I mentioned it over the weekend, but I’m really looking forward to 2022! I’ve got some slight tweaks and changes to all of the pieces of my YAV “empire” I plan on rolling out in the next few weeks, but I wanted to start the year off with an idea I’ve been looking at that I think is both very interesting
is DB supposed to update their holding every 1% they sell, as a 13d holder? I am not familiar if there is an exception for them as a bank, or for how they came into possession of the shares, but my understanding is that they have 2 days to amend if they are a 13d. Not sure who else would be selling in volume like this down here though
I have the same question. DB seems to be the most logical seller looking at all the facts, however I also did expect a filing. Would be great if someone could shed some light on DB's reporting obligations with regard to NTP holdings.
But deep discount to NAV is ubiquitous in Chinese commercial real estate isn't it? HK2136, HK410, HK207, to name a few.
is DB supposed to update their holding every 1% they sell, as a 13d holder? I am not familiar if there is an exception for them as a bank, or for how they came into possession of the shares, but my understanding is that they have 2 days to amend if they are a 13d. Not sure who else would be selling in volume like this down here though
I have the same question. DB seems to be the most logical seller looking at all the facts, however I also did expect a filing. Would be great if someone could shed some light on DB's reporting obligations with regard to NTP holdings.
Here you go Andrew! https://file.io/edgk0VsBXMT3
the link is broken, could you please reupload or send by DM on Twitter https://twitter.com/ValueDHands ??
"The file you requested has been deleted" can you reupload or send any other way?
That's weird. Try this link: https://ufile.io/sw4lmxh5
There is some decent info on the IsZo campaign as well as current NTP setup here (paywall): www.specialsituationinvestments.com/2021/12/nam-tai-property-ntp-activist-control-70-upside/
Thanks!