0
MAA停牌，增发3340万股，价格0.3美元，募集资金1亿美元。
高潮即将来临的时刻，这个帖子竟然冷却下来了…………匪夷所思啊。
0
0
股海：
近期利空风潮连连吹起，我是2年中成的股民讲讲我的个人想法；1.本人底仓多2年来多次做波段.持股价很低我想赌下去.2.我相信中成走长期的资本中没骗过股民.这次应该也不会列外.如果有这样的事以后在股市中没面子，3.这段时期的利空很少见正观报导.我很难相信
作者：58.47.160.* 发表时间：2010-11-09 20:07:50
少两个字.资本‘市场’中，
加两句话.今年我买走个股没有一只能买回的.坚定自己的信心赌下去.错了我也不会亏
个人观点；...........................................请股友们抄作的股自己思考
作者：58.47.160.* 发表时间：2010-11-09 20:17:21
0
(第58楼)（是时候保持静默了，在消息落实之前 有缘人一定能举杯欢庆胜利 离开的，也祝愿投资路顺利开心！）poors在上篇博文已表态。本文poors的解答：想在这里问几个问题：1。发新股能解决MPC项目的开发资金缺口，12亿美元吗？{不可能}2. 项目开工的话，MAA指定了总承包商了吗？（没指定新的总承包商）3. 如果与中成的合作黄了，你是MAA的CEO，你觉得最紧急要做的事是什么？（发出新要约，满世界去找新的合作者，因为时间不等人）记住，MAA现在有了一笔每年固定返还的金额，运营流动资金是不缺的了。 去看看poors之前的博文吧，缘分呐。不是就有那么些人要poors闭嘴吗？这回高兴了吧？
(2010-11-09 20:01:10 IP:113.66.121.*)
0
如果哪天公告出来增发对象是151，这帖子又得爆炸了。
0
I just guess if Mag announces the supposed event first it may not allowed to do financing because of regulatory issue. So Mag split the financing decision into two parts. We have already seen the first part. The second part will be the price, number of shares and the supposed event. We will know the truth in the next couple of days if not tomorrow. I don't think SDIC/Complant announced the death of the deal. Complant's share price didn't change very much after this NR. Chinese stock market is filled with insider tradings. If there is a breakdown of the deal Complant's SP should fall sharply.
0
公告原文有这样一句：
The Corporation intends to use the net proceeds of the offering for ongoing project development, working capital and general corporate purposes.
首先 MAA增发股份的原因肯定不是因为和中成破裂 为刚钾募资。就凭MAA的小样，增发多少才能募集那么多钱。。。。。
刚钾项目11月月底一期60万吨项目开工，到为MAA产生现金流还有一段时间。。。。。
至于干嘛 和 刚钾有什么联系 真不清楚 但是我知道MAA的guba也炸锅了 先看看MAA的管理层如何应对吧。
从taoguba看 0151人气早就不咋地了 刚钾如果明确黄了 我真认为会有一个底部很快就出现，至少就象九二所说 有消息的早跑了 而不会错过这波牛市。
Some key facts from the latest FS:
$17M in cash on hand
Major expenses since the Feb. raise (They raised $22M for 57.5M shares @$.40 less commissions):
-- $4M in June to terminate a long term shipping contract for MagForestry (that's pretty massive given the size of the operation)
-- $3M in April as a kill fee for the royalties owing on the Potasse du Congo purchase (they also paid $3M in Jan. 10 and $3.5M in Oct. 09). As a result they have essentially made the PduC purchase royalty free. They are spending about $2.5M per year for research rights.
There is a lot of expense buried in 'corporate' for what I assume are research, fees, reports, studies, travel, etc. tied to the Mengo PDF.
The MagForestry operation, other than the SNEL payments, is the only cash producer but its far from profitable. I know it's only there to secure the land and keep the ROC onside politically but still, it's a real dog. The port accident which further delayed shipments sure didn't help.
In my view the company has taken decisions in the first half of 2010 that seem to be designed to clean up the business for acquisition or partnership. It seems like a large up front investment to make in PduC unless they are contemplating a sale (why pay up front royalties for a future property when cash is tight?). Of course, this may have been a condition of the purchase as the murky group which originally owned it could get the cash while 'deferring' taxes.
Hopefully, the mid-Nov results will shed some more light. However, there's nothing I can see in these numbers that would precipitate another raise given they have about $5M a year coming in from SNEL. We need more information which Mag always seems reluctant to share.
0
兄，说句话
你这不是技术面分析，也不是基本面分析
是消息面分析
要做消息面分析，就要有被某些有背景的人忽悠的准备
比如那个九二啥的
0
honeywood 你这种帖子不需要再研究了，必拓早已经公开决定不收购加钾了；
只有必拓收购加钾，钾肥才会大涨；
必拓决定不收购加钾，钾肥不会涨；
钾肥不会涨，中成搞那个刚钾---如果投产就会亏损，傻子都知道，那里的生产成本很高；
所以，你这个帖子不用再研究了；现在早已经失去研究得价值的；
0
悲摧.
30
评论(1531)
收藏
展开
