Plethora Solutions Share Discussion Threads

[smithie6] 06/11/2015 13:19

Warning

imho beware various ramping posts here...

Do analysis
Read the actual RNS.

Notes
- offer is NOT a firm offer....so, could vanish ( ref. RNS)
- there is NO cash offer. Only new Regent shares
- RNS says Regent only has £9M unpledged cash & cash equivalents ( for details of assets read Regent accounts)
- so....new shares appear a bit like confetti perhaps ?
- will Jim Mellon etc make a gain by exercising their PLE director options ?

Fulltimeinvestors.com

[bookemlockem] 06/11/2015 13:10

now now douglas

[liquid millionaire] 06/11/2015 12:57

Now now Tom

[recordz] 06/11/2015 12:35

A few biggish trades earlier. Need some more.

[cube boss] 06/11/2015 12:24

ANDDDDDDD Ai H ??

[smithie6] 06/11/2015 12:23

..cubeboss

"12.5p"

imho you dont seem to realise it is a merger deal....paid via using shares


There is no 12.5p.

My guess is you are ramping to try to create buyers....while you try to sell volume....


Fulltimeinvestors.com

[al h] 06/11/2015 12:19

Slightly worrying that there are people here who seriously think you can create value out of thin air simply by using a bit of share swap jiggery pokery. I don't somehow think MMs are that easily fooled, even Chinese ones.

[liquid millionaire] 06/11/2015 12:18

LOL you are so sensitive T*m W*nkiFR*th!!!!

[liquid millionaire] 06/11/2015 12:14

BookEmLockEm 6 Nov'15 - 11:49 - 9191 of 9195 0 1

He got fooled at Sefton and at Rivington.



Good afternoon T*m W*nkiFR*th!

[brandy5911] 06/11/2015 12:14

C boss - there are investors that no a lot more than we do / and the don't think it's a no brainier as you put it J M HAS NOT INVENTED THE WHEEL My observation

[cube boss] 06/11/2015 12:08

How can they spell it out more clearly! 12.5p ;0) No brainer

[tsmith2] 06/11/2015 12:02

JM knows PLE through and through; it's also a biotech stock, a sector who knows really really wellSefton and rivington - more a case of backing wrong person?

[cube boss] 06/11/2015 12:00

He won't get fooled with PLE, he knows what he's getting!!
A licence to print money!! rest is History!
I for one are going to be part of this new chapter! ;0) :0)

[brandy5911] 06/11/2015 12:00

Someone just turned lights on with investors ?

[bookemlockem] 06/11/2015 11:49

He got fooled at Sefton and at Rivington.

[tsmith2] 06/11/2015 11:26

Looks like churn creeping to halt...hopefully, deal value starts coming through.JM ain't no fool; the fact that they offered such a premium, Regent shares have stayed firm...all v positive

[cube boss] 06/11/2015 11:14

I'm sure most folk bought into PLE co's they believe in their product! if PLE stay as PLE or Regent Pacific buy them out as planned, our Product will still go to market and launch "World wide"!.
The Chinese will buy into RP and won't take long to cotton on to how big the product is going to be! Ricordati won't be thinking of pulling out, and another thing is, "They can't". Nothing has changed only a name! our product is still the same!
Only question is, do you want to sell under 5p? or do you want 12.5p? No Brainer!!!!...;0) ;0)
And remember this! you won't get notice, one morning by/before the 2nd Dec we will have an RNS saying take over is confirmed! at this stage you won't get in under 12.5p! Good luck all

[wiseacre] 06/11/2015 10:47

Bearing in mind that Regent Pacific is holding rock steady PLE's share price weakness is surprising. Once the stale bulls have finished dumping it should recover.

[papy02] 06/11/2015 10:45

OK, let's assume Regent Pacific shareprice remains flat through to after the deal is consumated, at a level that's worth 12.5p/share to Plethora holders.

Before the possible offer was announced we have:
Plethora mkt cap (at share price of 2.75p): £23m
Regent Pacific mkt cap (at share price of .093 HK$): £28m
Total mkt cap of the 2 companies before announcement: £51m

After (/if) the offer is consumated we have:

Regent Pacific mkt cap (at flat share price of .093 HK$): £139m, after 13.9bn RP shares issued to PLE holders - I assumed RP holding in PLE doesn't change prior to the consumation (from the 86.8m shown on PLE website).

So the "merger" will have produced additional value of £88m, and a mkt cap 2.7 times that of the total of the 2 companies before the offer was announced. All the benefit goes to PLE holders (under the assumption that the Regent share price is unchanged).

Presumably Regent shareholders would want to see some upside to wave this through, requiring value-creation on an even more heroic scale.

This spectacular increase in value will be created by providing the finance to bring Fortacin to market, via this "merger"? (as opposed to PLE finding funding for this elsewhere). Doesn't stack up for me, unless PLE would not have been able to get funding elsewhere, and that was in the share price (in which case, why?).

(Regent increasing its share of PLE prior to deal consumation could reduce the new Regent shares issued and additional mkt cap numbers a bit, but not enough to change my conclusion).

The above analysis led me to dump PLE on Weds after buying in on the RNS. For a 20% loss :-(
If any of the numbers or reasoning are wrong, I would appreciate being educated.

[noirua] 06/11/2015 09:56

Regent Pacific Group Limited is an investment holding company. The principal activities of the Company and its subsidiaries consist of biopharma, resources and corporate investments.

The Company operates in four segments: biopharma segment, which involves in the research, development, manufacturing, marketing and sale of pharmaceutical products; coking coal segment, which engages in the production of coking coal; metals mining segment, which involves in the exploration and mining of metals resources, and corporate investment segment, which engaged in the investment in corporate entities, both listed and unlisted.

The Company's subsidiaries include Abagaqi Changjiang Mining Co., Ltd, Alphorn Management Limited, Amerinvest Coal Industry Holding Company (BVI) Limited, AstroEast.com Limited, Interman Holdings Limited, among others.