Kommentarer till Solomon Meeting Part 3 Capital Award http://investeraiaktier.se/wp/2017-09-09/solomon-meeting-part-3-capital-award/ En blogg om aktier, ekonomi och samhället Fri, 01 Aug 2025 03:33:14 +0000 hourly 1 http://wordpress.org/?v=3.5.1 Av: Nakkikone http://investeraiaktier.se/wp/2017-09-09/solomon-meeting-part-3-capital-award/comment-page-1/#comment-2556 Nakkikone Sun, 10 Sep 2017 12:27:07 +0000 http://investeraiaktier.se/?p=4019#comment-2556 Thanks Emilez and SIAF!

I hope your interpretation is right and CA is not required to finance the future projects first before getting payment from the projects.

Again, I hope Mr Lee has learnt the lesson to keep business straightforward. Investors and analysts won’t appreciate CA becoming “mini SIAF” getting small stakes from the companies it’s serving to.

]]> Av: Snow http://investeraiaktier.se/wp/2017-09-09/solomon-meeting-part-3-capital-award/comment-page-1/#comment-2555 Snow Sun, 10 Sep 2017 12:21:11 +0000 http://investeraiaktier.se/?p=4019#comment-2555 I asked Solomon about possible ownership in the ventures outside China. The reply w<ilas that CA would not have any stake (ownership) in these businesses. Owership might have entailed that CA would have had to invest its own cash in these ventures or invested the profits generated from serving those ventures.

]]> Av: Emilez http://investeraiaktier.se/wp/2017-09-09/solomon-meeting-part-3-capital-award/comment-page-1/#comment-2554 Emilez Sun, 10 Sep 2017 08:50:53 +0000 http://investeraiaktier.se/?p=4019#comment-2554 “Financing is again a key to success. Did Mr Lee tell is SIAF/CA still going to act as a one owner in these new projects? As it was a case with (what is now called as) Tri-way?”

He did not say anything about that when I was on the meeting at least, not that I heard. But as SIAF! writes other posters have written about it.

]]> Av: SIAF! http://investeraiaktier.se/wp/2017-09-09/solomon-meeting-part-3-capital-award/comment-page-1/#comment-2553 SIAF! Sun, 10 Sep 2017 06:43:03 +0000 http://investeraiaktier.se/?p=4019#comment-2553 As I’ve understood from other posts SIAF would not be an owner in the new projects. They would build the new farms, and get paid for it. The long term income would be from licensing fees.

]]> Av: Nakkikone http://investeraiaktier.se/wp/2017-09-09/solomon-meeting-part-3-capital-award/comment-page-1/#comment-2552 Nakkikone Sun, 10 Sep 2017 05:43:17 +0000 http://investeraiaktier.se/?p=4019#comment-2552 Interesting. CA listing surely implies something new projects are becoming reality. It needs at least 2-3 new long-term projects to become a serious listing candidate. As we see currently, being dependent on a single source of revenue is too risky.

Financing is again a key to success. Did Mr Lee tell is SIAF/CA still going to act as a one owner in these new projects? As it was a case with (what is now called as) Tri-way?

Stockholm as a home bourse for CA does not sound a great choice in terms of appreciation. I don’t know is Mr. Tiusanen still involved with SIAF, but he stepped down from CFO position and opted to run some SIAF’s European activities, if my memory serves we well. Could it be something to do with CA’s listing plans or projects?

SIAF is truly becoming a holding company. After making the proposed spinoffs, the rest of the non-listed business is uninteresting small scale activity.

]]> Av: Emilez http://investeraiaktier.se/wp/2017-09-09/solomon-meeting-part-3-capital-award/comment-page-1/#comment-2551 Emilez Sun, 10 Sep 2017 05:00:23 +0000 http://investeraiaktier.se/?p=4019#comment-2551 Yeah, however it is positive that CA will be listed at all I guess. I didn’t know beforehand that CA would be listed in such a short time frame. I didn’t even consider it.

]]> Av: SIAF! http://investeraiaktier.se/wp/2017-09-09/solomon-meeting-part-3-capital-award/comment-page-1/#comment-2550 SIAF! Sat, 09 Sep 2017 16:25:36 +0000 http://investeraiaktier.se/?p=4019#comment-2550 That’s too bad. I was hoping for a market with better exposure.

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