My Age of Investment

When Bonima heard this, his whole spirit suddenly lifted, "Can the Wisdom Fruit team continue to block WeChat for another year and a half?"

Li Yikai thought for a few seconds, shook his head and said: "It's not realistic, even if Zhi Zhiguo hates Xia Jingxing and the Overseas Holding Group, they can't overdraw the company's credit without limit.

And we can’t place too much hope on others. Improving the competitiveness of Penguin’s own products is the key. "

Bonima was a little disappointed. If the Wisdom Fruit had been stronger and tied up one of WeChat's hands and feet, then it wouldn't be so difficult for them to face WeChat's challenge, and their chances of winning would be greater.

However, what Li Yikai said is right. To make iron, you need to be strong yourself. After all, outsiders cannot be trusted.

Bonima thought for a while and then said: "Can Wisdom Fruit help us with the application search ranking?"

"sure!"

Li Yikai smiled slightly, "Zhihuiguo now hates Hainan Holding Group and Xia Jingxing to death. We don't even need to take the initiative to mention this matter. Zhihuiguo will definitely take revenge on Hainan Holding Group for spreading rumors about them."

Bonima said with a smile: "Speaking of which, Xia Jingxing is so trouble-making that his enemies are everywhere at home and abroad.

The ancients have long said that if you are in good faith, you will get a lot of help, but if you are in bad faith, there will be little help!

Xia Jingxing has begun to suffer retribution for his past actions. "

"Haha, let me see how long he can continue to be arrogant?"

The smile on Li Yikai's face was a little cold. He would never forget the humiliation Xia Jingxing had brought to him.

Without going too far, just talking about the transfer of Penguin stocks, he was tricked by Xia Jingxing as if he were a fool. The Hong Kong media has ridiculed him for this matter in the past two years, and Xia Jingxing also received A title of "Superman's Nemesis" - punching the old Superman and kicking the little Superman.

As for the few Penguin shares he bought at a unit price of 60 Hong Kong dollars, he has held them in his hands for more than two years and almost three years. The stock price has not risen back. It is only 24 or 5 Hong Kong dollars now. Multiplied by Penguin's additional issuance. The total share capital is 2.575 billion shares. Penguin’s current market value fluctuates around more than 60 billion Hong Kong dollars, which is less than 10 billion when converted into US dollars.

This time he received the 20% equity transferred by MIH (diluted to 18% after the rights issue and additional issuance), plus the 18.75% equity obtained through the rights issue and additional issuance. He invested a total of nearly 22 billion Hong Kong dollars before and after. The previous "sky-high price" investment cost of 60 Hong Kong dollars It can also be diluted to more than 20 Hong Kong dollars.

For this investment, he and his team made repeated deductions.

The worst-case scenario is that Penguin loses in the upcoming instant messaging war, but as long as he cannot lose even QQ, his investment will not lose money, because the dividend period of China's Internet is far from over, even if You can still live a life guarding a maimed penguin.

And he and his team expected that the best case scenario would be that Penguin defeated Overseas Holdings, and then he would make a fortune.

It doesn’t need Penguin’s stock price to rise too much. As long as it can reach one-third or one-quarter of Facebook’s market value, which is 40 to 50 billion US dollars, his investment of nearly 30 billion Hong Kong dollars in Penguin will become nearly 200 billion Hong Kong dollars. The value of the stock holdings!

After winning one to two hundred billion Hong Kong dollars in the first battle, those who had laughed at him can all shut up their bad mouths. It is estimated that even the old man will look at him with admiration, and his eldest brother will also have trouble sleeping and eating.

The more Li Yikai thought about it, the more he felt that he had a good chance of winning, because he and his team had conducted in-depth investigations on Penguin and knew how sticky QQ’s users were.

Now WeChat or Xia Jingxing has offended Wisdom Fruit to death. Before the war started on iOS, WeChat was already at a disadvantage.

The only thing that worries him is not Xia Jingxing's terrifying financial resources, because no matter how much money he has, instant messaging software only has such a big market. Even if Penguin and WeChat launch an overwhelming advertising war, how much money can be spent, Xia Jingxing's financial advantages cannot be fully demonstrated.

What really worried him was the Android system under Xia Jingxing's control.

And his worries have become reality little by little. The latest Android phones launched by Meizu, Samsung, Motorola and other manufacturers have WeChat applications pre-installed.

Zhiguo can stick to WeChat's neck on the iOS side. After the mobile phone manufacturers in the Android camp were acquired by Xia Jingxing, they can also stick to Penguin's neck on the Android side.

In the most extreme case, the social war between Overseas Holdings and Penguin evolved into a PK between the Android and iOS camps in terms of mobile phone shipments and ownership in the Chinese market.

At present, mobile phones in the Android camp have a very large advantage in the Chinese smartphone market, accounting for at least 60 to 70% of the market share. The number of Android mobile phones has already exceeded 10 million, and the number of Android phones is increasing by hundreds every month. The shipment speed of Wanbu is increasing.

Other Windows

Obile, RIM BlackBerry, Samsung Bada, Nokia Symbian system, and iOS system all add up, and may only account for one-third of the market share.

The market share specifically falling on iOS is even less, maybe only a few percent.

After thinking about it this way, I feel like I’m going to lose this battle!

Li Yikai, who was dreaming a few seconds ago, suddenly stopped smiling. With a serious expression, he analyzed the current competitive situation for Bonima and gave his own conclusion: "Boni, this is Penguins have the biggest loophole in this social war, and as long as we can close this loophole, Penguins will be invincible."

Bonima frowned. Li Yikai's analysis of the situation also interrupted his sweet dream. Unknowingly, WeChat had already seized a strategic commanding height, and it would be difficult for Penguin to take back this commanding height, because Android is How could Xia Jingxing’s family dog ​​not join WeChat?

