0
这条消息的第一感觉就是MAA不期望和中成达成协议，否则 他们不会期望这笔钱
I will go ahead and give my two cents. I love this stock and am a long term holder; however, this news release tells me that Mag is not expecting a deal with Complant any time soon or they woudln't be needing this money.
0
和上次中水的合作类似 MAA可能在一周内宣布和中成的合作失败？？？
MAA had a similar situation last year where financing was announced followed by the SinoHydro MOU announcement within a week I believe. I have to agree though that it points to more negatives than positives, especially when they have $400k monthly payments coming in from MagEnergy divison.
0
刚钾项目的运营成本由于天然气涨价 由83USD/吨 提高到124USD/吨
http://www.magindustries.com/news.aspx?newsid=16&pageid=3
•An increase in estimated operating expenses of Phase 1 of the Kouiloupotash project from US$83 per tonne of K60 to US$124 per tonne of K60resulting from, among other things, an increase in the cost of natural gas, based on the finalization of a fixed-price (US$1.20/million BTU), 13-year gas supply agreement.
0
这个仁兄也快疯了！
他认为MAA募资稀释股权是为了维持低股价，这是因为MAA和中成很可能已经达成了一个内部收购价.70。但是这个交易只有在MAA股价维持在低价格水平才算管理层的成功。
ok...so is it possible there is a plausible reason for the financing and resulting dilution which will lower the share price?
Is it possible that the Complant deal already has a defined purchase price included (say
.70). And lets say that Mag Industries needs the share price to stay low (around
.30) so that when the deal is signed the shareholders will not revolt and scuttle the deal because it will appear it has a nice premium involved.
So recently the share price is increasing to
.35 due to the expected deal......so what does Mag do?? They dilute the stock and lower the share price by obtaining financing that they actually do not even need. This again keeps the stock around
.30 so it looks like they have signed a great deal when it is presented.
So tell me I am crazy with what I believe is a very plausible reason for this financing. The ONLY other reason I can think of is when Mr. Bill and his useless wife retired, the Board agreed to pay them some OUTRAGEOUS package that resulted in the financing being required.
Call me crazy...but I don't think I am. This financing makes absolutely no sense at all and I challenge anyone from Mag to prove me wrong!!!!!!
0
都很困惑：
1 不排除是内幕交易者想利用坏消息最后打压股价拿到廉价筹码。
2 MAA正在稳步推动项目的进行，但是项目总包不是中成了，意味着肯定不和中成签约了？
第3条 没看明白 好像是说如果是为了满足欧洲的财务要求 现在的这个方式很不合理。。。
Trying to see any positive angles, came up with a few possibilities, but also came up with counter-arguements as well...
1. The deal is close to be signed and the insiders wanted a last chance to buy cheap shares. This would make sense if it was a private placement, and it is not - it is marketed public offering. Insider trading restrictions would come into play as well.
2. MAA wants to move foward with construction so that there is no delay in the curent project schedule. It actually works against the longs as it would mean EPC is not being awarded to COMPLANT, meaning there is no deal.
3. They want raise 20% equity to go with European financing option. If that was the case, they would have announced it before announcing the financing so that the equty raising is done at higher sp.
No matter how I look at this, I can't find any positives. The management better explain why I should not sell my shares. Tomorrow could be a really bad day for the longs.
0
MagIndustries Corp.
EXCHANGE: TSX (MAA)
Cusip: 55917T 102
For immediate release
Toronto, Canada: November 8, 2010
MagIndustries Announces Financing
THIS NEWS RELEASE IS INTENDED FOR DISTRIBUTION IN CANADA ONLY AND IS NOT INTENDED FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR DISSEMINATION IN THE UNITED STATES.
Toronto, Ontario, Canada – November 8, 2010 – MagIndustries Corp. (the “Corporation”) is pleased to announce that it has filed a preliminary short form prospectus(招股说明书) with respect to a marketed public offering of common shares of the Corporation on a “best efforts” basis in the provinces of Ontario, British Columbia, Alberta, Saskatchewan, Manitoba and Nova Scotia. The offering is being co-led by Cormark Securities Inc. and BMO Capital Markets Corp. The offering is scheduled to close on or about November 23, 2010.
The Corporation intends to use the net proceeds of the offering for ongoing project development, working capital and general corporate purposes.（募集资金用于正在进行中的项目。。。。 ）
The common shares offered have not been and will not be registered under the U.S. Securities Act of 1933, as amended, and may not be offered or sold in the United States absent registration or applicable exemption from the registration requirements. This press release shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of the common shares in any jurisdiction in which such offer, solicitation or sale would be unlawful.
0
半个月前开户的新股民来提个问题：没办法，刚买的000151被套了，虽亏得不多但还舍不得抛~
加钾会不会是个烟幕弹呢？
刚钾11月论证完项目，必拓也是刚好三十天考虑期，如果我国放弃刚钾结果必拓又提价达成加钾收购，会怎样？
会不会对国内农业造成严重冲击呢？要知道中国的耕地可是没有休耕轮替这一说法的呢！钾肥是必须的……
钾肥既然供过于求还价格高走，其中必定有妖~
想请honeywood 回答一个问题：
前几天，刚知道K线图上面均线的用法，如是乱翻各个股票看均线，结果看到000151的MA2指标，三条均线向上交叉，如是买入，第二天小赚没卖，结果现在价格跌下来了，又不甘心低卖。请问honeywood兄，你对刚钾的信心是来源于哪方面呢？市场交易信息分析？还是国际或国内政治影响？还或者是个人直觉？
求教！
0
加拿大拒绝必和必拓理由是加钾旁落有利澳洲农业
类别:经济新闻 浏览量:356 版次:GC08 版名:天天财富 经济能见度 稿源:南方都市报 2010-11-08
作者:刘斌 原创 手机看新闻 全国订报编辑此文
摘要：加拿大农业部长周四透露了加拿大阻止必和必拓对加拿大钾肥公司收购的一个原因，但市场还要等待一个月的时间，所有详细情况才会浮出水面。
加拿大农业部长周四透露了加拿大阻止必和必拓对加拿大钾肥公司收购的一个原因，但市场还要等待一个月的时间，所有详细情况才会浮出水面。
农业部长G erry Ritz认为，允许必和必拓收购加钾将为澳洲农业提供极大的优势。
“由于澳洲和加拿大是一些同类食品的主要供应商，让其拥有不同的矿产(碳酸钾)当然会有影响。我们是规模生产商，他们也是。”R itz对议会表示。
“对于他们来说能够进入印度和中国，并且说‘我们现在也控制着你们的肥料’，我认为将会产生极为不利的影响。”
“我很高兴它是家独立公司。这是我所希望的，”BaskinFinancial的BarrySchw artz说道，“最终，我们将有能力控制钾肥价格和对中国的供应。股东将是真正的赢家。”
周四是加拿大宣布阻止必和必拓收购后的首个交易日，加钾股价下跌2.4%，收报141.97美元，仍高于必和必拓每股130美元的报价。
根据1985年的法律，加拿大对外资并购国内企业已经批准1600起，仅拒绝两起，其中就包括拒绝了对加钾的收购。
0
月底之前不会有起色，着急的兄弟们可以先看看中纺投资，月底前看20。
0
[引用原文已无法访问]
支持 支持
30
评论(1531)
收藏
展开
