SEH 0.00% 25.0¢ sino gas & energy holdings limited

where are all the new investors?, page-16

  1. 108 Posts.
    I'm confused.........So do you want to see a dilution or sale of asset? You have been so worrying about dilution but you don't seem to want to see some kind of asset interest arrangement either........Capital has to come from somewhere.........If say take out a loan at 10%, why not just put a 10% discount on current price and issue some shares to insto? In my point of view, better for them to stay on the same boat than having a creditor who gets priority on the company's asset if we are talking about roughly the same cost of capital..............

    Personally I don't like to see another equity CR just because it is too close to the last one and it shows the company's lack of financial planning. Otherwise, I'm ok either way. At least now we see the end of the tunnel as it is going to generate some cash soon.

    I'm still researching on the details of the Chinese government's plan but looking like the doubling of subsidy is not a must just yet. Will have some further look.
 
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