mekong22’s Activity

Yesterday

NL

Boards Post

mekong22 replied to the GGS: Yongye International board. 1:49 PM

Re: New Fairness Opinion and Details filed

Yes, exactly. I think we all know that is the answer

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Boards Post

mekong22 posted to the GGS: Yongye International board. 10:00 AM

New Fairness Opinion and Details filed

Astoundingly, Houlihan Lokey gave a new fairness opinion for the $7.10 offer. And the assumptions made are much more ridiculous than the already crazy assumptions that went into the last one.

See form SC 13E3/A, page 43 filed 4/16 on YONG’s [more]

Wed Apr 9

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Boards Post

mekong22 replied to the GGS: Yongye International board. 2:11 PM

Re: Buyout offer accepted

Can you post your letter?

I guess I may as well now that they've already accepted the offer anyway


April 2, 2014

Special Committee of The Board of Directors of
Yongye International, Inc.
6th Floor,
[more]

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mekong22 replied to the GGS: Yongye International board. 9:52 AM

Re: Buyout offer accepted

very sketchy. Last night I received an email from FTI consulting stating that my letter had been received and I "would be notified when it was forwarded to the special committee". Given that they received my letter a full week ago, last [more]

Thu Apr 3

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mekong22 replied to the GGS: Yongye International board. 10:02 AM

Re: Writing the Special Committee Against Buyout

I didn't mention it above, but probably a good idea to mention upfront in your letter that you are a shareholder, and to state how long you have been a shareholder for.

Even if you haven't been an owner for long or don't own many shares, at [more]

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mekong22 replied to the GGS: Yongye International board. 9:46 AM

Re: Writing the Special Committee Against Buyout

fyi - a corporate lawyer friend of mine suggested that it won't do much good to write a separate letter to Houlihan Lokey. However, I did also forward them a copy of the letter sent to the special committee. Hopefully if they see how significantly [more]

Tue Apr 1

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mekong22 replied to the GGS: Yongye International board. 7:45 PM

Re: Writing the Special Committee Against Buyout

I just noticed in the press release announcing their fourth quarter conference call last month, they included contact info that is different from what is listed on the corporate website. I assume that this information is more current and they just [more]

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mekong22 replied to the GGS: Yongye International board. 9:49 AM

Re: Writing the Special Committee Against Buyout

just noticed that my link to my original letter isn't working. Trying again:

http://boards.fool.com/special-committee-letter-30337531.asp...

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Boards Post

mekong22 replied to the GGS: Yongye International board. 9:47 AM

Re: Writing the Special Committee Against Buyout

Just to be clear, even the letter copies that you email, should be printed, hand signed, then scanned and emailed as a pdf showing your signature when sending the email copies.

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Boards Post

mekong22 posted to the GGS: Yongye International board. 9:28 AM

Writing the Special Committee Against Buyout

sorry, this is a repeat of my post in forbes' thread but I think this is important enough that I should have just started a new thread, so here is a copy/paste. No changes from what is in my last post if you already read that:


I wasn't [more]

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mekong22 replied to the GGS: Yongye International board. 9:22 AM

Re: Are Yongye shareholders getting shortchanged

I wasn't able to finish my letter this weekend, but should hopefully have it done tonight.

If someone really wants to see my letter, you can message me and I'll send you a copy when complete, but I probably prefer for everyone to start with [more]

Fri Mar 28

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mekong22 replied to the GGS: Yongye International board. 9:36 AM

Re: Are Yongye shareholders getting shortchanged

I appreciate this, but I don't believe that another article like the one I wrote in December will make much difference right now. The retail owners all know the deal and will not vote to approve. Hopefully there were a lot of them that were nonvotes [more]

Thu Mar 27

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Boards Post

mekong22 replied to the GGS: Yongye International board. 6:49 AM

Re: New offer price...

Did the release 'reset' the date of owning YONG shares to vote for this new tentative proposal??

There is no accepted offer so no reason to reset any dates yet although I suspect they will reset the date if they accept a new offer [more]

Wed Mar 26

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Boards Post

mekong22 replied to the GGS: Yongye International board. 8:40 PM

Re: New offer price...

just re-read my last post above and realized I typed "invites" instead of "nonvotes". Should say"...only the nonvotes wouldn't count."

sorry for any confusion.

If the offer is accepted, hopefully enough [more]

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mekong22 replied to the GGS: Yongye International board. 3:38 PM

Re: New offer price...

You guys are right, I misinterpreted the new requirement to mean that shareholders or someone acting as their proxy had to vote in person in china but you are right the proxy vote is the same thing we did last time. Only then invites wouldn't count.

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Boards Post

mekong22 replied to the GGS: Yongye International board. 1:58 PM

Re: New offer price...

The change in the nonafilliated vote requirement is the worst part. Even if everyone that voted against the deal last time banded together and hired a proxy to vote our shares in China at the meeting, I'm sure any arb firms involved would do the same [more]

Fri Mar 21

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mekong22 replied to the GGS: Yongye International board. 4:12 PM

Re: I know it's somewhat uncouth...

very interesting. I didn't realize that. Thanks for the explanation, Chris.

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Boards Post

mekong22 replied to the GGS: Yongye International board. 3:32 PM

Re: I know it's somewhat uncouth...

isn't open interest just the amount of limit orders that are open and can't find a buyer/seller at their limit price? I think that's different from the amount of contracts that have been sold previously and are unexpired, which is what I think you're [more]

Wed Mar 19

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Boards Post

mekong22 replied to the GGS: Yongye International board. 10:09 AM

Re: 4Q earnings out

Earlier this week, I actually just mentioned that exact quote to someone when talking about YONG and explaining why I'm so confident having such a large portion of my portfolio in YONG shares and options.

Mon Mar 17

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Boards Post

mekong22 replied to the GGS: Yongye International board. 1:15 PM

Re: Expect strong Q4 Sales

wouter

could one of them be an A/R on shipments and the other one the GAAP accounting A/R per the financial statements? that's the only thing I can think of

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