According to what he knew about Xia Jingxing, he was a person who would do anything to achieve his goals and would definitely do anything to ban Penguin.

Liu Zhiping carefully observed Li Yikai from the side. It can be said that he was surprised by the other party's performance today. He actually started to make suggestions for Penguin and even talked about ideas.

He didn't know whether this was a good thing or a bad thing, because he had been worried that Li Yikai would suddenly distrust their management one day and take control of the Penguins.

After this round of additional rights issuance, the shareholding of the Penguin Five and the management including him has fallen below the crucial warning line of 25%, and they are no longer able to jointly exercise their veto power at the shareholders' meeting.

If Li Yikai wins over MIH and several other institutional shareholders, he can easily seize power. For example, he first proposes to reorganize the board of directors at the shareholders' meeting, and then conducts a shareholder vote. If the approval rate exceeds 75%, the resolution can be passed. Then Li Yikai was able to control more than 70% of the board seats in the hands of his own family and his own supporters, and finally easily completed the appointment and removal of important positions such as CEO and president.

Liu Zhiping glanced at Tong Shijie, who was listening carefully to the conversation between Bonima and Li Yikai. He suddenly realized that the vote in the opponent's hand was somewhat crucial.

Tong Shijie holds 1.36% of the equity, and their management holds a total of 23.2% of the equity. Although the two parties add up to less than 25%, as long as he persuades Boni to sell the Hong Kong luxury house he bought in cashing out stocks to buy back 0.5% of the equity, enough.

Of course, they can also choose to win over MIH, which still holds more than a dozen shares of Penguin.

But Liu Zhiping found that MIH's position was already somewhat unstable, and he no longer trusted the Penguins management as he did in the past.

Thinking of this, Liu Zhiping decided to try to win over Axel China, a small shareholder that he didn't pay much attention to in the past.

"Hans, how do you think the next game of chess should be played?"

Tong Shijie laughed, "To be honest, I'm just a layman on the Internet. If I don't understand something, I shouldn't make random comments.

Your management is different. You are on the front line, and your judgment of the market, trends, and competitive situations are much better than those of us institutional shareholders sitting in the back. "

Hearing this, Li Yikai stopped the discussion with Bonima and interrupted: "Hans, I don't like hearing what you are saying. Now the company has reached a critical moment of life and death, whether it is shareholders or Management, or ordinary employees, should come up with ideas and concentrate all the energy they can to win this social war."

Tong Shijie thought for a moment and realized that he had just said the wrong thing. He had generalized Li Yikai to the institutional shareholders sitting behind him. Looking at Li Yikai's posture, it was obvious that he wanted to be deeply involved in Penguin's core decision-making.

After understanding this, Tong Shijie quickly smiled and said: "Yes, yes, Richard, you are right, I am too lazy, and shareholders should also contribute.

I have a little friendship with Mr. Wang from HTC, and now their Windows

obile mobile phone HTC

W1 is selling well in mainland China, and I can work with them to get Penguin's new app pre-installed from the factory. "

Seeing that Tong Shijie was so eloquent and revealed everything, Li Yikai smiled with satisfaction. He still liked this fat man very much. Not only did he speak nicely, he was also very knowledgeable about current affairs. Recently, he went to his house whenever he had nothing to do, and he also introduced a few people to him. There are several good mainland Internet investment projects, all of which are outstanding startup companies that Axel China has invested in. They have gone through several rounds of financing and have relatively bright development prospects, such as PPS.

Among them, he is most optimistic about a cutting-edge video website called Lishi. Its development has been tepid in the past few years since its establishment. It is also ranked relatively low among many video websites in China. However, just this month, it is planning to start a business in Pengcheng. It's cool, and you can tell at a glance that the background is extraordinary.

Founders Jia Yueting and Li Yikai have also met once. Although they are not from professional backgrounds in the Internet industry, Li Yikai quite appreciates some of the other person's theories. He has decided to participate through an investment entity established in the mainland. Quercus's IPO is allotted. Let's take the next step first and then make further plans depending on the situation.

Liu Zhiping pretended to look at Li Yikai and Tong Shijie casually, and his intuition told him that Tong Shijie might have become Li Yikai's horse. This made him feel a little uneasy, and some speculations were turning into reality.

Bonima didn't notice this at all. His attention was attracted by the HTC thrown by Tong Shijie.

"Hans, do you know Mr. Wang of HTC?"

Tong Shijie smiled and said modestly: "We are both from Yizhou, so we know each other."

Bonima smiled and said: "You are too humble! You have such a vast network of contacts, so don't hide it. Penguin is in great need of the help of you powerful partners now."

Tong Shijie smiled brightly and said, "I will do my best!"

After several people chatted in this relaxed atmosphere for a while, Li Yikai suddenly said: "Boni, you haven't said when to start the counterattack?"

Hearing this, Tong Shijie also set his sights on Bonima. Whether he can achieve special merit next depends on whether Bonima cooperates.

Bonima and Liu Zhiping looked at each other, and the latter answered on his behalf: "The preparations are almost complete, just waiting for the rice to be put into the pot.

We plan to grab it with both hands, both hands must be hard!

On the one hand, it accelerates the coverage and penetration of mobile QQ into various mobile applications. On the other hand, it launches a simple version of the instant chat application that is in line with the usage habits of business people and young and middle-aged people. It has all the functions of voice intercom, group chat... ! "

Li Yikai was overjoyed when he heard this, "Okay, that's what we have to do! There are more than 10 billion, you can use it first. If it's not enough, I can add more at any time."

Bonima and Liu Zhiping smiled and said nothing. If they continued to raise funds, the company would be ruined.

(