UMWOG (5243) 合顺油气 - UMW OG 想不到是恶梦。。。。之前油气股大起， 一些股友买入了， 如今就要 坐艇了
It will emerge as a leading integrated O&G services provider via its proposed consolidation plan, which will see the company wholly acquiring OSV player Icon Offshore Bhd and marine transportation vessel player Orkim Sdn Bhd.
The combination of these three companies will transform them into a leading integrated services provider and will strengthen its capital position.
The exercise will be facilitated via two separate purchase agreements with Ekuinas for the fund’s stakes in the two companies.
Under the agreements, UMW-OG will acquire Ekuinas’ 42.3% indirect stake in Icon for new UMW-OG shares and 95.5% interest in Orkim for cash. UMW-OG’s acquisitions are valued at RM721.61 million.
UMW-OG will then undertake a MGO for the remaining shares in Icon at 50 sen apiece, to be satisfied by either cash or issuance of new UMW-OG shares at 80 sen apiece, and does not intend to maintain the listing status of Icon.
The exercise will be followed by a recapitalisation exercise via a rights issue of approximately RM1.8 billion, inclusive of Ekuinas’ application for excess rights shares worth RM322 million.
UMW-OG intends to procure similar support from its largest indirect shareholder PNB.
The enlarged group will be a major integrated services provider with seven jack-up rigs, one semi-submersible rig, five hydraulic worker units (HWU), 37 OSVs, 14 clean petroleum product vessels and two liquefied petroleum gas marine transportation vessels.
With the newly acquired fleet of vessels across the value chain, the enlarged UMW-OG will be in apposition to benefit from the expected recovery of activities in the sector through its interests in offshore drilling rigs, HWUs and OSVs, and improved earnings profile through Orkim’s long-term contracted cash flows.
Meanwhile, UMWH will exit its O&G operations via a distribution in specie of its entire 55.73% of UMW-OG to all entitled shareholders of UMWH. The group will also progressively exit its 12 non-listed companies.
The group is looking to dispose of up to seven assets within 2017, and aims to complete the disposals by end-2018.
The group will then refocus its operations on its core businesses of automotive, equipment and manufacturing and engineering.
With the completion of the exercise, PNB will emerge as the largest shareholder with a 39.7% stake in UMW-OG, followed by Ekuinas (23.1%), the EPF(12%) and LTH (2.4%) and others (22.7%).
vvvvvvvvvvvvv
这个计划
对UMW 和 ICON 有利
今天的股市就马上作出反应
可怜的 UMW OG
股友
给这么一个 所谓的合并计划
搞到 股价大跌。。。
0.885 跌到 74分
14分不见了
。。。。。。
以一粒来算
8850 变成7400
1450 化掉了 （票面亏损）
油气股大热， 选择UMW OG
竟然是 送羊入虎口。。
这些官联机构， 就那么一招
股友又去荷兰了
官联机构实在可怕呀
比鬼还
可怕
招招 “ 都够力”， 小心官联，
相信官联机构。。。分分钟。。。种番薯。
。。。。。
过去相信官联机构的幼稚看法应该改变。
。。。。回到可接受风险方面，
还是最为重要。。。。。
油气股的大起大跌
相当 ”可怕“。。
棕油是最佳的原产品
安全度高。。。。
回到。。。油棕股
。。。。大家只要不玩 ＣＯＮＴＲＡ，
不是 玩 Ｔ ３，
就可以安心。。。
至少马登还在安全位置
不会大跌
个人相信
马登、马化合作社、自立合作社、青农社
有很大的合作空间。。。。
个人有些构思。。。。
还在勾画中。。。。
以马登的情况， 要发２ 至 ４％ 股息
是没有问题。。。。
有机会，会把构思和总会长聊聊。
UMWOG (5243) 合顺油气 - UMW OG 想不到是恶梦。。。。之前油气股大起， 一些股友买入了， 如今就要 坐艇了
http://heartsutraandsoul.blogspot.my/2017/01/umw-og.html
