mining and natural resources sector. TSC and its partners have extensive investment and mining experience in Africa, Asia, and Europe, including leading roles in the development and operation of large scale mining projects. The firm invests in natural resource companies at all stages of development, bringing a broad range of operational and management competencies in addition to financial capital. TSC has particular expertise in Sub-Saharan Africa, the firm’s area of historic focus.
About MagIndustries Corp.
MagIndustries is a Canadian company whose common shares are listed on the TSX and trades in Canadian currency under the symbol "MAA". The Company has 456,772,462 shares outstanding on an undiluted basis. MagIndustries is focused on the development of its potash assets in the Republic of Congo. More information on the Company is available on its website, www.magindustries.com.
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