Monday, October 29, 2007

資源俱樂部添新丁

上周五談到有「高難度技術」的交易陸續出現,估不到礦產資源俱樂部的會員又再玩到不亦樂乎。


由彤叔等好友支持的蒙古能源(276)話同中國慶安簽框架協議,而中國慶安這間從事煤炭、天然氣等進出口貿易及中介人服務的國有企業,獲蒙古能源委聘負責物色策略性商業合作夥伴關係。本來單deal平常不過,一來只簽框架協議,意味還有很多細節要傾,而且幫手找合作,好像招商般。


不過,那句「所物色之各項目之規模預期價值不少於1,000億元人民幣」就非同小可了!話雖經濟強勁,但做千億投資就認真不能小覷,李超人在內地投資多年,才超過千億元,你話該公司野心有多大!


當然,找到是一件事,真的做到又是另一件事,而有關框架協議為期20年,兼且中國慶安第一年找不到逾15億元人民幣的投資項目,協議就會拉倒,試問怎不加把勁,自然為該股建立無限憧憬,你話四叔叻,禤中怡就認為彤叔功力深不可測就真!


此外,鄭家大公子鄭家純於本月23日以每股6.564元平均價,購入該股75.5萬股。而該股股價上周更連升4日,已見8.35元收市,純官帳面又大賺,為礦產資源遊戲揭開新一頁,配合得天衣無縫。


此外,該俱樂部剛剛又增添了新成員,就是合俊集團(2700)。這間公司於2006年9月29日上市,想不到剛過一年時間,就已經想到業務多元化,不再單做玩具生產業務。畢竟上市第一年,即06年全年純利已倒退,而今年中期業績又令人失望,因為再次出現虧損,所以倒不如走去內地投資一間開採銀礦的內地公司,可能勝算更高。


這個銀礦就真的巴閉到不得了,該公司話位於福建省寧德市壽寧縣大安鄉,究竟在哪裡,可能要借地圖兼放大鏡幫忙,但公司解釋清楚,話根據歷史記載,早在明朝時期,壽寧大安地區已有開採銀礦活動,更話福建省第四地質大隊於1972至1993年曾做地質勘探,該大隊估計獲准勘探的礦藏內,銀礦儲量約508.37噸,還有金、鋅、銅等,真的是誰敢挑戰權威。作為該集團股東,真的要多謝管理層如此看準時機,知道做實業難望發達,做礦產才是出路,拿數千萬元去投資別的行業,可見今時今日,「不熟不做」這句營商名言值得商榷。


講起「不熟不做」,自港股火紅後,禤中怡見到不少朋友變身「講股專家」,甚至銀行股票機前人頭湧湧,人人講自己如何提早沽貨賺少了多少等等,無論電視、電台、報紙甚至有新雜誌都是談財經港股加投資,總之泛濫程度已接近鋪天蓋地。禤中怡在此忠告,投資無妨,但請謹記:「使出真功夫,努力工作方為大師傅!」


(10月29日刊於《am730》)

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