2016年“开门红”!
GEneral Steel(GSI)单日暴涨105%!
在暴涨105%后GSI交易暂停,该股在短短的5分钟内股价暴涨高达72%。目前已连续5个交易日累计暴涨313%。
这是一支超跌反弹+转型股:
股价因为并股遭遇暴跌,但在强支撑区域顽强抗争;
宣布收购美国清洁能源公司,转型意图图穷匕见;
出售亏损资产、变现土地资源获得董事会首肯;
GSI的流通股票数约为1400万股,市值约为5100万美元。
这就是我们的老朋友通用钢铁(美股GSI)(代码:GSI),但看完本文保证你会重新认识这个“老朋友”。
通用钢铁(GSI),顾名思义这是一家钢铁生产公司,他是中国非国有钢铁企业,总部位于中国陕西。
GSI在2015年10月底宣布反向拆股(并股),而在此之前该股三四个月一直在3美元-4.25美元区间震荡,拆股后股价连续遭遇暴跌至1美元附近。
与此同时,中国的钢铁行业一直萎靡不振,所以GSI也是深受其害,股价跌到1美元生命线(长期低于1美元将退市)下,主营业务做一天亏一天,GSI已经到了生命攸关的重要时刻!
可GSI也有壮士断腕的伟大气魄!
GSI随后宣布收购美国清洁能源公司,并有意削减目前不断亏损的钢铁业务,很快这些实际行动获得了市场的正面响应,股价蹭蹭蹭开始上涨,重回生命线上方!
而减肥行动也正式迈出了一步:GSI宣布剥离钢铁业务
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减负!通用钢铁宣布剥离炼钢业务
2016年1月4日北京讯:通用钢铁(代码:GSI)今天宣布,董事会已批准出售其钢铁制造业务。
由于中国的钢铁行业的持续萎缩,公司炼钢业务最近几年巨亏,预计2016年该项业务或产生10亿美元的净亏损,远超公司目前的运营资本。如之前所宣布的,公司与董事会全面评估了战略替代方案,并与潜在的买家进行了出售炼钢业务的数次探讨。
今天,董事会批准公司出售全资拥有的通用钢铁(中国)有限公司、以及陕西龙门钢铁的全部股权,作价100万美元,下家为GSI主席HenryYu在香港注册的Victory Resources Limited旗下子公司。相对应的,一家第三方机构将本交易中的资产净股权和债务评估为负值。
本交易仍需获得监管批准并满足其它特定成交条件,目前预计在2016年第一季度顺利完成。如顺利完成,公司将获得100万美元现金注入,并且确认一笔约4.7亿美元的股权不足额收益,这是因为整体债务大幅减少。
出售炼钢业务后,公司将专注于扩大其清洁能源业务,公司已经收购美国CATalon Chemical Corp(“Catalon”)84.5%股份,这是一家开发和制造De-NOx蜂巢催化剂和工业陶瓷的公司。此外,GSI还持有TianwuGeneral Steel MATerial TrADIng Co., Ltd 32%的股份,该公司主要为炼钢厂采购海外的铁矿石;另持有99%的Maoming Hengda Steel Company, Ltd. 99%股份,该公司拥有的土地资源估价达2.5亿元人民币。
GSI CEO Yunshan Li女士表示:“GSI适时的剥离炼钢业务很有必要,此举可以保持流动资产,帮助公司维持运营并专注于前途广阔的清洁能源。在此我们想感谢公司主席Henry Yu,是他的慷慨解囊收购了我们的炼钢业务,避免它继续给公司产生亏损,让我们的运营资本免遭侵蚀。这次交易成交后,我们预计资产负债表将得到大幅夯实,低负债和高股本将大有裨益。此外,我们预计可以尽早将Maoming Hengda的土地资产变现,预计为我们产生3000-4000万美元现金收益。”
Li女士总结到:“由于我们要专注于那些可以带来最大增长和(港股00001)投资回报的领域,所以公司将全身心投入开发清洁能源业务。中国目前空气污染极其严重,2015年12月份政府最新的五年计划中,宣布了减少煤炭排放的新政。新政将给予电厂给多补贴,以达到超低的排放标准,包括烟尘、二氧化硫和NOx排放的最低含氧量和浓度。”我们预计De-NOx蜂巢催化剂业务将在2016年为公司带来增长和盈利。
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保守估计,GSI减负钢铁业务就可以获得100万美元+4.7亿美元股权收益+4000万土地收益(5亿美元+),而2016年GSI本来预计钢铁业务亏损10亿美元!
看不到头的亏损早已反应到股价中,GSI跌得让我们不敢认他,剥离亏损资产+转型清洁能源却还未发酵!
今日复牌+利好发酵
股价何时高飞?就是现在!
3块的目标攻下之后,4.25就是下一个目的地!
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